Sales and calls go hand in hand, as telephony is one of the best tools for contacting your prospects and selling your products/services to them. However, in order to optimise your sales calls and measure their effectiveness, you need to keep sales and call tracking together, and this is now possible by Zoho CRM Telephony Integration with the 3CX VOIP Phone System. Benefits provided to users of 3CX and Zoho include:
Access to 3CX
As an open standards communications solution, 3CX offers complete Unified Communications that are suitable for businesses of various sizes across a variety of industries. Main advantages of implementing 3CX include mobility, advanced contact centre features, and reduced costs. With 3CX installation and maintenance of business communications systems is so simple it can be managed by anyone. 3CX can be installed on-premise or on the cloud.
Improved Contact Management
Contact synchronisation enables your contact details to be added to your 3CX Contacts whenever you have inbound calls from external numbers – as a result the caller name is automatically displayed whenever you receive a call. Furthermore, new contacts are created automatically when a call is received from an unknown number.
Easy Calling
The Click to Call feature allows you to launch calls straight from Zoho via 3CX by using the 3CX Click2Call browser extensions. This means you will no longer waste time dialling phone numbers – just click on the call icon to start a call.
Staying Alert With Reminders
The integration of 3CX with Zoho helps you to keep track of every phone call you need to make – Zoho CRM’S has reminders for upcoming calls and notifications for missed ones.
Automatic Call Logging
This feature eliminates manual data entry as actions like adding notes, creating follow-up tasks, and assigning contacts can be performed by using the call’s pop-up window.
Precise Measuring Of Performance
When your calls and your sales are separate, measuring the effectiveness of your calls and their influence on sales is difficult. Integrating your PBX system with Zoho CRM allows your team to make and attend calls directly from your sales software and determine every call’s result against deals. With the new VOIP Phone System, calls become a part of your sales process, with any user being able to see their own and their teammate’s call schedules for better coordination. Your business can start providing a better customer experience using Zoho’s new call analytics, with built-in charts and reports that let you visualise call data.
Integration With The Mobile App
The Zoho CRM mobile app also provides access to the 3CX VOIP Phone System so you can stay in touch with your customers when you are on the move. The app connects with your telephony provider and has a built-in caller ID, so you always know who is calling – a customer, a prospect, or a teammate.
Turnkey Configuration
We offer a turnkey solution to enable you to access a VOIP Phone System that readily integrates with your Zoho CRM
Whether you are already using Zoho CRM or not, the integration of the 3CX VOIP Phone System is good news for your business, as sales calls management is now moving to the next level. For your company this implies more benefits, new features, saving time, and better cost control. Contact CRM Systems for more information regarding CRM Telephony Integration, and find out how you can start using Zoho CRM with 3CX VOIP Phone System included!
Download our full list of feature here: 3CX Brochure
Download your on-premise version now or try the in-cloud version for free for 1 Year.