Native Telephony. Every Call, Logged Inside Salesforce.
Salesforce Voice brings click-to-dial, automatic call logging, and real-time transcription natively into your CRM. No tab-switching, no manual notes, no lost context. Inforge handles the full implementation — from telephony integration to rep training.
Your Phone System and CRM, Finally Together.
Salesforce Voice is the native telephony layer built into Sales Cloud and Service Cloud. It connects your existing phone infrastructure — or a new provider — directly into Salesforce records, workflows, and dashboards. Reps make and receive calls from inside the CRM, with automatic logging, voicemail transcription, and real-time coaching tools. Inforge handles the full technical setup, provider integration, and adoption rollout.
A proven process for every engagement
We connect your telephony provider (Amazon Connect, RingCentral, or others) to your Salesforce org.
Routing rules, queue settings, and business-hour logic are configured to match your actual call center design.
We map call data to contacts, leads, cases, and opportunities so every call is attributed correctly.
Training sessions for reps and admins so the team adopts the system quickly and uses it correctly from day one.
Call volume, handle time, and conversion dashboards are built before go-live so leadership has visibility immediately.
Every outbound and inbound call is automatically recorded on the relevant Salesforce record — no notes app, no memory required.
Reps see the contact's full CRM history the moment a call connects — previous interactions, open cases, deal stage.
Real-time and historical call dashboards show volume, duration, and outcome by rep, team, and territory.
Eliminating the phone-CRM context switch reduces errors, shortens onboarding time, and keeps your data clean.
Ready to bring your calls inside Salesforce?
Let's assess your current telephony setup and map out a migration path that doesn't disrupt your team.