As a result of the COVID-19 pandemic, Microsoft Teams has become not just a handy work tool, but a way to stay connected with your network. And as businesses continue to introduce permanent remote working options, it’s more important than ever to ensure employees are able to optimize their home offices. That’s why we’re excited to say that we’ve designed our latest feature with your connectivity in mind; allowing you to access the information you need to work together efficiently. Introducing CloudCall for Microsoft Teams!
When you integrate CloudCall with Microsoft Teams, you’ll be able to provide your recruitment, sales and customer service teams with the tools they need to search their CRM systems contacts and make calls from directly within Microsoft Teams. And because all calls take place within your CRM system, all of our other market leading features. This means Click to Dial, Broadcast SMS, Power Dialer, Call Recording and, Real-Time Dashboards are available for you to use. CloudCall for Microsoft Teams integrates with a wide range of world class CRM systems, so anyone can use it!
Take a look at just a few of the benefits and features of CloudCall for Microsoft Teams:
Contact cards can be sent and added to your conversations within Microsoft Teams channels. So, if you collaborate often on deals and opportunities, you’ll find this especially helpful. Users can share details while on video meetings discussing key clients and prospects, ensuring everyone is on the same page.
Send your team contact cards directly, to save your colleagues spending time searching your CRM for the relevant contact. No matter your industry, the CloudCall for Microsoft Teams integration helps you to achieve more productive and communicative team.
Make a Call
Teams users can make a call to your contacts, directly from the contact cards within the app. The call will be initiated from Microsoft Teams, giving the user the ability to drive the call from within the CRM, instead using multiple devices and interfaces. For new users; things are about to get a lot easier.
Open a CRM contact record
As well as initiating a call through Microsoft Teams, you can open a contact’s CRM records directly from the contact card with a single click. Viewing details about a client, candidate or customer has never been easier. The less time you spend flicking between programmes and channels, the more time can be spent completing your tasks. The enhanced collaboration benefits will not only save money but also save a lot of time in the long run.
Search and Share CRM contacts
Search for contacts within your CRM, directly from your Microsoft Teams app. You can view the contact card and then share this with your colleagues across different channels and conversations, improving collaboration by being able to efficiently access and share the exact same information.
Call activity sync with CRM
Any calls you make through the contact cards within Microsoft Teams, will be synced to your contact’s activity history within your existing CRM system. Details such as calling times and call recordings will automatically be saved into your CRM for you. Colleagues will be able to efficiently access not just the details of your contacts within the CRM but listen back to any previous conversations via the call recordings.