Integrate You CRM and VoIP Systems

Business owners are aware of the importance of customer relationship management

system or CRM. It is the system that keeps them updated about the status of their

customers and helps them provide superior quality of service. Another important cog in

the wheel is business communication system like VoIP, traditional land-line telephones,

mobile, pager etc. Now, the power of these two systems can be combined to create an

integrated system which would make optimum use of both. There are several systems

available in the market which successfully combines CRM with the business

communication system but the most successful among them is the coupling of VoIP

with CRM. This is a relatively new technology but has proved to be immensely effective

in handling business communication as well as customer relationship management.

There are bound to be obvious questions related to the integration of CRM and VoIP

and business owners might wonder about the reasons behind investing their resources

and time. In this article, we will take a look at some of strong reasons to support the

integration of VoIP with CRM.

Greater Efficiency

The integration of CRM and VoIP will lead to higher levels of automation and you will be

able to skip the steps of entering data manually into the system. As both the systems

will function as a single unit, data exchange between the two both seamless and

automated. For instance, features like auto creation of “activity”, click to dial etc., can be

done automatically after a single entry into the system, thus bypassing manual entry

into two different systems. Hence, you can expect better performance from your team

as they will be able to save time and coordinate more efficiently among themselves. The

real time data exchange between the two systems will turn the system into a highly

efficient entity.

Enhanced Customer Management

The integration of VoIP with CRM will lead to smoother flow of two valuable data – Call

Logs and Call Recordings. Since this information will be easily available to employees,

they will be able to view calls made to a particular customer and manage the activity

levels accordingly. The call recordings will enable a better understanding of the

customer requirements and they can even go back to taking vital notes from the call

recordings whenever they desire.

Effective Management of Sales Staff

Sales managers in your company will be able to keep a better tab on the activities of

sales executives as they will be able to get real time data on all sales activities. The

higher visibility of activity due to the integration of VoIP with CRM will help in the better

management of sales resources. The managers will be able to decide when to give

rewards or take disciplinary action or provide sales training to the staff based on their

activity.

Higher Efficiency

Integration of CRM and VoIP will result in enhanced management and effective call

recording. The real time and easy access to call recordings will help managers take

prompt decisions and put forward better customer management strategies. The value of

the call recordings increases when the management is thinking of investing their money

and resources on training their staff.

Better Management of Remote Sales Staff

Companies are using flexible working hours and location setting as a cost cutting

measure by helping their customers to work from home or from remote locations.

Majority of the companies face two issues with remote staff – managing effectiveness

and managing productivity. The call recordings and call logs will help the remote

employees manage their work in a better manner.

CommWorld of San Diego has been delivering feature rich communications systems to

customers since 1989. We have naturally progressed to VoIP systems and helped

many of our customers take advantage of the vast features and advantages that VoIP

provides. Give us a call today to enjoy the same benefits.