Integrating your VoIP business phone system with CRM software creates an effective communication system that enhances productivity, customer relations, and decision-making while reducing costs.
When a call is received through HPBX, the system will recognise the caller ID from within your CRM and bring up the corresponding account, open a window for note taking, and prefill data such as time, date, and duration.
The synchronisation of the two systems eliminates the need for extensive navigation and manual data entry. Simply hit save at the conclusion of your call to instantly log data, conveniently storing it against contacts or leads within your CRM.
Time-saving click-to-dial functionality. Calls can be made directly from your CRM platform, simply click a number to initiate a call through your HPBX account.
Enable call recording to automatically record calls. A link to the recording in HPBX will be generated and made immediately accessible within your CRM.
At MBIT, we understand that every business has unique needs. Our integration solutions are customisable to fit your specific requirements, ensuring that you get the most out of your CRM and VoIP systems.
One of the most significant advantages of CRM VoIP integration is the time saved through seamless data collection. All data from both outgoing and incoming calls is synchronised and captured in your CRM system, eliminating the need for extensive manual notetaking.
Integrating VoIP with your CRM ensures that every all employees can access your clients record of previous interactions and conversations. Which means can quickly get up to speed with a customer’s history without searching through different call logs.
Track key metrics such as call volumes, call duration, call outcomes, and customer satisfaction to gain a holistic view of customer engagement and call performance. Supervisors and managers can access detailed reports on team performance, call durations, and call resolution times.
By leveraging your existing internet connectivity and cloud-based services, a VoIP business phone system consolidates communication systems into one central platform. This eliminates the expenses associated with traditional phone lines and hardware, as well as reducing the need for multiple standalone systems and subscriptions.
As technology evolves, so do our integration solutions. We continuously update and improve our platform to ensure compatibility with the latest CRM software and VoIP features. This commitment to innovation ensures that your business remains at the forefront of technological advancements, providing you with a competitive edge in the market.
Our CRM integrations enable your phone system to work seamlessly with popular Customer Relationship Management (CRM) software. MBIT’s hosted platform can integrate with Microsoft Teams, Salesforce, Zoho, and more. These integrations enable efficient call logging, access to customer information during calls, and improved customer service processes.
