SmartConnect delivers all key Salesforce CTI integration features, including click-to-dial for placing outbound calls directly from Salesforce records, screen pop to instantly display customer info on incoming calls, automatic logging of call activities and notes, real-time sync to keep call data and CRM records updated live, and reporting and analytics to track call performance and agent KPIs.
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Cisco Salesforce Integration Service Can Transform Your Business Integration
Cisco contact center crm Salesforce integration service brings efficiency to your business operations, streamlining communication, automating workflows, and improving customer interactions into one cohesive system. Take your operations one step closer to smarter ones with this cost saving upgrade!
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Key
Features of the Salesforce CTI Connector
Platform & Edition Compatibility
SmartConnect supports all of the following Cisco platforms on both Salesforce Classic and Lightning.
| Cisco Platform | Salesforce Classic | Salesforce Lightning |
|---|---|---|
| Cisco UCCX | ✔ | ✔ |
| Cisco UCCE | ✔ | ✔ |
| Webex Contact Center | ✔ | ✔ |
| PCCE 11.x and above | ✔ | ✔ |
Click-to-Dial Functionality
Instant Click-to-Dial: Enable one-click outbound calling directly from any phone field within Salesforce records to eliminate dialing errors and accelerate outreach.
Call Activity Logging
Automated Call Activity Logging: Automatically record call durations, timestamps, and wrap-up codes directly to the CRM contact or lead record without manual entry.
Screen Pop-Ups
Automatic Screen Pops: Display caller profiles, open cases, and contact history instantly as incoming calls connect, giving agents immediate context.
Real-Time Data Sync
Bi-Directional Data Sync: Keep Cisco Finesse and Salesforce data updated live across systems, ensuring accurate activity logs and supervisor metrics.
Native Reporting
Embedded Dashboards & Analytics: Access out-of-the-box CTI reporting widgets inside Salesforce to monitor call handling times and key agent KPIs.
Supervisor Controls
Silent Monitoring & Quality Management: Enable supervisors to monitor calls, whisper coach, or join sessions directly within the Finesse CTI framework.
Transform Your Customer Experience with Cisco Salesforce Integration
- Agents see caller identity and case history the moment a call connects, via screen pop.
- Calls route based on the rules you set, without manual transfers.
- Call notes, duration, and wrap-up codes log automatically to the Salesforce record.
- Supervisors monitor calls and whisper-coach agents without the customer hearing.
Achieve Operational Excellence Through salesforce cisco cti Integration
- Replace screen switching with instinctual interface
- Make call handling process efficient by identifying callers, displaying their information in automatic screen pops, and route them to the right agents
- Matching callers instantly with existing records and searching them when required dynamically
- OneClick solution for agents to call a phone number by a single click once connected to CRM either from CRM and search console
- Smooth call transfers and conference call is also available with other agents and supervisors.
- AI NLP Omni-channel chat solution includes: Webchat, email, SMS, Facebook, Twitter, mobile and WhatsApp
- Advance Analytics and Reporting
Why Choose Our Salesforce CTI Connector?
We're a Salesforce AppExchange partner with a certified CTI connector for Cisco UCCX, UCCE, and PCCE 11.x and above, part of our broader contact center integration services.
Support After Go-Live
We handle deployment and stay on for configuration changes as your call volume or Cisco setup evolves.
Configured to Your Call Flow
Routing rules, screen-pop data, and wrap-up codes are set up to match your existing Cisco environment, not a fixed template.
Salesforce AppExchange Partner
SmartConnect is listed on Salesforce AppExchange, built on the Open CTI framework rather than a generic third-party plugin.
Talk to a SmartConnect Specialist
Get a custom configuration plan for your Cisco UCCX, UCCE, or Webex Contact Center setup matched to your existing call flow and Salesforce edition. Request Your Integration Assessment.
Request Your Integration Assessment

