Zoom Phone embedded in the Salesloft Dialer platform streamlines the Sales process and enables access to key Enterprise accounts

What challenges did customers face before Salesloft built with Zoom?

Before integrating with Zoom Phone, Salesloft’s customers would use a separate workflow in combination with their Customer Relationship Management system (CRM). This lack of scalability, significant context switching, and no centralized approach to organizing and accessing data meant that Sales professionals could not effectively manage and capture all potential Sales opportunities, leading to missed chances for growth and success.

Why Salesloft chose the Zoom platform

Zoom builds with integration in mind, and it shows in their APIs and SDKs. - Gabe Pirela, Manager, Product Management, Salesloft

Many of the customers who use Salesloft's services are also Zoom customers who use Zoom Phone. Salesloft Dialer offers a comprehensive solution to those shared customers, providing additional options and flexibility for integrating Zoom into their existing business systems. With the integration of Zoom Phone and Salesloft Dialer, users can seamlessly make calls from within Salesloft using Zoom Phone.

The integration enables users to access and manage their call records within the Salesloft Dialer app, streamlining the process and making it more efficient. It also gives users access to all the features of both platforms, offering a comprehensive and seamless experience.

The Zoom Phone integration enhances Salesloft's existing workflows for revenue teams, providing significant efficiencies for Sales Representatives.

What solution does the Salesloft Dialer integration with Zoom provide?

The Salesloft Dialer app integration with Zoom Phone makes it possible for Sales teams to engage their buyers from a single workflow without needing to context-switch between applications. This includes native dialer functionality so Sales Representatives can make and receive calls directly within their Sales workflow with all the relevant information about their buyers readily available.

With Zoom Phone embedded in the Salesloft platform, Sales teams can make calls seamlessly using Zoom Phone within the Salesloft Dialer app. This streamlines the calling process, eliminates the need to switch between applications, and enables revenue teams to increase their efficiency and effectiveness without additional administrative burden.

Tips and recommendations to the developer community

  • The Zoom Developer Forum is a great resource for common questions during the process of building a Zoom integration. Developers should leverage it during their app building process.
  • Salesloft recommends exploring and experimenting with the Zoom APIs when developers are getting started with the app-building process. During testing, they suggest thinking about edge cases, various permissions, and platform nuances that could impact their integrations.

Additional references about Salesloft Dialer:

Start Building With Zoom