When Your Phone System and CRM Talk; Your Business Wins
VoIP Technology Paved the Way
Phone systems have come a long way since the days of Alexander Graham Bell. The adoption of VoIP technology in particular, has opened up a range of features, applications and integrations that previously, were never thought possible.
If your business utilizes it’s phone system solely as a tool for talking, you are missing out.
CRM Has Grown Up – And It’s Smarter Than Ever
In its early iterations, CRM, or Customer Relationship Management software, was simply a database to store customer contacts and notes. It was an improvement over the Rolodex, but just barely.
Over time, much like VoIP Phone Systems, CRM has gone through an evolution of its own.
CRM is no longer just a customer database, but an essential tool for businesses of all sizes, in every industry. Its functions encompass sales, marketing, record-keeping, customer support and even order processing.
While the Rolodex is Obsolete - Sticky Note Sales Remain Strong
Dr. Spencer Silver isn’t a household name, but as the inventor of “sticky notes” he should be. Sticky notes are fast, convenient, and right where you need them to be – when you need them.
Sticky notes, the Rolodex, and CRM; all tools used to track contacts and notes. While the low-tech Rolodex, has been relegated to the dustbin of history, sticky notes, with sales over $2 billion in 2023 is still going strong (yeah, someone actually tracts that data).
Where CRM Still Falls Short
As powerful and essential as CRMs have become for business, they still have a glaring flaw -they are not a sticky note.
In fact, it’s highly likely to find people in every office who, although they have a CRM system , still use “sticky notes” due to its convenience, presumably with the intent of later transferring the contact info to the CRM.
As great as sticky notes are, They have a glaring flaw – lost contacts. Many of the contacts on those sticky notes will never make it to the CRM, and lost contacts means lost revenue.
What Is CRM-Phone Integration?
Phone System CRM Integration fills in the gap where CRM systems fall short. By having your phone system “talk” to your CRM, it combines the convenience of the sticky note to the powerful features of your CRM.
Available for both Hosted VoIP Systems and On Premise IP PBX, integrating you phone system with your CRM will insure that you will no longer experience lost revenue due to missing contacts.
Features & Benefits of CRM and VoIP Integration
As technology evolves it’s capabilities and features continue to expand. Here are some of the features currently available with CRM and VoIP Phone Integration.
Click to Call – Allows you to call contacts through you phone system by clicking on the contacts phone number in your CRM
Screen Pops – Get rid of the sticky notes. When a customer calls in, their caller ID will be matched with their CRM record and a pop up on your computer screen, putting their record at your fingertips.
Automated Call Logging – Eliminate the risk of human error and keep your CRM timeline records accurate with automatic call logs that will automatically log the time, date and duration of the call in the CRM record.
Generate New CRM Records Automatically – With CRM and VoIP integration, your system can generate a new CRM record based on phone data, when a new lead calls in.
Which CRM Software is Currently Compatible with VoIP Phone Systems?
At CompuVoip, our VoIP phone systems are compatible with most of popular CRM Software “out of the box” with minimal setup required.
This includes
Salesforce
Zendesk
HubSpot
Zoho
Microsoft Dynamics 365
Pipedrive
Bullhorn
SugarCRM
Many of our customers use lesser known industry-specific CRM software. The good news is we are generally compatible with most modern CRM software although it may require additional setup and configuration.
Disclaimer:
Your ability to integrate a VoIP phone system with your CRM may depend on the features available in your current CRM plan. Many CRM providers restrict access to third-party app integrations or webhooks on their basic tiers. We recommend checking with your CRM provider to confirm whether your plan supports these integration capabilities or whether you would need to upgrade your plan to a higher tier.
Get your CRM and VoIP Phone System to Talk Today
CompuVoip is a leading provider of both Hosted Business Phone Systems and VoIP On Premise IP PBX. We offer a robust network, advanced VoIP features, and have an awesome customer support team. If you are looking for the best business phone service, reach out to CompuVoip today
When Your Phone System and CRM Talk; Your Business Wins
VoIP Technology Paved the Way
Phone systems have come a long way since the days of Alexander Graham Bell. The adoption of VoIP technology in particular, has opened up a range of features, applications and integrations that previously, were never thought possible.
By transmitting voice as data packets, Voice over IP Phone Systems can “talk” and integrate with other software.
If your business utilizes it’s phone system solely as a tool for talking, you are missing out.
CRM Has Grown Up – And It’s Smarter Than Ever
In its early iterations, CRM, or Customer Relationship Management software, was simply a database to store customer contacts and notes. It was an improvement over the Rolodex, but just barely.
Over time, much like VoIP Phone Systems, CRM has gone through an evolution of its own.
CRM is no longer just a customer database, but an essential tool for businesses of all sizes, in every industry. Its functions encompass sales, marketing, record-keeping, customer support and even order processing.
While the Rolodex is Obsolete - Sticky Note Sales Remain Strong
Dr. Spencer Silver isn’t a household name, but as the inventor of “sticky notes” he should be. Sticky notes are fast, convenient, and right where you need them to be – when you need them.
Sticky notes, the Rolodex, and CRM; all tools used to track contacts and notes. While the low-tech Rolodex, has been relegated to the dustbin of history, sticky notes, with sales over $2 billion in 2023 is still going strong (yeah, someone actually tracts that data).
Where CRM Still Falls Short
As powerful and essential as CRMs have become for business, they still have a glaring flaw -they are not a sticky note.
In fact, it’s highly likely to find people in every office who, although they have a CRM system , still use “sticky notes” due to its convenience, presumably with the intent of later transferring the contact info to the CRM.
As great as sticky notes are, They have a glaring flaw – lost contacts. Many of the contacts on those sticky notes will never make it to the CRM, and lost contacts means lost revenue.
What Is CRM-Phone Integration?
Phone System CRM Integration fills in the gap where CRM systems fall short. By having your phone system “talk” to your CRM, it combines the convenience of the sticky note to the powerful features of your CRM.
Available for both Hosted VoIP Systems and On Premise IP PBX, integrating you phone system with your CRM will insure that you will no longer experience lost revenue due to missing contacts.
Features & Benefits of CRM and VoIP Integration
As technology evolves it’s capabilities and features continue to expand. Here are some of the features currently available with CRM and VoIP Phone Integration.
Which CRM Software is Currently Compatible with VoIP Phone Systems?
At CompuVoip, our VoIP phone systems are compatible with most of popular CRM Software “out of the box” with minimal setup required.
This includes
Many of our customers use lesser known industry-specific CRM software. The good news is we are generally compatible with most modern CRM software although it may require additional setup and configuration.
Disclaimer:
Your ability to integrate a VoIP phone system with your CRM may depend on the features available in your current CRM plan. Many CRM providers restrict access to third-party app integrations or webhooks on their basic tiers. We recommend checking with your CRM provider to confirm whether your plan supports these integration capabilities or whether you would need to upgrade your plan to a higher tier.
Get your CRM and VoIP Phone System to Talk Today
CompuVoip is a leading provider of both Hosted Business Phone Systems and VoIP On Premise IP PBX. We offer a robust network, advanced VoIP features, and have an awesome customer support team. If you are looking for the best business phone service, reach out to CompuVoip today
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