Why you should integrate CloudCall with your CRM - CloudCall

Why you should integrate CloudCall with your CRM

By May 14, 2021Product

As technology improves and we change the way we are working, the world of telephony is constantly evolving. Thanks to this progress, phone systems are now able to do so much more than simply making and receiving calls.

We all know how important it is to implement tools and systems that will help you compete in your market. However, with new tools arriving on the market every day, choosing the right ones for you can be overwhelming. Additionally, business owners don’t always have the money to constantly be spending on the latest systems. So, you much always carefully consider which tools to invest in.

Now, we’re sure you already know that a CRM system is a great tool for managing and analyzing customer data. But wouldn’t it be great if you could capture all your conversations with your customers into their CRM contact records?

Enter CloudCall!

So, why should you integrate CloudCall with your CRM? Well, CloudCall provides a powerful communications platform that simplifies your life.

When you integrate CloudCall with your CRM system, all your calls, messages, recordings, and notes are synced into customer records. Allowing you can gain valuable insight into your business comms. What more could you ask for?

Let’s take a look at some of benefits of integrating CloudCall with your CRM system:
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  • Improved customer experience – Records of past conversations, call recordings and notes are automatically synced in your CRM system. No more repeated conversations.
  • Enhanced training – Call recordings are automatically saved within CRM records. Show examples of good (or bad) conversations to demonstrate best practices.
  • Better employee performance – Use call activity to set KPI’s for your team members, such as number of calls or average call duration.
  • Smarter conversations – Inbound Screen Pops bring up the contact record of the caller, helping you have better, smarter, and more productive conversations.
Here’s what CloudCall’s Director of Sales for North America, Jon Croft, has to say.
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He’s learning daily about the challenges our prospective customers are encountering. And how CloudCall can fit into their strategy for overcoming them. Jon knows we stand out from competitors because of our powerful integrations with CRM systems.

CloudCall’s integration means every interaction, whether it’s a call or SMS, is automatically saved along with notes and a recording of the call. This information is all saved into the same place, making it easy to view by anyone in the business, and can be transformed into insight to help improve business processes.

“You have some of the big players out there that can do to telephony cheaply, and they can get their customers up and running very quickly. But that’s where it stops. That’s where it ends. That’s where we do things differently. And that’s where we’re succeeding.”

Not only does our integration allow for seamless data capture, but our deep integration also allows for many great features which are built to make life easier. Features like click-to-dial allows any number in the CRM to be called with just the click of a mouse. While inbound screen-pop ups bring up everything you need to know about a contact before you’ve even answered the phone.

“What we’ve done is built upon that core competency and really provided value in an area where frankly it’s tough to prove value.”

We put our customers at the heart of everything we do. Because we know our success is defined by our customer’s success. That’s why we’ve built our communications tool in a way that elevates our customer’s business and enhances the effectiveness of your 360-communication strategy.

To discover more about why you should integrate CloudCall into your CRM, and how this can help your business, get in touch with a member of our team.

Nicole Dopson

About Nicole Dopson

Nicole is the Content Marketing Specialist based at the CloudCall UK headquarters. She is passionate about creating content that informs and inspires. Outside of the office Nicole enjoys walking her dog and curling up with a good book.

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