Modern Business Phone Systems can do a lot more than they could a few decades ago. For one thing, they can integrate with a CRM. CRM integration helps you make the most out of your Business Phone System. They can provide you with a lot of information before the conversation even begins. Here’s how:
Paper notes work fine for some people, but others prefer the simplicity of electronic. With good software that integrates with your phone, you can take notes right within the system. You can then pull them up during the relevant conversation. This is often much more efficient than trying to keep track of paper notes.
Match Customers and Agents
Most customers prefer that they speak to the same representative or employee that they did the last time. That way, they don’t have to explain their need to the employee all over again. This is often not possible. However, with call logs, it is easy to match customers with prior agents.
Follow Up on Leads
If a lead receives a quick call back, you are much more likely to secure their business. A good Business Phone System simplifies this process. One way how is through click to dial. This feature turns a phone number into a clickable link, speeding up your response times even more.
Instantly Show Useful Information
In the past, when someone calls in you would have only been able to receive their phone number. CRM integration, however, shows your employees a phone number along with name, company, address, etc. This gives your employees a big leg up in taking calls, helping them to sound knowledgeable and professional.