CRM integrations
There is a link between optimization and success
Communication is everything. It is important not only for the business to speak to its customers, but also for its individual components to “talk” to each other.
Callflow integrations with various CRM systems are a tool that will optimize the work process by connecting your PBX to the software for collecting and processing customer data.
Integrations
Integration works
Good teamwork is always a guarantee of success. CRM integration will fit perfectly into your business, as it is:
- easy to deploy – no additional investment in infrastructure or hardware;
- trouble-free to use;
- cost effective;
- and flexible enough.
Advantages of CRM/ERP integrations
- Conversations with customers are visualized directly in the CRM;
- Conversation recordings can be listened to by the CRM/ERP itself;
- Button in the contact profile in CRM for outgoing call;
- Ability to add a comment in CRM to each conversation;
- Ensures continuity of work within the team and between different departments;
- Synchronizes data, which saves time, effort and money;
VARIOUS CRM SOLUTIONS, ONE PBX
HubSpot integration
- Conversations with customers are visualized directly in HubSpot;
- Conversation recordings can be listened directly in HubSpot;
- Button in the contact profile in HubSpot for outgoing call;
- Ability to add a comment in HubSpot to each conversation;
- Ensures continuity of work within the team and between different departments;
- Synchronizes data, which saves time, effort and money;
- Thanks to the integration between Callflow and Microsoft Teams, users can collaborate with peers, customers and partners from one tool using a voice telephone line and video;
- A solution that works with multiple Microsoft Teams endpoint devices, a software IP phone, a hardware IP phone, and other connected phone devices;
- Smart call routing: Incoming calls will ring simultaneously on the IP phone and Microsoft Teams. If the user is not available, the call can be transferred to another user or mobile number;
- Migration of an existing telephone number: The user can have several telephone numbers in different countries with complex call routing;
- Interactive voice response: The service will direct your customers with voice messages and dialing tones to the most appropriate department in your organization;
- Information at the department or organization level on the use of telephone services by employees - incoming, outgoing and missed calls;
- Greetings in different languages: your customers will be happy to answer them in their language;
- Incoming calls will be diverted to the most appropriate telephone line in the country where your customer is located;
- Record incoming and outgoing calls so you can listen to them later and monitor the level of service;
- Route calls to groups of employees, depending on their location, language or time zone in which they are located;
- A mobile application that allows employees to make free calls to them from their mobile phones while at the same time presenting themselves with their official mobile number;
- Security: Communication via Callflow Cloud PBX is carried out on a platform based on modern cloud technologies and is encrypted;
- Internal integration of the telephone service with MS Dynamics 365.
