New Success Story: Discover how tiko reduced wait times by 40% with INO CX
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Power Up Your Customer Engagement with Salesforce CTI

Enhance customer engagement and agent efficiency with Salesforce CTI integration. Streamline call management, enable click-to-dial, and access real-time customer data directly within Salesforce. With INO CX’s CTI solution, empower your teams to deliver faster, more personalized support while boosting productivity and operational insight.
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INO CX integrated with Salesforce Service Console, showing embedded telephony features, live call handling, performance dashboards, and omnichannel customer interactions.
Trusted by 300+ businesses

Meet Salesforce CTI: Your Bridge Between Telephony and CRM

Computer Telephony Integration (CTI) for Salesforce connects your phone system directly to the Salesforce CRM—streamlining how your teams handle calls and manage customer interactions. With Salesforce CTI powered by INO CX, your agents can make and receive calls, access customer data, and automate key tasks—all without leaving the Salesforce interface. This seamless integration creates a smarter, more connected contact center where efficiency and personalization go hand in hand.
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Diagram showing integration between INO CX telephony system and Salesforce CRM using Open CTI JavaScript API.

Enhance the Customer Experience

With Salesforce CTI powered by INO CX, every call becomes an opportunity to build trust. Screen pops with CRM data, contextual conversation histories, and omnichannel visibility allow agents to personalize responses instantly. This empowers your team to resolve issues faster and deliver a customer experience that feels thoughtful, consistent, and connected—no matter the touchpoint.

Personalized Interactions

Instantly identify callers and access CRM insights to tailor every conversation to the customer’s context.

Effortless Journeys

Eliminate repetitive questions and handovers, creating a smoother, more satisfying support experience.

Higher Customer Loyalty

Resolve issues faster and more efficiently, increasing satisfaction and boosting long-term retention.

Boost Contact Center Efficiency

INO CX’s Salesforce CTI integration brings powerful automation and intuitive tools directly into your CRM. Agents save time with one-click actions, automated data entry, and guided workflows, allowing them to focus on meaningful conversations rather than manual admin. The result: higher productivity, improved first-contact resolution, and a better work environment for your team.

Time-Saving Automation

Reduce administrative burden with automated call actions and real-time data sync.

Empowered Agents

Equip agents with intuitive tools in a single interface to manage calls more effectively.

Faster Onboarding

Simplify training and ramp-up with user-friendly workflows directly inside Salesforce.

Scale with Confidence

As your contact center scales, INO CX ensures your Salesforce CTI integration evolves with it. From multi-site operations to remote teams, our robust cloud-native architecture, combined with Salesforce’s flexibility, enables secure, uninterrupted performance. Whether you're scaling users, campaigns, or support channels, INO CX adapts without compromising speed or service quality.

Enterprise-Ready Performance

Handle large-scale call volumes and multiple teams without service interruptions.

Flexible Deployment

Support multi-site or hybrid teams with a scalable cloud-native infrastructure.

Future-Proof Integration

Stay agile with an Open CTI architecture that adapts to your evolving CRM ecosystem.
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Essential Features for Seamless Salesforce CTI

Unlock the full power of Salesforce with INO CX’s advanced CTI capabilities—designed to streamline every interaction, improve agent productivity, and elevate the customer experience.

Full INO CX Banner Integration

Access all INO CX functionalities and tools directly within Salesforce, empowering agents with a comprehensive, integrated experience.
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Real-Time Data Access

Instantly retrieve customer profiles, interaction histories, and analytics, enabling agents to provide accurate and timely support.
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Click-to-Call & Callback Scheduling

Streamline outbound calling with click-to-call and manage callback schedules and reminders—all directly from the Salesforce interface.
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Automatic Call Logging

Capture automatically call details, including time, duration, and outcomes, ensuring accurate records without interrupting the agent workflow.
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Mail-to-Case

Automatically convert incoming customer emails into Salesforce cases, ensuring efficient tracking and resolution.
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Screen Pop

Automatic screen pop-ups display customer information as calls arrive, allowing agents to personalize interactions from the start.
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Automatic Screen Transfer

Route calls and associated CRM data to the right agent automatically, reducing transfer time and improving first-call resolution.
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Call Disposition and Tagging

Let agents categorize and tag calls directly in Salesforce at the end of each interaction, enriching customer records and reporting.
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CTI-Based Workflow Triggers

Use call events (incoming call, hang-up, missed call) to trigger Salesforce workflows—such as task creation, follow-ups, or alerts—automating next steps.
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Multichannel Integration

Seamlessly integrate additional channels like chat, email, and social media for a holistic view of customer engagements.
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Integrated Reporting & Analytics

Track key metrics such as call resolution times and productivity directly within Salesforce, supporting data-driven decision-making.
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Flexible APIs and Webhooks

INO CX’s open APIs and webhooks enable advanced customization and workflow integration, extending capabilities beyond standard Salesforce CTI.
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Real-World Use Cases for Salesforce CTI with INO CX

Discover how organizations across industries use INO CX and Salesforce CTI to overcome key operational challenges and deliver exceptional service.
Salesforce CTI screen pop with caller identification and agent greeting in INO CX interface, improving first call resolution.

Challenge

Customers wait too long before reaching the right agent, leading to frustration and missed opportunities.

Solution

INO CX’s intelligent routing and screen pop functionality ensure agents are instantly prepared with the right context—reducing handling time and increasing first-call resolution.
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Unified view of voice and messaging interactions in Salesforce via INO CX CTI, enabling seamless customer conversations.

Challenge

Agents toggle between multiple tools to access data, slowing response times and causing errors.

Solution

INO CX brings voice and CRM data into one unified Salesforce interface, eliminating silos and streamlining every customer interaction.
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Salesforce CTI analytics dashboard in INO CX showing call metrics and agent performance inside Salesforce Service Console.

Challenge

Managers lack insight into agent activity, call outcomes, and service performance.

Solution

With integrated dashboards and real-time metrics in Salesforce, INO CX enables precise tracking of KPIs and operational performance.
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Salesforce CTI workflow automation using INO CX, showing automatic case creation, manager notifications, escalation, and CSAT survey after repeated missed calls.

Challenge

Missed callbacks and manual reminders lead to poor customer experiences and lost conversions.

Solution

INO CX enables agents to schedule callbacks and trigger Salesforce tasks or workflows directly after each interaction—ensuring timely follow-ups and consistent service.
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Hear It from Our Customers

At Tiko, staying close to our users and improving customer satisfaction is our priority. And INO CX makes that possible.

Aurore FLACH
Customer Relationship Director at Tiko

INO CX’s flexibility and advanced routing capabilities helped us manage our transition smoothly, boost responsiveness, and elevate customer satisfaction.

Olivier COUDERT
Technical Support Manager at Securitas Technology France

INO CX is one of the most agile and high-performing tools I have ever tested. I also loved the collaboration with the teams—it was simply amazing. Just for that, I would recommend INO to all my peers!

Vanina POIRIER
Customer Service Director at O2 Care Services

INO GLOBAL embodies professionalism, responsiveness, and a client-centric approach. I especially appreciate their close support and ability to listen to customer needs.

Guénaël REGNIER
Member Relations Manager at UMR

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Enhance customer satisfaction and agent performance with INO CX’s quality monitoring solution. Evaluate interactions, track key metrics, and improve service quality.
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Deliver Better Service, Build Stronger Relationships

Ready to elevate customer relationships? Try INO CX’s call center software to streamline workflows, personalize interactions, and boost satisfaction. See it in action!
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Frequently asked Salesforce CTI questions

Native Salesforce integration is designed to elevate your customer service experience. INO CX integrates seamlessly within the Salesforce environment, allowing you to leverage Salesforce’s full potential without leaving the interface you already know.

The integration links INO CX’s contact center features directly with Salesforce, providing access to call handling, customer data, and automated workflows directly within the Salesforce interface.

Salesforce CTI boosts productivity by automating repetitive tasks, streamlining call management, and giving agents access to real-time customer information, ultimately enhancing customer satisfaction and operational efficiency.

Yes, Salesforce CTI is built with stringent security measures to protect sensitive data, ensuring compliance with industry standards and safeguarding customer information.

Contact us to discuss your specific needs, and we’ll guide you through the setup process to make sure the integration aligns with your goals.

Yes, Salesforce CTI can be scaled to support businesses of any size, from small teams to large enterprises, offering flexible features to match your needs.

No, most Salesforce CTI solutions are user-friendly and do not require advanced technical skills for setup or daily use. Our team and partners will support you through the implementation process.

Costs vary based on specific needs and setup requirements. Contact us for a customized quote tailored to your business.

The best Salesforce CTI solution is one that offers native integration, excellent reliability, and full customization—without compromising ease of use. INO CX stands out by offering full-banner integration in Salesforce, real-time data access, omnichannel capabilities, and flexible APIs. Our solution is built to scale with your needs, whether you're running a small team or a global support center.

Choosing the right Salesforce CTI depends on your business goals, infrastructure, and user needs. Look for a solution that:

  • Supports native Open CTI integration
  • Offers strong automation and real-time data sync
  • Provides omnichannel support (voice, chat, email, messaging)
  • Scales with your team size and call volume
    INO CX checks all these boxes and offers tailored onboarding for a seamless transition.

Thanks to our native Open CTI connector, INO CX can be implemented in just a few days. The process is guided by our expert team and includes configuration, training, and testing to ensure a smooth go-live. Your team can start benefiting from enhanced call handling and CRM integration in record time.

INO CX combines the best of flexibility, usability, and performance. Unlike many generic CTI providers, we offer:

  • A 100% cloud-based infrastructure
  • A full-featured banner natively embedded in Salesforce
  • Real-time KPIs and integrated supervision tools
  • Robust APIs and workflow triggers for automation
    This makes us a preferred CTI solution for businesses that prioritize seamless customer experiences and operational efficiency.

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