Why do you need a CRM system with such a function? For a modern commercial company, it is very important to record incoming calls and initiate outgoing ones.
3 Significant Advantages of a CRM System
Source: Jirsak/ shutterstock.com
Experience shows that the manual medicare leads email list data entry method does not work. Employees are irritated by the need to do additional work and begin to resist. In addition, anyone can forget to record important information. That is why this method usually turns out to be ineffective in practice.
Read also!
"Business Strategy: Types and Rules of Development"
Read more
Methods of recording calls in the system:
Telephony is combined with other services - Avaya, Asterisk, etc. On the basis of these services, you install virtual telephony and connect numbers. You will be able to receive incoming calls and make outgoing calls not through a browser, but using a sip handset. It looks like this: the sip provider receives a call from a client, forwards it to your virtual PBX, and it transfers all the data to the CRM system. At the same time, the phone number, time, duration of the conversation, etc. are saved in the database. The specialist only needs to add his notes (comments, topic of conversation, result).
Calls and all interactions are carried out through the browser. At the same time, the entire call goes through the system, so the speed of signal processing and sound quality depend on the software code and the browser.
API Integration: Ready-Made Solutions
API integration
To process documents, keep records and receive applications, commercial companies use various special services. When choosing a suitable product, find out if there are API solutions for integrating with your resource, exchanging data with IT telephony, 1C, other services and programs. Ready-made API integration is a big advantage.
Interaction with the client may include:
meetings;
telephone conversations;
SMS or email distribution;
email correspondence.
Download a useful document on the topic:
Checklist: How to Achieve Your Goals in Negotiations with Clients
Why do you need a CRM system? To automate the last three types of contact, because they make up the history of the relationship with the consumer and allow you to check what stage of the sale he is currently at.
Developing a plan and defining objectives
When choosing the right software, check whether the developer has provided the ability to plan, define and implement tasks. After all, your managers will need to create tasks for themselves and their colleagues, set reminders, etc.
It is important that the CRM system has all the necessary tools to account for interactions between specialists. Communication in the office or by phone, solving some problems and discussing projects is not enough. Employees must be able to interact with each other and control the work process.
Allow them to set tasks for themselves and others related to reporting, the customer, etc. The automatic task setting service setting function is very useful. For example, every three months the program creates a task — to draw up a quarterly report or when a new lead appears, it automatically assigns a task to a specific employee (call back to the specified number).