Living in the 21st century there is a multitude of different software programs that we use to help our business operations. With most modern VoIP solutions, you will be able to integrate such software, if appropriate with your phone system.

Improving efficiency through integrations

CRM Integration

Many businesses now use Customer Relationship Management software to manage their customers, prospects, and operations. Integrating your phone system can leapfrog your business and help provide optimum customer service. Leading VoIP platforms will integrate with leading CRM’s such as Salesforce, Dynamics, Zoho, and HubSpot, etc. 

CRM integration can provide features such as:

Screen Popping: When the phone rings or is answered, the customer’s CRM record will automatically ‘pop’ on the member of staff’s screens.

Call logging: All calls will be auto-logged against the customer’s record, showing a trail of communication 

Click 2 Dial: No longer dial your customer’s number, simply click on their number which will initiate the phone call.

Key Data: By integrating your VoIP phone system, you will receive key metrics to help improve customer experience. Understand how your sales staff are performing, what calls are being missed to name a few.

Browsers

By using browser integration you will be able to search for a business and simply click on their phone number to make a phone call, without any form of CRM integration.