Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics
Seamlessly bring Talkdesk and Salesforce together to drive agent productivity, reduce manual tasks and personalize every interaction, leading to 19% CSAT improvement, 23% wait time reduction, and 21% time to answer reduction Seamless integration Talkdesk's CTI integrates seamlessly to give agents advanced features such as screen pops, SSO, outbound caller ID & more. Calls are auto-logged to ensure accuracy and consistency without altering workflows Intelligent routing Talkdesk Studio uses data dips and integrates with Lightning Flows to get customers to the right agent with context-driven routing based on the case, lead, contact & more Proactive outbound Load and launch Talkdesk Power Dialer for fast & efficient outbound campaigns. Utilize smart SMS for automated follow-up or proactive messages. Integrates with Salesforce High Velocity Sales (HVS) Two-way data sync Ensure data between Salesforce and Talkdesk is always consistent with continuous two-way data sync Quick setup in Salesforce Deploy Talkdesk for Salesforce, add Talkdesk licenses, and assign user permissions—all without ever leaving Salesforce.
Top keywords
- salesforce6×3.80%
- talkdesk6×3.80%
- data4×2.53%
- integrates3×1.90%
- outbound3×1.90%
- agent2×1.27%
- data sync2×1.27%
- ensure2×1.27%
- proactive2×1.27%
- reduction2×1.27%
- routing2×1.27%
- seamlessly2×1.27%
Compliance Vista
ComplianceVista, built on SurveyVista, transforms Salesforce into a comprehensive platform for managing assessments, audits, and compliance programs. Designed for organizations that require structured, repeatable, and fully auditable processes, it supports Employee 360 reviews, Third-Party and Vendor Risk Management (TPRM), Enterprise Risk Assessments, Compliance and Control testing, and operational audits. ComplianceVista allows teams to bundle multiple surveys / questionnaires into a single assessment, assign them to the right stakeholders, automate workflow stages, consolidate scoring, and report results at both the survey / questionnaire and assessment level. Configurable scoring models, weighted aggregation, multi-step review flows, and automated notifications ensure accuracy and consistency across every assessment cycle. Because ComplianceVista is 100% Salesforce-native, all data stays securely within your CRM. Whether evaluating employees, vendors, risks, or compliance controls, the solution delivers end-to-end visibility, standardized governance, and streamlined assessment management - fully powered by Salesforce automation, security, and reporting.
Top keywords
- assessment4×2.82%
- compliance3×2.11%
- compliancevista3×2.11%
- assessments2×1.41%
- audits2×1.41%
- fully2×1.41%
- management2×1.41%
- risk2×1.41%
