Ask the Experts: ACD and Salesforce Integration

Welcome to Ask the Experts, brought to you by CloudServicesUniversity.com. In this video, Intelisys’ Cloud Evangelist Brandon Knight discusses the importance of ACD and Salesforce integration for contact centers with Talkdesk’s Jesse Dailey. Learn more about CCaaS solutions from the Talkdesk team here: https://cloudservicesuniversity.com/supplier-directory/talkdesk/

Brandon: All right, guys. We’re in the studio again for our Ask the Experts section. I have the pleasure of having Jesse Dailey from Talkdesk here with me. How’s it going, man?
Jesse: It’s going terrific. Thank you.
Brandon: Awesome, awesome. Glad you stopped by. We’re gonna do this one a little bit different, because we’re talking about the integrations of ACD. We have a portal section in here in our certification that we’re going through. But Talkdesk is doing something very unique with their platform. And so I want to talk through that because I think it’s important that you understand it. So, let’s first start–I’m gonna start with the easy one, right?
Jesse: Right.
Brandon: ‘Cause you guys have hit a grand slam with your Salesforce implementation, your Salesforce integration. So talk to me about how that came about a little bit.
Jesse: Yeah. So a couple years ago we decided to make a big investment in Salesforce. We saw that the ecosystem was really moving there. A lot of customers are on service cloud, moving toward service cloud. So that was the impetus behind it.
But in order to make a really good Salesforce integration, you have to make an investment behind it, and you have to be very close with the product team. So we worked very closely with the Salesforce product team. They’re an investor in ours. And we built a managed package. So you can install Talkdesk into Salesforce, and then all the wiring comes pre-integrated. There’s some slight configuration you need to make in the UI–what do you want to fire, what automations do you want to work–and that’s it. So it’s completely codeless. We could have our Talkdesk integration running in a sandbox or production environment in less than 15 minutes.
Brandon: Right. Now that’s huge. I mean you know that.
Jesse: Yeah.
Brandon: That’s huge for this business. It’s huge for implementation. We’re seeing Salesforce more and more out there–
Jesse: Correct.
Brandon: I mean we know Salesforce is the number one. They’re the fastest growing company, right? They’re on the Forbes list, right? We know that. We know there are a lot of contact centers that are using them. So you guys went after the best of breed in the business. I think that says a lot about your product. What other types of things–I mean I see on your platform that you have the ability to integrate multiple points of data.
Jesse: Right.
Brandon: So, in addition to Salesforce, what other kind of things could people say, Talkdesk can do that, so to speak.
Jesse: Yeah. So we’re doing a lot of exciting stuff around integrations with our App Connect platform. So App Connect is our marketplace of applications which are pre-integrated into Talkdesk. So this would include workforce management, voice analytics, productivity tools. And what’s amazing about this is all these apps are one-click integrated. So it’s literally, you’d go through a wizard, just a few clicks and you have voice analytics deployed inside of your Talkdesk environment.
So we’re doing something that I don’t think has really been seen in the contact center space. It’s more like installing an app off an iPhone than having to bring in your professional services teams, talk about APIs, six to nine month deployments. We have taken down the barrier there. So we have one-click integration. The other thing that we’re doing that’s very unique is all of our applications are pay as you go, and offer a 30 day trial.
Brandon: Wow.
Jesse: ‘Cause what we saw was a lot of our customers were interested in voice analytics. Or they’re starting to really get the pain around workforce management. They want to implement it, but there’s so much risk involved with these projects. Just going through the sales cycle, going through the RFP. Is there ROI behind that? So we made a very easy try and then buy model, which just works out of the box.
Brandon: Yeah. Yeah. And I want our Sales Partners just for a second, because we are talking about a lot of integrations that go together with the ACD. I specifically started with the conversation around Salesforce ’cause it’s the biggest, baddest player out there. And everyone who’s using Salesforce is used to using force.com. Salesforce has an app exchange, so they’re used to going and getting applications to work with Salesforce. So you’ve simply taken that and applied that on the telecom side–
Jesse: Yep.
Brandon: Which creates a comfort level, so to speak, for the users that Salesforce has already. So–
Jesse: Yeah. Absolutely, it’s the same type of model, and then we applied it to an industry where it hasn’t been seen before.
Brandon: Yeah. So, as you can tell, I’m very excited about what these guys are doing. So thank you for being here, I appreciate your time.
Jesse: Yeah, my pleasure.
Brandon: I want you guys to get this. The integration of ACDs, what you can have them work with. It’s very important that you understand that’s out there. Take a look at these guys, they’re out on iCSU. And it’s important for you to understand how this works so you can explain it to a customer who might not use the right words. But I’m gonna tell you, the word’s flexibility. And adaptability. That’s what you have with these guys. So this is an opportunity for you to really show yourself as the expert for your customer, by showing them how all these things go together. So don’t forget, check out their information on iCSU.

Ken Mills

President

Ken Mills serves as President of Intelisys and is committed to driving growth for Intelisys and our partners. As a distinguished technology executive with over two decades of experience, Ken has previously held leadership roles at EPIC iO, Dell Technologies and Cisco, and served as a fellow with the U.S. Department of State. His strategic mindset has been an integral part of launching innovative products and solutions in the fields of AI, IoT, and 5G. Ken is driven by his curiosity and passion for groundbreaking technology and complex problems, and constantly explores new frontiers in the world of technology.

Monica Lutes

Manager, People & Culture, ScanSource, Inc. and Intelisys

As Manager, People & Culture, Monica has worked closely with Intelisys employees and leaders since 2018 and has worked with ScanSource companies since 2016. A Human Resources professional with 11 years of experience encompassing all areas of HR, especially employee relations, recruiting, compliance, and training, Monica approaches her role as Manager, People & Culture from a consultative perspective. Her goal is to provide advice and guidance to leaders so they can focus on growing the best teams for the business while also supporting employees’ goals.

Ansley Hoke

SVP Marketing, ScanSource, Inc. and Intelisys

Ansley Hoke is the Senior Vice President of Marketing at ScanSource, Inc., a role she has held since 2019, and extended her leadership to include Intelisys in 2023. She joined the company in 2001, serving in merchandising leadership roles for ScanSource POS and Barcode, including acting Vice President of Merchandising and then later VP of Merchandising for ScanSource Catalyst and overall VP of ScanSource Catalyst. She oversaw sales, supplier relations, and services. Known for her pivotal role in creating effective marketing strategies, Ansley has been integral in driving demand, enhancing partner programs, and significantly contributing to the company’s revenue growth and channel relationships.

Mike Baur

CEO of ScanSource, Inc. and Interim President of Intelisys

Mike Baur serves as Chairman and Chief Executive Officer at ScanSource. Mike has served as the Company’s President or CEO since its inception, as a director since December 1995, and as Chairman of the Board since February 2019. Mike has developed a deep institutional knowledge and perspective regarding ScanSource’s strengths, challenges and opportunities. He has more than 30 years of experience in the IT industry, having served in various leadership and senior management roles in the technology and distribution industries before joining ScanSource. Mike brings strong leadership, entrepreneurial, business building and development skills and experience to the Board.

Stephanie Bouras

Regional Vice President, Southeast

Driven by a partner-first philosophy and a passion for innovation, Bouras embodies a leadership style that’s both compassionate and data-driven. As the Regional Vice President, Southeast, at Intelisys, she’s leveraged her extensive marketing and sales experience to propel her team to new heights. A firm believer in aligning herself with her partners, she sees herself as a collaborator and an integral part of their business. This perspective has allowed her to forge deep connections and drive success. A Florida native, Stephanie’s attention to detail and unwavering commitment to her partners have been key factors in her success.

Michael Raspanti

Regional Vice President, Northeast

Michael joined Intelisys in June of 2020, as a long-time channel veteran. He is responsible for leading the Northeast Region, helping continue the tremendous momentum in one of our strongest markets while also recruiting new up and coming partners that will be the growth engine of our future success.

Kristy Thomas

Vice President, Partner Experience and Enablement

Thomas is responsible for Sales Partner enablement and education for all our technology segments, including CX, managed security, mobility, and connectivity. With over 20 years of executive background in telephony, UCaaS, CCaaS and Cloud services, Kristy enables her customers to think broader and deeper as she guides them through their decision journey. Some of the biggest deals in the channel have become a reality thanks to the expertise and humble excellence Kristy brings to her client’s projects.