Salesforce + Bearworks = Boosted Results

Actionable Contact and Call Management

Seamlessly sync Salesforce contact lists and call tasks with Bearworks, so you never miss a follow-up.

• Calls⸺Automatically logged to the correct lead or contact record in Salesforce
• Texts⸺Logged alongside calls for a complete view of outreach.
• Recordings⸺All calls are recorded and saved for reference.
• Outcomes & notes⸺Captured and stored with each interaction.
• Follow-up⸺Schedule tasks in Salesforce directly from Bearworks during or after a call.
• Related records⸺Activity is also updated on any associated lead or contact pages.

Enhanced Workflows

Bearworks integrates seamlessly with Salesforce to automate key sales activities — including power and auto dialing actions—saving your reps valuable time. By leveraging Bearworks alongside your existing workflows, you can automatically trigger dynamic, timely follow-ups with your leads.

• Stay Updated: With bi-directional sync, call notes, dispositions (including custom ones), and meeting summaries are seamlessly pushed back to Salesforce, keeping your CRM fully updated without manual effort.
• On-Demand Sync for Immediate Updates: If you want to see call data reflected in Salesforce even faster (than once an hour), you have the option to manually trigger syncing to see call data reflected in Salesforce instantly. Either way, your data is kept current.
• Custom Workflows Made Easy: Tailor your sales process with customizable sequence steps based on dispositions, enabling smarter and more efficient lead management.

The Power of Data

Automatically sync your Salesforce contact lists and call tasks into Bearworks, ensuring no lead is left behind. Each call is also transcribed and analyzed, giving you a searchable record as well as actionable insights to help your team perform at its best.

,Rank leads based on their activity and your team can focus on the most engaged and promising opportunities. Bearworks also gives managers full visibility into team activity and performance.

• Enhanced Visibility for Managers: Track all sales activities, ensuring accountability and clarity across your team.
• Data You Can Trust: Sync key information like Leads, Opportunities, Territories, and Users to maintain a centralized, accurate source of truth

AI-Powered Contacts

Any time a call is made, Bearworks automatically displays the relevant contact info (like name, title, email, company, deal and deal size). Salesforce contact info can also be edited or updated during or after the call.