ShoreTel for Salesforce

Supercharge your Salesforce investment

with an integrated, 360-degree view of all your sales, marketing and customer service communications.

Salesforce is the most popular Customer Relationship Management (CRM) application in the world because it puts the focus on customer sales and service, not administration. ShoreTel business phone systems share that same strategic vision: focus on the customer experience, and keep things brilliantly simple.

ShoreTel for Salesforce enables a single-source view of all your business communications and customer interactions. This tight integration unifies voice and customer data and enhances the functionality of both the phone and CRM applications. It’s easy to associate Salesforce records with any call, add comments to the user record, then transfer the call—with its associated data—to another agent. Users can create dashboards to track contacts, which can serve as an early indicator of sales, service or operational performance.

This potent combination of quantity and quality of information gives management critical business metrics never before available.

ShoreTel for Salesforce Free Trial

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Improve your entire enterprise

Connect your unified communications system to your CRM and adoption of both applications increases. Everyone can enable more effective collaboration, higher productivity and better business results.  Empower your people to excel!

Sales teams:  The more calls you make the more sales you make. ShoreTel for Salesforce makes it one-click easy to call a lead, opportunity or customer. The application automatically logs the call as a sales activity and prompts the user to schedule a follow-up task or action, helping to drive the result--higher sales team productivity and faster time to close.

Road warriors: Work is no longer a place you go, it's a thing you do and road warriors spend more time on their mobile phones then at their desks.  ShoreTel for Salesforce removes the manual chore of logging calls, regardless of whether the call is placed at a desk or via mobile. Calls are automatically captured providing a complete view of all customer interactions.

Contact center agents:  When a customer calls, a ShoreTel screen pop tells who is calling, and Salesforce tells why they‘re calling, shortening response times. When the call is transferred to a colleague, whether inside or outside the contact center, all of the customer’s Salesforce information travels with the call--so customers never have to repeat themselves again.

Marketers:  Call-throughs are tracked as easily as click-throughs when customers dial unique marketing numbers placed on ads. ShoreTel for Salesforce recognizes the number, associates the call with the appropriate campaign, and allows staff to track leads through closure for true marketing campaign ROI.

Managers: Actionable business intelligence helps managers manage better. Sales managers can tell if reps are making an appropriate number of calls and whether they are reaching voice mail or getting through to prospects; service managers can receive precise first-caller resolution reporting, by tracking calls and activities aligned to cases.