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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Improve your productivity by making calls from right inside EngageBay CRM. While you're accessing 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 connect your phones with EngageBay’s CRM Telephony. Start building customer relationships by seeing past conversations, notes, and tasks associated with each customer.
With automatic call logging in EngageBay's CRM Telephony, manual data entry is obsolete. 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.
With EngageBay's Cloud Telephony feature, reduce your overheads by upto 60%. There is no hardware requirement, no installation charges and it is zero maintenance. All that you will ever 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 to ensure that you never miss another call
Between monitoring multiple deals and having to get dozens of tasks done, it's hard to keep track of each call you need to make. With EngageBay's telephony feature's prompt reminders of your upcoming calls, you'll never miss out on them.