RocketPhone is the phone system that automates compliance and supports more Salesforce features than any other
Compliance out the box (MIFID, GDPR, PCI and much more)
Broadest possible support for your Salesforce investment
Double your productivity with the same team
Go live in 2 days (yes, you read that right!)
We’ve worked with these incredible companies to implement a compliant and secure phone system that integrates seamlessly with Salesforce CRM.
All calls recorded and securely stored for at least 5 years
Call recordings are locked and un-editable
Access to call recordings controlled by you
Call recordings logged to contact records and all other related activities
Transcripts and AI bookmarks mean faster and easier retrieval of key conversation recordings
Use AI bookmarks to detect when key details have been passed to customers and alert the agent when this hasn’t happened
RocketPhone uses Azure as a hosting provider. Azure holds many certifications such as ISO 27001, SOC2, PCI DSS, FedRAMP, and provides for a safe and secure environment.
Automatic transcript redaction for sensitive information
Strictly enforced login authentication with oAuth and 2 factor security
Protecting customer data is our main priority as well as complying with the obligations set forth by GDPR. Hosted on Azure, we follow industry-leading security practices, keeping your data protected at all times with TLS 1.2 and AES 256 encryption methods to secure your data both in transit and at rest.
Use AI bookmarks to detect when recording and communication consent is removed, given or changed. RocketPhone updates the CRM immediately
Build AI Bookmarks that detect potential signs of vulnerability during phone conversations to alert the agent in real-time
Enforce compliant behaviours with recommended Next Best Actions
Always provide accurate and timely answers with real-time call assist connected to your knowledge base
Use AI bookmarks to detect when recording and communication consent is removed, given or changed. RocketPhone updates the CRM immediately
Set up your dialer to play recorded messages seeking consent from customer to continue automated calls
Use AI bookmarks to detect when key details have been passed to customers and alert the agent when this hasn’t happened.
Set up your dialer to play recorded privacy notices for all outbound and inbound customer calls
RocketPhone will automatically redact all personal identifiable information in call transcripts
Muj Choudhury
RocketPhone CEO and former Salesforce Director
How sales rep spend their time during an average week
Imagine the revenue gains if your agents were no longer bogged down with tedious manual and administrative tasks....
Give your agents a 100% productivity boost with AI automation and real-time call assist
RocketPhone.ai consolidates your tech stack so your reps can focus on one clean workspace.
Book a DemoManually logging calls, writing up call notes and actioning next steps is a very time consuming process. In fact, less than 30% of an agents day is spent actually selling! RocketPhone’s real-time AI automation and call assistance removes all CRM admin.
Costs you revenue in wasted agent time
You don’t get the most of your Salesforce investment
RocketPhone is the only Salesforce integrated phone system to support OAuth for Experience Cloud Users. No need to purchase expensive additional Sales Cloud licenses for your partners and brokers. Enjoy a truly connected telephony platform across your whole landscape
Optimise your Salesforce licence spend
Monitor broker conversations in real-time
We get it, integrating a brand new system can be a daunting prospect. That’s why we take care of everything, all we need from you is a few details and we’ll do the rest.
Boost your sales team for free in 3 simple steps!
Login to RocketPhone with your Salesforce details.
Simple as that.
Search for a contact to call from within RocketPhone or Salesforce.
Click dial and you’re on your way!
Experience real-time transcription, AI conversation bookmarks and automation in RocketPhone’s intuitive call centre.
Every call you make is immediately logged to Salesforce with the recording, transcript and any in-call actions. View real-time data populate your dashboards and BI tools.
RocketPhone’s all-in-one business phone system with smart automation lets your teams focus on delighting customers, not on admin.
Sam Wilson
Digital Solutions & Technology Director at Bruntwood
Stephen Henry
COO of SwitchMyBusiness
Your competitors are already embracing AI, get one step ahead with the #1 phone system for Salesforce. Turn your agents into revenue generating rocketeers!
Licences for free, for life
Book an onboarding call with our team
We’ll take care of the whole setup and integration
We’ve compiled this white paper to summarise how our smart phone and voice AI platform, can transform voice communication for insurance brokers and intermediaries.
Get the White-paperFor too long the typical fundraising cycle has remained unequal. We’re changing that.
Join CEO, Muj Choudhury to learn how you can participate in our crowdfund, exclusive to the Ohana.
Next webinar: November 08th, 2023 | 4:30pm GMT