Having a great customer relationship management (CRM) system can radically alter your business for the better. Having a system that creates a detailed and cohesive structure for handling your customers helps both them and you. While a CRM on its own is great, integrating it with your VoIP system is even better. By merging the two, you get all of your customer information combined with the dynamic data gained through each and every interaction on your phone system. Here are some great features you achieve when integrating the two systems:
Click to Dial
Time is of the essence when dealing with customers. If your employees are performing the same functions each and every time they deal with a customer, shaving time off of each customer interaction can really add up. By adding in click to dial functionality, your employees can click a phone number rather than manually dialing it. The time this saves can add up over the course of the day, giving them the opportunity to get in touch with more customers at a quicker rate.
A CRM is only as good as the information in it. If it is not kept to date, it’s not very effective. Unfortunately, doing all of this manually takes time, which can defeat the purpose of having it in the first place. When you integrate it with VoIP, your phone system will help automate a lot of this by integrating call logs. It will update your CRM contact details based on the information your VoIP system collects.
Your VoIP system can take high-quality call recordings. However, what do you do with the recordings? A CRM is a fantastic place to store them. You can have all of the call recordings stored right on the corresponding contact profile. This way, they are easy to find, and you can actually make use of them.