Being as efficient and productive as possible in your business is crucial to high-level success. With a CRM VoIP integration, your team can truly focus on the tasks that matter.
A Customer Relationship Management (CRM) platform is a hugely powerful tool for any business. It provides a centralised hub to build lifelong client relationships while improving your sales, marketing, and services.
Voice over Internet Protocol (VoIP) is a telephone system that operates over an internet connection. It’s feature-rich yet cost-effective and allows you to communicate anywhere without limiting you to a landline or mobile.
A CRM VoIP integration is the seamless flow of data between your CRM platform and your VoIP telephone system. It automatically syncs your information and allows for maximum productivity and efficiency.
Automatically log and track calls
Having a clear overview of your team’s calls with your customers is essential. You need to know how many calls are being made, who those calls are being made to, who is making the most calls, and what those calls are about.
This is a lot of information and would be a long and tedious task to do manually. Luckily, one of the most innate but useful CRM VoIP integration features is automatic call logging.
With our CRM VoIP integration, both inbound and outbound calls are automatically related to the associated record in your CRM. If there isn’t a record in the CRM, you can create one that is already linked to the call. You can then add in the relevant information.
Thanks to the flexibility of CRM, you can categorise your calls in a way that suits your business. So, your Account Managers can easily show which calls are account management calls, and your Support team can show which calls are for customer service.
This saves your team lots of time and also motivates them – the thought of mundane tasks can often slow you down, and so having their administrative tasks done for them by the CRM VoIP integration will keep them focused and engaged.
The Call Manager function in our CRM VoIP integration enhances both systems
You and your team should have the right tools on-hand to help drive success. These tools should be easy to access, straightforward, and, most importantly, helpful.
The Call Manager included within our CRM VoIP integration is a pop-up display that appears whenever a call is made or coming in. This shows who is calling, so your team can be prepared and allows you to click straight through to the account, lead or contact.
The Call Manager also displays your colleagues’ extensions, speeding up internal communication.
Enrich your reporting with a CRM VoIP integration
Reporting is a key element of CRM, and a CRM VoIP integration can take this one step further.
The CRM VoIP integration allows you to have a full overview of the phone system activities over a period of time. You can see the duration of your teams’ calls, the average time it takes them to pick up inbound calls, how often they call specific accounts, and more details that provide valuable insight into your business. This provides the opportunity to see which areas of your company need improvement and which areas are doing well.
Save time with click-to-dial
One of the most efficient features of the integration is click-to-dial. This adds a small phone icon next to any dial-able number in your CRM platform, and once clicked, it instantly calls the number from your phone with just one touch.
A CRM VoIP integration is the key to improved productivity. It enhances both a CRM and a VoIP system to allow a business to eliminate time-consuming, mundane tasks.