Direct click to call from Zoho CRM
Adding telephony to your Zoho 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.
- 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.
- Lack of quality check of the calls being received – Since the information being disseminated
over thecall is very contextualrelated to the crops, whether which fertilizer to use orwhich disease to be controlled, itscritical 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.
- 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.
recoding– All calls get recorded, you can see call recording and detailed information.
- Call disposition details- After the call is over, you can write brief about
call, which helps in customer follow up.
- 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