CRM Integration with Additional Applications

CRM Integration with Additional Applications

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CRM Integration can make your investment in a new telecom system pay off ten fold.  Companies can accomplish more by connecting related program with their phone system.

This makes the upgrade even more useful and valuable to your company.

By connecting your Customer Relationship Management software to your telecom system; You can log calls automate many things to better manage your leads and accounts.

Integrating VoIP With Specific Enterprise Applications

Some integrations can provide tremendous benefits for your company, especially those which are associated with voice calling. In the past, such integrations were not possible with analog phones, and voice calls were necessarily restricted to a limited network. There just weren’t many ways that the data generated from calls could be used to any advantage.

For instance, probably a great many businessmen remember the days when you might be having a conversation with a customer and you get their contact number, but you’d have to write it down at the time, and enter it into the database at some later time. With VoIP, that’s all different now.

By integrating VoIP with your CRM application, you can add data to your database automatically.  You can retrieve data from the database while you’re on the call. Support representatives can dial-up customers using a single click from within the CRM application. Even phone conversations can be recorded, with automatic transcriptions being completed.

That data can also be imported into any other software you have in your system, at your discretion. This just scratches the surface of the ways you can integrate VoIP with other application software throughout your enterprise. There is literally no limit to the number of potential integrations you could accomplish, other than the level of complication that may result.

Do-it-yourself API Integration

It is also possible to accomplish some things with existing API’s.  Most cloud-based applications offer application programming interfaces (API’s) which can be used to help implement integrations with other applications.

API’s are usually just a few lines of code which can be used for the purpose of importing or exporting data needed by any given application. Most of the time the API does most of the work.  This eliminates the need for extra coding. Programmers are generally very familiar with API’s, and can get them working very quickly and effectively.  to help accomplish whatever integration task you have in mind.

One-click VoIP Integration

For the most part, VoIP service providers these days are able to offer single-click integration with all the most popular enterprise applications, like HR software and CRM. Most VoIP systems integrate very nicely with the most popular CRM applications, and integrations are included in pricing plans as often as not.

This kind of out-of-the-box integration is the easiest for your company to manage, since it requires no do-it-yourself work and no API’s. All you really have to do to accomplish the integration is to turn on the feature, so it goes into effect. Since it is just impossible for all VoIP service providers to offer integrations with every possible application on the market, it is sometimes necessary to fill in the gaps with do-it-yourself integration.

Benefits of VoIP Integration

The CRM integration example provided above is certainly not the only application that your VoIP system can integrate with to provide huge benefits to your company. Almost any other department in your company that relies on phones for its daily routine could be a prime candidate for integrating with VoIP.

Another good example would be a call center which provides customer support to all your clients. A great many VoIP providers offer helpdesk software which can easily be integrated with your phone service. This can be a huge boon to your customer service representatives, because they would have instant access to needed information, without having to query clients about account data. This can be a real time-saver for your customer service rep, and a much smoother experience for the caller as well.

Any applications which are specific to your industry can potentially be connected to your phone service. This might include HR software, property management software, accounting applications, and practically any other kind of application which is central to your business. By integrating your applications with your VoIP system, you can reduce the time it takes to accomplish tasks, you can streamline your operations, and you can greatly improve project team efficiency.

Of course, not every kind of VoIP integration will be useful for your business, but there are definitely some huge advantages to be gained by integrating specific applications with your VoIP system. With a little bit of planning, you should be able to integrate your VoIP system with the right applications to achieve tremendous business advantages and efficiencies.

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