HIST0RY
Stop data leakage
Updating the CRM is seen as a chore and you can’t be sure that your team is storing all activities. If team members leave the business, the data is lost forever which impacts your ability to hit business goals or worse the data is used to benefit another company.
Reduce manual
data entry
History is how CloudCall helps you collect all data about all your communications and syncs this automatically with your CRM making this information available to your team when they need it, wherever they are.
Provide your team with the info they need to succeed
Manual data entry is a time consuming process and is not focused on the high value activity of maximizing interaction with contacts, but clean and complete data is essential to reaching your business goals.
Create best practice
Teams are not necessarily consistent in how they update records in the CRM which can lead to frustration across the business. History captures all communications in the CRM automatically to reduce team frustrations and fundamentally stop data leakage.
Less errors
Having to go back to a CRM record some time after a conversation in order to update it means that it is more likely that details are missed or errors made, especially when updating several records at the same time. History syncs your communications activities as they happen so that you are less likely to miss vital details or make plain old mistakes.
On the go
Teams that are away from the office can often default to using their personal devices which means that each communication is not always captured, reducing visibility and increasing admin. With our mobile app you have CloudCall in your pocket and History is maintained.
How does History help my worklife?
Meet Margot*
Time saver
“Calls? Check. SMS? Check. Emails? Check. I can deliver continuity and consistency any time, any place, even if I’m picking up someone else’s work.
Meet Jerry*
RELATIONSHIPS MATTER
I enjoy building relationships much more than the admin but understand the need for information to be captured. History totally takes care of syncing communications with the CRM so it does give me more time to focus on the part of the job I love.
Margot and Jerry aren’t real but there’s 1000s of similar people out there just like them. And maybe you’re one of them. Maybe your team isn’t performing how you’d like them to perform. Maybe business goals aren’t being achieved. Or maybe you’re an agent wondering how you could make your work-life easier – more successful. If you are any of these – give us a call today and see how an integrated telephone could help.
CloudCall o1. The one and only unified communication platform built for businesses that use CRMs.
- Automated Call Note Entry
Automatically records and updates call information into your CRM, allowing you to focus on strategic tasks. - Data Harmony and Security
Don’t worry about data scattered across various devices by ensuring data synchronizes back to your CRM. - Efficiency and Control
Improve agent performance, build smarter teams faster, and watch your business soar to new heights, wherever your team chooses to work. - Integrated with leading CRMs
