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CRM Integration

What is CRM Integration?

CRM stands for Customer Relationship Management.

Your CRM system will already be linked to your marketing department, billing platform and even your production software. Why not link it to your phone system for collaborative CRM Integration?

Integrate with your phone system

Integrating your phone system with your CRM means that the customer’s information is immediately available to you as soon as they call. You can help customers with any questions more efficiently, resulting in a boost of productivity and an overall improvement in the quality of customer service. This is essential to all companies as 56% of customers expect their queries to be dealt with in a single interaction.

Laptops and tablets surrounding icons of online activities.

CRM Integration Features

Automation

Information such as date, time, name and location of the caller will be entered automatically.

Increased Efficiency

The screen-pop feature gives your team a customer’s details to hand the instant they call.

Woman using CRM.

We’ve all had the experience of giving someone all our details, just to be transferred to someone else and having to go through it all again. A screen-pop will avoid this, improving your customer’s experience as well as your employee efficiency. It also creates an impressive and quick personalised interaction when a customer’s history is present for your staff to refer to. Stronger customer relationships can form as a result of CRM Integration.

Identify and Verify

Identifying and verifying your customers becomes quicker too. If needed, your team can ask simple security questions with all the information to hand.

50% of consumers would use a company more frequently after a positive customer experience.

Click-to-Dial

No longer wasting time dialling phone numbers. Click-to-dial calls straight from your CRM, recording every call made to customer.

CRM analytics.

Performance Monitoring

Your management team can easily assess key metrics on each individual and effectively manage your team’s workload. Use call analytics to measure your sales team’s performance and motivate them to improve. If your CRM system supports Wall Board facilities you can show the team analytics in the office.

Data Recording

Having your CRM integrated with your phone system prompts your team to record the vital data from the call, making the process fool-proof, simple and efficient.

Book a free consultation!

There are all sorts of CRM integrated phone systems to suit every budget. At Dalys we can offer you a solution to suit your specific business aspirations. If you use CRM integration wisely, it will take your customer service to the next level, therefore improving your business reputation.

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