Why Should you Integrate Your Phone System with Your CRM Software?

CRM (customer relationship management) software have helped many businesses modernise their day to day running by allowing them to ditch their chunky filing cabinets full of paperwork and providing them with an online portal where all their customer’s important information is stored. Yo Telecom can help you go that one step further, by integrating your CRM software with your phone system, to bring your business into the 21st century.

What is CRM Integration?

CRM integration is the process of linking your customer management software with your phone system.

How Does it Work?

When your team receives a call from an existing customer, your phone system will automatically search your CRM software database for the phone number. When it finds a match, it will display the name of that caller – so your team will know who is calling before they have even picked up the phone!

With a simple press of a button, they can then bring up that customer’s account on the computer so you can see all of their important details, previous communications etc.

Why Should you Integrate your Phone System with your CRM Software?

+ Improve Staff Performance

One of the biggest differences you will see is the productivity levels of your team. Having a phone system that is linked to your CRM will allow your staff to see the name of the caller and have their records ready and waiting for when they pick up the call. This saves them the time-wasting hassle of having to faff around trying to get spellings of names and finding the right account on your CRM.

Without CRM integration it’s likely your staff take the call, note down information and then make changes once they’ve finished their call. But if they’re too busy noting information down it’s there’s a chance they might miss something – and there’s only so many times you can ask a caller to repeat themselves without them getting frustrated. When you have your phone system and CRM linked, your staff will be able to make the changes in real-time while they are on the phone.

All of these factors help to improve the accuracy of your team’s work and overall, saves them time – allowing them to be more productive.

+ WOW Your Callers with Excellent Customer Service

Another area you will see big improvements in is your customer service levels. By being notified of who is calling, your team will be able to greet that caller with their name. Not only will they love the personal touch, but they’ll feel valued. And by having quick access to the caller’s account with just the click of a button, they can see all previous interactions – so they can gain an insight into why that customer might be calling. As well as being able to make changes and book in appointments while they’re on the phone. Both of these points go hand in hand to create an overall better communication experience for your customers. Great communication can lead to your callers feeling happy and more informed, which increases customer satisfaction levels!

How can you get This in Place at Your Business?

Getting a phone system with CRM integration couldn’t be easier! Simply give us a call on 02382 146115 to book in your FREE consultation and demo of our phone systems. We’ll come to your business and discuss your needs, to find you a package that suits you.

Get Started

Compare your options, drop your details in the form for a free quote today!

2000+ Satisfied Customers

Get A Free Quote

Join Our  Mailing List!

Want more content like this? Keep up to date with the latest industry insights, just enter your email below to opt in. 

Read More ... 

The BT Switch Off – Everything you Need to Know!

In order to modernise and improve the UK’s telecoms offerings, BT is in the process of switching off their traditional phone lines (both PSTN and ISDN). This is a vast project spanning years and is set to be complete by...
Author: Becca Martin

Read More…

How Does VoIP Work? A Simple Guide

The introduction of the VoIP phone system has been the biggest change in telephone systems in the last 112 years. Nowadays, it’s a technology that we’re all very familiar with – apps like Whatsapp utilise VoIP. But, how exactly does...
Author: Becca Martin

Read More…

What Is The Best Phone System for Small Businesses in 2021?

So, you’re in the market for a new phone system for your business… With many different providers, handsets, features, and plans available to choose from, knowing where to start and what to choose can be a bit of a minefield....
Author: Becca Martin

Read More…

What is the Best WiFi System for Large Offices?

With all of the things to consider when running a business, a poor internet connection should be the least of your worries. A recent survey found that businesses waste an average of 7 hours (one working day) a month due...
Author: Becca Martin

Read More…

7 Ways to Improve Caller Experience at your Dental Practice

Looking to enhance the customer service at your Dental Practice? This post is going to outline 7 things that your company can do to improve your caller experience when patients call your practice…  7 Ways to Improve Caller Experience at...
Author: Becca Martin

Read More…

How To: Get More Google Reviews

Getting your company name out there is often a lot more difficult than it initially sounds. Paying for Facebook ads is one way, and encouraging people to share your business is another. But, what if there was a way to...
Author: Becca Martin

Read More…

Get Free Quote

Submit your details below and a member of our team will be in touch with you shortly to discuss your opinions!

2000+ Satisfied Customers

Let Us Know Your Industry

we will call to discuss your options

850+ Reviews

0
4.6/5

Get a free quote