Archives des 01. Optimisation at work -

Cold calling in 2026: does it still work, and how to do it well

3 August 2026

What cold calling looks like in UK B2B now: building a list worth calling, structuring the call, the objections that recur, and what the rules require before you dial.

The Future of work : how to prepare for 2022

27 October 2023

← Blog The Future of work : comment s’y préparer dès 2022 The Future of work s’inscrit désormais dans les tendances à prendre en compte. Mais de quoi s’agit–il ? Des grandes mutations qui s’opèrent dans l’entreprise et qui rendent le modèle de l’usine Ford encore plus obsolète. En effet, deux grands changements changent la donne. Alors, même si les bonnes résolutions de fin d’année relèvent du poncif, elles peuvent aussi être un bon moyen d’anticiper pour être encore plus efficaces. Prendre de la hauteur et se protéger sur le long terme constitue un exercice passionnant. Surtout quand le travail vit de tels bouleversements… Première grande mutation : le rapport au travail a changé Première grande mutation à laquelle font face les entreprises : leurs collaborateurs ont changé leur rapport au travail. Finie la carrière passée au sein d’une seule et même société. Les jeunes générations sont beaucoup moins carriéristes, très attachées à leur indépendance et n’hésitent pas à préférer le freelancing ou l’entrepreneuriat pour répondre à leurs aspirations. Pas simple pour le management. À l’aube de ce changement, les entreprises doivent repenser leur attractivité et imaginer des stratégies pour attirer et fidéliser les talents. Tout en faisant évoluer rapidement leurs collaborateurs pour faire face au déploiement de l’intelligence artificielle et de l’automatisation. Mais ce n’est pas tout. Un second grand mouvement agite le monde du travail Deuxième grande mutation : l’hyper digitalisation Commencée depuis plusieurs années, la digitalisation des entreprises augmente encore. Au point que notre bureau n’est plus représenté par des locaux physiques mais bien plus par un environnement de travail numérique, accessible depuis n’importe quel lieu. La crise du Covid a accéléré ce mouvement, obligeant tout un chacun à se familiariser avec les outils du travail à distance. Les solutions de visioconférence font désormais partie de notre quotidien et le chat est entré dans la panoplie d’outils de communication interne. Quant à la notion de bureau, elle s’étend désormais jusqu’aux espaces de coworking et au home office. C’est le visage même des organisations qui se trouve modifié. Alors, quelles sont les bonnes résolutions à prendre pour suivre la tendance ? 4 tendances du Future of work à suivre Pour vous donner un coup de pouce pour 2022, voici quatre grandes tendances auxquelles s’adapter dès à présent pour se préparer au Future of work. 1 – La dématérialisation Le télétravail et la digitalisation de nos outils ont transformé nos bureaux. Désormais, notre espace de travail est plus virtuel que réel. Il est également devenu hybride, avec des périodes dans les locaux, en présence de nos collègues, et d’autres périodes à la maison, voire dans des espaces de coworking à la rencontre d’autres profils. De quoi créer de nouveaux enjeux : La productivité exige de pouvoir collaborer où l’on veut et quand on veut. On doit assurer aux collaborateurs une expérience de travail équivalente, quel que soit leur lieu de travail. Il faut maintenir le bien-être au travail grâce à des liens sociaux renforcés, une culture d’équipe, et un bon équilibre entre vie professionnelle et personnelle. Heureusement, des solutions se développent pour accompagner les entreprises dans ce changement. Voici deux exemples sur lesquels s’appuyer pour faire face à la dématérialisation et au travail hybride. Swile : améliorer l’expérience employé La nouvelle licorne française a démarré en dématérialisant les tickets restaurants. Résultats : une gestion simplifiée qui permet aux RH de gagner énormément de temps et d’être plus flexibles et réactifs aux absences et changements d’emploi du temps. Depuis, l’entreprise a enrichi sa carte pour qu’elle puisse également contenir des titres cadeaux ou des titres mobilité. Elle souhaite continuer avec les chèques vacances, les frais professionnels, les avances sur salaire, et tous les autres types de transactions en lien avec la vie des employés. Onoff Business : simplifier la communication, sans empiéter sur la vie privée Onoff Business dématérialise la téléphonie d’entreprise et pas n’importe quelle téléphonie : la téléphonie mobile. Finie la gestion fastidieuse des cartes SIM, des abonnements mobiles et des flottes de téléphones. Onoff Business permet d’attribuer des numéros de portable depuis une interface en ligne et le collaborateur doit simplement télécharger l’application Onoff Business pour rendre son numéro opérationnel. Une seule facture gère l’ensemble des numéros et chaque salarié peut mettre en off son numéro pro en dehors de ses heures de travail. Le réseau mobile permet aux collaborateurs de ne pas dépendre de leur connexion internet pour rester joignables. 2 – Des bureaux revisités Les grandes tours de la Défense ne représentent plus l’image du bureau moderne. En effet, le bureau n’est plus incarné dans un lieu, mais dans plusieurs. La maison, un réseau d’espaces de coworking et enfin un siège où faire des réunions d’équipe, du travail collaboratif : voilà son nouveau visage. C’est la connexion entre les collaborateurs qui devient le facteur clé. Il est moins important d’avoir son bureau fermé au siège, que d’être en mesure de travailler en intelligence collective dans des salles de réunion offrant tout le matériel nécessaire. Concurrencé par la maison et son home office, le bureau doit désormais offrir des prestations et faciliter la vie des salariés s’il veut attirer. Une vraie mutation dans laquelle le facteur déterminant est le temps. Il est devenu plus précieux que jamais. L’objectif est de ne pas le prendre dans des transports mauvais pour l’environnement et la productivité. De plus en plus d’entreprises développent donc un réseau d’espaces de co-working qui rapprochent les bureaux des lieux d’habitation de leurs collaborateurs. Comment s’adapter à ce profond changement ? Voici deux solutions pour nos nouveaux bureaux hybrides. Wojo : le réseau de coworking d’Accor Wojo est un réseau dédié au travail flexible, mixant coworking, bureaux privatifs et salles de réunion. Son objectif est d’accompagner les nouveaux usages au travail en offrant des solutions flexibles et sur mesure. Un abonnement permet aux salariés de se rendre dans les 800 adresses réparties dans 100 villes en France. L’entreprise développée en partenariat avec Accor propose des lieux fonctionnels et modernes pour permettre aux

30 tips to increase your qualified appointments

27 October 2023

← Blog 30 tips to increase your qualified appointments It’s true that closing a deal is the most exciting and important step in the sales process. But you should know that there’s no chance of reaching this stage without having recorded an initial meeting with a potential customer. That’s why, if your sales team is struggling to get appointments with prospects, it’s important to review your prospecting strategy to achieve a better conversion rate. When is the best time to ask a prospect for an appointment ? What attitude should you adopt to increase your chances of getting a positive response ? How can you take advantage of technology to improve the effectiveness of your prospecting campaigns ? We’ve put together a list of 30 useful tips and tricks for increasing the number of qualified appointments and potentially closing new sales. Let’s find out together ! 1. Set a clear goal before you start As with any business project, it’s important to have a clear goal in mind before getting started. Source : Humaprise Group In the current context, the objective may seem unique and fairly obvious : to succeed in getting the prospect to engage more fully in the conversation. However, qualified appointment setting should revolve around two objectives : The first short-term objective is to obtain the prospect’s approval to book an appointment. And a second objective is to close the sale. When, during your first interaction with a prospect, you rush to reach the ultimate goal (closing the deal), there’s a good chance you’ll miss the second goal. That’s why it’s important to clearly define your objectives before you start. 2. Getting to know the prospect Generally speaking, the primary cause of failure in sales appointment setting lies in serving the same template phone script or e-mail to all prospects. Of course, we agree that the content you deliver to your prospects should contain similar elements and calls to action. But for a more impactful message, you should try to personalise your content just a little, depending on the recipient. This way, the prospect will feel more concerned and be more inclined to give a sincere “yes” to your request for an appointment. But for this to really work, you need to gather a minimum amount of information about the prospect. To help you do this, you can : Check your LinkedIn profile: Here you’ll find information about his work and his interactions on the network. Source : Chacun Sa Route Google him: The search engine may return important pages on which his name is mentioned. This will help you discover their motivations, personality, values and other useful information that you can use to personalise your message. Visit your professional website: If the prospect has a website, this would also be an excellent way to find out more about his company by visiting it. 3. Target the right prospects You can put together the best team of salespeople to make new sales appointments for your company. But when you don’t target prospects who are genuinely interested in your products or services, the campaign is likely to be in vain. So once you’ve defined the objectives of your appointment-setting campaign, it’s important to define the profile of your target audience too. Source : Guarana Marketing What industry do you want to target? For what type of business are your services best suited? Think about it carefully and build up your company’s ideal customer profile. 4. Write a catchy script Although a good salesperson needs to be able to improvise, it’s always a good idea to have a well-written script ready. The script serves as a kind of roadmap, so that your sales reps don’t have to think too hard about what to say to the prospect and when. As a result, they’ll be better able to listen to prospects and adapt their script to their realities. 5. Look after your voice In business, appearance usually counts for a lot when it comes to attracting the other party’s attention and consideration. But since in a phone call, the prospect can’t see what you look like, you’ll need to take care with your voice to sound more professional. Indeed, when a prospect picks up the phone and hears a voice that’s too high-pitched or shaky, it can sound less professional. What’s more, even if you have a deep voice, speaking too fast or having a shaky voice can give off a certain uncertainty. It’s a good idea to record your voice so you can listen to it again and find out how to improve it for a better presentation. 6. Always ask for the prospect’s availability When you contact a prospect by phone to ask for an appointment, don’t rush into unpacking your sales pitch. Always be sure to ask at the start of the conversation whether you’ve come at the right time. It’s a bit like knocking on an office door : it’s always a good idea to ask the person if it’s a good time to talk. The scenario is much the same with a phone call. After all, you’re contacting someone out of the blue, so you can’t rule out the possibility that they could be in the middle of a business meeting or customer service call. Source : Isarta That’s why you need to make sure you don’t interrupt his activity by asking him if he’s available for a quick chat. This shows you respect him and his schedule. If he’s still in favor of continuing the call, make an effort to pay close attention when he speaks, so that you’re aware of his difficulties and expectations. In the event that you receive a “no” to continuing the call, don’t immediately take it as a failure – it can happen even with an interested prospect. In such a situation, it’s important not to force the issue – you won’t get anything out of it. Instead, respect their availability and ask if you can call them

9 ways to boost sales with artificial intelligence

5 October 2023

← Blog 9 ways to boost sales with artificial intelligence Artificial intelligence, which used to be kept under wraps, is now finding its way into every aspect of marketing and sales. Algorithms are boosting customer knowledge, optimising actions and boosting sales results tenfold. However, in this technological craze, companies must be careful not to fall into a dehumanised approach, since the human factor remains the guarantor of a lasting customer relationship. In this article, discover 9 concrete applications of AI to increase the sales process. As you read on, you’ll learn how these technologies are transforming salespeople’s work to boost results, while reinforcing the human-centric customer approach. 1 – Chatbots Now a must-have AI solution, chatbots automate exchanges with customers on digital channels. Thanks to this technology, the most frequent queries receive an instant response, without requiring the intervention of an agent. The chatbot understands the questions asked thanks to natural language processing (NLP), and responds according to the data in its knowledge base. The most relevant answers have been defined in advance by the marketing and customer service teams. The chatbot then selects the appropriate response based on its analysis of the customer message. This automation of simple, recurring queries offers multiple benefits : Saves time for the customer, who receives an immediate response, 24/7. Reduced workload for customer service teams, who focus on complex requests. Improved customer satisfaction thanks to instant processing. Personalise responses by refining algorithms according to customer profile. Many sectors are now adopting chatbots to improve digital customer relations : In e-commerce, a chatbot on the website informs visitors about products and facilitates the purchasing process. In banking, it interacts with customers via the mobile app to provide account balance or block a card. In telecoms, it notifies users of their consumption or the evolution of their package. In the tourism sector, they chat on social networks to recommend activities or answer practical questions. With chatbots, the customer experience becomes more efficient in many sectors. This AI technology optimises exchanges across all channels for 24/7 accessible customer service. 2 – Highly personalised recommendations Product recommendation algorithms use artificial intelligence to offer each customer the most relevant references according to their tastes. This extreme personalisation boosts sales by facilitating the discovery of new, adapted products. The recommendation engine exploits data such as products already consulted or purchased by the customer. It identifies their preferences and determines which references are likely to interest them, from a vast catalog. AI goes even further, analysing customers’ overall behaviour. It detects correlations between products that would escape the human eye. In this way, the engine is able to suggest items that match the customer’s expectations, even if there is no obvious link with their habits. Fine-tuning recommendations for each customer profile offers multiple advantages: Extremely personalised user experience on the website or app. Easier discovery of relevant new products. Conversion rate boosted by offering references in line with needs. Additional sales by encouraging the purchase of related products. This ultra-personalised recommendation technology is successfully used by Amazon, Netflix and Spotify, among others. Whatever the sector, AI paves the way for tailor-made suggestions for each customer, to increase the average shopping basket. 3 – Predict sales using statistical models AI predictive sales analysis enables accurate estimates of future sales volumes. Statistical models make robust projections based on past data and market trends. These complex mathematical models incorporate multiple parameters. They take into account historical sales over several years to identify trends. New market share gains are also taken into account, as well as the constant evolution of demand and buying behaviour. The impact of seasonality is also taken into account, with sales of certain products fluctuating according to the time of year. Marketing and sales actions planned for the coming months are projected into the estimates. Product launches and discontinuations also influence projections. Finally, the overall economic situation and its repercussions on the business sector are analysed. The combination of all these parameters makes it possible to establish solid forecasts thanks to the power of AI. Accurate sales forecasting offers the following advantages, among others: Anticipate stock-outs and shortages by adjusting production and supply levels. Optimise team sizing to absorb anticipated peaks in activity. Adapt individual and collective objectives to anticipated trends. Allocate marketing and sales budgets to periods of maximum impact. Adjust the supply chain by alerting suppliers to future needs. As you can see, predictive sales analysis using AI improves anticipation in many areas. Companies can look ahead with confidence and optimise their operations accordingly. 4 – Automatically target high-potential customers Automatic targeting algorithms identify the profiles in your customer base most likely to buy your products or services. AI determines the prospects with the best potential to optimise sales actions. The targeting engine exploits the behavioural data collected. It analyses each customer profile in detail: Interactions on the website ; Purchase history ; Reactions to marketing campaigns ; etc. It deduces a propensity score, reflecting the likelihood of purchase or conversion. Profiles with the highest scores are automatically integrated into emailing, social selling or online advertising campaigns. Lower scores are worked on with “churn” algorithms to retain prospects before they leave the site for good, for example. Optimising sales targeting with AI generates multiple benefits. Lead conversion is boosted by targeting mature and advanced profiles in the sales funnel. Sales productivity is boosted as teams focus exclusively on very high-potential leads. Acquisition costs are also reduced, as only relevant prospects are targeted. Thanks to this refined targeting, the conversion rate increases throughout the entire customer journey. Last but not least, ROI on campaigns is significantly improved thanks to the precision of targeting made possible by algorithms. Thanks to automated targeting, teams can concentrate their efforts on high-potential prospects and customers, for greater efficiency. 5 – Segment your customer base finely Intelligent AI segmentation automatically partitions the customer base into homogeneous groups. Each segment presents common characteristics and behaviours. This tailor-made segmentation makes it possible to personalise sales

12 most useful applications for tuning Microsoft Teams

28 September 2023

← Blog 12 most useful applications for fine tuning Microsoft Teams Teams has established itself as Microsoft’s flagship software, with a growing number of compatible applications. Increasingly used by businesses, it is becoming the meeting point for different corporate tools. That’s why many software applications have created a Teams extension, to better integrate their services with the videoconferencing software. What are the most useful applications? And how has Teams made its way onto our computers? Here are the answers. Teams, Microsoft’s star performer Teams is the new Windows ? Microsoft has succeeded in changing its image, and is no longer perceived as a digital dinosaur, but as an innovative player. For a long time, Windows was seen as THE software suite that everyone worked on, but its image had become outdated. Not open source enough, not innovative enough. New online services and applications developed by Microsoft have given it an old-fashioned look. If the Richmond-based company has managed to turn the corner, it’s thanks in no small part to the move to a cloud-based suite, Microsoft 360, and a solution like Teams. The young application has established itself in everyday use, and has been strengthened by the development of telecommuting. In March 2020, Microsoft Teams celebrated its 3rd anniversary, reaching 44 million daily users. The collaborative platform, which integrates videoconferencing, file storage and transfer with SharePoint, note-taking with Onenote and meeting planning with Outlook, has established itself as a central service not only for businesses, but also for individuals. It’s not just in the office that we’ve become accustomed to exchanging messages and videos. The same applies to our private lives, with the restrictions imposed by Covid. So it’s hardly surprising that Microsoft has recently adapted Teams for home users. In particular, with features to make daily life easier, such as to-do lists and event creation, and an interface that lets you know what’s important or urgent, such as taking out the trash or booking a restaurant… The latest sign of the importance the American firm attaches to its service: it will be compatible with the group’s latest innovation, the Mesh metaverse. At Ignite, its annual conference dedicated to tech professionals, Microsoft unveiled the arrival of its virtual reality universe in Teams. This new feature enables remote meeting participants to interact as personalized avatars in immersive spaces, from any device, without special equipment and regardless of their location. The aim is to offer more interaction during remote exchanges. Teams has well and truly supplanted Windows and is part of the American giant’s revival. Among the reorientations undertaken by new CEO Satya Nadella, and which are so successful for the company, is the opening up of a previously locked-down ecosystem. As a result, other applications can connect to Teams and further extend the service’s potential. Here’s a selection of the most useful applications for tuning up your Microsoft Teams. The most useful applications and tools for Microsoft Teams Here’s a selection of 12 of our most useful apps. There’s something for everyone: from HR to marketing to managers, or simply to improve working conditions for all employees. 1 – The sound Successful video conferencing isn’t just about the quality of the software or the connection. The conditions in which you capture the sounds and interventions of each person often bring a clear improvement to your conferences, especially when several people are involved. Shure, for example, offers the full audio range from microphone to loudspeaker to make remote meetings more enjoyable. 2 – Project management A must-have for teamwork, project management software has also been integrated into Teams. Keep track of what needs to be done, in what order and by whom. You can ask questions about a particular part of the project, or find out at a glance when a task is due. These are just some of the solutions offered by task management software. And rest assured, your favorite is probably already compatible. For example, Tello, Asana or Wrike. 3 – Analytics Of course, Microsoft also offers add-ons for its application. For example, PowerBI, a business intelligence and analysis program, can be integrated into Teams in the form of tabs. The aim is to keep an eye on results in relation to set objectives. In this way, marketing departments can track which keywords bring in the most traffic, which pages are viewed the most or which call-to-actions are the most effective. 4 – Polls Hosting a remote meeting is never easy. Relying on an instant polling tool is a great way to get your audience active. Poly allows you to conduct polls via Teams, gathering feedback from participants before, during or after the meeting. Was this meeting useful? Do you have an anecdote to share before we start the meeting? Which speaker do you prefer for our next event? Polly makes it easy to ask these questions remotely. 5 – Team Building Remote working has the major drawback of ruining team spirit. Or giving it a serious knock in the wing. So to encourage exchanges and positive feedback, you can rely on Karma. The app encourages you to praise a successful presentation or answer a question, by awarding points to each. The aim is to recognize each person’s work and keep the pleasure and desire to work together alive. 6 – Q&A Finding information is often a headache in today’s increasingly centralized world. However, there’s an application that developers have been using for a long time, which allows you to put all your information in one place and structure it into a simple tree. It’s called Wiki. The software is the perfect way to make a practical guide available to all, which everyone can add to. Ideal for collecting processes or FAQs. In short, a real knowledge repository. 7 – The flipchart If there’s one thing we miss in remote meetings, it’s the post-it note! How can you have a proper brainstorming session, work on a prototype or even map out the competition without a board on which to

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A look at the advantages and disadvantages of VoIP telephony and cellular telephony

5 July 2023

← Blog Les avantages et inconvénients des téléphonies VoIP et cellulaires La gestion de la téléphonie d’entreprise est encore aujourd’hui un véritable casse-tête malgré le fait qu’il fait partie des outils d’entreprise depuis bien longtemps. Équipement des collaborateurs, gestion du contrat avec l’opérateur, engagement sur 12, 24 ou 36 mois, frais cachés, remboursement de tout ou partie des abonnements personnels des employés, attribution ou réattribution de numéros… Ces tâches s’avèrent souvent chronophages, alors qu’elles n’apportent que peu de valeur ajoutée. Cela nous amène à chercher des solutions plus en phase avec nos autres outils de métier qui proposent des manipulations rapides et flexibles. En même temps, nous voulons faire confiance à la stabilité d’un réseau cellulaire pour ne pas devoir être dépendant de notre connexion wifi pour assurer la qualité des appels. Le choix reste entre une téléphonie cellulaire et une téléphonie VoIP. Nous vous livrons une liste des avantages et inconvénients de deux solutions pour vous faciliter la réflexion. Pour rappel, c’est quoi la téléphonie VoIP ? La téléphonie VoIP, ou Voice over Internet Protocol, s’est démocratisée en 2003 avec la création de Skype. Cette nouvelle technologie transforme des signaux audio analogiques en données numériques, ce qui permet de passer des appels en utilisant internet. Aujourd’hui, la téléphonie VoIP constitue une alternative répandue à la téléphonie cellulaire, notamment au sein des entreprises. Envie d’en savoir plus sur la téléphonie VoIP ? Voici un article dédié concernant le sujet : Qu’est-ce que la VoIP et comment ça marche ? Comment fonctionne la téléphonie cellulaire ? La téléphonie cellulaire rassemble la 2G, la 3G, la 4G et même la 5G. Elle combine un appareil (un téléphone) et un module de sécurité (une carte SIM). Lorsque l’appareil se connecte à un réseau téléphonique, il recherche des signaux d’identification émis par une antenne-relais. C’est elle qui se charge ensuite de transmettre l’information au centre de commutation. Voici une comparaison des avantages ainsi que des inconvénients des deux solutions : Téléphonie VoIP Avantages Équipement et communication moins coûteux Mise en place et maintenance simplifiées Téléphonie flexible et nomade Compatibilité et intégration avec d’autres plateformes et outils métiers Gestion de la flotte centralisée et unifiée Gestion des appels en cascade Gestion de la mise en attente Transfert des appels fixes vers des mobiles Consultation du répondeur à distance Messagerie unifiée Appels internationaux au prix d’un appel local Téléphonie cellulaire Avantages Qualité et stabilité du réseau, quelle que soit la montéé en charge de l’entreprise Réseau maintenu et contrôlé en fonction de standards Large couverture Sécurité Inconvénients Instabilité du réseau internet, surtout s’il est beaucoup utilisé Coût des datas Sensible aux attaques pirates Inconvénients Besoin de maintenance Gestion laborieuse Coûts élevés et variables Comment choisir entre une solution de téléphonie VoIP et cellulaire ? Alors, VoIP ou cellulaire ? Il est difficile de trancher car les inconvénients de chacune de ces téléphonies sont grandement dommageables. L’entreprise ne peut en effet pas se permettre de risquer la saturation de son réseau internet, mais doit dans le même temps optimiser la gestion et réduire le coût de sa flotte mobile… L’idéal serait alors d’utiliser et la téléphonie VoIP et la téléphonie cellulaire pour profiter des atouts de ces deux solutions. Bonne nouvelle : c’est possible ! La téléphonie de Onoff Business vous propose le meilleur des deux mondes. Vous économisez sur votre facture téléphonique, vous gérez plus facilement et rapidement les arrivées et départs des collaborateurs et vous contribuez à réduire l’impact de votre entreprise sur l’environnement. C’est une solution de téléphonie numérique avec des services associés, tout en conservant la qualité et la fiabilité du réseau cellulaire. Vous voulez être sûr de votre choix ? 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Pipedrive & Onoff Business integration: Boost your productivity!

30 August 2022

← Blog Pipedrive & Onoff Integration: Boost Your Productivity Today, more and more companies are choosing a CRM in order to manage their data and customer relationships in a more efficient way. And as they go through this digital transformation process, sales teams and customer service agents will need, at any moment, to get in touch with customers and prospects via phone conversations. Therefore, integrating a CRM with a phone system is extremely useful for both teams. But concretely, what is a CRM and why should you integrate it into your call center software? Discover everything you need to know in this article as well as the CRM integration solution developed by Onoff to improve your customer relationships and your teams’ productivity. Onoff-Pipedrive integration: Improve your productivity by integrating Onoff into Pipedrive The Onoff-Pipedrive integration allows you to centralize all your company’s phone operations in a single work environment to increase your sales and customer service teams productivity, and thus remove certain repetitive or time-consuming tasks. Concretely, this is how the Onoff-Pipedrive integration may be beneficial for your company: Take advantage of the customer card feedback to provide a personalized business phone greeting Whenever one of your agents receives an incoming call from a prospect or a customer, his or her information coming from the CRM is automatically displayed on Pipedrive’s interface. Then, the agent will be able to quickly find out more about the customer and provide a more personalized greeting by calling him/her by his/her own name or by mentioning the name of his/her company. Call in 1 click (click-to-call) from your Pipedrive interface Do you ever get tired of dialing a customer’s number before calling him? Thanks to the Onoff-Pipedrive integration, you can now save time and make calls with just one click or click-to-call. Find your business calls history for a better monitoring The Onoff-Pipedrive integration also automatically allows you to record any phone calls, SMS and messages left in the voice mailbox directly in the contact’s file, right from the CRM. You can then go back to any contact or transaction/deal and find everything that was previously discussed with a customer. Ready to integrate Onoff into your Pipedrive interface? Request a demo now! As a reminder, what is a CRM? For a clear understanding of the CRM integration concept, we should start by looking at the CRM itself. A CRM, also known as “Customer Relationship Management”, is, first and foremost, a practice involving the use of combined strategies and technologies in order to manage customer interactions in a more efficient way. For this purpose, the CRM will mainly be focused on collecting and analyzing data related to all of the interactions with your customers, from the very first one, to the after-sales service. When we talk about a CRM software, we’re talking about a computer program designed to centralize this collected data in a single workspace for easier access, but also for a better analysis. Source : https://www.lyntonweb.com/blog/bid/57789/crm-integration-what-can-it-do-for-me A CRM software is therefore used to handle customer data such as customer profile details, company sales data and many others, in a faster and easier way. Basically, a CRM software allows you to automatically collect, store and organize customer data from a single workspace. How does the Pipedrive & Onoff integration work? As convenient as a CRM system may be, it only reaches its full potential when it is combined with other applications or software: this is called CRM integration. More concretely, it’s about integrating your company’s customer data with other third-party systems, in a transparent way, to improve the CRM’s functioning. Depending on the company’s profile, the method used for CRM integration may differ from one company to another. But in most cases, CRM integrations require the use of APIs (application programming interfaces). Nowadays, you can find cloud-based iPaaS solutions to automate and speed up the CRM integration process. Why should you integrate your CRM software into your business phone system – Pipedrive & Onoff? Integrating a CRM solution with a call center has many benefits, including providing both sales and customer service teams with real-time access to the customer’s information and call history. With such instant access to information, agents can efficiently respond to speakers’ requests for a better customer relationship. But in more detail, here are the main reasons why your company should integrate a CRM solution to its telephony: 1. Improve your sales team’s productivity The first advantage of linking a professional telephony solution to a CRM software is to improve your agents efficiency and productivity, especially sales representatives. Actually, thanks to the CRM integration, it will no longer be necessary, for example, to dial the number of a customer already registered in the CRM. It will only take one click (click-to-call) to call him. This is an important time-saver, especially if there is a large list of customers to contact, such as during an outbound call campaign. Moreover, the CRM integration allows you to access the telephony features directly from the CRM software interface. Your agents will be able to consult the customer’s call history on the phone, take notes related to the call, consult the customer’s file and do many other things without even leaving their interface. 2. Ensure that your customer service department is well-equipped CRM integration also has considerable benefits for customer care teams. With this integration, when an agent receives an incoming call from a prospect or a customer, he or she can consult his or her file before even picking up the call. He/she will then be able to provide a more personalized customer greeting, either by calling him/her directly by his/her name or by mentioning the name of his/her company. Source : VoIP The agent will also be able to read the report of the customer’s previous interactions with the customer service department to determine if there has been an ongoing request since the last call, without necessarily asking the customer to repeat himself. The customer will then feel welcome with a real sense

Why you should dematerialize your mobile phone fleet : the key steps with Onoff Business

4 May 2022

← Blog Why you should dematerialize your mobile phone fleet: the key steps with Onoff Business Imagine if you could stop managing all the mobile subscriptions, SIM cards and smartphones for the company. Managing a mobile fleet does not offer much added value to a business and yet it takes a lot of time for the purchasing department, HR or managers who deal with it. This is why dematerialization is a very interesting option and why Onoff Business can help you to be more productive. But how do you go about it when you already have a mobile phone fleet? And what are the advantages of dematerialization? 4 good reasons to dematerialize your mobile fleet Saving time Each time an employee is joining or leaving the company, a telephone and a business number must be assigned. Between the back and forth with the employee and the contracts to manage, this simple task becomes time-consuming. Dematerializing your mobile fleet solves these problems. Assigning and modifying phone lines is simply done from an online interface. As for the employee, he/she only has to download the application to be immediately operational. Saving money Instead of managing many phone subscriptions, a cloud-based solution allows you to compile all your business phone lines on a single invoice. Onoff offers a very competitive subscription at 9€/month/number which allows unlimited calls in France and to Europe, and grants unlimited SMS in France. It is a commitment-free subscription with no hidden costs. Enhance your data Thanks to the dematerialized management of business phone lines, the company can also manage its business contacts on a centralized basis. This way, the important information that gives a competitive edge to the enterprise, stays under its control. Reducing your environmental impact You no longer need to have a business phone and a personal phone. Thanks to a digital solution, employees can use their business number on their smartphone. While promoting this digital sobriety, the company reduces its impact on the environment. Onoff Business, the online solution Onoff Business was imagined by Taïg Khris. The former extreme sports champion and serial entrepreneur had the idea to dematerialize mobile numbers. His invention, Cloud Numbers, is designed to get access to a mobile number from a simple mobile or desktop application. Just like an email address, you can now get connected to your mobile number from any device, without having to transfer your SIM card. The business offer, Onoff Business, is very simple to set up. A platform to manage everything online From a simple online interface, you can easily assign and reassign numbers to your colleagues. Everything is managed on a single invoice for all of your team members. And the setup process is incredibly simple to get started with: just download an application and start making calls. It works instantly! They’re up and running in seconds. Create new phone lines easily The platform allows you to create new phone lines and assign them to your team members once you have sent them their connection information by email. A system of labels and colors helps you to organize the phone lines according to the structure of your company. The interface also makes it possible to reassign a number – for example when a person is leaving or being replaced – or to have several mobiles ring from the same number. Install everything from anywhere at once Both for managers and co-workers, everything can be done thanks to remote management. To connect to Onoff Business, you just have to log in to your account on the website. As for the employees, they just have to download the Onoff Business application, available on iOS and Android, directly on their phone. Key steps How do you switch to a fully cloud-based telephony? Here are the key steps you should take to dematerialize your business telephony. If you don’t have a mobile fleet yet: Create your professional account on Onoff Business. Register online and instantly add your team members to the management platform. You can add phone lines to all team members really simply. The interface is a well organized tool: you can quickly organize your team’s phone lines by using labels and colors. Once phone numbers are assigned to your colleagues, you can mail them the login details. They will be able to easily find the business mobile number they have been assigned by logging in from the Onoff Business application. Ask each user to download the Onoff Business application and to log in with the login details received on their email address. Once connected, each team member is immediately operational and can call and send SMS with the assigned number. If you already have a mobile fleet: Before changing your entire mobile fleet, you may want to do a test phase with a limited number of employees. When the test is conclusive, you can extend it to the whole company. List all the people who own a business mobile and ask them if they want to keep it or if it duplicates their personal smartphone. If you don’t have the information, you can easily create a survey on platforms like Typeform or Google form in order to collect all the relevant information. Create an Onoff Business account and generate the number of phone lines you need for each employee. Ask each employee to download the Onoff Business application and log in with his or her login and password. You can prepare a short tutorial or demo in order to simplify the onboarding, even if it is very easy to use. Collect old smartphones from the company and recycle them. Thanks to our partnership with Recommerce, a specialized expert in cell phone reconditioning, you can have your old mobile fleet bought back. You are contributing a little more to reducing the environmental impact of our digital devices. Many entrepreneurs simplify their lives thanks to Onoff Business. Loïc Benhayoun, co-founder of Card.pm, appreciates the usefulness of Onoff Business: “I subscribed to Onoff Business in

Turnover : how to ensure customer follow up

4 May 2022

← Blog Turnover : how to ensure customer follow up The departure of an employee is always a delicate matter and the same goes for a sales person, because of his privileged relationship with customers. Managing this turnover is also important for the customer follow-up. A departure is also important for your company’s reputation: managing it well allows you to maintain your employer brand. As we know, it’s a small world and you are likely to find a former employee with a partner or a client. The phenomenon of “boomerang rehire”, i.e. reintegrating a company for which one has worked in the past, occurs in 15% of cases. A situation that will speed up now that long careers within a company are no longer the rule. According to the Deloitte Millennial Survey 2018, more than 40% of millennial employees plan to leave their jobs within two years, and less than a third will still be with the company after five years. So how do you avoid losing valuable information and damaging customer relationships when a salesperson leaves? What are the tools that can help entrepreneurs to manage a departure and the actions to put in place from the beginning? Keeping information: a key point To ensure a good customer follow-up, it is important to make sure that the information concerning the customer remains within the company and can be shared. For this, there are three solutions: Conducting a business review ake the time to review each strategic customer before your sales representative leaves. Review the current contracts and the specificities of each major file. Pay particular attention to customer relationships that are not going well. It is important to talk about it and for the manager to take over the file so as not to aggravate the situation. Destress the employee so that he or she does not withhold information is a key point for this discussion, emphasizing that he or she has nothing to lose: it is the successor who will manage the crisis. To this business review, it is useful to add an “exit review.” The moment of departure is a good time to listen to what employees have to say. As part of a constructive listening process, this interview allows an employee to speak more openly and with full knowledge of the small dysfunctions of a company. Many tools allow to manage these exit interviews and analyze feedback: Workelo or Lucca have developed platforms helping to manage the arrival but also the departure of employees. Implementing a CRM A Customer Relationship Management tool is not only a valuable marketing tool to gather data on prospects and customers, but also indispensable for customer follow-up. It allows you to gather in one place all the useful information about a customer. Current contracts, e-mail exchanges, notes: a CRM must contain all the information useful for the recovery of a file. More or less expensive and complex, here is a short list of those you can use. Salesforce or Microsoft Dynamics: adapted to large companies, they are the best known and most widely used. Very complete, their ergonomics are not always very simple or flexible. But they connect with many other software used by the different departments of the company. Pipedrive or Zendesk: ideal for beginners, their handling and ergonomics are very intuitive. Less powerful than Salesforce, they are easy to configure. Hubspot or Insightly: two free CRMs for basic functions. Hubspot is an efficient marketing solution that offers a very simple free CRM part. As for Insightly, it can be easily combined with Gmail. Using Onoff Business A salesperson’s laptop is one of his main working tools. Until now, he took all the contacts saved on his phone with him when he left. Now, with Onoff Business, there is no more loss of information and no more changing of numbers. Thanks to its numbers saved in the cloud, Onoff Business allows you to keep all the contacts linked to a mobile number. The service also offers the possibility to assign an existing mobile number to a new phone: your customers will always call the same number to reach your company. Ideal for a good customer follow-up. Managing change It is essential to review the transition with the new sales person. The newcomer must be perfectly familiar with the customer files, even before meeting them. This way, the first meeting will be done on a good basis. You can consider a simulation interview to help your new salesperson to polish his or her speech and prepare for objections. Video training is a good support for this kind of customer follow-up exercise. A dedicated solution such as Vyfe allows you to use video recording to train salespeople. The ideal solution, of course, is to organize a three-way meeting with the customer, the former and the new employee. Announcing your departure Changing contacts can be frustrating for a customer. It is therefore important for a sales person to be careful when announcing their departure. A manager must be able to make his future ex-collaborator aware of the importance of continuity in customer care. During a meeting or a call, the departing employee must reassure the customer, highlight the added value of the person who will replace him or her as well as the maintenance of the quality of service. Showing the involvement of the hierarchy in this transition is also a reassuring element. Choosing the right moment to announce the departure is very important. Ideally, it should be done when you can give your client visibility on the person who will take over the file. Depending on the size and importance of the clients, the announcement should be made to each of them, either face to face, or by a call or an email. Also announce the departure internally and thank your employees for the work accomplished. This is a good way to motivate the remaining teams and to ensure good word-of-mouth about the departing talent. At Apple, people who leave

01. Optimisation at work

Dematerialization: 7 solutions for your company

4 May 2022

← Blog Dematerialization: 7 solutions for your company Whether it is in an ecological approach, to reduce costs, to optimize administrative procedures or to save time, dematerialization has many advantages. A simple electronic invoice can reduce processing costs by about 25%. But dematerialization is not only limited to administrative processes, in fact, different tools allow you to optimize many daily activities in your company. Here are some good solutions to adopt in 2020! Yousign, no more paperwork No more paperwork, no more exorbitant printing costs and no more waiting for documents to be processed. With Yousign, for the dematerialization of your administrative documents, getting your contracts signed has never been easier. This French alternative to DocuSign allows you to securely sign, send and store any contract. Swile, goodbye luncheon vouchers This French startup has set itself the goal of dusting off paper meal vouchers by transforming them into payment cards. Thanks to this dematerialization of the tickets, no more need to top up! In addition to having a mastercard to make your payments in one of the 220,000 partner establishments, you can benefit from Apple Pay as well as a customer service that can be reached by chat, in less than a minute. The cherry on top? Swile allows employees to order as a group to get discounts at restaurants. The administrative management of the voucher allocation is also simplified to the maximum. Onoff Business, no more cumbersome second (business) phone Having a business phone and a personal phone? Not only is it cumbersome and costly, it is no longer necessary. With the French solution, Onoff Business, you can simplify your life by giving all your employees one (or several) additional numbers directly on their personal phones. The allocation of numbers is done in a few clicks and they are all hosted on the cloud, accessible from different devices and this, anywhere in the world. The added bonus: the possibility of opting for international packages to benefit from communications at local rates. AR24, switch to electronic registered mail Because sending registered letters is for many synonymous with ordeal, AR24 offers a 100% online solution to optimize its shipments while having the same legal value as a traditional registered letter. This dematerialization solution would reduce the cost of sending registered letters by half and the time spent on sending them by more than 80%. No more printing, enveloping and travelling to post offices! iPaidThat, the automated, simple and collaborative pre-accounting tool iPaidThat automatically collects your invoices online and monitors your cash flow by comparing the imported invoices with your bank statements and informs you if an invoice is missing. On top of that, the startup gives you access to a quick and easy mobile expense management application for all employees. Notion, simplify your notes An all-in-one solution: notes, docs, knowledge base, tasks and projects but also data tables, all in one application. Concentrating on many uses, Notion will simplify your life with an organization proposed in the form of 27 blocks divided into 5 categories according to the uses. The best way to understand it is to try it because the features are vast. Libeo, free yourself from invoices Libeo has imagined a solution that allows you to manage and pay your supplier invoices online by sending a simple email. You don’t even need an IBAN or to manually enter all invoices, the application will save you up to 10 hours per week of management while limiting data entry errors. Even the reminders can be automated. This Parisian fintech plans to become the Lydia of professionals, as simple and as fast. Why should you choose dematerialization ? Electronic Document Management (EDM) allows you to optimize processes, to respond to brand image issues or to concerns about regulatory compliance and rationalization strategies. Beyond this type of management, many initiatives are proposed to companies to facilitate the daily life of employees. Digitization is all the more important as it has been encouraged by the French government for several years now. Since January 2017, pay slips have been issued in electronic format for private employees as stipulated in Article 54 of the Labor Law. For this year 2020, the Macron law of August 6, 2015 provided that all companies are obliged to accept electronic invoices. Making money by digitizing Overall, almost everyone stands to gain, it has been shown that a paper invoice would cost about nine euros where an electronic invoice costs only three. The dematerialized elements would then be 79% of supplier invoices and 28% of electronic invoices issued by BtoB SMEs. In the end, 46% of savings would be achieved by implementing dematerialization coupled with a good workflow system. So, beyond invoices, don’t wait any longer to limit your environmental impact while saving money. Work better as a team thanks to online solutions Teamwork has always been a guarantee of productivity gains. With the development of digital tools, this collaboration is greatly facilitated. By improving communication and facilitating remote work, digital technology encourages teamwork. Task sharing and communication tools promote joint work and the development of a collective intelligence that is more likely to solve the company’s challenges! Be better informed Automatic tools allow you to collect statistics and information that are essential to the management of a company. Memorized, formalized and accessible to all, the data collected no longer remains in the hands of one department but can be accessed by all. Save time with dematerialization Governance tools to better manage meetings, document management tools to simplify and facilitate data entry and follow-up, project management tools: all these new uses linked to digital technology are aimed at saving entrepreneurs’ most precious asset, their time. At Onoff, our goal is to bring this modernity and simplification to the management of companies’ mobile fleets. This is why our online solution is both easy to install and easy to manage on a daily basis. It is in line with those solutions that streamline and improve day-to-day work. To make it a successful