We can help you improve your productivity and your customer service by integrating your telephone system with your on-site or cloud-based CRM solution.
Whether you use Salesforce, Microsoft Dynamics, Skype for Business, NetSuite, Zendesk, Desk.com or even specialist industry CRMs, we can configure your unified communications solution for complete integration.
Single source view
This will give you a single-source view of all your business communications and customer interactions. Automatically associate your CRM records with the call, add comments to the user record, then transfer the call, with its associated data, to another agent. Incoming calls can be intelligently routed to the correct agent or department even before they have been answered depending on the CRM query made.
But it’s not just about making sure you handle your calls effectively. CRM integration allows you to screen scrape details from your PC too. Along with call recording, this will give you a complete compliance-meeting audit trail of your customisable, highly personal customer interactions.
Whether you are a contact centre agent, member of the sales, marketing or help desk teams, manager, etc. you will improve your productivity and responsiveness while gaining a better understanding of your customers’ needs thereby enhancing caller satisfaction and reducing call response times and duration.
To find out how we can help your business, please do not hesitate to get in touch with us.