Customer Service CRM Integration

Your phone system is at the heart of your Customer Service Team. Being able to communicate effectively, staying in sync and providing a top-quality experience is the key to success for businesses. A CloudCall Customer Service CRM integration will help you to stay ahead of the competition.

CloudCall for FIVE CRM. Integrated Communications for FIVE CRM
CloudCall for Zoho CRM. Integrated Communications for Zoho
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Your phone system is at the heart of your Customer Service Team

CloudCall was designed and created with Customer Service Teams in mind. We filled our solution with features that will enhance productivity, save you time, and store your communications. Quite simply, we make your day-to-day work life easier.

We know it can be difficult to research a Customer Service CRM integration and VoIP systems. We’ve made it as simple as possible for you on this page, to understand why an integration is so important and how CloudCall will benefit your business and why we stand ahead of the competition.

CloudCall integrates with your existing customer service CRM, to help your business thrive

With a CloudCall customer service CRM integration, you can:

  • Enhance training, monitoring and compliance, by compiling a library of past calls.
  • Generate powerful business intelligence and reporting by syncing all call data into your CRM system.
  • Easily oversee your team and offer crucial support during live calls, with real-time data and call stats.

Features which will benefit your Customer Service Team

Real-Time Dashboards

Dashboards show you which agents are on which calls, how long for, and lets you listen in to the calls. Features such as Monitor, Whisper and Barge gives Supervisors the chance to listen to calls, offer real-time support and suggestions.

Supervisor Panel

Get an instant bird’s eye view of what calls are being made when, for how long, and whether they hit the mark. You can use this data to drive business decisions and pinpoint areas for training.

Call Recording

Using CloudCall means all your communications are recorded and stored within the CRM system itself. Use your back catalogue of calls to train new agents with examples of good (and not so good) calls.

Call Logs

Using Call Logs in tandem with Call Recordings means all agents have access to the customer information that they need. It keeps your team connected and allows every person to provide good service.

Inbound Screen Pops

These notifications bring up the CRM record of the customer calling which allows agents to be fully prepared, with just a click being able to see past calls and communications.

How you get more value out of your CRM with CloudCall

It’s important to ensure your agents have an up-to-date phone system. After all, phone calls are the most important form of communication for customers.
In fact, 56% of customers say that calling is the fastest way to get a response.

47% of customers use the phone as they believe things are more likely to get resolved in a call.
It’s clear your phone system is the most important tool for your Customer Service Team, so why not use it to improve your strategy and data?
Thankfully CloudCall makes charting your road ahead for maximum efficiency pretty straightforward. *Takes a bow*

In customer service, there’s huge potential for wasted time: scripts that miss the mark, tones of voice that the customers… don’t get on with, let’s say. Failure to address queries fast enough or in a way that puts you back in the customers’ good books.
But pinning down your perfect strategy can alleviate these issues and integrating your phone system with your CRM could be just the ticket.

By using a phone system like CloudCall, which stores all your communications in the contact’s CRM record, you can fully immerse yourself in every conversation, safe in the knowledge that CloudCall is in the background saving that all important information.

Did you know that 52% of businesses say that a lack of integration into a CRM system is slowing them down on the phone?

When you manage your CRM system and your calls separately, you miss out on important data about your processes; what’s working and what isn’t. By combining the two, you can access the all-important data from your calls and then use that data to further benefit your business.

Implementing integrated communications into your customer service CRM system using CloudCall is straightforward and highly cost effective, facilitating a clear return on investment.

Don’t just take our word for how much we can improve the  customer service at your business, see what our customers have to say about our integrations:

“It all goes back to everything being intuitive”

Steven Gicquel, Managing Director,
SLG Financial Solutions

Full Case Study

Is your phone system holding you back?

Customer service can be a delicate matter. Not only is it time-sensitive but the reputation of your entire business is on the line, should you get the strategy wrong. It’s all a matter of having the right tools on your side.

With a clear picture of how your Customer Service Team is performing, you’ll always know what you should be doing next to maximize your success.

Don’t let your phone system be the thing that holds your team back.

We’ve created a handy eGuide just for you. Aren’t you lucky? ‘Taking customer service to the next level with CloudCall’, explores the ways in which integrating your phone system with your CRM can be the key to your success.

Benefits of having CloudCall as your Customer Service CRM integration

A Customer Service CRM integration from CloudCall has tonnes of handy features to enable your team to provide quality customer service. Here’s a few of our favourites:

Improve Productivity
Our integrations are designed with around usability and increasing productivity, helping you get the most out of your CRM.

Reduce Spend
Investing in new software can seem counter-intuitive, but smarter spending can help your business grow in the long-term.

Enhance Conversations
Improve your conversations and your customer service by ensuring all your past interactions are stored in your contact’s CRM record.

Increase efficiency
Streamline your workflows by improving the efficiency of your processes, to make daily admin tasks quicker and easier.

Learn more

If you’d like to know more about how CloudCall can help to elevate your Customer Service, you can get in touch with a member of our team, or even book in for a demo!