If you've ever bought a new car, you likely remember how carefully you considered every feature. After all, it's a big investment that you'll probably keep for years. So, why not consider the smart options that can deliver the best possible driving experience?
Customer relationship management (CRM) is also a big investment. Your team will use it for years, and you certainly want to get the most out of it. To that end, today's businesses are actively enhancing CRM productivity by employing cloud integrations. Salesforce and other leading cloud CRM solutions, for example, can now be integrated with a company's business phone system, marketing platforms, accounting software, and other cloud-based technology.
Benefits of Salesforce Cloud Integration
Cloud integrations offered by business phone service providers are particularly notable in their ability to drive productivity, capture intelligence and improve customer service interactions. Here's what makes Salesforce integration, which ties business phone service together with the Salesforce CRM account, a real game changer ...
Greater Sales Rep Productivity
Time really is money for salespeople. Whether they're warming up new leads, moving prospects through the pipeline, or nurturing their networks for future business and referrals, salespeople spend a lot of time on the phone, and a lot of time in the CRM platform.
When CRM and business phones are integrated, sales teams don't have to switch from one tool to another. They can click to dial straight from the CRM. That call gets automatically tagged and logged in the customer's profile, along with any notes the sales rep took during the call.
Since CRM in the cloud works from any internet-connected device, reps can access data whether they're in the office, working from home, or out visiting clients. And thanks to automatic call logging, important details always make it back into the CRM. This frees salespeople from the administrative tasks that many would have conveniently "forgotten" anyway, and gives them more time to do what they do best: close deals.
More Relevant Marketing
In the digital age, buyers have become professional inbox scanners. They read subject lines with one finger hovered over the delete button. Irrelevant marketing messages get trashed immediately.
With CRM integrations, better record keeping from sales teams means marketing can easily see where prospects are in the sales cycle, what challenges they're facing, and what information would be most engaging at that point in the decision-making process. Then they can send relevant content and help nurture those leads. Better yet, when their marketing automation platforms and CRM are also integrated, relevant content is automatically triggered.
Improved Customer Service and Tech Support
The only thing worse than being told to "please hold" for the third time in a row is being asked who you are and why you're calling for the third time in a row. The more complicated your problem, the more your blood pressure goes up each time you have to explain it.
With phone service/CRM integration, inbound screen pop-ups provide team members with all the information they need to identify and help callers — including customer profiles, records of previous calls, and any notes that were captured during escalation. This way, callers get a seamless customer service experience, no blood pressure medication required.
Your company is heavily invested in its CRM. Cloud integrations help you maximize the value from this investment.
To learn more about cloud integrations, speak to a Vonage Business consultant.