How CRM integrations can transform your mobile office - CloudCall

How CRM integrations can transform your mobile office

By May 21, 2019Remote Working
woman showing how to transform your mobile office

Home-working, hot desking, working at the kitchen table. We’ve all become accustomed to some kind of remote working as a result of the COVID-19 pandemic. And you’ve probably had to transform your mobile office in some way. But getting your set up perfect isn’t always easy.

Remote work technology has evolved over the past year to match the technology of a standard office. Teams that work remotely are able to leverage this technology to communicate better and faster. So much so, that many businesses are taking steps to introduce more permanent remote working options.

The events of the last year have done a lot to eliminate the stigma surrounding ‘working remotely’. Now, top talent demands the perk, so make sure you have the right technology to make it happen.

Candidate shortages are at an all-time high, making it difficult to attract and retain top talent, especially among millennials. Offering the option to ‘work from home’ in some capacity can make or break your ability to attract and retain top talent.

With a growing demand for a remote workforce, managers and executives still demand visibility from their teams, even if they are not physically in the office.

remote working productivity infog

So, can remote teams benefit from new technology, while maintaining visibility? Yes, with real-time reporting and mobile tools – all accessible through the cloud.

Reporting to monitor KPIs

For managers looking to track performance, it is important to create and monitor KPIs (key performance indicators). Scheduled reporting allows managers to set expectations for remote team members and track their performance, without micromanaging.

Use a mobile tool to access work on the go

Find a mobile application for your team that can syncs calls and texts to your CRM/ATS software automatically. Give your teams the ability to work anywhere with a mobile app that connects their phone to the CRM.

With better infrastructure in place to allow for remote work, companies can access a wider talent pool during the hiring process. As the remote workforce grows, it is important for teams to check their technologies to make sure they are up to date and constantly increasing efficiency.

Remote working with CloudCall

One way you can make life easier, though, is by transforming your mobile office using a CRM integration, like CloudCall!

For most workers, the CRM is the centre of their working day. It’s the first tab open on their browser, the hub of business and the bank of collective knowledge of your company.

It makes sense, then, that the place you spend the most time is where you keep the tools you use more often.

CloudCall can transform mobile office, and your CRM into a communications hub, providing you with a full phone system at the click of a button.

Need to transfer a call to a colleague even if they aren’t in the same building or connected to the office phone system? No problem. Want to call your hottest prospects quickly? Just click. Sending out SMS’ to all the leads who you haven’t spoken to in six months? CloudCall has got you covered.

A good CRM integration will have lots of features to choose from effectively turning it into a swiss army knife of functionality.

Our top tips for picking out the right integration;
  • Is it a native integration or is it provided through a middleware? Native integrations tend to have more functionality and depth in the way they interact with the CRM.
  • Think about your user’s workflow and the way they interact with the CRM. Ask them what is time consuming or do they have to input data twice. Then once you know where the pain points are, transform the CRM with an integration that eliminates that problem.
  • If you can’t find what you are looking for you can always ask your CRM for a new functionality and suggest software for them to integrate with (this may take a while).

Would you like to find out more about what features CloudCall can offer your business? If so, you can book in for a demo, here.

Robyn Hunt

About Robyn Hunt