CRM Integration

Having your Customer Relationship Management (CRM) system connect with your phone system has many benefits, including:

  • Automated call data collection
  • Automated customer profile creation
  • Possibility of human error data entry is eliminated, capture higher quality and quantity data
  • Having all your data in one place
  • One stop scheduling
  • More time on the phones

Software & CRM Integration Capabilities

  • Call control and softphone
  • Click-to-dial functionality
  • Cross-launching capabilities
  • Single-click conference join button
  • Streamlined event management and setup
  • Consolidated contacts and data
  • Access to voicemails, call history and more
  • Call routing and scheduling
  • Reporting and analytics

CRMs & Business Process

Leverage our integrations with leading CRMs such as Salesforce™, Zendesk™, Microsoft Dynamics® 365 and more to enhance productivity, shorten response time and increase customer loyalty.

  • Embedded sign-on, call control, dialer and presence
  • Click-to-dial and screen pops to get you connected faster and better
  • Rich reporting to give you a holistic look of your operations
  • Make call transfers smooth by associating and sending call notes to records in real time

Calendar & Events

  • Streamlined meeting setup automatically adds a conference bridge to your event and saves it to your calendar
  • Single click-to-join button eliminates frustrating dial-in numbers and passcodes
  • Consolidated contacts so you have your Outlook, G Suite and MiCloud Connect contacts readily available

Web Dialers & Telephony

Manage calls from your web browser or Skype for Business client with our web dialers, Chrome™ browser extension and Microsoft Telephony.

  • Place call directly from emails, events and websites
  • Manage calls with features like transfer, hold and merge
  • Voicemail and call history to identify missed calls
  • View contacts presence to determine if they are able to talk

 

List of CRM We Integrate With

Salesforce™, Oracle, Netsuite, Zendesk™, Microsoft Dynamics® 365, Tiger Paw and many more!

 

 

For information regarding Carrier Management or Dialtone, EMAIL sales@it4ps.com / CALL (909) 305-1500

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