Phone.inc for SalesforceComing soon
The Salesforce phone.
Salesforce holds everything and shows it to nobody in the ten seconds before you answer. Phone.inc reads the account, the opportunity, and the case that is still open, and puts them on the screen.
Priya Raman
Incoming · Main number
Opportunity · $42,000 · Negotiation/Review
Harbor Logistics · case 00001042 escalated
Last call · chased the escalated case
What it does
Your accounts, on the line. Every call arrives with both sides of the story.
The person calling about your renewal is often the same person waiting on a support case. Salesforce keeps those on separate tabs. Phone.inc reads them together and shows you both before you answer.
- Caller context from Salesforce
- The account, the contact, the open opportunity, and any escalated case, next to the caller's name.
- Whisper reads both records
- “Forty-two thousand at negotiation, and an escalated case since Tuesday.” One brief, only you hear it.
- Agents that log the task
- After the call an agent writes a call task, links it to the opportunity and the case, and updates the case status.
- Texts on the activity timeline
- Send a confirmation by text from your business number and it lands on the timeline like every other activity.
- Voicemails on the right record
- A voicemail arrives transcribed and attached to the account, with the case it is probably about.
- Two-minute setup, when it opens
- You will connect it with your Salesforce login. No admin project, no field mapping workshop, no consultant.
In the product
Six minutes with Priya. From first ring to both records updated.
13:40:00
Incoming call
Before you answer
The call arrives with the account attached. Priya's name, Harbor Logistics, forty-two thousand at negotiation, and the escalated case that has been open since Tuesday.
- Account and contact
- Opportunity and stage
- Any escalated case
Priya Raman
Incoming · Main number
Opportunity · $42,000 · Negotiation/Review
Harbor Logistics · case 00001042 escalated
Last call · chased the escalated case
13:40:10
Whisper
As you pick up
A short voice brief only you hear. You find out about the escalated case before she brings it up, which changes how the renewal conversation goes.
- Only you hear it
- Reads sales and service
- Two seconds, then you talk
Priya Raman
Main number
“Priya from Harbor Logistics. Forty-two thousand at negotiation. She also has an escalated case, GPS unit offline, open since Tuesday.”
13:47:05
After the call
After you hang up
An agent logs a call task against the opportunity and the case, sets the case to Working, and texts Priya the engineer's slot.
- Logged as a call task
- Linked to both records
- Case status updated
Priya Raman
Call ended · 6:18
- Read the transcript
- Logged a call task in Salesforce
- Linked it to the opportunity and the case
- Set the case to Working
Sent by agent · 13:47
Your stack
Your tools, one phone. Connect as many as you run.
Integrations aren't either-or. Connect Shopify for orders, Dinero for invoices, and anything else you use. Each one takes about two minutes, and every call reads them all.
Salesforce + Phone.inc
Answer knowing both records.
Join the waitlist. You get a free business number when your batch opens, and we will email you the day Salesforce connects.