EVERYTHING YOU NEED TO KNOW ABOUT CRM INTEGRATION
Before we start with CRM integration and its intricacies, let us first understand the basics.
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When you use EngageBay, you have no need for any other marketing or sales tool. Make calls from the EngageBay Telephony CRM and save time to sell more, and faster. While you're looking up any of your leads or contacts, just click the call icon to start a call.
Even if you have hundreds of customers, you can greet them all by name when you make calls from EngageBay’s CRM Telephony. The software shows you all information about the customer you’re calling, from past conversations, notes, and tasks associated with them to their latest lead score.
A smart and feature-rich CRM Telephony software can make manual data entry a thing of the past. Use the call pop-up window to add notes, create follow-up tasks, or assign the contact you spoke with to a sales rep.
Measure the performance of your sales team and motivate them to improve with call analytics. Built-in charts and reports let you visualize your call data, and help you figure out how to provide a better customer experience.
Integrate your third-party apps and make calls from EngageBay Telephony to cut down your overheads by up to 60%. There is no hardware requirement, no installation charges, and no maintenance. All you need is an internet connection to get started with EngageBay's cloud telephony system.
Before we start with CRM integration and its intricacies, let us first understand the basics.
What does your ideal customer look like? It’s probably someone receptive to emails and phone calls, right?
Is your business struggling to hit its goals? In the current digital landscape, there is a ton of competition, a plethora of new sales technologies and marketing tools, and an ever-evolving playing field shaped by rapid changes in consumer interests.
In using customer relationship management or CRM software, you feel like you have a fairly good grasp on the satisfaction and buying behaviors of your customers.
The customer is KING and your relationship with them is important to drive your business growth, prosperity and success. As you grow, your customers grow as well
With awesome software backed by a dedicated support team, make every part of your marketing, sales & helpdesk more effective.
Timely reminders
Between monitoring a bunch of business deals and getting dozens of tasks done, it's hard to keep track of each call you need to make. With EngageBay Telephony CRM's timely reminders of your upcoming calls, you can forget about manual call schedules.