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WorldSmart Salesforce Integration

WorldSmart supports the industry's leading CRM solutions such as salesforce.com with comprehensive communications integration.

  • Efficient and Accurate Outbound Dialing
  • Inbound Call Screen Pops
  • Outbound Click to Dial
  • Detailed Call Logging
  • Lower Call Resolution Times
  • Increased Productivity

WorldSmart's Call Center Adapter (CCA) for Salesforce.com AppExchange delivers radically improved efficiency in outbound call management within the Salesforce.com environment. Salesforce's CRM solution plus WorldSmart's integrated CTI solution delivers higher customer satisfaction, higher levels of productivity and improved customer service. For a more detailed look at the Salesforce CCA product, click here for a slide presentation.

Browser-based Softphone

The Salesforce CCA enables employees and call center agents to perform all of their critical tasks directly in a Salesforce browser environment, which yields greater efficiency and customer satisfaction. The integrated softphone includes three available lines, a dial pad, hold button, transfer button and a suite of productivity features to deliver real-time customer data to an employee's desktop.

Works with SIP compatible hard phones

Do you have a SIP compatible hard phone? If so, WorldSmart's CCA solution can direct calls to that phone as well.

Inbound Calls - Screen Pops

Call ID data from incoming calls routed to user's desktops will be matched to relevant customer information instantly. Screen pop-ups present a real-time, convenient Salesforce view with relevant information such as pending sales opportunities or open support cases.

Outbound Calls - Click to Dial

With Salesforce customer data at a user's fingertips, the Salesforce CCA turns all instances of a phone number into a hyperlink. A call to a customer can be initiated by a single click of the mouse. The date, time and duration of the interaction will be logged automatically. Call notes can be entered by the user to accurately track customer history.


Act Now

Only Dynamix Unified Solutions delivers a complete suite of unified communication services that makes sense for SMBs. You owe it to your business to give us a closer look - call Dynamix Unified Solutions (toll-free 866.641.8989) today.