How Virtual Phone Integration with CRM Can boost your business

How Virtual Phone Integration with CRM Can boost your business

The development of technology has made work in every sector very easy. There is a technology to handle everything. One such technique that manages customer relations of any company is the phone integration with CRM. Customer Relation Management software is a tool that lets organizations manage all their customer data, save it and organize it. This tool helps the companies increase their sales and look for new business opportunities. Integrating virtual phone system with a CRM can help access the data quite efficiently and quickly with just one click. Some of the most famous CRM integration tools are as follows:

  • ZOHO
  • Infusionsoft
  • HubSoft
  • ProsperWorks CRM
  • Fresh Sales

These are some of the most effective CRM tools  with virtual phone integration that can be used by small or big companies to boost their businesses.

The Advantages of Virtual phone system CRM integration

Improves The Tracking Efficiency

Tracking the calls is very important in developing the customer relationship. Many times problems arise where the customer speaks to an employee of the company and it becomes impossible to identify precisely who answered the call. But with the CRM integration, data about all the calls get saved and the call details can easily be checked and managed. With this, it gets really easy to pinpoint the callers and the customer care executive who attended the calls.

 Personalized Greetings To The Customers

With the CRM integration, the data of the callers and the clients get saved on the phones. In addition to this, the complete details of the callers and their profiles are displayed on the screen automatically. This will let you have a better relationship with the customer because you will know their names and some necessary details about them in advance. This also shortens the response time as the employee does not have to use a different device to open the customer’s profile. It helps you in giving a more personalized experience to every caller. Additionally, all the conversations that you had with the customer get saved automatically. So the next time they call, you can even access the previous conversations to have a better knowledge of the situation.

Evaluating and Enhancing Employees Performance

Evaluation of the employee’s performance is also very important for the success of a business. You can enable your employees to do quality work and encourage the ones that are already doing well when you have all their work details. The manager can evaluate an employee efficiently and guide him to do better with his upcoming calls. In addition to this, the CRM integration enables you to upload a database of information to the device so that the employees do not face initial setbacks like the inability to answer a question, or not being able to find a customer profile or dialing the wrong person. With these difficulties removed, your employee’s performance increases automatically.

Provides Everything At One Place

The most significant advantage of integrating CRM to virtual phone systems is that you will have all the required information at one place. Your employees will not have to open several files and pages to find the information about a client. Also the CRM integration lets you make a database of all numbers and call them one by one. This saves the hassle of dialing the wrong number or missing out on a contract. Furthermore, the CRM app automatically lets the employees make calls; this means that the employee does not have to go back and forth between two apps for a simple job. This, in turn, saves a lot of time and more work can be done in lesser duration.

Ease of Accessibility

With  CRM integration with the phone system, calling from anywhere at anytime is possible. The click to call function comes in handy when you have a long list of phone numbers as you can directly make the call by clicking on the number. Noting down numbers and then calling them takes a lot more time. The system additionally logs the call and files the data in the system automatically after the call.

Manage Queries More Efficiently

In many places, the wait time for the customer to reach the executive is extremely long and builds up frustration. But with the CRM integration, one-click call answering can be facilitated. Furthermore, your employee will already have a set of general questions that are frequently asked by the customer and they will be able to access it faster. This means that the calling process will be smoother and customer wait time will be reduced.

Bottom line:

CRM Integration to the virtual phone system is very useful in increasing the business growth and hence should be utilized by companies that are looking for the perfect solution for their customer management needs.