5 Benefits of Integrating CRM with Virtual PBX That You Haven't Heard About
Posted: Thu Dec 05, 2024 8:59 am
It is difficult to imagine a modern business without using a CRM system for sales. This software tool provides automation of business processes and detailed analytics. However, the latest trends show that a CRM system works more effectively in conjunction with a cloud PBX . Telephone communication is still one of the main sales channels. A virtual PBX helps manage calls, including the ability to record a conversation, automatic dialing, voice menu, call distribution system, etc.
In addition, with the help of API, virtual telephony is easily integrated tunisia phone number library with CRM. We will tell you about the not obvious, but important advantages of integrating a CRM system with a cloud PBX.
What will you get from the “Virtual PBX + CRM” bundle?
Long-term loyalty
There are three ways to win customer loyalty:
Financial When a person receives gifts, prizes, discounts. This can lead to the drain of the company's resources, especially in a crisis;
Loyalty for innovation If a product is innovative and unique on the market, then sooner or later competitors will copy it;
Emotional A method that works in the long term. Integration of cloud PBX and CRM will greatly help to optimize work with clients.
When a call comes into the company, the number is automatically identified, and the manager sees the entire history of calls and correspondence in the client's card . This allows you to understand his characteristics and needs, better prepare for the conversation, and therefore earn trust. Moreover, the distribution of incoming calls allows you to redirect the call to the responsible employee with whom the person is used to communicating.
Personalization is extremely important in sales management. PBX together with CRM allows you to create an individual voice greeting using the stored information about the caller. By the way, the history of interaction with the client will be useful not only for the sales department, but also for the remote support department. Information about purchased products will help solve the problem in a short time.
Complaint as a gift
As a rule, filing a complaint looks like this: "whoever shouts louder gets heard" . This is accompanied by the reluctance of employees to solve a problem that appeared out of nowhere. However, we are convinced that for business development it is extremely important not to ignore such requests. With automatic recording of complaints in the CRM system and the presence of instructions for working with them, including clearly defined business processes and responsible persons, we get an effective tool for improving the product. And having statistics for a certain period, we can see trends and manage them.
Cloud knowledge base
A customer's call may be accompanied by many typical questions. And answers to these questions take up a large (50-70%) share of employees' working time on the phone. With the help of CRM, we can accumulate answers in a knowledge base and quickly provide them to the subscriber. Which in turn improves the quality of service and loyalty, and simplifies the work of managers and remote support specialists. Of course, we are not talking about full automation, but the presence of scripts leads to optimization of company management as a whole.
In addition, with the help of API, virtual telephony is easily integrated tunisia phone number library with CRM. We will tell you about the not obvious, but important advantages of integrating a CRM system with a cloud PBX.
What will you get from the “Virtual PBX + CRM” bundle?
Long-term loyalty
There are three ways to win customer loyalty:
Financial When a person receives gifts, prizes, discounts. This can lead to the drain of the company's resources, especially in a crisis;
Loyalty for innovation If a product is innovative and unique on the market, then sooner or later competitors will copy it;
Emotional A method that works in the long term. Integration of cloud PBX and CRM will greatly help to optimize work with clients.
When a call comes into the company, the number is automatically identified, and the manager sees the entire history of calls and correspondence in the client's card . This allows you to understand his characteristics and needs, better prepare for the conversation, and therefore earn trust. Moreover, the distribution of incoming calls allows you to redirect the call to the responsible employee with whom the person is used to communicating.
Personalization is extremely important in sales management. PBX together with CRM allows you to create an individual voice greeting using the stored information about the caller. By the way, the history of interaction with the client will be useful not only for the sales department, but also for the remote support department. Information about purchased products will help solve the problem in a short time.
Complaint as a gift
As a rule, filing a complaint looks like this: "whoever shouts louder gets heard" . This is accompanied by the reluctance of employees to solve a problem that appeared out of nowhere. However, we are convinced that for business development it is extremely important not to ignore such requests. With automatic recording of complaints in the CRM system and the presence of instructions for working with them, including clearly defined business processes and responsible persons, we get an effective tool for improving the product. And having statistics for a certain period, we can see trends and manage them.
Cloud knowledge base
A customer's call may be accompanied by many typical questions. And answers to these questions take up a large (50-70%) share of employees' working time on the phone. With the help of CRM, we can accumulate answers in a knowledge base and quickly provide them to the subscriber. Which in turn improves the quality of service and loyalty, and simplifies the work of managers and remote support specialists. Of course, we are not talking about full automation, but the presence of scripts leads to optimization of company management as a whole.