It’s without a doubt that Customer Relationship Management is an important aspect of any business. 

This is where CRM tools come in. They are used to keep track of (and organise) all interactions with clients as well as prospects - Allowing businesses to better understand their customers, and in turn - provide them with better services.

What is VoIP?

Simply put (Voice over Internet Protocol) is a phone service delivered over the internet.

Instead of using a phone company that charges you for calls, VoIP uses a broadband connection to send both voice and multimedia sessions between people (through smartphone apps, traditional phones, computer software or any VoIP-enabled devices). 

VoIP provides users with many advanced features and capabilities that go far beyond any traditional phone system.

What is VoIP & CRM Integration?

VoIP CRM integration is the process of connecting a VoIP or virtual phone system with your business’ CRM software.

This simple connection allows for the automatic syncing of all information - providing a single unified system able to manage and organise all customer and prospect interactions.

The Benefits of Integrating CRM & VoIP:

*Lower Operating Costs*

Integrating your VoIP system with your businesses CRM software will allow you to streamline and manage your client data and communications - ultimately saving you valuable time, resources and money.

Instead of managing and operating two separate platforms - having one unified system increases profitability (through customer satisfaction) and lowers labour costs by automating otherwise mundane processes.

*Real-Time Customer Data Updates*

Integrating your CRM with VoIP system eliminates the need to manually enter customer information. All customer data is updated automatically - in real-time.

This ensures that all details are entered correctly and avoids any human error - while freeing up time for your employees to focus on the more important aspects of their day to day operations.

*Call Monitoring Analytics*

Monitoring your call analytics is made easy through the integration of your VoIP and CRM systems. From tracking live call data, managing reports, and KPIs to retrieving historical call data - all metrics are accessible directly from your CRM account.

*Improved Productivity & Efficiency*

No caller enjoys having to repeat information or waiting for reps while they sift through and find necessary information. The integration of your CRM software and your VoIP phone system means that reps no longer have to switch between programs to access customer info - as this will all be in one place. 

This saves them valuable time during calls when trying to find information and instead, allows them to focus on more important tasks - improving productivity and efficiency while maintaining a professional image.

*Organised Team Management*

Your VoIP and CRM integration allow managers to monitor team and individual activities by providing key metrics (from average call times and hang-ups to wait times and real-time activities). This valuable information can be used to make improvements and optimise workflow from both teams and individuals.

By providing your managers and team members with access to the same information on one unified platform, this integration is able to enhance communications and business processes from each end of your organisation.

*Enhanced Customer Experience* 

Smooth communication and engagements allow businesses to form stronger relationships with their customers. .

CRM and VoIP integration provides instant access to customer information - This gives your reps and team members the ability to personalise and tailor their individual customer communications - Boosting customer loyalty and in-turn leading to increases profits, higher retention rates and increasing your customer lifetime value.

*Combining Sales & Marketing*

Integrating your CRM software and VoIP phone system creates a single unified platform that closes the loop between marketing and sales team members and allows them to work together as one cohesive system. 

In Conclusion:

If you are looking for a way to streamline your processes, cut down on your operational costs and improve your overall communications - Integrating your CRM platform with your VoIP phone system (which can be done relatively quickly and easily) is your answer.

Contact us at X Corp - We’re here to guide you through the process of simplifying your communications.