- For sales teams already on Salesforce
What If Your Reps Didn't Have to Open Salesforce Again… but Your CRM Data Got Better?
Right now, competitor mentions, pricing objections, and buying signals die the second the call ends. Your reps know it, and your revenue shows it. There's a reason no integration has fixed this, and a completely different approach that does.
Zero manual data entry across every channel
Conversation intelligence written to native SF objects
Agentic AI that creates Cases, Opportunities & Tasks
See it live in 15 minutes.
Tell us what you’re running today. We’ll show you what your Salesforce data could look like tomorrow.
Why Every Salesforce Integration Delivers the Same Incomplete Data
The reality
0
%
of rep time, not selling
Your reps spend roughly 70% of their week on admin, tool navigation, and manual data entry, not selling. And so your CRM is full of records and empty of real deal intelligence, while forecasts run on gut feelings, and coaching runs on guesswork.
You’ve tried fixing it. Every Salesforce telephony provider on the market promises to solve this, but every single one does it the exact same way: they embed a softphone panel inside Salesforce and hope your reps will stay there long enough to log their work.
That’s the broken assumption nobody questions. And every call your CRM can’t see is revenue leaking out of your pipeline.
Salesforce was built for records, not for live conversations. Forcing reps to build relationships inside a record-keeping system is why they avoid it, and why your data stays incomplete no matter which provider you plug in.
The problem was never the phone. It was the direction of the integration
Today
Every provider puts their tool inside your CRM.
phone
→
Salesforce
→
The reverse
What if you brought your CRM inside the conversation instead?
x-bees
→
Salesforce
How x-bees Puts Salesforce Where Your Reps Actually Work
x-bees reverses the integration model.
Instead of forcing your team into Salesforce, x-bees embeds Salesforce directly into the workspace your reps already use: calls, chats, video, WhatsApp, SMS. One place. Full CRM context. Zero tab-switching.
Three layers. Each one solves a problem no other provider addresses.
01
Layer 01
Unified communication, inside or outside Salesforce.
- Click-to-call, screen pop, call controls — the CTI fundamentals your team expects, through Open CTI.
- Plus WhatsApp and SMS initiated directly from Salesforce records — a capability most providers still don't offer.
- For teams ready to move beyond Open CTI: Service Cloud Voice via BYOC, replacing Amazon Connect and its per-minute AWS billing with a single platform.
02
Layer 02
AI-powered logging, zero manual entry, zero add-on cost.
- Insight Boost is a custom Salesforce object purpose-built for conversation intelligence. Every interaction — calls, chats, video meetings, WhatsApp, SMS — is captured and written directly to Salesforce with AI-generated summaries, transcripts, and key highlights. No rep touches a field.
- This matters for a reason most providers won't mention: standard integrations log calls as basic Task objects. You can't build meaningful Salesforce dashboards or reports on Tasks. Insight Boost writes to a native custom object — which means your RevOps team can build SF-native reports and dashboards on real conversation data, using the tools they already know. No third-party BI platform needed.
- And the AI intelligence is included. Not a paid add-on, or a per-user upcharge.
03
Layer 03
Salesforce inside x-bees, where no other provider follows.
- Opportunities, Leads, Cases, Tasks — visible and editable inside x-bees, during a live call. Your reps create new Accounts, Cases, and Opportunities without opening a browser tab.
- Context is role-aware: sales reps see Opportunities, support agents see Cases. Our team configures it around your workflows.
- Salesforce events arrive in real time: a Case is created, an Opportunity hits Closed Won, the rep gets notified inside their workspace. Information comes to them. They don't go hunting for it.
And Wilma — the Agentic AI — operates across both systems simultaneously. It creates Salesforce records after conversations automatically:
- Cases
- Opportunities
- follow-up Tasks
No human trigger. It also queries conversation history and Salesforce data in a single natural-language request.
Ask: “Which prospects mentioned budget concerns this quarter?” and get the calls, the transcripts, and the linked Opportunities in one answer. No other platform on the market connects these two data sources.
Everything You Just Read Is Already Live
Agentic AI creating Salesforce records after conversations — live, used internally at Wildix today. Cross-system AI queries spanning conversations and CRM — live. Insight Boost writing conversation intelligence to native SF objects — live. Mobile reps updating Opportunities and Cases from their phone mid-call — live.
ACLI Trentine · ITALY
Provider of legal and tax consultations to individuals and families. Unified communication and CRM across contact centre.
3,000
enquiries / day routed
1
platform: x‑bees + SF
National insurance provider · US
“A national insurance provider managing hundreds of product-specific cases across 50 states needed every inbound call routed to the right specialist and every interaction logged to the right Salesforce case — not a contact, not a lead, a case. With x-bees, their team manages Salesforce cases directly inside the communication platform, AI routes every call to the correct state specialist, and every activity logs automatically to the right record. They don’t open Salesforce anymore. It’s already there.”
50
states routed by AI
100%
auto-logged to case
M&A advisory firm · UK
“An M&A advisory firm running complex 12-month deal cycles entirely through Salesforce needed every call matched to the right record — including custom objects their standard CTI couldn’t handle. Salesforce integration was the deciding factor in switching to x-bees. Expected saving: 5-10 hours per person per week on manual data entry alone.”
5–10h
saved / person / week
12mo
deal cycles tracked
What teams gain after switching:
- Zero manual data entry across every channel: calls, video, chats, WhatsApp, SMS
- Salesforce dashboards built on real conversation intelligence — not empty Task records
- AI summaries, sentiment analysis, and objection tracking written directly to SF fields — included in the platform
- Reps updating CRM records mid-call from desktop or mobile, without ever opening Salesforce
- Agentic AI that creates Cases, Opportunities, and Tasks after every interaction, no manual trigger needed
Join Them →
Everything You Just Read Is Already Live
Keep the current model
A phone panel inside Salesforce
- Reps who avoid it
- Data that stays incomplete
- Forecasts that stay unreliable
- Deal intelligence locked inside your team's heads, walking out the door every evening
- Revenue leaking through every conversation your CRM never sees
Reverse the model
Salesforce inside the conversation
- AI handles every log, summary, record creation
- One workspace where CRM context arrives automatically
- Deal intelligence never gets lost
- Your pipeline finally reflects what's actually happening
- Every conversation turns into revenue data you can act on
- Book My Demo
See x-bees + Salesforce live in 15 minutes
Walk through all three layers with a specialist. We'll tailor the demo to your team's Salesforce setup and workflows.
15-minute personalized walkthrough
Live Wilma + Insight Boost demo
No commitment, no sales pressure
See it live in 15 minutes.
Tell us what you’re running today. We’ll show you what your Salesforce data could look like tomorrow.