integrate you crm and voip systems
TRANSCRIPT
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.