The All-in-One Phone System for Salesforce

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Flexible Pricing Options with Customers in Mind

smrtPhone’s pricing model makes it easy to find a subscription that works for any customer’s price point. Our contracts are designed to be flexible for each unique business.

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Easy Installation

smrtPhone is built to work with Salesforce. Our setup process is streamlined and easy for any skill level to implement. You can get your prospects trying smrtPhone out in minutes!

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Less Moving Parts with All-in-One

Your prospect won’t have to integrate multiple systems to get full communication functionality seamlessly synced into their Salesforce CRM. The sale is quicker and cost-effective.

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Dedicated Support Across All Stages

smrtPhone provides support across all stages of your relationship. From early co-meetings and demos to award-winning after care support.

Why Salesforce SEs Love smrtPhone

Hear directly from our CEO, Jordan Samuel Fleming, why Salesforce SEs love smrtPhone for their clients.

“We created a funnel within Salesforce: all leads that we haven’t been able to get in contact with yet. I plug the list into smrtDialer & automatically dial. Iʼm only talking to the people that answer, and with just a click of a button, pull up their lead page from Salesforce. The system does it for me, which is a huge time saver.” – Asad Jamal, CEO of Atlantis Homebuyers

Read AJ’s Case Study 

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smrtPhone Resources

What smrtPhone Offers SEs

We’re here for you every step of the way. Learn more about smrtPhone and find out what we offer as a partner.

Co-presenting Scheduler

Co-presentation ensures that potential clients fully understand how smrtPhone integrates with Salesforce. We believe in a human-centric approach to business, which means live conversations to help leads see the benefit of an all-in-one phone system that integrates directly to Salesforce. We’re happy to jump on calls, even last minute, to tag team any sale.

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Dedicated Technical Resources

Members of our technical team are already allocated for fast response to Salesforce needs. These team-members are well-versed in the integration between Salesforce and smrtPhone, and can facilitate fast resolutions to any questions or issues. Some of our competitors rely on ticket systems that can leave clients stranded for days, even weeks at a time. Our philosophy is that time = money, so solutions should come fast.

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Live Customer Success Meetings

smrtPhone offers live onboarding and training with our customer success agents to any new or potential client. Not only do we facilitate set-up and onboarding questions, our agents can provide strategy and benefits unique to a business. By understanding what our clients need from an all-in-one phone system, we can make personalized recommendations of how to get the most out of smrtPhone. Ensuring our clients fully understand and use the product enhances stickiness and the longevity of their subscriptions.

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Additional Resources

smrtPhone is available in Sales & Service Cloud, Professional & Enterprise Editions

smrtPhone in the Salesforce AppExchange

smrtPhone vs. Lightning Dialer: Fact sheet showing cost savings + extra features

smrtPhone Documentation: Over 350 articles for clients to learn and grow with smrtPhone

smrtPhone One-Pager: Get to know smrtPhone fast

Award-Winning, Human Customer Support: Live support from 9 AM to 9 PM ET, every weekday – never a bot

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Industries

Which Industries Need smrtPhone?

Real Estate Investing

smrtPhone has been in the REI space for years, and we know what’s needed to go from pipeline to sale.

  • Sales-centric: Custom status filters, bulk purchase of phone numbers, Geo-caller ID, and a free Mobile App means efficient sales from initial leads to closing deals.
  • Marketing Mastery: DNI, Tracking Phone Numbers and free KPI reporting, including a direct relationship between communication data and SF reporting. Clients learn what’s working and what isn’t.
  • Relationship-focused: Automated responses, drip sequence follow-ups and the ability to see every bit of communication history means clients never miss a thing.
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Sales-based Businesses

smrtPhone understands the intricacies of sales-based businesses:

  • High Volume Calling: smrtDialer allows for 4-line Power Dialing to increase reach in less time. Plus, smrtDialer seats are a great opportunity for AEs to grow commission while still providing an affordable service to their clients.
  • Customer Engagement and Relationship Building: Free KPI reporting, call recordings, coaching tools, and call monitoring, mean opportunity for enhancing customer engagement.
  • Full Life Cycle Support: All communication – from first chat to 5 years in – is connected and synced to Salesforce instantly.
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Accountancy

smrtPhone understands that accurate records and thorough client information is critical for those in accountancy:

  • Data Integrity: cut out opportunity for data loss and trust a communication partner with best-in-class security. All-in-one means your data stays in one, secure place.
  • Complete Records: Automated tracking of calls, texts, voicemails with recordings, notes, and customizable statuses straight into Salesforce means you always have the full picture of your relationship.
  • Accessible Call Logs: Clients who charge by the minute? Detailed call logs allow for exact receipt of communication.
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Professional Services

Professional Services can mean Contracting, Property Management, Solar, and more — we know that not every business perfectly fits into a bucket, but our software can help:

  • On-the-Go Communication: Our free Mobile App allows for business calls anywhere, fully synced to Salesforce. Plus, free Video Calling means eyes on the ground, ideal for service-based services where seeing is understanding.
  • Local or National Marketing: Features like Geo-Caller ID, Dynamic Number Insertion and Tracking Phone Numbers allow for success in hyper-local or expansive markets. smrtPhone is more than just a phone: it’s a strategic marketing system.
  • Multi-Channel Support: Bi-directional calls and texts means any outbound number is also available for inbound calls and texts. Reaching leads, clients, and vendors is even easier when your number is available for calls, SMS, and video calling.
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Meet your smrtPhone contact,
Mac Flintosh

Mac is smrtPhone’s Director of Salesforce Alliances and Partnerships. She’s committed to fostering a reciprocal relationship with SEs who want to work with smrtPhone.

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Set Up a Meeting with Us