Skip to main content

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

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

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

Mashing up Freshdesk with KooKoo for customer support ticket management

Sorry for the delay in writing a blog post. I have been caught up in too many things since last month(we are growing, so its all good :)) Anyway, this week I thought I will look at how we can use the latest rockstar startup from India, Freshdesk . Freshdesk, as most of you know is one of the best "Social Helpdesk" systems out there. I am sure most of you are already using Freshdesk to support your customers. In this blogpost I will explain how you can add telephony to the mixture. In particular I will show some code which you can use to : Welcome the caller by name Ask him to enter his ticket id Play out the ticket status Connect the caller to the correct agent handling the ticket. Luckily for us, Freshdesk has a very well defined API and it was a pleasure to work with it. The engineers were also very supportive and answered all my queries quickly. So lets get into the code directly. 1. First we need to get the caller information. For this we need to a