Business VoIP works well to compliment any well established CRM system. Given IP telephony’s solid reputation for providing significant cost and efficiency benefits, and its increased ability to bolster employee-client interactions it was only a matter of time before employers noticed it’s potential to be used in correlation with Customer Relationship Management Systems.
IP telephony allows a multitude of interactions, both verbal and digital, therefore allowing information to be documented with ease. Because voice over IP operates on a computerized platform it is possible for employees to easily switch between applications, while still communicating verbally with clients, and as a result obtain a much clearer profile of their consumers.
Since voice over IP is programmed to convert voice into data, IP telephony provides optimal ability to be integrated into any existing CRM. Since voice over IP can be hosted virtually, it is uniquely possible for remote workers to access and utilize both the communications network and the CRM system without actually being at the physical office location.
Unlike the deployment of a CRM system with a traditional telephony network, the option of ‘click-to-call’ exists by directly clicking on a telephone number listed on a clients file in the CRM database. As does the option of ‘click-to-email’, ‘click-to-fax’ and even ‘click-to-IM’. Since both voice over IP and CRM are computer based applications, address books and databases can be directly linked to the VoIP system allowing for quick and easy auto dialing.
The same ease of use is available when a call comes in to the system, once a call is received the voice over IP network can recognize the number and enter it directly into the CRM system, which will then automatically locate the callers account profile and provide the employee with necessary information – before the call is even answered.
Using voice over IP technology to bolster an existing, or newly acquired, CRM system is just another example of the ground breaking advances that IP telephony offers the small business world. To discuss a voice over IP solution that meets your unique business needs – Contact Nextiva today.
