Skip to main content

Direct click to call from Zoho CRM

Adding telephony to your Zoho CRM
Today most of the manufacturing companies have a CRM in order to capture the basic customer information and manage the customer life cycle. As we move ahead, to enhance customer experience and make conversation seamless, it is necessary to integrate telephony solution with CRM.
Recently we integrated calling solution for a manufacturing company using Zoho CRM. 
A 40 yr old company primarily manufacturing fertilizer and other agri products. They have published a number where farmers as well as distributors can directly call  All the conversation are manually updated in the CRM.
  1. Lack of a telephony linkage with the CRM prevents the management from understanding what was the actual conversation which transpired between the Farmer & the agent. In the scenario that the agent changes historical records of the calls are lost along-with the context of the call.
  2. Lack of quality check of the calls being received – Since the information being disseminated over the call is very contextual related to the crops, whether which fertilizer to use or which disease to be controlled, its critical to give the right inputs.

Solution Offered – Company was using traditional landline for customer calling with no integration between the calling solution and the CRM. Ozonetel offered an integrated solution on the cloud linking up both these systems.
Key Benefits-
  1. Call directly from CRM-  With integrated cloud telephony solution, you can directly call via the CRM. By a simple click of the green button calls will be initiated.

  1. Call recoding – All calls get recorded, you can see call recording and detailed information.
  1. Call disposition details- After the call is over, you can write brief about call, which helps in customer follow up.
  2. Seamless communication -  In the window, you will the CRM as well as the Telephony solution, don’t have to toggle between different windows.
The solution is applicable to all manufacturing businesses wanting  to track customer conversation and have a quality conversation with the customers.
If you want to integrate communication solution with Zoho CRM, check at Zoho-website or Ozonetel-Website 

Popular posts from this blog

First Post

In this blog, I will be talking about my experiences in trying to build a cloud telephony platform , KooKoo . Along the way I will also be talking about different design choices I made, good programming practices and the IVR domain in general. For technoratti: NNFJW8EW86C3

Integrating Arborjs with Angular to create a live calls dashboard

Arborjs  is a cool graph visualization library. Angular  is one of the best JavaScript frameworks and we have been using Angular in a lot of our front end development. When you handle millions of calls, proper visualization becomes very important. Without proper visualization, you can get lost in the mountains of data. So we spend a lot of time to come up with good visualizations to represent the data. Since we loved the cool way in which Arbor represented graph data, we could not wait to hook it up with Angular. Because of Angular's two way data binding, when you hook up Angularjs with Arbor.js you can get a dynamically updated visualization of graph data with cool animations. To give back to the community, we have put up the code online at Github . Basically we have created an Angularjs directive for Arborjs. Please feel free to fork the code and add extensions and use it for your own visualizations. The code is self explanatory with comments inline. Best way to get s

Telecommunication Revolution & Cloud Telephony

Telecommunication Revolution & Cloud Telephony Every one talking that world power has shifted from west to east, next century belongs to India and China, as China is an aging country, everyone is betting very high on India. To find the reality, I have done a comparative study between India and western countries. The result was really depressing, in most of sectors/areas we are way behind the developed countries, except one sector i.e. “Telecommunication”. You can see in the above picture the call rate, which was at Rs 15.5/min has dropped to less than a Rupee/min. The telephone subscriber base has also increased a rate of 40% YoY (approx.). According to Mar’15 release by TRAI, India has 999.71 million telephone subscriber, now we are in Sep’15. We would have crossed 1 billion mark. This is the overall picture of telephone subscriber, but if we look internet and broadband subscriber base it is also very optimistic. Apart from that recently Airtel has launched 4G servic