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Zoho CRM Phone Integration PowerPoint PPT Presentation


Remaining in touch with customers is a crucial part of your company, but you may think it is challenging to monitor when you last contacted present customers, repeat business is represented by how many customers, or if new leads signed up or paid for service or a product. Customer relationship management (CRM) applications is the solution that gets all that advice and more into a single database. Zoho CRM offers all-inclusive reporting, advanced CRM features, and email marketing tools which all add up to some winning service which helps grow your company and increase earnings.

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Zoho CRM Phone Integration

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Zoho crm phone integration

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Zoho crm phone integration

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

Calls

We sync your entire list of inbound and outbound phone calls.

ActiveCRM 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.

Emails

We will sync your last customer emails from Zoho CRM. You’ll never have

to guess what that last conversation was with the customer. Start where

you left off and gain more efficiency.

Notes

Take notes and they will be displayed in the activities slider. Quickly

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Zoho crm phone integration

check your latest notes. Have the necessary intelligence to close those

deals and help customers all from one place.

@mentions

It’s easy to share you call notes with team members; just type @ and the

username (e.g. @john). Your call notes and record will get emailed

directly to that user. This assures that important information is not only

entered into Zoho CRM but also emailed to your teammate.

Task Follow-up

Natural language processing lets you type familiar phrases like “Follow-

up next tomorrow” and ActiveCRM will create a task in Zoho CRM to

remind you to follow up with your caller on a specific date!

Indicators

ActiveCRM will show a green indicator on the right corner for both

@mentions and task follow-ups so that you know what activities will be

processed after the call is completed.

Features your users will love, ActiveCRM is not your traditional CTI

connector.

Previous calls and notes are pulled in real time directly from Zoho

CRM and displayed in the popup.

All calls are automatically logged. You don’t even need your Zoho CRM

open or your computer on for ActiveCRM to work.

The ActiveCRM popup shows entered call notes on all browser tabs.

You’ll never need to remember what tab you were using in order to

log your calls.

Turn on Gamification and encourage engagement with your team.

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Zoho crm phone integration

Click-to-Dial lets your users click any phone number on any website.

Salesforce reports, online inboxes and spreadsheets, Linkedin, etc.

Full call history both through ActiveDial and through our Call Center

control panel reporting suite.

No training needed. Easy to use interface.

Easily share notes using the @mention syntax.

Need to make lots of calls quickly? Forget those other power dialers,

auto-dialers, progressive and predictive dialers, get our ActiveDialer!

Handle multiple calls (Call Waiting) all from the popup, never lose a

call note.

Call center agents take advantage of call popups on every browser

tab. Agents can ad notes and log calls from any website even if they

are not logged into Zoho CRM.

Automatically relate calls to Opportunities and Cases if dialed from

Zoho CRM.

Multiple contacts from one number are easy to match right from the

popup.

Quickly open lead / contact names and account information directly in

Zoho CRM by clicking a link in the pop up.

Gamification makes sales fun again by rewarding active users.

Popups can hide in an unobtrusive way on the side of your browser.

Easy to understand call metrics.

Everything your business

needs, and then some…

OUR COMPANY

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How to Leverage

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October 18, 2016

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Zoho crm phone integration

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