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Call Center CRM Software PowerPoint PPT Presentation


We sync your entire list of inbound and outbound phone calls. Active CRM will even tell you who in your company answered the call. We will let you know who spoke to your lead or customer and what they spoke about about.

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Call Center CRM Software

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Call center crm software

(866) 330-4678

Login

Automatic Call Logging

Click to Dial

Call Popups

Realtime Analytics

Create CRM Tasks

Cater to your clientele with relevant information at your fingertips – all in a seamless workflow

experience. Adding new contacts, taking notes, creating reminder tasks, and even notifying

colleagues about an action item becomes a breeze with this user-friendly tool. All calls, whether

inbound or outbound, will be logged automatically and accompanied with powerful insight via

detailed reports of your team’s performance. Making outbound calls becomes effortless as you can

zip through phone numbers on the web or in your contact database with “click-to-call”

functionality. You will quickly realize that CRM telephony is an indispensable tool for your sales

and customer service teams.

Create CRM Records

Request a Quote

Calls

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Call center crm software

Calls

We pull all of your latest phone calls both inbound and outbound. We

also tell who on your team answered the call. So you will know exactly

who talked to the customer or lead last and what they talked about.

Emails

We pull all of your latest customer emails that are located in your CRM

system. You immediately know what the last customer conversation was

and you can begin where you left o​ff.

Notes

We let you take notes and we additionally display them for you in the

activities slider. See what the last note was. Even if it was not a phone

call you will be aware of the latest details about the contact.

Featured CRM Platforms

Salesforce

SugarCRM

Zoho

Zendesk

@mentions

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Call center crm software

@mentions

When you need to CC a team member you can just type in @ and the

users name (e.g. @matt). The call notes and call record will get emailed

to the team member. This guarantees imperative info still gets in the

CRM rather than just being sent in an email to a colleague.

Task Follow-up

We have natural language processing. Type something like “Follow-up

next week” and ActiveCRM will create a task in your CRM to remind you to

follow up with this person at the specified time!

Indicators

For both the @mentions and the Task Follow-up features we display a

green indicator on the right-hand corner to let you know what processes

will fire after the call is over.

Many More Supported CRMs

Advologix

Apto

Close.io

DealerTrack

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Call center crm software

DealerTrack

Improveit! 360

Infusionsoft

Insightly

JobScience

Microsoft Dynamics

Navatar

Netsuite

Oracle Sales Cloud

PropertyBase

REthink

TargetRecruit

ActiveCRM is not your typical CTI solution. It boasts an innovative

feature set your users will love.

The caller’s previous calls, notes, etc are pulled from the CRM and

displayed in the call Popup

All Calls are Logged 100% Automatically. No need to be logged into

the CRM or even have your computer on.

Call Notes entered in one tab are sync’d to others. Never hunt down

the tab you left notes in again. We popup right in the CRM or any tab.

Add Sales Gamification to your CRM.

Call History for reviewing calls made

Click-to-Dial works on any webpage. Your CRM, your inbox, a

@mention syntax enables easy sharing of call notes.

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Call center crm software

spreadsheet, LinkedIn, etc.

Popups handle multiple calls (ie. Call Waiting), don’t ever lose a call

note

Easy to use Inside Sales interface that doesn’t require any training.

Often called a PowerDialer, Auto-Dialer, Progressive Dialer, or

Predictive Dialer. We call it a Sales Dialer!

SmartRelate – Calls are related to Opportunities/Cases if dialed from

one in your CRM

Call Centers use Call Popups that appear on every browser tab. This

allows users to add notes to calls even when they’re not logged into

your CRM!

If multiple matches, popup displays radio buttons to choose.

Gamification awards top performers and makes it fun

Popup is minimizable to side of screen from your CRM or any tab

Contact name & account link to the CRM record to quickly pull up all

your CRM data.

Call Metrics you can understand.

Enhances company productivity through simpler outbound calling, superior relationship

monitoring, follow-up activity, lead generation, and innovative analytics.

Call Popups

Real-time Analytics

Click to Dial

CRM Task Creation

Automatic Call Logging

CRM Records Creation

Request a Quote

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Call center crm software

OUR COMPANY

RECENT BLOG POSTS

EXPLORE OUR FEATURES

What Type of Managed

Service Provider (MSP)

are You?

ActivePBX® is a cloud-based business phone

system that saves you money while

increasing productivity and mobility. The

system works with your existing broadband

Internet connection, which eliminates the

need for costly telecom hardware and

traditional phone services.

Mobility

Intelligence

August 10, 2016

Unification

Best Office Phone

Systems For Medium to

Large Businesses

Continuity

Expertise

August 8, 2016

Phone Systems Evolved ™

Global Reach

CONTACT INFO

ActivePBX®

1444 Biscayne Blvd., Suite 313

Miami, FL 33132

1-866-330-4678

786-718-1821

http://activepbx.com

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Call center crm software

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