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Enhanced customer management with CRM

 

20/Dec/2024

Imagine being able to switch between your phone system and your CRM’s with little to no delay. This dream becomes possible with Cloud PBX and CRM integration. Cohesion of both technologies helps the businesses minimize the working time and upgrade the level of customers’ satisfaction as well as the productivity.

Key Features of Cloud PBX and CRM Integration:

Click-to-Dial:

No more using the phone to make a dial manually! H click-to-dial, you are able to perform a call in one click right from your CRM.

Just try to point on a phone number, and you phone will make a call to this number for you.

Call Pop-Up:

Call / Email for Sales Inquiry Today

Consequently, every time you take a call, a shaded box is created on your CRM interface that contains customer details.

The customers are thus prepared for the call and you offer them the best service they need.

Call Recording:

Record calls for quality check, as a reference for employee- and customer-training, and to meet regulatory or legal requirements.

Selecting a CRM to play recorded call allows the users to access the previous calls from within the CRM.

Call Logs and History:

Have call details entered into your CRM without any intervention; you have the option of logging elements like call length, result, and records of the conversation.

Get an extensive list of call records to determine communication with customers.

Call Analytics:

Increase your team efficiency by using call analytics options with various details.

Monitor the required parameters which include the number of calls made, average call time, and the rate of call abandonment.

Integration with Other Tools:

Easily use Allworx Cloud PBX and CRM with other solutions – email, calendar, and even messengers.

This makes it easier for you to manage the activities hence enhancing organizational efficiency.

Benefits of Cloud PBX and CRM Integration:

Improved Customer Service:

It will give the company a chance to offer a quicker and more efficient service since the attendant will enjoy an instant access to the customer data.

Increased Productivity:

Minimize paper work, and automate processes so that you can spend more time on high value work.

Enhanced Sales and Marketing:

Maximise your connection with customers through comprehensive call analysis, aiding you in the decision making for your sales and marketing processes.

Better Collaboration:

 Improve team collaboration and communication with integrated messaging and conferencing features.

By leveraging the power of Cloud PBX and CRM integration, businesses can elevate their communication and customer engagement to new heights. So, why wait? It's time to unlock the full potential of your business.