CRM software is great for business. VoIP solutions are great for business. Integrated together, they create a powerhouse that will support both your sales and marketing teams.
Lead management is a core part of any business and getting it right can make or break your success. A standard, efficient workflow to apply to all contacts and individualized nurturing for each lead are of equal importance to get through the sales cycle.
The balance can be reached with CRM integration through the following features:
1. Call & email logs
Integrated CRM software tracks all calls and emails to contacts. Forget flipping through your calendar or racking your brain to remember your last call with a specific lead or customer – an integrated CRM will give you that information and more in seconds.
Now more an expectation than a perk, click-to-call with CRM integration makes it easy to call leads or customers as you are reviewing their account. Cut the time it takes to get through a list of sales calls by doing everything from one screen.
3. Call pop-ups
If click-to-call simplifies your outbound calling process, call pop-ups greatly enhance inbound calling. CRM integration puts the caller’s name and detailed information on your screen before you even lift the phone receiver. No more pressure to remember details or asking the caller to wait while you change gears and catch up.
4. Marketing campaigns
Your CRM is no longer just for the sales department. Marketing teams will find an integrated CRM invaluable for creating, sending, and tracking marketing campaigns. Responsive marketing that targets audiences based on past behavior and interests shown is more effective than passive, mass marketing.
5. Marketing automation
All the buzz in 2017, marketing automation is quickly becoming standard practice. An integrated CRM makes it possible to automate marketing campaigns on multiple levels without forgoing a dynamic, responsive approach. In fact, the data collected by your CRM will make marketing efforts even more responsive to lead behavior.
6. Data organization
Arguably its primary function, it goes without saying that your CRM organizes contact data. But an integrated CRM will go even further in placing pertinent information exactly where your company needs it.
7. Lead Tracking
An integrated CRM goes beyond contact information and call logs, you can now track website visits, social media behaviors, downloads, and much more. Both the sales and marketing teams can get better results when they have more information at their fingertips.
PBXware and gloCOM integrate with Salesforce, Zoho, Sugar, Zendesk, and Microsoft Dynamics. We can integrate with other CRMs through custom solutions. Learn more about gloCOM or contact us today.
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