How to Integrate Sales dialer Kixie with Salesforce

Did you know that you can connect with 500% more leads and close more deals if you integrate a sales dialer
with your CRM? Kixie is the ultimate platform for Salesforce dialer and voice platform for your sales team. It is an enterprise cloud phone service that has a powerful Salesforce dialer and seamless CRM integration.

With Kixie, you can do the following things;

 

  • Call your prospective leads with one-click dialing from Salesforce.
  • Increase your call-connect rate with local presence dialing.
  • Leave pre-recorded voicemails for outbound calls with one-click.
  • Send text messages through your direct business number from Salesforce.

Steps to integrate Sales dialer Kixie with Salesforce;

Step1

  • Download the Kixie extension from Google & Install it.

Step 2:

  • Login using your Kixie account credentials.

Step 3:

  • Now, click on the three lines on the right-hand corner of the extension for Settings.

Step 4:

  • In settings, search for the option of CRM. Now, select Salesforce and enter your Salesforce credentials.

Step 5:

  • Finally, log in to your Salesforce account & you will find a red-colored dialer in front of the contact numbers of the Leads or Contacts.

Conclusion:

So, with this simple solution, you can integrate Sales dialer Kixie with your Salesforce account easily. We hope that you liked this blog and it was helpful for you. Don’t forget to try out this solution for your business and see how it helps. Also, do share your experiences with us. Till then, happy learning! 🙂

 

Share This Blog
Related Articles

Salesforce CPQ (Configure, Price, Quote) is a powerful tool that enables businesses to streamline their quoting process by providing advanced configuration options. Among its many features, Multi-Dimensional Quoting (MDQ) stands out as a powerful capability that allows sales teams to create more detailed and flexible quotes for complex products. In this blog, we’ll dive into […]

Read More
Dynamic Search Filters in Salesforce CPQ

Salesforce CPQ (Configure, Price, Quote) is a powerful tool that allows sales teams to generate quotes with speed and accuracy. One of the key features that makes CPQ so flexible is its dynamic search filter capability. In this blog, we’ll explore how you can create dynamic search filters in Salesforce CPQ to make your quoting […]

Read More
How to Create Quote Templates Customization Methods

The objective after completing a quote is usually to produce a precise and expert quote document for clients. However, without the proper procedures in place, quoting can be difficult, error-prone, and time-consuming. Salesforce CPQ (Configure, Price, Quote) streamlines the process and improves quote accuracy by assisting with the setup and administration of quotation papers. By […]

Read More
Boost Performance with a Robust Trigger Framework in Salesforce

Boost Performance with a Robust Trigger Framework in Salesforce If you want to make sure of scalability and performance in the Salesforce development, managing Apex triggers is a must. With a trigger framework, you get a structured approach to organizing and maintaining trigger logic. This way, developers can follow the best practices while maintaining the […]

Read More

When it comes to Salesforce development, efficiently managing and deploying metadata is important to maintain streamlined operations. With the help of Unlocked Package, you can easily achieve this. It is specially designed for business’s internal use and allows businesses to develop and manage modular applications. This blog will walk you through the importance of Unlocked […]

Read More
How Salesforce Data Cloud Streamlines Data Management

The Data Cloud integrates your company’s data onto Salesforce’s Einstein 1 Platform. It provides each team with a comprehensive customer view for a better experience. The Data Cloud consolidates disparate data sources into a unified model, facilitating easy access and comprehension. It encompasses various data types such as web engagement and more from both internal […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818