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MotvizZoho Empower your business with the CRM-Telephony Integration
CRM-Telephony Integration

Empower your business with the CRM-Telephony Integration

Companies have rapidly recognized the cost-effective benefits and trading perks that IP telephony brings. The subsequent logical move to fully capitalize on the potential of this technology is to integrate CRM-Telephony Integration with cloud telephony. This integration empowers your organization to efficiently manage client communications from start to finish during the sales journey, substantially enhancing conversion rates from client calls to sales.

 

Bring telephony to your CRM

As a sales professional, your ability to effectively communicate with potential clients and existing customers relies heavily on phone calls. However, when your calling activities and sales data are not integrated, it becomes challenging to assess the impact of your calls on your overall sales performance. By leveraging CRM-Telephony Integration and connecting your PBX system with Zoho CRM, your sales team can conveniently make and receive calls directly from their sales platform, enabling them to track the outcomes of each call in relation to deals. Additionally, having access to call histories within each customer record ensures that you can easily reference past conversations and maintain a comprehensive overview of your interactions.

 

Call clients with a single click

Efficiently contacting clients has become increasingly important in today’s fast-paced business world. Not only does it save time and money, but it also enhances the overall working environment. By integrating phone and CRM systems through CRM-Telephony Integration, agents no longer have to juggle between two separate systems or manually dial clients. Instead, with just a single click of a mouse or computer key, they can streamline their communication process and effectively engage with clients.

 

Client information at your fingertips

One of the key advantages of integrating phone and CRM systems is easy access to client information. When a call is made, a virtual card instantly appears on the screen, providing the caller’s details and a comprehensive history of previous interactions. Equipped with this valuable information, company representatives can offer personalized and tailored services to each caller, based on their specific needs and previous engagements. This seamless integration ensures efficient customer care and fosters stronger client relationships.

 

The value of recording calls

Many companies now understand the importance of recording customer calls. Even in well-managed businesses, misunderstandings between customers and company agents can sometimes arise. Phone systems that are integrated with CRM systems allow for call recording, which is crucial for resolving disputes with customers. Furthermore, these recordings are valuable for training employees. It is also possible to combine call recordings with call data for analysis purposes.

 

Easy to set up and activate

Those who lack familiarity with VoIP often assume that only a skilled telecom expert can successfully integrate their phone system with a CRM. However, they will be pleasantly amazed to find out that advanced skills are not necessary. The integration process simply involves three to five simple steps and can be completed within a matter of minutes. There is no requirement for specialized computer or telecom knowledge, nor does it demand a significant investment of time and effort.

 

Only pay for calls made

An enhanced agent and client interface offers numerous benefits, making the integration of a phone system and CRM highly appealing to businesses. Zadarma ensures that their customers do not bear any charges for the system integration. The only expenses incurred by customers include the costs of outgoing calls, the price of the virtual phone number, and the utilization of the CRM system.

Zoho CRM seamlessly integrates with your favorite applications, allowing you to streamline software management and focus on your core business operations. Designed to connect with the apps and services you rely on effortlessly, Zoho CRM empowers you to optimize your productivity and efficiency.

For businesses looking to maximize the benefits of this integration, partnering with experienced Zoho consultants can make all the difference, ensuring a smooth and effective implementation.

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