Salesforce CRM Integration
Together, 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. Choose the CRM solution that has a proven track record working directly with Salesforce. Alternatively, if you are looking for an integration to Service Cloud Voice BYOT, learn more here.
Power an Intelligent Agent and Customer Experience
Five9 seamlessly integrates with Salesforce, enabling agents to log into their native CRM environment directly to handle all customer interactions. The Five9 integration creates a more powerful and productive solution to maximize every customer-service experience.
Take advantage of effortless, intelligent, enterprise-class contact experiences to meet the needs of your customers.
Five9 and Salesforce: Delivering Exceptional Experiences
Quickly deploy and easily manage a solution that best fits your contact center needs.
Minimize agent ramp-up time and shorten the learning curve by enabling agents to work within their familiar Salesforce environment in a single pane.
Provide agents with a simpler desktop so they can have more time to focus on customers.
Leverage Salesforce and contact center data together to provide accurate customer information and interactions.
Harness the power of the Five9 within the Salesforce environment, creating a seamless customer experience through AI, automation, omnichannel, intelligent routing, and much more.
We could never get an IVR and IVA from our previous solution — with Five9, we launched with it.
Integrated Agent Desktop
- Single-pane agent desktop
- UC Integration
Embedded Supervisor Interface
- Embedded supervisor desktop
- Omnichannel visibility and monitoring
Workforce Optimization Connector
- Pre-built integration
- Recorded interactions
- Transcript captures of digital channels
- Collet handling data
Resources To Help You Get Started
Five9 Adapter for Salesforce
Harness the power of real-time customer data to drive greater business results and increase ROI with Five9 and Salesforce.
Five9 and Salesforce Integration
Five9 and Salesforce can help you deliver a unified and seamless experience that enables agents to focus on what matters the most: your customers.
Ygrene Gains Platform Reliability and Reduces Handle Time 50%
To better serve its customers, Ygrene reached the decision to migrate to a platform that would not only improve uptime but integrate seamlessly with Salesforce.