Both your CRM software and business phone system are vital tools to help you and your team keep track of business interactions with customers. Merging these two software programs will assist your business to effectively utilise the best of both these programs and more!
The DSL Telecom Cloud PBX is packed with outstanding features including mobility, messaging, presence, 50+ call features and a seamless integration capability to Salesforce CRM. This phone system unites voice and data in an all-in-one platform which will not only keep your customers happy with shortened communication turnaround times, you'll also appreciate easier record-updating processes for your sales teams and agents.
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Easily Unfold Customer Insights In Salesforce During Your Calls
Boost your agents, sales representatives' or managers' efficiency with streamlined dialing, auto-call logging, call pickup, detailed call records and call pop ups.
Call customers with just a click
Click-to-call creates an easy and efficient way for your sales and support teams to contact your customers right from your CRM. Dial your customers faster and with fewer mistakes. Stop wasting time dialing phone numbers – simply click to call a customer right from your CRM while you’re looking at all their details and records.
Log all your calls automatically
Automatic call logging makes manual data entry a thing of the past. Your call data from your DSL Telecom Cloud PBX will automatically be synced to your Salesforce CRM in real time, helping you keep track of every conversation.
Know who is calling you with live call pop ups
Now you can improve the quality of your customer interactions by automatically delivering pertinent information along with each call. When the DSL Telecom Cloud PBX & Salesforce CRM is integrated, a “screen pop up” on a call provides a holistic view of the customer. The customer information that will be available will include instant access to the caller' full name, contact details, history of call interactions, customer notes, product interest and social media accounts as well as critical business facts such as the contact’s position held within their company, the language they speak and even their birthdays. With all this information at your fingertips, personalising communication with your customers becomes a breeze!
Easily manage your customers
Easily manage your customers
Rather than collecting handwritten notes or requiring employees to open their CRM system each time a phone call comes in, an integrated system will open a notepad for your employees to instantly take notes and view previous notes. In addition, the time and duration of the call will be displayed plus much more!