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TeleCMI Zoho Integration

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  • Integrate Zoho CRM with TeleCMI to enhance your customer interactions.

Overview

  • The integration of TeleCMI with Zoho CRM can help users be more effective and productive by streamlining the sales and customer services processes. Automated call logging makes lead profiles more accessible to users and can reduce the amount of time they spend on calls.

The Advantages Of Integrating TeleCMI With Zoho CRM

1. Make Calls In A Single Click Directly From Zoho CRM

  • With just one click, you can contact leads and customers directly from the Zoho CRM by interconnecting TeleCMI phone system. It eliminates manual steps like switching between screens and saves more time. The more time you have, the more calls you can make and your agents could be more productive.
2. Take Full Control Of Your Call Activity With Zoho CRM
  • All call activity is automatically tracked in Zoho CRM. Instead of manually logging the call reports in two different platforms, you can have them all tracked in a single place. Also, Zoho CRM's Reports feature allows you to view details about your calls and call analytics at anytime.
3. Collect Data More Effectively
  • If your team member is speaking with a prospect, it is important to have a deep understanding of their interests, preferences, viewing history, and more. When dealing with a customer, your support caller needs to have a complete understanding of their case history. With TeleCMI integration, all data from the first call through the last can be accessed on a single platform. In this way, all calls will be recorded and synced with your CRM, allowing you to access all the information in one place.

4. Incoming Call Screen Pop-ups In Zoho CRM

  • Get screen pop-ups when you receive incoming calls. The pop-ups give you background access to the contacts' history and detailed information so you can be better prepared for the call and ensure quality interactions. You can easily save new callers to Zoho CRM as contacts or leads and automate the creation of call-actions like adding notes and follow-up tasks from these pop-ups.

5. Reduce Operating Cost

  • With Zoho CRM, you can seamlessly integrate your business applications with most third-party apps. It provides the ability to expand a system's functionality without having to change it completely. By integrating TeleCMI with Zoho CRM, it enhances operational efficiency and helps your team work more productively. Having the ability to view and manage your sales and support team's activities can also reduce your operating costs since you won't need to invest in multiple software packages.

6. Improved Customer Relationship

  • A smooth engagement between your company and customers can help you build long-lasting relationships, which will help you gain loyal customers. When you make a call, TeleCMI's integration with Zoho CRM will instantly display the caller's contact details and history. By integrating CRM with your business phone system, you can offer a more personalized experience to customers and make your agents more productive.

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