Connect Microsoft Teams Phone with Salesforce

Make and receive Microsoft Teams Phone calls directly within Salesforce. Capture essential call and caller details against your Salesforce records.

• Centralize all call activity in Salesforce
• Boost efficiency with powerful call reporting
• Train AI agents with high-quality voice data

Manage all call activity in Salesforce

Handle calls and follow-ups without leaving Salesforce‍

On incoming calls, Unaric Voice for Microsoft Teams surfaces caller information from Salesforce instantly, giving your team the context they need before answering. Calls can be answered, declined, held or forwarded - all without switching tabs.

Enrich your Salesforce records with call data

Valuable caller details like name, contact number and caller ID are automatically captured in Salesforce, enriching your records and eliminating inputting errors. Easily add call notes, sentiments and follow-up actions during or after the call for further detail.

Detailed analytics and reporting

Stay on top of team performance with real-time agent dashboards and insightful reporting. See who’s on calls, how many calls are being handled, and where the gaps are. Track daily call volumes, durations, missed calls, conversation rates, and more inside Salesforce with prebuilt dashboards.

The only native Microsoft Teams Phone integration for Salesforce

Unaric Voice for Microsoft Teams connects natively to Salesforce - no third-party platforms, no admin portals.  Everything runs within Microsoft Azure and Salesforce, so your data stays secure, compliant, and under your control.

Maximize your investment in Salesforce

With enhanced call features and accurate data flowing into Salesforce, every call is an opportunity to learn more about your customers and refine your processes.

Move pipeline faster

Sales reps can move faster with instant dialing, automated outreach, and fewer manual updates after each call. Missed calls or prospect lists can be dropped into automated sequences to help maximize productivity.

Improve the customer experience

With detailed call history and smart routing, every interaction becomes more personal and more efficient. Capture call notes and follow-ups so nothing gets lost.

Boost Salesforce adoption and data accuracy

Your teams will spend less time switching systems and more time on Salesforce. With fewer input errors and more complete data, you’ll be able to make smarter decisions and train AI agents more effectively.