d6 improved their customer experiences with the DSL Telecom Cloud PBX and Zoho CRM integration

28.08.20 09:36 AM By Kim

Background

d6 is an industry-leading software company that empowers schools and connects people through integrated tech solutions. With their innovative d6 App, they can connect their schools, teachers and parents on one platform. By bridging this communication gap, parents can be more involved in their children’s schooling journey, creating a stronger foundation for our future generations.

The d6 School Communicator is a stand-alone application designed to simplify school-parent communication and includes all the information an engaged parent would need at the touch of a button. 
Screenshots of the d6 School Communicator application

Challenges and Objectives

d6, like most businesses, depends heavily on calls to communicate with prospects and customers. But having their calls and sales in separate entities, they couldn't measure the effectiveness of their calls and how they influenced their sales - or even keep track of who they'd called. 

A System With High Interoperability

In addition to making and receiving a large amount of calls, d6 utilised Zoho CRM software to manage relationships with their clients and to stay competitive in the face of constantly changing trends. 

They found that time was being unnecessarily wasted in an uncoordinated process of trying to access customer records while on a call and it can be said that the sales process needed to be optimised so that the overall customer experience became more efficient. They wanted to track and store all call activity in their CRM and then have the ability to actively report on all that data and stay on top of opportunities.

An efficient solution was required that would support better communication and information flow between agents and customers, resulting in increased sales, improved handling of customer support and accounting queries, improved customer retention rates and a more favourable impression on their business.

Solution

DSL Telecom's telephony and software departments set up and integrated d6's Cloud PBX system with their Zoho CRM instance so their team could make and attend calls right from their sales software, and measure every call's result against deals. A total of 77 call extensions was set up for their bustling Stellenbosch-based office. They also have call histories under each record, so they'll never lose track of previous conversations.

The main goal of connecting your CRM and your business phone system is to improve your efficiency. Merging communications and CRM tools means your employees will no longer need to switch between apps to make calls to clients. 

Given the PBX's native integration with Zoho CRM, the team at d6 gets all the powerful unified communications tools for call efficiency and the key data for relationship building.

Results and Benefits

Streamlined Administrative Efficiency

The DSL Telecom Cloud PBX and Zoho CRM integration has enhanced the whole user experience for d6. With all data accessible in one place, they can see all customer interactions and past transactions in their CRM, as well as calls made and received on their cloud phone system. With all customer data available in one place, they can make better decisions about how to serve their customers.

This world-class integration helps d6 automate their pipelines and recapture productive hours on what really matters.

The team can now enjoy the Click-to-Call feature within Zoho CRM. Also, the contacts will be synchronised in two ways, and new leads will be created automatically in Zoho CRM, preventing them from switching back and forth constantly. Call Popup, Call Journal and more have all contributed to the work efficiency of d6's staff.

Looking Ahead To A New World Of Communication

The integration of d6's DSL Telecom Cloud PBX System and their Zoho CRM has completely changed the way d6 handles communication. Even though they had been using a legacy PBX system for many years, transitioning to the DSL Telecom Cloud PBX System turned out to be frictionless. 


With their Cloud Phone System and Zoho CRM integration, d6 has improved the way their team works together and makes sure that everyone has access to the information they need to provide an excellent customer service experience. They have truly witnessed a giant leap in their communication experience and work efficiency.

If you're looking for a modern communication solution that will future-proof your business, it's time to find out what DSL Telecom can do for you.

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Kim