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Four Plugins To Fall Back To Business

The leaves are starting to turn colors and there is a faint smell of pumpkin in the air. Fall is almost here and that means business is back in “fall” swing. Did you know Vocalocity is equipped to help you seamlessly transition from summer fun to getting reconnected with your business and customers?

Here are just a few plugins we offer that help with productivity, lead generation and customer relationship management (CRM).

1. Microsoft Dynamics Plugin

Put all the customer data you need to "close the deal" at your fingertips

Vocalocity’s plugin for Microsoft Dynamics lets you instantly view your caller’s information, call logs, and other essential data as soon as a call comes in. By using the plugin, you can automate call tracking and quickly log your customer and lead interactions. Additionally, you can associate your calls with contacts, leads, accounts or create new accounts – putting all the customer data you need to “close the deal” at your fingertips.

Take a call
quickly find the record
update your activity on the fly

2. QuickBooks Plugin

Save time and help customers instead of searching for accounts

The Vocalocity plugin for QuickBooks allows you to link every incoming or outgoing phone call to the caller’s account so you don’t have to ask your customers tons of questions to pull up their information, saving time and resources. With this plugin, you can customize which departments and users have access to the QuickBooks plugin and control permissions on what accounts payable and receivable information is visible.

Know your customer's balance by the time you pick up the phone

3. LinkedIn Plugin (free!)

Stop forgetting to connect and start building relationships

Have you ever taken a call from a business partner or customer and later forgot to connect with them on LinkedIn? The Vocalocity Desktop LinkedIn plugin will use your caller ID to automatically display the caller’s LinkedIn profile. Vocalocity Desktop also stores your call history so you can revisit your call logs to send a LinkedIn request when it’s most convenient for you. And – the best thing – this plugin is free!

Turn a phone call into a connection - for free!

4. Method CRM Plugin

Stay organized by connecting directly to your CRM

The Method CRM plugin for Vocalocity Desktop allows you to link your Method CRM account to your Vocalocity extensions. Vocalocity Desktop will search your Method CRM account for the caller ID name and phone number, and depending on the plugin’s configuration, display information for any matching contacts or accounts.

Take a call
see your customer's profile
painlessly update your CRM


See more plugins

*BOGO offer valid on phones valued up to $129.99 and paired with either an unlimited or metered extension. One phone per extension. Offer cannot be combined with any other discounts or promotions, and is not applicable to past purchases. Shipping, taxes and fees not included. Other restrictions may apply. Additional fees will apply for accounts or extensions suspended or cancelled within 90 days of activation. Offer valid on new customer accounts from September 1, 2013 through September 30, 2013.

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