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Salesforce
Data Sources

Boost Your Sales with Invoca and Salesforce Integration Today

Unify Your Call and CRM Data for Clearer Insights and Smarter Sales Decisions

How it works

Connect Invoca and Salesforce to Improvado in several clicks.

1

Extract

Connect 1000+ marketing, sales, and finance sources via pre-built connectors. No code, no API maintenance.

2

Transform

Improvado normalizes raw data into analysis-ready datasets with the granularity your analysts expect.

3

Load

Pipe clean data into your warehouse and BI tool of choice — or use Improvado's built-in dashboards.

Streamlining data from Invoca

Invoca is a comprehensive call tracking and analytics platform that leverages AI to analyze phone call data, providing insights into customer interactions and campaign effectiveness. Features include real-time call attribution, keyword detection, and caller journey tracking, enabling marketing teams to identify which channels and keywords drive conversions. In industries like retail and finance, where call volume can reach thousands daily, Invoca helps pinpoint high-value leads and optimize ad spend.

Given that analytics teams often spend 60-80% of their time on data preparation, Invoca's automated call analysis streamlines this process by extracting structured insights directly from audio data. Its integrations with CRM and marketing automation tools facilitate seamless data flow, reducing routine tasks by 60%, and allowing teams to focus on strategic decision-making based on accurate, timely call insights.

Streamlining data from Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing processes. By centralizing customer data, it enables businesses to improve client interactions and drive revenue growth effectively.

With its extensive analytics and automation tools, Salesforce enhances decision-making and operational efficiency. Integrating Improvado with Salesforce eliminates 99% of discrepancies, ensuring accurate, unified data for smarter business insights.

Dashboards

How dashboards improve the analysis process

The Invoca + Salesforce dashboard integrates call tracking data directly into your CRM, providing clear insights into customer journeys. It offers detailed attribution reports that highlight which campaigns drive phone calls, helping optimize marketing spend. Users benefit from real-time call scoring and transcription analytics, enabling quick adjustments. This integration supports 40-65% lower marketing analytics costs by reducing reliance on multiple platforms.

  • Combines call data with Salesforce records for comprehensive customer views
  • Provides campaign performance metrics with call attribution
  • Includes real-time call scoring and transcription analysis within the dashboard
FAQ

Frequently asked questions

What does the Invoca + Salesforce integration do?

This integration connects inbound call data from Invoca directly into Salesforce, allowing sales teams to view call details and attribution within their CRM for improved lead tracking and customer insights.

How do I set up Invoca with Salesforce?

Setup involves linking your Invoca account with Salesforce using API credentials, configuring call tracking parameters, and mapping call data fields to Salesforce objects; Improvado can assist with streamlining this setup through custom data pipelines.

What are the business benefits of integrating Invoca with Salesforce?

Businesses gain enhanced visibility into call-driven leads, enabling better attribution of marketing efforts and improving sales follow-up efficiency by consolidating voice interactions directly in Salesforce.

How is call data synchronized between Invoca and Salesforce?

Call details and analytics are synchronized in near real-time using Invoca’s API, with data mapped to Salesforce objects like Leads and Opportunities; Improvado can enhance this process by ensuring accurate, centralized data aggregation.

Can I customize the data fields sent from Invoca to Salesforce?

Yes, you can tailor which call attributes are passed into Salesforce to fit your CRM workflows; Improvado supports this customization by creating flexible data connectors that align with your

Cross-platform

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