VoIP CRM (Customer Relationship Management) Integrations will enable you to streamline your workflow and engage with your customers effectively and efficiently. CRM Integrations can measure the effectiveness of your calls and how they influence your sales, as well as store communication history, so you will never lose track of previous customer engagements. 

Yeastar PBX systems are CRM-friendly and support integration with popular CRM solutions such as: 

  • Zoho
  • Microsoft Dynamics
  • Google Contacts
  • Bitrix 24
  • SugarCRM

VoIP CRM Integrations can be tailored to your organisation’s needs, but there are a few tools every business should consider.  

1. Contact Management 

Contact management allows your sales and support teams to anticipate a customer’s needs in real-time without having to search for their information as the call progresses. When a customer phones, a pop-up screen will unfold the caller’s profile and display collected information that could help you convert a lead into a sale.  

2. Lead Management & Tracking

Lead management will help your sales team identify whether a potential lead is worth a follow-up and when the best time will be to achieve a positive result. By leveraging predictive lead scoring, an ideal customer profile can be created based on the past buying behaviour and then identify which current prospects best fit that profile.

3. Marketing Campaign Management

Campaign Management integration software helps your marketing department manage various aspects of a marketing campaign across a range of different marketing channels. CRM Campaign Management tools are used to manage traditional marketing methods such as email marketing, Google Ads and PPC.   

4. Email Client Integration

Email client integration consolidates all your different email services on one dedicated interface making it easy to access each customer’s previous email interactions. Once set up, any email sent and received by users and contacts are recorded to the account timeline. 

5. File Sync and Share

With File Sync and Share, your team can access and collaborate on files from anywhere on any device. Using the drag and drop functions, users can upload files and import spreadsheets, which can be shared with sales agents and customers.  

6. Social Media Integration

CRM Social Media integration allows you to provide customer support on all social media channels. By importing social data, your customer support team can access a customer’s interaction history across various social media channels and respond to any queries or follow-ups effectively. 

Read more on The 3 Key Benefits of VoIP CRM Integration

How we can help you Benefit from VoIP CRM Integration

There are a few things to consider before switching to new applications. First, you have to look at what tools your customers and employees rely on. For example, what communication methods would your customers like to use to speak with your sales and support team? Can you boost efficiency in the workplace by giving your employees the proper tools to collaborate better on projects? 

Integrating your VoIP system with CRM software can seem daunting, but, luckily we are here to assist you with tailored solutions specific to your organisation’s needs.

Simply request a callback, and one of our friendly advisors will be in contact with you for a free assessment and answer any questions you might have.