Integrating your Phone System with your CRM will help you build better customer relationships and increase productivity and data management.
- Know who is calling you
- Click to Dial
- Take notes during calls into your CRM
- Access call history & call recording
- Improve Management
With our CRM integration, your team will be able to access customer information at their fingertips. This will allow them to save time and be more efficient. It also ensures that customers always get the best service because they’ll have access to the right information at all times.
The integration provides features such as click-to-call and screen pop, which opens a contact’s CRM record instantly when receiving a call. Additionally, all calls can be logged into the CRM automatically to assist your team and provide analysis opportunities.
What is CRM?
A CRM – or Customer Relationship Management System – is a platform that accesses, analyses and utilises a variety of data sets and assets to track and streamline your relationships with your customer base to boost productivity and growth.
By logging, tracking, and making available to you this data, a CRM boosts your business, helps it meet its full potential and maximises growth through efficiently and effectively managing client relations and ensuring you close deals.
CRMs set your business apart and give them a market advantage by ensuring all leads are properly managed and promptly followed up, customer requests and enquiries are addressed and responded to, and all data and assets are made available to you.
Customer satisfaction, maximised productivity and full efficiency means profitability, sustainability and growth for your business.
Phone System Integration Benefits
No more delays; no more misplaced customer information, requests or orders; no missed leads, and no double ups. By centralising and logging this information, a CRM Phone System Integration can give your company the boost it needs and help your seal the deal.
Easier and automated tracking
If you know your customers and how they interact with your business, you’ll be able to respond to their needs quickly and accurately. By integrating your phone system with your CRM, information such as the date, time, and who made the call can be entered automatically. Automatic monitoring saves time and money by eliminating the need for manual data entry into your CRM.
Employee efficiency
Forging relationships and learning important details about a customer takes employee time and increases costs. Your CRM notes, past customer interactions, and sales process are all instantly pulled up with a phone system integration, enabling positive employee and customer interactions right away.
Employees no longer have to shift from the CRM app to the phone app to make or receive calls. Your CRM integration will enable you and your employees to make call easier and faster simply by clicking on the phone number. The system will then open relevant notes, record the call, and file the details at the end of the call.
Data collection and analytics
Each incoming and outgoing call will have its data collected and stored in your system. The integration will provide you with intuitive analytical resources to analyse your team’s performance. With CRM integration, your phone calls will be automatically synced with your existing CRM data management, and the software will provide you with additional analytics on call length, call volume and likelihood of dialling through, and others.
Integrate with your favourite CRM
Our team of specialists have integrated phone systems with most CRMs available in Australia. Please contact us for additional information of software and phone systems that can be integrated.
Compatible phone systems include: NEC, Panasonic, Alcatel-Lucent, Broadsoft Hosted PBX, LG iPECS and more.
Compatible CRMs include: Salesforce, HubSpot, Zoho CRM, Insightly, Copper, Microsoft Dynamics, Freshdesk, Bitrix24, Connectwise, vTiger, Zendesk.
CRM Phone System Integration vs. Enterprise Software
While a multi-featured corporate software has many benefits, including the integration of calling software, it is costly and usually requires a complete business transformation. A solution designed specifically for CRM and phone integration will be cheaper, allow you to use existing systems and minimise implementation issues.