Why You Should Use a Cloud/Hosted Phone System That Integrates With Your Customer Relationship Management (CRM)
If you use a CRM, adding your phone system to it can save you time. A cloud phone system that connects with your CRM puts your customer info right where you need it.
Here’s how Cloud Phone System CRM Integration helps
- When a call comes in, you see the caller’s details on your screen. No need to search for their info.
- You can make calls directly from your CRM. This means fewer clicks and less chance of mistakes.
- All calls and notes get logged automatically. You don’t have to enter data twice.
- You can track sales and customer service calls easily. This helps you know what’s working.
- Your team can work from anywhere, and still have the same tools.
- Call Detail Records (CDR) and Call Recordings at the click of a button
An integrated cloud phone system lets you focus on the customer, saving your staff time by not switching between apps. It allows greater efficiency and workflow for your staff and your customers offering a seamless integration.
Popular Cloud Phone System CRM Integration
Here are some popular CRM’s integrated into our Voip Express Platform just to name a few: Salesforce – Hubspot –– Slack – Zoho – Pipedrive – Zendesk.
If you would like to see if your CRM can be integrated, please reach out to our teams who can take you through a tailored solution.
