Get more out of PhoneBurner and Salesforce with Inbound

Summary

This video highlights the enhanced features of the latest PhoneBurner app for Salesforce, specifically the ability to handle inbound calls directly within Salesforce. Key points include:

1. Power Dialer Efficiency:

   • PhoneBurner enables teams to make up to 60-80 dials per hour with an average connection rate of over 12%.

2. New Inbound Call Feature:

   • With the latest version of the PhoneBurner app, users can now accept inbound calls directly in the Salesforce UI.
   • Inbound calls can be routed to reps via direct numbers or from number pools.

3. Inbound Call Management:

   • Once logged into PhoneBurner within Salesforce, reps can:
     • View contact details during the call.
     • Mute the line or use the keypad to manage call menus.
     • Disposition the outcome of the call (e.g., set an appointment).

4. Call Activity Logging:

   • All inbound call activities are automatically logged in Salesforce, ensuring automation rules tied to call outcomes will still trigger as expected.

To take advantage of these features, users must have a premium PhoneBurner account and the latest version of the Salesforce app installed.

Tags

PhoneBurner app, Salesforce integration, inbound call management, outbound calling efficiency, CRM automation, sales productivity, call disposition, contact management, customer follow-up, PhoneBurner premium

Cleaned-Up Transcript

It's time for you and your team to get more out of the PhoneBurner app in Salesforce.

As you know, PhoneBurner has been the number one power dialer in Salesforce, helping you and your team connect with more people in less time. With PhoneBurner, you can take a list of contacts, leads, or records from virtually any object in Salesforce and launch a dial session, allowing your organization to power through calls at a rate of up to 60-80 dials per hour.

With average connection rates for our customers exceeding 12%, it's no surprise that PhoneBurner is the go-to tool for calling through lists of contacts.

However, as much as we'd like everyone to answer our calls right away, that's just not the reality. Sometimes, contacts need to call us back — and with the latest version of the PhoneBurner app, you can now take those inbound calls directly within the Salesforce UI.

Here's how it works:

1. Install or Upgrade the Latest Version:

   • Once the latest version of the PhoneBurner app is installed, you can configure which Salesforce users can accept inbound calls.

2. User Sign-In:

   • Each user simply enters their PhoneBurner username and password to log in.

3. Inbound Call Handling:

   • Any inbound call routed to that rep — whether it's a direct number or a number pool routed to that individual — will appear directly in Salesforce.
   • From there, reps can:
     • Click to view contact details.
     • Mute the line for private conversations.
     • Use the keypad to navigate call menus as needed.

4. Disposition and Logging:

   • After ending the call, reps can disposition the outcome — for example, setting an appointment.
   • Once confirmed, the call activity is logged in Salesforce just like any other call activity.

If you have automation rules triggered by call outcomes, those will still run based on the logged inbound call.

So, what are you waiting for? It's time for you and your organization to get more out of your outbound calling efforts with PhoneBurner.

Make sure you're upgraded to the premium PhoneBurner account level to access inbound call features, and ensure you have the latest version of the PhoneBurner app for Salesforce.

Thanks for watching, and happy dialing!