When companies incorporate a CRM (Customer relationship management) they seek to improve their customer service, convert more leads into opportunities, increase sales, among others. Therefore, they must be able to record all their communications, data and tasks in one place.

Telephone calls are a key element for sales teams. They are used to identify opportunities, close deals and maintain customer relationships. It is not the only way, but it is still very effective.

A CRM should allow you to make/receive calls, record conversation details and perform follow-up tasks. This saves time and keeps communications organized (externally and internally) so that fewer opportunities are missed.

Zoho CRM can be integrated with different IP telephony software. How does it improve the team's work?

It allows you to make different calling strategies and have more time to sell. It is possible to call prospects/customers on agreed dates, scheduled follow-ups or simply sweep the contact list offering promotions/reviews.

On each call, you can add notes, leave voice messages and schedule tasks from one place.

Scheduled calls/follow-ups:

• Calls are made in one click. Within the CRM, each person will have an icon that will trigger the call immediately.
• Get customer/prospect details, previous conversations, notes, modification history and tasks in one place before calls.
• Each incoming call displays a customer file. In this way, they do not have to wait for the salesperson to get their details, they can make notes on the spot and schedule subsequent tasks.

Unexpected calls/ automatic dialing:

• An automatic dialing feature allows you to scroll through a list of selected contacts in the CRM. Ideal for cold calling potential customers to qualify them, schedule meetings, offer promotions or semi-annual reviews. This way no time is wasted between calls.

All calls can be logged in the CRM and their recordings obtained.

Subsequently, you can track the performance of each executive, create smarter call lists and use automation more effectively.

In ArgentinaZoho CRM and Anura (IP telephony company) connect seamlessly. With this integration, you can multiply callbacks and responses, all while saving time in the process. At Etixen we customize the CRM system configurations for your organization, increasing your sales.