PREDICTIVE DIALING, CAMPAIGN AUTOMATION, COMPLIANCE
Keeps every agent productive and every campaign profitable and compliant
How Convoso for Salesforce works
Agents spend more time in live conversations and less time waiting between calls with Convoso's predictive dialing that offers <5-second speed-to-lead, 97% superior answering machine detection (AMD) accuracy that navigates iOS call screening challenges, and intelligent voicemail drops.
Convoso customers experience significantly reduced risk of spam or scam flagging - a challenge that other dialers simply can’t overcome. This translates into improved call trust and teams able to reach prospects faster than any other dialer on the market.
Empowers campaign admins to confidently orchestrate and automate campaigns with the Convoso outbound engine running behind the scenes - to keep call cadences in sync and performing. This saves managers' hours of time typically wasted on manual list imports and configuring call attempts and re-try logic; and avoids frustrations related to crude call cadences that don't work.
Admins protect operational performance and profitability with automated guard rails and real-time insights powered by robust compliance tools and intelligent number management. Best-in-class compliance tools helps your outbound operations remain compliant - and avoid costly legal headaches when a contact center fails to adhere to Federal and State regulations.
Continuous innovation and a commitment to building the very best sales contact center solution means you get more. More conversations, more conversions, more revenue. That’s what our customers love about Convoso.
Powerful workflow automation
Best-in-class voicemail detection
Superior caller ID reputation management
Faster speed to lead
Robust compliance tools
Integration is easy with our open API that lets you connect with your CRM, call center and other essential applications.
Our open API makes it easy to integrate our dialer with any major third-party application.
Improve efficiency and productivity within an integrated solution.
Convoso for Salesforce improves contact rates by embedding Convoso’s predictive and power dialing engine directly into Salesforce. This enables automated outbound campaign dialing, intelligent pacing, optimized attempt strategies, and number reputation management - capabilities Salesforce alone does not provide.
Unlike legacy CCaaS platforms that require agents to switch between systems, Convoso for Salesforce operates natively inside Salesforce via Open CTI. Agents stay entirely within Salesforce while the Convoso outbound campaign engine in the background, combining advanced dialing, compliance guardrails, and analytics without disrupting CRM workflows.
Agents handle inbound, outbound, and manual calls directly in Salesforce—no tab switching, dual logins, or manual activity logging. Calls automatically screen-pop the correct record and log as Salesforce Activities with full metadata, reducing after-call work. Admins benefit from cleaner data, enforced dispositions, callback management, and native Salesforce reporting without custom integrations.
SMB dialers typically offer basic click-to-call or simple power dialing with limited compliance and reporting. Convoso for Salesforce is designed for mid-market and enterprise outbound teams, delivering predictive dialing, advanced campaign logic, best-in-class compliance tools, and number management.
Convoso for Salesforce is well-suited for outbound-driven industries that rely on Salesforce as their CRM of record, including:
Insurance
Financial Services
Home Services
Other regulated or high-volume outbound contact centers with 20–250 agents
Integration coming soon to Salesforce AppExchange. Request a demo today to access the preview release.
Agentforce Contact Center and Outbound Engagement: Why Revenue Teams Still Need Outbound ExecutionSalesforce’s Agentforce Contact Center advances inbound service automation, but outbound engagement remains essential for sales and retention. Learn why revenue teams still need dedicated outbound execution.
Convoso’s Head of Compliance on Why Salesforce Isn’t Enough for Outbound Compliance and Falling Contact Rates
How a Call Center Leader Scaled 20 Outbound Businesses and Generates Thousands of Daily TransfersLearn how a call center leader scaled outbound operations across 20 companies using predictive dialing, automation, and real-time analytics to drive thousands of daily transfers.
