How to integrate the voice technology with my CRM?
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Transcript of How to integrate the voice technology with my CRM?
• Date and time of the call.
• Duration of the call.
• Who was called?
• What was the conversation?
• The call outcome and notes.
• 16 optional call data points.
What are the tabs needed to be created in crm?
• Dial number.
• Duration of call.
• Call outcome: busy, not interested etc.
• Call type: is it outbound or inbound.
• Call date / time.
• Callback date and time.
• Call hour.
• Day of the week: Monday or Wednesday.
The telephony software will automatically send these relevant data in the newly created tabs in
crm.
Call result Description.
Busy Busy signal.
Left voice blast Dropped voice blast.
Left live sms Spoke to the human being and left message with them.
Wrong number. Reached the wrong number.
No answer No answer , no voice blast dropped.
Contact Reached someone other than target contact.
Correct contact Reached the target person.
These are some of the customised reports we have created. Once we
know your process we can suggest appropriately.