CRM Integration:
Built-In Integrations for Leading CRMs
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Five9 and Your CRM — Better Together
Five9 provides robust pre-built integrations with leading CRM solutions — Salesforce, Oracle, Microsoft, Zendesk, NetSuite and Velocify — so that agents have the information they need to make customers happy. Use a different web-based CRM? No problem. Five9’s Agent Desktop Toolkit offers a rich, extensive framework of REST APIs, reference UIs and other tools to build solutions that power agent experiences and business results in turnkey and custom environments.
With Five9 embedded into your CRM, you create a powerful combination of telephony and CRM that works better together. Allow your agents to click-to-dial from the CRM desktop. Leverage the power of Five9 while maximising your existing investments. Increase agent productivity, enhance the user experience and give your organisation a competitive advantage.
Built-In Packages for CRMs
Five9 comes with built-in integrations for Salesforce, Oracle, Microsoft, Zendesk, NetSuite, and Velocify. Perform Five9 functions from the CRM interface.
Custom CRM Integrations
Easy-to-implement customer integration option embeds interaction controls into your CRM. Agent Desktop Toolkit offers a rich framework of tools.
Leader in CRM Integration
The vast experience of the Five9 Professional Services team provides the expertise to accomplish your integration in weeks, not months.
Website leads are processed through Salesforce and then pushed out to Five9. Within seconds — literally — our sales team is calling them back.
Datasheets: CRM Integrations
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Integration Features
CTI Web Services API
Configuration Web Services API
Reporting Web Services API
Statistics Web Services API
Web Connectors
Built-In Customisability
Proactive Productivity Tools
Built-In CRM Integration with Salesforce
Built-In CRM Integration with Oracle Service Cloud
Built-In CRM Integration with NetSuite
Built-In CRM Integration with Zendesk
Built-In CRM Integration with Microsoft Dynamics
Boost Productivity with Five9
Stop wasting time on manual dialling and managing leads. Five9 Outbound Contact Centre automates lead and campaign management, so you can create an automated marketing and sales funnel that achieves your outbound goals.
Prospecting
Predictive dialling connects agents only to live prospects, maximising calling efficiency.
Qualifying
Use list priorities and ratios, so your agents can focus on their most qualified leads.
Nurturing
Automate agent callbacks using the Disposition Timer and redial feature.
Converting
Leverage workflow rules with time-of-day triggers to manage agents and campaigns.
Why Choose Five9
Call +44 203 318 7902 for More Information