Unify voice, digital channels, & CRM into one intelligent service experience.

Connect customer conversations with Salesforce data, service workflows, and AI to help agents resolve issues faster and deliver more connected customer experiences.

Salesforce
Salesforce Commerce Cloud
commerce cloud
Five9
Genesys
Zendesk
Zoom Contact Center
Amazon Connect
Agentforce
THE BUSINESS CHALLENGE

Fragmented phone systems and siloed CRM records slow down customer service.

When call center agents must toggle between standalone telephony software, CRM tabs, and legacy ticketing tools, handle times increase, errors multiply, and customers repeat themselves.

01

Disconnected phone systems

Agents switch between third-party softphones and CRM records without automated caller identification or screen pops.

02

High Average Handle Time (AHT)

Manual call logging, post-call wrap-up notes, and searching across multiple systems slow down agent productivity.

03

Limited omni-channel context

Voice conversations are disconnected from digital messaging history across email, live chat, SMS, and WhatsApp.

04

Lack of real-time supervisor insights

Supervisors cannot monitor live sentiment, detect customer escalation risks, or whisper-coach agents during critical calls.

WHAT WE HELP YOU TRANSFORM

Engineer high-efficiency service workflows that work for customers and agents.

We combine Salesforce Service Cloud, Salesforce Voice, integrations, automation, and AI to build service operations around the way your teams actually work.

01

Voice & Telephony Integration

Bring voice interactions into the Salesforce service workspace so agents can manage conversations alongside customer and case information.

Salesforce Voice configurationTelephony integrationVoice channel setup
02

Real-Time Interaction Insights

Give agents and supervisors better visibility into active conversations and customer interactions.

Real-time transcriptionInteraction contextConversation insights
03

Unified Omni-Channel Routing

Route voice and digital work through a more consistent service operation.

Skills-based routingQueue managementPriority and routing rules
04

Automated Case & Wrap-Up

Reduce the manual effort that follows customer interactions.

Case creation and updatesInteraction loggingPost-interaction automation
SERVICE CLOUD CAPABILITIES

Enterprise service capabilities powered by Salesforce and AI.

01

Service Cloud Voice

Bring voice into the Salesforce service environment and connect conversations with customer and case context.

02

Agentforce for Service

Use AI agents and service intelligence to support customer interactions, automate routine work, and assist service teams.

03

Omni-Channel Routing

Route service works across voice and digital channels based on skills, availability, priorities, and business rules.

04

Einstein & AI Service Capabilities

Apply AI to service workflows through recommendations, summaries, classification, and agent assistance.

05

CRM & Service Integrations

Connect Salesforce with telephony, ERP, commerce, identity, data, and other business systems to provide relevant customer context.

06

Service Analytics & Visibility

Give service leaders greater visibility into cases, interactions, workloads, customer trends, and operational performance.

WHY LA CONFIANZA

Deep contact center engineering paired with Salesforce expertise.

We bring Salesforce, telephony, integration, and implementation expertise together to build connected service environments that work for both agents and customers.

01

Salesforce + Contact Center Expertise

We understand both sides of the service environment, from Salesforce Service Cloud and CRM workflows to voice, routing, and contact center operations.

02

AHT Reduction Methodology

Proven UX layout optimization that cuts average agent handle times by 25% to 40% within the first 60 days.

03

Connected Integration Architecture

We connect Salesforce with the systems your service teams rely on, bringing customer, order, billing, commerce, and operational context into the service experience.

04

Continuous Release Optimization

Ongoing support to tune IVR routing, integrate new channels, and roll out seasonal Salesforce release enhancements.

INDUSTRY EXPERIENCE

Service Cloud solutions built for high-demand contact centers.

Financial Services & BankingSecure caller authentication, fraud verification screen pops, and GLBA/PCI-compliant voice call recording.
Healthcare & PayersHIPAA-compliant member verification, provider directories, benefits lookups, and patient case coordination.
Retail & E-commerceLive order tracking screen pops, returns handling, loyalty account lookups, and omnichannel chat/SMS support.
Travel & HospitalityReal-time reservation changes, VIP guest routing, flight rebooking workflows, and multi-lingual voice queues.
High-Tech & SaaSTier 1-3 technical escalation queues, remote session launching, SLA tracking, and Jira/DevOps sync.

Ready to unify voice, digital channels, and CRM into one modern service experience?

Build a connected Salesforce service operation designed around your customers, agents, and business processes.

SALESFORCE SERVICE CLOUD + VOICE FAQ

Frequently asked questions about Service Cloud + Voice.

Salesforce Voice connects voice interactions with Salesforce so service teams can work with customer and service context within their Salesforce environment.

Yes. Salesforce supports Salesforce Voice with Amazon Connect as well as partner telephony models. The right approach depends on your existing contact center architecture and requirements.

Yes. Voice can be connected with Salesforce service workflows, customer records, cases, routing, and other service capabilities to create a more connected agent experience.

During an active call, the audio stream is transcribed in real-time and displayed directly within the agent console. Einstein AI analyzes the transcript live to suggest relevant knowledge articles, next best actions, and automated wrap-up summaries.

Yes. We can assess your current telephony and contact center environment and design the appropriate integration approach with Salesforce.

Yes. Salesforce's current contact center capabilities bring CRM data, voice, digital channels, and Agentforce capabilities together to support both human agents and AI-powered service experiences.