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How Integrating CRM with VoIP Boosts Sales Efficiency?

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How Integrating CRM with VoIP Boosts Sales Efficiency

Are you willing to improve your sales efficiency? Have you ever wondered 🤔 what happens when VoIP technology is combined with CRM? 

What if someone told you that you could handle more queries, generate more leads, and boost your sales—all within a CRM interface? It sounds appealing 😯, right?

VoIP CRM integration has transformed how businesses operate by synchronizing call logs, allowing click-to-call functionality, automating day-to-day tasks, providing access to real-time data, and more. 

This blog will discuss VoIP CRM integration, its benefits, and how it can boost business productivity 📈.

🔑 KEY HIGHLIGHTS 

  • VoIP CRM Integration connects a VoIP phone system and Customer Relationship Management (CRM) software. 
  • VoIP CRM Integration benefits businesses by lowering operating costs, improving customer experience, improving team management, initiating calls directly from CRM, etc.
  • VoIP CRM Integration automates call logs, manages leads, uses click-to-clock functionality, improves collaboration, and boosts sales.
  • The most popular and trusted VoIP CRM integrations are KrispCall, Go To Connect, and 8×8.

What is VoIP CRM Integration? 

VoIP CRM Integration is the connection process of a VoIP phone system and Customer Relationship Management (CRM) software. This integration helps to synchronize all the vital information between the two tools automatically. As a result, customer call data, notes, and interactions are automatically recorded and updated in your CRM system. This integration ensures that every detail and interaction with customers is recorded seamlessly.

What is VoIP CRM Integration

Integrating CRM and VoIP allows sales agents to track and manage sales leads, prospects, and customers by analyzing the data stored in a centralized CRM platform.

Let’s take an example to be more clear about VoIP and CRM integration:

Suppose you own an e-commerce company. With VoIP CRM Integration, your agents can immediately respond when a customer calls to get information about a certain product order. The agents can see the customer’s order history, previous interactions, and all information without asking the customer. Doing this will save time and enhance the customer experience, leading to customer satisfaction and loyalty.

What are the Benefits of VoIP CRM Integration for Your Business?

There are several VoIP CRM integration benefits to businesses, ranging from improved data management to enhanced communication capabilities.

What are the Benefits of VoIP CRM Integration for Your Business

1. Low Operating Cost

With the integration of VoIP and CRM, businesses can significantly eliminate the need for manual data entry, which decreases administrative overhead costs. 

Besides, the advanced features of CRM integration save you from the cost of investing in other software. It will further help employees manage activities efficiently, reducing unproductive hours.

2. Improved Customer Experience 

The integration allows the sales agents to access real-time customer information. Analyzing CRM data will help them provide a personalized experience to customers. 

Businesses can anticipate customer needs and plan strategies to target a specific group of people, leading to faster response times, higher satisfaction levels, and increased customer loyalty.

3. Make Calls Directly from CRM

VoIP + CRM Integration enables business reps to make calls directly within the CRM interface. Thus, agents will not be required to switch between different platforms, saving time and improving productivity

The agents can make calls with a single click, access customer records in real-time, and automatically log call details, all within a single platform.

4. Improved Team Management 

This integration can significantly impact business managers, allowing them to gain valuable insights into team performance and productivity. With real-time call data like call duration, frequency, and outcomes, managers can effectively monitor and assess agent performance. 

This information allows managers to provide timely coaching and support, improving team efficiency and effectiveness.

5. Real-time Calling Data 

The other most important benefit of this integration is real-time calling data. Business agents can keep track of call metrics, which can help them make better decisions and strategies. 

For any factor, be it monitoring call volumes, analyzing call trends, or even identifying areas for improvement; real-time calling data empowers businesses. It helps companies to stay ahead and become more responsive.

🔥You Might Find It Interesting: Contact Center Integration: Link These to Your CRM Easily

How VoIP CRM Integration Help Boost Sales Efficiency?

The VoIP CRM Integration helps to boost sales efficiency due to its advanced functionality, and some of them are: 

How VoIP CRM Integration Help Boost Sales Efficiency

1. Automated Call Logging 

VoIP + CRM integration automatically logs call details like duration, outcome, and customer information into the CRM system. This saves time since it eliminates manual entry, allowing sales teams to focus more on important tasks. Besides, it also ensures accurate and precise record-keeping.

2. Lead Management 

This integration allows the sales agent to access the centralized platform for managing leads, from the initial contact to closing the deal. It will enable the sales reps to track all the activities, set reminders, and monitor each progress. 

It further ensures that no lead is left unrecognized by allowing sales teams to prioritize follow-ups effectively and nurture leads.

3. Click-to-Call Functionality 

VoIP CRM integration supports click-to-call functionality, which lets sales agents initiate calls directly from the CRM interface with just a single click. With this feature, the agents don’t need to dial numbers manually, which saves time and reduces errors.

Furthermore, it also helps streamline workflows since the agents no longer need to switch between different platforms, improving efficiency.

4. Real-time Call Analytics

The collaboration between VOIP and CRM helps to gain valuable insights into call metrics like call volume, duration, and outcomes. Sales reps can use this data to identify and analyze trends, optimize strategies, and make data-driven decisions. 

These insights can also help provide coaching and training to enhance sales efficiency and effectiveness.

5. Improved Collaboration

With this integration, businesses can achieve effective collaboration within sales teams. It allows instant sharing of customer data and call history, enhancing efficiency

Moreover, the teams can collaborate on leads, share notes, and track progress within the CRM system. This will ensure everyone is on the same page, improving relations, teamwork, and streamlined workflow.

6. Access to Customer Information

By integrating VoIP with CRM, sales reps can instantly access the comprehensive customer profile through calls, including contact details, history, and purchase behavior

With this information, the sales reps can have more customized conversations, address their needs promptly, build stronger relationships, and make informed decisions. This will ultimately lead to improved customer satisfaction and increased sales efficiency.

7. Personalized Marketing Insights

This integration offers sales agents insights into customer behavior and preferences, allowing them to personalize their marketing campaigns. It also allows them to identify market patterns and trends and optimize their marketing strategies accordingly. 
In addition, it allows them to create more targeted marketing efforts, which leads to higher conversion rates and improved sales efficiency.

📖 Also Read: What is CRM Call Center? Best CRM Software for Call Center

Top 3 VoIP CRM Integration Providers 

There are innumerable VoIP CRM Integration service providers. However, few are trusted regarding features, services, and prices. 

Here are three popular VoIP CRM integration providers:

CRM Integration providers  HubSpot  Active Campaign Keap  Nimble  Zoho  Bullhorn 
KrispCall      ✅     ✅   ✅     ✅        ❌ 
Go To Connect      ✅     ❌     ❌       ❌        ❌ 
8×8      ✅     ❌     ❌       ❌        ✅

1. KrispCall

KrispCall is one of the most versatile tools for managing customer interactions and enhancing business communication. This integration offers advanced features like click-to-call, seamless two-way contact synchronization, auto-call logging, recording, and access to call history.

KrispCall as VoIP CRM Integration Provider

This integration further helps businesses streamline communication processes, improve customer engagement, customize customers’ needs, and effectively facilitate remote work.

The list of CRM integration KrispCall offers are: 

Pricing

Plans Pricing per user per month
Essential $15
Standard $ 40
Enterprise Contact sales 
✅ Check Out: The Top 15 CRM Trends to Watch in 2024

2. GoTo Connect

GoTo Connect offers seamless integration with various CRM platforms, streamlining customer interactions and boosting productivity. This integration offers advanced features such as auto call log, click-to-call, real-time call analytics, improved collaboration, etc. 

GoTo Connect as CRM VoIP Integration Provider

With this integration between GoTo Connect and CRM, businesses can improve their sales processes and customer service and gradually drive sales efficiency. 

The list of CRM integration GoTo Connect offers are: 

  • HubSpot 
  • Zapier 
  • Salesforce 
  • Zendesk 
  • ConnectWise 
  • Zoho 

Pricing

Contact sales

3. 8×8

The 8×8 integration with various CRM systems helps to uplift customer interactions and salesforce efficiency. With this integration, the sales reps can attain features such as multimedia interaction support, complete telephony integration, screen pop-up for customer CRM records, click-to-dial functionality, etc. 

8x8 as VoIP CRM Integration Provider

Further, 8×8 CRM Integration also helps businesses enhance agent productivity, streamline communication processes, and deliver personalized customer experiences

The list of CRM integration, 8×8 offers are: 

  • Freshdesk 
  • HubSpot 
  • Microsoft Dynamics 365
  • Pipedrive 
  • Zendesk 
  • Zoho
  • Bullhorn 
  • Salesforce

Pricing

Contact Sales

Conclusion 

CRM and VoIP integration is a powerful tool that helps streamline workflows, save time, and enhance sales efficiency. By integrating CRM with VoIP, businesses can attain various benefits, such as reduced operating costs, improved customer experience, real-time calling data, and improved team management. 

Further, it helps boost sales through its amazing functionalities, such as auto call logging, lead management, click-to-call functionality, etc. There are several VoIP CRM integration providers in the market, and it can be challenging to choose one. However, three popular integrations trusted by thousands of people are KrispCall, Go To Connect, 8×8, etc.

FAQs

Is VoIP CRM Integration secured?

Yes, VoIP CRM Integration is secured. It uses various encryption protocols to protect sensitive data. The encryption protocols help ensure that data is encrypted during transmission, preventing unauthorized access to call information and customer data. 

Likewise, access controls, such as strong passwords and role-based access, limit access to authorized users only. Similarly, they also have regular security updates, compliance checks, and secure configurations to strengthen the security of VoIP CRM Integration further.

What features should I look for in VoIP CRM Integration?

Some of the features you should look into VoIP CRM Integrations are: 

  • Click-to-Call
  • Auto call logging 
  • Data synchronization
  • Workflow automation
  • Call recording 
  • Screen pops, etc.

Do I need special equipment to integrate the CRM software with VoIP providers?

No, you don’t need any special equipment to integrate CRM software with VoIP providers. Usually, most of the VoIP providers offer integration options that can directly work with computers, phones, and internet connections. 

Integration is also directly attained through software plugins, APIs (Application Programming Interfaces), or cloud-based solutions. Therefore, they can be easily configured and managed without additional hardware assistance.

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Author Image

Dinesh Silwal

Dinesh Silwal is the Co-Founder and Co-CEO of KrispCall. For the past few years, he has been advancing and innovating in the cloud telephony industry, using AI to enhance and improve telephony solutions, and driving KrispCall to the forefront of the field.

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