The ability to integrate your CRM and your phone system offers a significant value add to your sales and customer management work flows. Integrating your CRM with your phone system makes it easier to record and track your client and opportunity interactions.
VOIP Integrations with CRM will generally let you:
- launch calls to contacts with a single click in your CRM system
- inbound calls are automatically linked to a customer record and your CRM is automatically launched with the open page pointing to the data record for the calling customer
- a journal entry is created for each call received (even if notes are not added to the call)
Make sure that all calls are logged and keep detailed notes of your customer interactions. Ensure that you have a strong work flow for sales and customer support.
Integrate your VOIP phone system with many of the popular CRM systems:
- Office 365
- Microsoft Outlook
- Microsoft Dynamics
- Google Contacts
- Zendesk and many more