How to Beat Competitors to the Punch! | CloudCall

Sales Opportunity Knocks – How to Beat Competitors to the Punch

Have you ever stopped to think about how long it takes to make a phone call?

On the surface it seems like a simple process, but even with a CRM you need to search for the contact, find their phone number, manually dial it into your handset, check it twice and ring: just to then be hit with a voicemail. You and your sales teams lose vital time that puts you behind your competitors.

Bring your business processes up to speed with the simplicity of modern tech by connecting your CRM with the business communication tools you use daily. No more searching for contacts, manually dialling their number and losing the notes you scribble down on a post-it note. All the relevant call information, alongside the call recording, call notes and follow up tasks can be logged against the contact record in the CRM.

This is just the beginning for a CRM communication integration; there are plenty of simple but effective ways for your sales teams to save time, combat missed opportunities and get ahead of competitors using advanced communications tools.

Two features that go hand in hand are ‘progressive diallers’ and ‘one-click’ calling.

A ‘dialler’ is a simple feature that boosts your calling activities by automatically dialling through campaign lists. It ensures that more time is spent talking to your contacts and less time punching in numbers. Meanwhile, click-to-call functionality makes it easy for your team to call contacts directly from within the CRM. Coupled together, and you are starting to build an effective tool kit for your sales team.

A good CRM integration makes it easy to input all the most helpful information against the contact record, providing you and your team clear visibility of all details. This provides the foundation for monitoring sales activities across the business. Insights gained from reports and live dashboards allows your team to see which activities are most successful, and supervisors to manage and direct the team’s performance.

Combining these simple tools means you and your team will have efficient workflows and always stay one step ahead of competitors. While they are manually dialling numbers and hitting voicemails, you and your team will have already closed the deal by providing a personalized customer experience using the data and insights accessed in the CRM.

Your sales team needs every tool they can use to get deals over the line and CTI can give them the edge when it comes to interaction, insight and speed. Book a demonstration and explore how CloudCall’s integration tools sit right next to your CRM data and allow your sales team to see the information they need to make every interaction count.

James Marscheider

About James Marscheider

James leads our marketing team out of UK Headquarters. With a young family outside of CloudCall, he has trouble finding time to play golf or football, so any chance he can get outside he takes with both hands.