Maintaining customer relationships has always been important. Today, it is a necessary job to let them know that your company supports them.

Telephony integrated into CRM can be used both to close deals with potential customers and to maintain relationships with existing customers.

In order to provide a great, personalized and dynamic service, some of the possibilities offered are:

• Personalize greetings

Each time a call is received, a pop-up window opens instantly. They display information about the caller. Their name, company, email and status. This way, when you answer the call you can call them by name, and have previously searched for useful information.

• Note taking

In pop-up windows, there is the possibility to make notes about the call. Many opportunities in this period may require an unconventional approach or really specific and unusual requests. Therefore, the notes are automatically associated with the call and can be viewed later.

• Follow-up

After each call, you can choose to schedule a follow-up call, a meeting or a demonstration immediately. In this way, follow-up actions are easily scheduled.

• Missed call alert

If you find yourself receiving more calls than usual, the system will alert you when you have missed them so that you can call them back and not miss opportunities.

• Automate call actions

One way to save time is to automate tasks to make work easier and more organized. For example, you can set up calls from potential customers above a certain amount of money to trigger an alert to your manager so he or she can monitor the progress of the deal. Also, depending on the caller's need, you can refer the call to the area in charge of the issue.

In Argentina, one of the IP telephony providers that easily integrates with Zoho CRM is Anura. This is thanks to our work together to make a robust and durable integration of CRM with IP telephony.