My main requirement was: “If it doesn’t log in Salesforce automatically, it’s useless.” Once we connected the PBX integration, it started working the way a sales team expects: click-to-call directly inside Salesforce, a caller pop-up when the phone rings, and the ability for new numbers to be created as leads automatically. The best part is that it feels like part of the workflow, not extra admin work, so reps actually use it. Review collected by and hosted on G2.com.
Web calling was the area where we ran into the most trial-and-error. A few reps kept using Safari or Edge out of habit and ran into issues, so we ended up standardizing on one browser and putting together a quick internal “this is the setup we support” doc. Review collected by and hosted on G2.com.