Salesforce, now on the phone too

It leaves every lead qualified in the pipeline, with what they want, budget and timing. heydiga answers the calls and the WhatsApp messages Salesforce does not pick up, and writes into Salesforce before hanging up.

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The pipeline is immaculate; the first call is not

Salesforce organises everything that comes in. The problem is what never gets in: the lead who calls on a Saturday and hangs up because nobody picks up.

Today

The salesperson is with a customer and a sales call comes in. The number is noted down to be returned tomorrow.
Every salesperson notes down what they see fit. Two leads from the same day arrive with different information.
A lead with no answer within five minutes is already calling a competitor.

With heydiga

It handles it now, asks what they want, their budget and their timing, and creates the lead in Salesforce.
It always takes the same fields and leaves them in the same place in the pipeline.
It answers on the first ring and alerts the assigned salesperson with what was discussed.

What it reads and what it writes

The connection runs both ways: heydiga checks Salesforce before promising anything and writes into Salesforce as soon as it hangs up.

Reads from Salesforce

Whether the caller is already a contact or an open opportunity.
The pipeline stage and the assigned salesperson.
The history of previous conversations.
Live campaigns and offers.

Writes into Salesforce

A new lead with what they want, budget and timing.
An update to the opportunity and its stage.
A task or alert for the assigned salesperson.
The transcript and a summary of the call.

Fifteen minutes and it is done

Nothing to install, no technical help and no touching the flows or the fields you already have set up.

You authorise access

From the Salesforce account itself, with a permission you can revoke whenever you like.

heydiga reads the pipeline

Stages, fields, owners and assignment rules. Nothing has to be loaded by hand.

You divert the phone

And every sales call enters the same pipeline as always, already qualified.

If you have Salesforce, you have this

Every trade has its own casuistry, with its own day, its own integrations and its own questions.

Hair and beauty salons

Services of very different lengths: nobody knows whether a colour fits the gap that is left.

It works out how long the service really takes before booking it.

Barbershops

High volume, low ticket and customers who call having never booked before.

It answers fast and gives a same-day slot, without stopping the clippers.

Beauty clinics

A long treatment list and a lot of price questions before anyone commits.

It explains each treatment and closes the booking on the same call.

Nail and lash salons

Short, back-to-back appointments: a slot once lost is never filled again.

It fits the booking into the first slot available and flags cancellations.

Spas and massage centres

Nobody can pick up the phone during a treatment.

It answers while the room is busy, couples' bookings and packages included.

Laser hair removal and body treatments

Sold by sessions: a lot of questions up front and a lot of follow-up between appointments.

It settles the questions about the treatment and remembers every session in the package.

Restaurants that take bookings

The calls arrive right at peak time, when the team is serving.

It handles sittings, rooms and groups without anyone putting the tray down.

Restaurant groups and chains

One number for many sites and no consolidated data.

It routes each call to its site and gathers what happens across all of them.

Delivery and takeaway

The order comes in by phone and has to be taken in full, fast and with no mistakes.

It takes the whole order, repeats it back to confirm and sends it to the kitchen.

Bars and cafés

Few bookings and a lot of questions: hours, terrace, whether the kitchen is open at that time.

It answers instantly and lets the team serve without interruptions.

Catering and events

The call is not a booking, it is a quote that has to be taken properly.

It captures covers, date, menu and contact, and hands it to the salesperson.

Hotel restaurants

Resident guests and outside diners, with different rules and different hours.

It tells them apart and applies the terms that belong to each.

Independent multi-brand garages

Bookings, quotes and vehicle status all come in on the same number.

It tells the three apart and handles each one its own way.

Franchised dealerships

Sales and aftersales share a switchboard, and the sales lead is lost between appointments.

It separates the sales lead from the workshop booking and routes it to the right team.

Body and paint shops

Almost everything goes through an assessment and an insurer: long calls with a lot to write down.

It takes registration, claim, insurer and assessor without getting them wrong.

Tyres and fast-fit maintenance

High volume and low ticket: what matters is giving them a slot today.

It answers fast and fits the booking into the first free slot.

Motorcycle dealers and workshops

A sharply seasonal trade and customers who ask a lot before committing.

It absorbs the spring peak and answers on models, lead times and prices.

Vehicle rental and fleets

Availability and incidents that arrive outside office hours.

It always answers, settles the incident or escalates it to whoever is on call.

Dental practices

Every no-show leaves a chair idle, and that hour is never recovered.

It confirms the day before and fills the slot from the waiting list.

Physiotherapy and rehab

Treatment runs over several sessions and the patient drops out halfway.

It books the whole course and remembers every session until discharge.

Aesthetic medicine clinics

A long cycle: first they ask, then they are assessed, then they book.

It settles the treatment questions and books the consultation on the same call.

Psychology and therapy

The first call is a delicate one and cannot go unanswered.

It answers discreetly and, if a person is needed, hands over right away.

Pharmacies

The counter is full and the phone never stops.

It answers on hours and on-call rotas, and leaves the order written down.

Veterinary practices

Emergencies mixed in with routine bookings on the same phone.

It tells apart what cannot wait and passes it straight to the team.

Estate agencies

The team is out on viewings and the lead goes cold in an empty office.

It qualifies the enquirer and books the viewing before they call another agency.

Property managers

A high volume of owners asking the same thing, especially after something breaks.

It gives the status of every case and escalates only what is new.

Holiday rentals and short lets

Guests calling at any hour and in several languages.

It sorts check-in, house rules and issues at three in the morning, in their language.

Developers and new builds

Campaigns concentrate peaks of calls: unanswered, the spend is wasted.

It absorbs the whole peak and leaves every lead qualified for the sales team.

Long-term lettings

A lot of calls that do not meet the criteria and eat up the team.

It filters income, guarantor and term before arranging any viewing.

Coliving and student housing

Extreme seasonality and families calling from other countries.

It holds the seasonal peak and answers in each family's own language.

What changes in a business with Salesforce

The same pipeline as always, with the first call answered.

5 min

After five minutes without an answer, a lead goes cold and calls somewhere else.

100%

Leads that reach the team with budget, timing and reason already asked.

100%

Calls that leave a transcript, a reason for hanging up and a duration.

Sales leads come in at night and at the weekend. Now every one is captured and the salesperson calls with the details ready.

Official dealership · Madrid

A lead not picked up within five minutes is lost. Now every one is answered and reaches the salesperson qualified.

Estate agency · Madrid

What not answering costs you

The calls you miss and the ones that interrupt your work both have a price. Find out how much you could save with heydiga.

Rough figures for a business:

430 calls a month, 1.8 min each on average.
€183 average spend per customer.

Calls a month430

Average spend per customer€183

Calls that go unanswered today30 %

Money lost every month

€9,516

€114,192 a year

129

unanswered calls a month

customers who were going to book

Fixed with Diga Growth, 169 €/month.
You are losing 56 times what it costs.

Get that money back

What everyone on Salesforce asks

The five questions of someone whose CRM is already set up and who has no plans to touch it.

Does heydiga replace Salesforce?

heydiga does not replace Salesforce: Salesforce is still the business's CRM and heydiga is the one who answers the calls and WhatsApp messages the CRM does not pick up. It takes the sales call on the first ring, asks what the customer is looking for, with what budget and by when, and creates the lead in Salesforce before hanging up, with the transcript and the summary.

Does heydiga respect the fields and stages I have in Salesforce?

Yes, heydiga writes into the fields the business already has in Salesforce and places each lead in the pipeline stage it belongs to. When it connects, it reads stages, fields, owners and assignment rules, so nothing has to be loaded by hand and no flows have to be touched. Every lead arrives with the same information, in the same place in the pipeline.

Does heydiga alert the assigned salesperson in Salesforce?

Yes, heydiga creates the task or alert in Salesforce for the assigned salesperson, following the business's assignment rule, with the conversation already summarised. It does so as soon as it hangs up: a lead with no answer within five minutes is already calling somewhere else, and this way the salesperson gets it with what they want, the budget and the timing.

Can heydiga create duplicate leads in Salesforce?

No, heydiga checks in Salesforce whether the caller's phone number already exists before creating anything. If they are already a contact or have an open opportunity, it updates that record and its stage instead of duplicating it, and takes into account the history of previous conversations and live campaigns so as not to promise anything it should not.

And if I leave Salesforce and switch CRM one day?

heydiga keeps working the same way if the business leaves Salesforce: the new CRM, HubSpot for example, is connected and sales calls keep coming in on the same number. The permission given in Salesforce can be revoked from the account itself at any time. The CRM can be replaced; the phone that answers customers cannot.

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