Combining the features of your phone and CRM system can be a powerful tool in improving the effectiveness and efficiencies of your sales or service organization.

Unifying your SugarCRM and any PABX system will help sales reps close sales opportunities effectively, and provide the best possible customer service.

iZeno Professional service team can assist you and your organization in making your PABX system integrates seamlessly with web-based CRM systems such as SugarCRM.

Incoming calls initiate screen pops and lookups based on Caller ID, providing call centre agents with information that makes them more informed, and able to better handle customer enquiries.

Business Benefits:

Increase Productivity

• For example have Deal-Size ($) Alert, Improved Screen Pops, Click to Call, and integrated call recording increase agent productivity so they spend less time researching and more time closing.

Increase Agent Accountability

• With automated call logging with CRM and PABX integration, managers have clear visibility into their agents’ activities. Managers can easily view an agent’s calls back and forth with contacts, call back times, and recordings to determine how effective an agent is. With this integrated call and opportunity data, the possibilities are endless.

Management & Reporting Features

• With integrated call and contact information stored in the CRM, managers now have access to better reporting and can manage their agents more effectively. Typical information such as average call-back time, average days to conversion, average calls to conversion and more, all by agent, team and accounts.

Increase Sales Activity

• Agents are able to dial out directly from contact records and their call activity is automatically tracked and recorded. This provides dramatic productivity improvements over manual dialing and activity reporting, and because their activity is automatically logged you are given accurate assessments of agent and organizational sales activity, increasing overall agent accountability.

Improve Customer Service

• Provided your agents with relevant customer information which enables them to handle calls with greater efficiency and in turn leads to improved customer satisfaction. As a manager, with automated activity logging and advanced reporting options, you get greater visibility into your service organization allowing you to make intelligent business decision all meant to continually improve quality of service.

 View Customer Success Stories

SIM University

You can also read about SIM University stories presented by Mr Lim Kin Chew, Senior Lecturer,SIM University.

Telephony integration for SugarCRM

SugarCRM integration is also available with Tribox