CRM INTEGRATION

Five9 and Salesforce Integration

The Five9 integration Salesforce was designed to meet the needs of your customers through a highly reliable, scalable, and secure solution. Five9 has a proven track record working directly with Salesforce to provide effortless, intelligent, enterprise-class contact experience in the CRM environment.

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Innovations to Power an Intelligent, End-to-End Agent and Customer Experience

Five9 seamlessly integrates with Salesforce to enable agents to log in directly to their native CRM environment to handle all customer inquiries. The Five9 integration creates a more powerful and productive solution to maximize every customer interaction.

Five9 and Salesforce can help you deliver a unified, seamless, and engaging experience that enables agents to focus on what matters the most – your customers.

Five9 and Salesforce Are Better Together

Click-to-Call
Click-to-call from within the Salesforce environment to easily reach out to customers and prospects.
Data-Rich Screen Pops
Match inbound and outbound customer information and provide “screen pops” by opening corresponding Salesforce records. Agents see customer data prior to accepting the interaction.
Intelligent Routing
Effectively prioritize and route calls and voicemails to the right agent at the right time. Provide inbound callers with IVR self-service applications.
Campaign & List Integration
Integrate campaigns, calling lists, and predictive dialing to boost sales leads and conversion rates.
Agent Interaction Control
Empower agents with rich interaction handling for chats, emails, and calls such as recording, parking, cold or warm transfers and conferences, click-to-dial and more – all from within a single Salesforce desktop.
Automatic Interaction Logs
Save logs automatically when an interaction ends to ensure that every interaction is stored in the system of record and keep teams synced on all customer and prospect communication.

Due to the pandemic in 2020, RoundPoint created a specific COVID-19 support page, receiving tens of thousands of interactions through Five9 Visual IVR, and set up between 48,000 and 55,000 forbearance plans in just one month.

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We’ve found Five9 to be exceptional in their knowledge of contact centers and especially their knowledge of Salesforce and contact centers.

Davo Muttiah

Change Manager, CARFAX

Resources to Help You Get Started

Data Sheet

Five9 Adapter for Salesforce

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Video

Five9 and Salesforce Integration

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Infographic

Why Integrate Salesforce

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