CRM, Phone, Intelligence:
Tools for the Next Generation of Sales
and Marketing Pros

 

A top notch telephone system can be a real asset in every company. But no matter how advanced a company’s phone system is, for a really progressive small or large scale business, CRM integration is a must to make sure that all processes are geared towards profit and customer service.
Integrating CRM with your telephone features can increase productivity, and also will ensure a more centralized form of data system.

 

How CRM to Phone Integration Works?

 

Also known as Customer relationship management, CRM is specifically designed to help companies establish and manage their relationship with their customers, increase service awareness, improve sales targets and consolidate data base. CRM works in three steps:

 

• The system, once CRM has been set up, will store customer information such as their phone numbers, addresses, time the call has been placed, number of times a client has called in, as well as their reasons for calling.

• When a call has been placed, the system immediately accesses the customer’s information based on the phone number used. This will then pop up on your phone operator’s screen. However if an unrecorded number was used to call, the representative would have to manually update the customer’s records.

• This gives the operator knowledge about the customer and what they possibly need to provide excellent customer service.

 

Enjoy the Benefits of CRM + Phone Integration

 

Agents are more focused on solving the customers’ concerns rather than spending more time gathering data.

•It improves customer experience since they will feel that the agents are knowledgeable and more than capable to help them.

•Increase customer and employee intelligence since it creates a more interactive way to communicate and provide customer service.

• CRM to Phone integration can help a company save more money. Instead of hiring more people to collect data or purchasing data management software, all you will need is one system to speed things up for you.

 

CRM integrated with a business’ phone system combines high tech functionality and intelligence to achieve business success and customer satisfaction.