Unified Communications CRM Integration
Close the loop between contact management and unified communications
You need fast, easy access to customer relationship management (CRM) information. By adding Unified Communications CRM Integration to your Unified Communications with Webex or Hosted Call Center services, you’ll quickly connect your CRM system with unified communications tools for a more personalized customer experience.
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Product brief
Unified Communications CRM Integration -
Product brief
Unified Communications
Improve customer service with a personalized experience
SEAMLESS
Personalize customer engagement
Enhance customer interactions by giving agents and employees instant access to customer account information and transaction history.
AUTOMATED
Streamline operations
Facilitate faster outreach by eliminating the need to manually switch between applications with click-to-dial from your CRM.
ROBUST
Increase sales opportunities
Equip agents and employees with customer insights and information to identify opportunities for upselling and cross-selling.
Provide enhanced benefits to call center agents with CRM information that’s all in one place
Basic details of the call are captured and automatically logged within the CRM application. Users have the option to manually add notes to provide more detailed customer insights.
This service supports and integrates with Salesforce, Microsoft Dynamics, Agile CRM, Sugar CRM, Zendesk and Zoho CRM platforms.
Users can access click-to-dial phone numbers in CRM records for quick, convenient outreach that’s guaranteed to reach the right customer.
Users can easily look up contacts in your CRM platform, company directories, personal directories and Outlook contacts.
The user interface shows when an incoming call has a CRM record and presents the user with options to access additional customer information.
Since users are able to identify incoming CRM calls, they can prioritize the order in which to answer them.
When communicating with customers, users are presented with a screen pop to access the CRM contact record in order to provide a more personalized experience.
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Executive Brief
