← 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
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