Skip to main content

Supercharge your Zoho CRM with Ozonetel’s phone dialer for sales calls

By C Chaitanya
If any of the below use cases pertain to your business, then you can supercharge your efforts with the added functionality of a system driven automated dialer, linked with Zoho CRM - no additional software to install or hardware to purchase.
  • Do you have an Inside sales team, using Zoho CRM to contact & nurture leads?
  • Do you have a periodic need to broadcast a standard message to your customers?
  • Do you run surveys for your customers with information from Zoho CRM?
  • Does your marketing team run automated IVR audio blasts related to new offers to your users?
How to run a dialer campaign from Zoho CRM?
It’s a simple 4 step process -
  1. Click on “Zoho Sheet View”, which is highlighted in the below screenshot, which will take you to the next screen


  1. The following CSV screen will open and you can make changes as per the mapping file uploaded for the Campaign in Ozonetel


  1. Now export this file as - File — > Export As —> MS Excel 97-2003 Workbook

  1. Create an Outbound Campaign in Ozonetel and upload the generated file from Zoho CRM
  2. Now you are all set with contacts in the dialer and you need to now Set the time for the campaign and run it
What’s more – all these call recordings will get synced in your contacts module of Zoho CRM for your future reference.

What more do you get from Ozonetel’s phone integration in Zoho CRM?
  • All calls tracked – Since your Inside sales team will make calls from the Zoho CRM interface, you can review all calls in the future to check on Content delivery, Quality of sales pitch, Ability to address customer objections & much more
  • Know rep-wise productivity – Get detailed insights on calls being made by reps
    • How many calls/day?
    • How many calls being made per closure?
    • What’s your revenue/call?
    • Which marketing campaign is leading to better closures?
  • Improve your team’s productivity with the “Screen-pop” functionality for all incoming calls – Your rep has the complete information of the caller, popping-up in a small window in Zoho CRM, before the call is connected giving them accurate information to build-upon.
You can read more about this phone-bridge at - https://www.zoho.com/crm/help/zoho-phonebridge/ozonetel.html

Popular posts from this blog

Cloud Telephony-History and state of the art

By C Chaitanya
Well, its been 11 years since Twilio launched their voice API in November 2008. I would say that was a major turning point in the cloud telephony industry. Before that, for people to build telephony applications, you either had to depend on proprietary platforms like Avaya dialog designer or build on arcane technologies like VXML which again was supported at varying degrees by the incumbents. Enter Twilio with their voice API and the industry changed for the better. Since it's been almost 11 years now I thought now might be a good time to do a comprehensive review of the cloud telephony industry as a whole in general and in India in particular. The Beginning Twilio was undoubtedly the startup which ushered in the era of cloud telephony. They started in November 2008. At that time in India, we at Ozonetel had launched a hosted VXML platform. There were no takers. After all who coded in VXML :) So when Twilio launched and we saw them take off, we immediately realized tha...
Read more

Telugu ASR speech data collection

By C Chaitanya
Image Source: IIIT-H Developing an indigenous ASR for Indian languages has been a goal for us since a long time. In that regard we have been experimenting a lot, trying out various neural network architectures.  While doing these experiments we found that there was no good dataset for Indian languages. While discussing with IIIT professors we got to know that the government of India was also exploring options to generate a good dataset. We immediately offered our help and our platform for this endeavor. So, as a starting step we have come up with a few campaigns to encourage users to donate speech data. We wanted to make it fun, so our first few campaigns are along the lines of JAMs(Just a Minute speech topics) etc. A topic will be provided and you need to speak for a minute on that topic. We have started this campaign for college students to start with. Of course anyone can participate and contribute their data. The more the merrier :) We will adding a lot more innovative ways ut...
Read more

Google business messages and chat agents-A match made in heaven

By C Chaitanya
Google has launched Google business messages without much fanfare. It's just a small button that pops up when someone searches for your business on Google. But from the conversation industry perspective this is HUGE .   Do you know that the small call button drives millions of calls i n a year for pizza joints and other retailers in the US. Businesses spend more than a trillion dollars supporting billions of customer service calls each year. Now imagine how many chat conversations the "Message" button can drive.  Think of how customers interact with business. 1. Search on Google. 2. Click on web site link. 3. Web site shows chat pop up and tries to force the user to chat.(Annoying. I know :)) 4. User clicks on chat and starts conversing with a bot or an agent. This flow can now be completely changed. The new flow can be: 1. Search on Google. 2. User clicks on Message and starts conversing with a bot or an agent. What if you could design a customer experience that helps...
Read more