Have you thought of integrating VoIP and CRM? If you do, you will soon see the benefits of this integration.

A growing number of businesses are looking at VoIP’s productivity and efficiency benefits and are deciding that the technology makes a good fit with their Customer Relationship Management (CRM) systems. CRM platforms are a vital tool for businesses to keep track of their interactions with prospects and customers.

CRM integrations allow to connect your CRM account with your business phone system and exchange data between the two platforms. But what advantages does this actually bring to your business?

  • Deliver excellent customer service. Access to features such as call recording, order history, and other customers information, right from a single system, during a call. Understanding your customers is the key to getting your foot in the door. This helps you deliver excellent customer service and build a long-term relationship with your customers.
  • Increased Efficiency. CRM integrations increase efficiency by eliminating the gruntwork of looking up, and entering in, customer information. A sales or support agent can use CRM integrations to bypass the menial work of searching for a customer contact page, asking about prior interactions, and finding old tickets, in addition to entering in all the new data.
  • Real-time calling data.  Instead of having an agent manually type in their notes from every call and record information such as the time of the call or phone number, VoIP CRM integrations take care of all the logging in real-time. If the cloud phone system offers call recording, agents might even be able to attach the recorded files to the customer’s contact profile.
  • Management. VoIP CRM integration metrics give supervisors information about agent efficiency like how many calls an agent deals with per day, the number of  hangups, average wait time…

Megacall VoIP is very flexible and integratable with a wide range of business systems. Are you considering to integrate your VoIP and CRM systems?

Don’t hesitate to contact our professional, helpful and friendly team.

Sources: Toolbox ; The VoIP Report