According to an estimate, more than 64% of the individuals working in sales use a CRM and this need is growing by the minute. More companies are now investing in good CRMs that have multiple features and help them with task management. If you are reading this article, there is a high chance that you are already using Salesforce, which is a pretty good option. However, just like most of the management software offered, this also has a few limitations. Salesforce doesn’t have a good action system. This means that it offers a good way of keeping track of things and listing data but when it comes to using this software for working, you will see that it doesn’t work. Most of the companies using salesforce usually need to interact with customers and reach out to them via phone. They also need to send messages, manage videos and other channels which cannot be done with salesforce only.
To resolve this issue, experts recommend that it is better to integrate your CRM with the phone system. This will make your CRM a whole package that will allow you to take actionable steps for improving your progress. For the companies thinking about making the next big move of Phone System Integration with Salesforce, here are a few benefits that will convince you to make this upgrade today.
Offer Popup Notifications
The best part of Phone System Integration with Salesforce is that it offers pop-up notifications every time you have a call. You do not have to read through and ask the client about their issue or history, you will have everything available to you right away. In case you are on the phone, you will have a notification to help you know that there is another call.
One-Click Call Upgrade
In most companies’ software is offered to the customer representative. He has to learn about recording and keeping data which means he needs to know how to handle the call via multiple software. With integration, you can simply call anyone with one click. Everything will be available to you and this will eventually reduce the overall call handling time.
Make Report in Just One Minute
Reporting is a very important yet crucial part of progress. This helps you not only to assess progress but also set long terms and short-term goals. By integrating your CRM with your phone, you will be able to assess everything right away. You will see how the average call handling time and rush time are. With just one click you will be able to generate a daily report according to the KPIs that are set by the company.
Take A Full Overview of Work
Overview of work means that you will be able to determine the rush hour. Most companies hire full-time employees, others have part-time employees that work short. However, with cold calling and a personal representative, you need to provide 24/7 service. In most cases, companies hire more people for the rush hour. With the help of integration, you can keep an eye on the rush hour and maximize your performance by hiring more people during that time only.
Analyze the Performance
Teamwork is the dreamwork that’s what most people say. This is mainly because some freeloaders in the office do not work, instead, high achievers and hard workers work for the team and they also get the credit as part of the team. With the help of Phone System Integration with Salesforce, you will be able to track down people who are working, their digital footprint, timestamp, and the time they take to edit the task when required.
