Sell Smarter, Close Faster
Explore a smarter sales journey — from a single QR scan to a booked cruise, powered by Vonage and Salesforce.
Turn Issues into Loyalty
Discover how Vonage connects Agentforce, in-app calling, 2FA, RCS, intelligent routing, and Microsoft Teams — all inside Salesforce — to resolve customer issues.
Confirmed Identity. Confident Service.
Learn how Vonage embeds identity verification and Branded Calling directly into Salesforce, confirming customer identities before interactions begin.
From Message to Appointment
See how AI-powered appointment can start with trust with Vonage leveraging Salesforce data.
While on a vacation, Taylor begins experiencing nausea and dizziness. Fortunately, his primary care doctor has set up a video patient experience that makes it simple to receive care — even while traveling. This experience is powered by Vonage Messaging and Video API solutions integrated with Salesforce.. Explore the demo to see how this comes to life with AI-assisted appointment booking or Human-assisted appointment booking.
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Simple Identity Verification
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Our new Identity Insights API empowers brands to create more personalized and protected customer journeys - all without friction. It harnesses real-time mobile network data to assess risk, prevent fraud, and increase conversions.
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Fraud guide
Human-Assisted Appointment Booking
AI-Assisted Appointment Booking
Taylor contacts Promony Health over WhatsApp to schedule a telehealth visit. For added security, Vonage Identity Insights validates his number—checking legitimacy and detecting SIM swaps to protect patient trust.
Choose how the appointment gets booked
Once validated, Taylor is routed to a scheduling specialist using Salesforce Voice and BYOC for CCaaS.
Seamless Experiences
With Bring Your Own Channel (BYOC) for CCaaS, Promony Health unifies voice and digital channels in Salesforce’s omnichannel widget making it easy for patients to reach out across the channel of their choice.
Chat Transcript
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BYOC for CCaaS lets customers integrate an external messaging service into Salesforce. This ensures that everything stays within the agent omnichannel widget and that supervisors can view everything in one place.
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Agentforce reads Taylor’s record and Dr. White’s availability straight from Salesforce, offers the real openings, and books the one he picks — writing it back to Health Cloud.
Booked without waiting for anyone
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While Taylor is scheduling his same day telehealth appointment, the conversation transcript triggers real time tools like Next Best Action or Knowledge.
Intelligent Conversations
Our scheduling expert clicks into a Next Best Action which lets her know that there is an onboard pharmacy that Taylor will be able to use if he needs medicine.
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Once the appointment is scheduled, Taylor receives a WhatsApp reminder with all the details. He knows exactly when and how to join—making the telehealth experience seamless and stress-free.
Automated and Stress-Free
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Vonage Video API powers the telehealth visit, automatically transcribing the conversation and saving notes.
Unified Simplicity
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Video can elevate business experiences. The Vonage Video API fuels live interactive video into web, mobile, and desktop applications with AI-powered capabilities that deliver engaging connections in real-time.
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Back to Journey Map
After the appointment, Salesforce Health Cloud automatically sends Taylor a WhatsApp message to view the post-appointment summary. With Agentforce, Health Cloud, and Vonage Video API, Taylor is able to get highly compliant, convenient, and personalized care right from the comfort of his cruise cabin.
Convenient, Personalized Experiences
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From a single QR code scan, customers can enjoy seamless, personalized journeys powered by rich messaging and automation. In this demo, a customer named Taylor easily books a cruise. Behind the scenes, Salesforce and Vonage equip agents with data-driven coaching to ensure efficient, engaging interactions that deliver results.
Ready to elevate how your business engages with customers? Rich Communication Services (RCS) adds images and interactivity into messages sent to customers’ mobile devices. It helps you create safe, reliable, and delightful conversations.
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Virtual Assistant Upsell
Sales Upsell Outreach
After Dreamforce, Taylor spots a Stargazer Voyages cruise deal and scans the QR code on the offer. Behind the scenes, Vonage verifies Taylor’s identity and opens a Rich Communications Services (RCS) message, branded with the Stargazer Voyages logo. Within minutes, Taylor browses trip packages and books his dream cruise.
Thanks to Salesforce automation, Taylor is instantly added to Vonage's Salesforce-embedded Connect dialer as a new Stargazer Voyages Contact Record, assigned to Travel Specialist Alex.
Efficient, Productive Workflows
Open dialer
Alex accesses the Vonage dialer directly from the Salesforce utility bar.
Start dialer
Start Alex’s preview dialer
Using Agentforce to create a personalized script, Alex delivers tailored recommendations that increase the chance of earning Taylor’s business. With the Salesforce-embedded dialer, he also has instant access to account history and context, enabling smarter conversations.
The Vonage Contact Center dialer, Connect, brings valuable automation to every sales call in Salesforce. Features like direct dialing from Salesforce, dynamic dial lists, personalized number presentation help agents have more meaningful conversations, which leads to improved efficiency.
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Data from the RCS interaction is added into Salesforce. Salesforce Einstein scores Taylor’s booking intent and he surfaces as a hot lead — before any sales rep has touched the record.
The assistant makes the first move
Handover to a human
The assistant calls Taylor
Flagged for proactive upsell
Hot lead lands in SalesforcE
Agentforce checks the segment and notes the high intent. Taylor qualifies for proactive outreach — so the work is queued to a Vonage virtual assistant instead of waiting for a rep to free up.
The virtual assistant calls Taylor and talks him through add-ons that fit his cruise booking like a Blue Lagoon excursion. A real conversation, with no queue and no hold music.
Taylor wants options that the virtual assistant hasn’t offered, so the call is routed to a human agent, Alex. The virtual assistant has been taking call notes in Salesforce, so Alex picks up with the record already open — and Taylor never repeats himself.
As a travel specialist earning through upgrades, Alex engages Taylor with the goal of enhancing his trip. Real-time transcription fuels Next Best Action, surfacing recommendations for dining, excursions, and exclusive experiences. Guided by these insights, Alex delivers tailored options that feel relevant and compelling, and Taylor—impressed by the personalization and early-booking discounts—quickly secures several upgrades.
Real-Time, Consistent Insights
Taylor ends the call excited about his upgrades and add-ons.
Smart, Outcome-Driven Conversations
Click save
The conversation is instantly summarized, the sale is logged, and the dialer will advance to the next lead — keeping agents efficient.
Moments later, Taylor receives an automated RCS confirmation — extending engagement beyond booking.
After the call, Alex turns to Agentforce Sales Coach for real-time, coaching in Salesforce. Instead of ad hoc feedback, Alex gets consistent, data-driven guidance with tailored insights and practice scenarios — helping refine pitches and strengthen performance.
Next-Level Self-Coaching for Agents
Note: Visual sourced from Salesforce
While on a Stargazer Voyages cruise, Taylor realizes he left a bag behind at a port stop. Fortunately, Vonage and Agentforce solutions work together to transform this trip issue into customer loyalty with exemplary service leveraging 2FA (Two Factor Authentication), Intelligent Routing, Microsoft Teams integration, and more.
Taylor easily connects to Stargazer Voyage Support calling direct from website.
Behind the scenes, Vonage Contact Center (VCC) matches Taylor's phone number to his existing Salesforce contact, confirming his VIP status and seamlessly routes the interaction to Agentforce
Fast, Effortless Support
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To protect his account, Agentforce uses Vonage-powered Two-Factor Authentication (2FA), sending Taylor a code by email. Once entered, he’s instantly verified and can move forward with confidence.
Seamless Security
The Vonage Protection Suite is a comprehensive set of tools that make it easier to shield your business and customers from rising fraud attacks.
The Protection Suite
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Agentforce automates routine processes but brings in a human when customers need extra care. Because Vonage had identified that Taylor is a VIP, he’s connected with a real person for comfort and assurance.
Streamlined Communication
While on the call, real-time transcription empowers Agent Lawrence to focus fully on the customer instead of note-taking. For the business, this means better interactions, as well as more accurate records for compliance and follow-up.
Vonage bridges the gap between Salesforce and Microsoft Team to help Agent Lawrence contact the staff at the port of call. This connects the back office systems so Lawrence can reach the right person at the port to locate and forward Taylor’s bag to the next port o call.
Combining your contact center, unified communications, and Microsoft Teams solutions matters. Why? It helps your agents and subject matter experts quickly connect to resolve issues and deliver quality customer experiences.
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With the bag en route, Agentforce sends Taylor a branded RCS message that helps him clearly identify the company and trust the communication. By engaging with customers through branded messaging, Agentforce and Vonage reduce the need for follow up calls while delivering excellent service.
Connected Convenience
But the engagement doesn’t end here. After Taylor’s issue is resolved, he’s invited to complete a post-call survey through Vonage Contact Center. His feedback flows directly into Salesforce Data Cloud, where CRM Analytics dashboards track Customer Satisfaction (CSAT) scores and survey progress in real time.
Problems Solved, Performance Enhanced
With Vonage data integrated into Salesforce, advanced reporting and analytics are only a dashboard away — giving Stargazer Voyages leaders actionable insights to improve agent performance, enhance experiences, and free up admins for high-value projects.
While shopping, Taylor is disappointed when his card is blocked. He quickly opens the Trusted Bank Co app and calls the support team. With Vonage and Agentforce, the bank delivers prompt and convenient support — turning a blocked card into a positive experience that strengthens customer trust and loyalty.
Disclaimer: Proof of concept demo only. Actual performance subject to change.
Taylor’s card is blocked mid-purchase. He opens the Trusted Bank app, selects "Blocked card?" and requests a callback. He confirms his identity with a one-time code before anything happens. No queue, no PIN read aloud, and no waiting on hold.
He asks the bank to call him
Before ending the call, Taylor requests a credit limit increase. Instead of holding, the request is routed to a Virtual Contact Center queue for a quick callback. When the call comes through, it’s branded with Trusted Bank Co’s logo and number via Vonage Branded Calling API—boosting trust, recognition, and security.
Trustworthy Branded Calling
Make customer conversations more secure and engaging by embedding voice calling into your mobile apps and website with the Vonage Voice API enabling Branded Calling. Why does it matter? Branded Calling makes connecting simple and more secure while showcasing your company name and logo for enhanced brand visibility and customer trust.
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The request is routed to an available agent, and the callback arrives branded with the Trusted Bank name and logo via Vonage Branded Calling — so Taylor can trust that the call is genuinely from the bank and not someone spoofing it.
He trusts that it's really the bank
Taylor’s callback is delivered to Alex, a Trusted Bank support agent — the card block already on screen, so Taylor doesn’t repeat himself
Effortless Personalization
Vonage Contact Center and Salesforce Voice use real-time transcription to trigger Next Best Action, giving agents instant insights and guidance to resolve issues quickly and personalize every interaction.
Real time transcription
Using Next Best Action, Alex is able to efficiently work through Taylor’s credit limit increase request.
Taylor is approved for a credit limit increase, giving him financial flexibility for his trip. The call is marked as resolved and an auto-generated summary helps Alex get this logged properly to Salesforce.
Integrating Vonage Premier for Salesforce Voice with your existing Salesforce CRM delivers true omnichannel experiences. Enhanced automation, AI, and global calling capabilities transform agent and customer engagement.
Integrating Vonage Premier
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VCC + Salesforce Voice
Salesforce dashboards bring the story to life, allowing leadership to review sentiment trends, and surface actionable insights—all without exposing sensitive data.
Data Transformed Into Insights
