Screenpops for Incoming Calls
Impress your customers by having their information at your finger tips before you even answer the phone.
When receiving a call from a customer, often the first step is to retrieve their information in the CRM. With CRM Integration this will happen automatically! When your phone rings, or when you pick it up depending on your preference, the CRM will automatically open up to the screen for that customer. If the customer does not have a contact record yet, you will be given an opportunity to create one. Efficiency optimizations like this one make a big difference when you are answering calls all day for demanding customers.
Click-to-Dial for Outgoing Calls
Dial faster and with fewer mistakes.
If you have the telephone number up on the screen, why should you have to dial it into your phone? With CRM Integration you can dial the contact right from inside the CRM Application. When you click, this will cause your phone to ring. When you answer it, the Hosted PBX System will automatically initiate the call to the contact you clicked on, alleviating the need for you to type any numbers (or make any mistakes). Our Firefox Add-On makes clicking to dial telephone numbers anywhere on the web simple.
Automatic Note Logging
Logging each customer contact results in a more accurate overview of your customer interactions.
In many circumstances you will want to log to your CRM every time you have a conversation with a client. Even if you were just following up with a prospective client who has yet to make a decision, you will want to log that information in the CRM for management to review. Many businesses operate on the presupposition, if you didn't document it, it didn't happen. With Automatic Note Logging enabled, when you hang up from a call with a client, all of the available information regarding the call will automatically be logged as a note in the CRM. This information includes:
Open Standards we Comply With
Leading CRM Software we Support
Redtail Technology - Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Salesforce - A Popular Generic Web-Based CRM
We have in house developers that can write the middleware for just about any application. Got an idea about how your business could operate more smoothly? Lay it on us!