Salesforce

DOES YOUR PHONE WORK WITH YOUR CRM?

As mobile technology increasingly blurs the traditional lines between personal computing and telecommunication, businesses are reaping the benefits of a cloud-based VoIP technological revolution to become more self-sustained and customer oriented. If you’re a business owner, CRM and phone integration can give your enterprise multiple advantages over using separate platforms.

No, this isn’t just about saving money; when VoIP telephone services work with CRM, your business stands a chance to take advantage of advanced CRM applications that provide all-around better customer service and also help in administration, decision-making, and raising greater revenue.
Why it’s necessary for phone and CRM to work together?
1. Automated tracking: When it comes to CRM, effectively recording information plays a key role for reference purposes. By knowing the customers, you have the ability to cater to their needs and requirements accurately. VoIP & CRM integration can automatically track data such as date and time of the call, the information of the person who called, and its purpose.

This benefit not only reduces the chance of losing data that often happens in manual data entry but also saves you a lot of labor cost.

2. Better all-around management: From tracking calls to pop-up notepads, cloud-based VoIP phone integration manages your employee interaction with customers and sales in the easiest way possible. There is no need to collect handwritten notes or open the CRM system during every phone call.  This is because the integrated system knows when to open notepad for your employees …

Make More Sales With the Right Phone System

In today’s world of smartphones, texting, social media, and even email, it may seem odd to think about your phone system being a source of business revenue. However, the modern-day phone system can be a powerful tool to increase sales as well as productivity when it’s used at its full potential. The more advanced features also allow your sales, marketing and customer service teams work together more effectively.

Some of the features and functionality that can help you accomplish business growth through your phone system are:
CRM Integration
A Customer Relationship Management (CRM) system that partners with your phone system can save you time as well as prevent careless mistakes that can impact the relationships you have with your customers. For example, if you have a Salesforce phone integration in place, an existing customer will call in and all call identification details then show up on the employee’s screen, along with any details regarding their recent orders or calls. The person answering can then greet the caller by name, and can instantly see all customer history.
Improve Hold Times
Ring grouping and automated call routing minimizes the amount of time your customers are spending on hold. The systems can be organized so the new calls are routed to specific call center phone lines that have been idling for the longest amount of time. Additionally, ring groups can be programmed to ring through to multiple extensions simultaneously or in a sequence so a qualified employee …

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Millennia Technologies is a full-service voice and data solutions company for midsize to enterprise customers. Specializing in UCaaS , CCaaS , Cybersecurity , IoT , Voice , Cloud , and more. Our passion is firmly rooted in showing clients how well-designed data solutions can significantly accelerate business operations, and then celebrating their goal-shattering successes.