CRM & Software Phone System Integration

Make your employees more efficent with integration

Computer Telephony Integration (CTI), is a technology that allows a phone system integration with computer programmes. For example, you could connect your phone to Outlook, Sage, Google Contacts, Salesforce or other CRMs. These integrations help businesses cut down call handling time, boost agent efficiency and performance, maximise customer experience and increase revenues on a number of levels.

Phone system integration bridges the gap between calls and records in your software (CRM). For example, Microsoft Outlook can work with your phone. Which in turn makes call handling simpler and quicker. For instance, if you want to make a call from a contact in outlook it’s faster. You simply click your computer mouse on the contacts number and the phone automatically makes the call. 

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phone system integration saves time

Example benefits of phone system integration

  • Make outbound calls quicker by simply clicking a customers phone number on your computer screen. The phone call is automatically made.
  • Connect a CRM system that stores customer records. For example, a dental practice system could record a customers phone number when they call. Then, our clever system can screen pop the customers name and details on your computer on the corner of the screen. Additionally, it could open up the customer's records in your CRM system within 1 click. This means you don't have to manually ask the customer for their contact details. Overall, the call takes a shorter period of time. And you can be more personal by answering the calls with the caller's name.
  • Automate call logging. Essentially, every call you make can be tracked within your CRM system. For example, a report can show how many calls were made to a particular person.

Watch our video showing inbound calling integration

This demonstrates the benefit of using integration for inbound calling using a CRM called Systems for Dentists (software used in a dental practice). 

Inbound calling Video example
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Approved CRM integration software

We offer out of the box integration. Basically, this means we have a selected list of software that is approved to work with our phone system. See below our list of software that offers integration. However, if the software you use is not on this list, we might offer custom integration. Simply contact us regarding bespoke integration.