Cloud telephony & CRM - The perfect combination for success in sales

Businesses methodically strategize to identify the best sales tools for agents to improve their sales performance. The right strategy that’s efficient, time-saving, and cost- effective not only elevates sales but also helps businesses stay economical without compromising on performance.

Customer relationship management (CRM) platforms are widely used for managing sales operations. They are a centralized platform where agents can access customer information and track the status of a sales deal.

The crucial part of a sales deal is interacting with the potential customers, and a cloud telephony system is just the right tool for customer interaction. Also known as VoIP, cloud telephony systems possess salient features for call management such as auto- attendant, interactive voice response (IVR), call recording, call forwarding, and more.

Each platform possesses essential functionalities that are interdependent. For example, sales agents use a telephony platform to interact with customers whose information, like contact details, resides in the CRM. Agents will eventually find themselves juggling between these platforms during the sales process. This could be tedious and time-consuming. The need for interoperability is crucial.

Zadarma: VoIP for business

Zadarma’s cloud telephony is a multifunctional PBX that offers robust features for businesses, making it the perfect choice for sales operations.

Key features:

1. Call transfer
2. Call recording
3. Call forwarding (conditional and unconditional)
4. Call analytics
5. Voicemail
6. Auto-responders

With Zadarma, sales agents can now instantly engage with leads anywhere, for a sales deal. This deal can then be managed in a CRM built for sales!

Zoho CRM: The ideal sales tool

Built to deliver fantastic customer experiences and drive remarkable growth, Zoho CRM provides personalized customer experiences, maximizes productivity with automation and an intuitive interface, and offers meaningful analytical insights.

Zoho CRM helps sales agents with

1. Lead management
2. Deal and process management
3. Workflow automation
4. Sales enablement and more...

The need for interoperability to efficiently manage sales can be fulfilled by integrating Zoho CRM with the right telephony. With Zoho CRM users can bring telephony into the CRM environment for seamless customer engagement:

• Connect with a service provider to make calls from Zoho
• Automate call logging under each record and call scheduling
• Receive timely notifications for incoming and missed calls
• Update call status, and save notes for calls

Zadarma for Zoho CRM

Integrating Zadarma with Zoho serves sales agents with various benefits

1. Unified access: Agents no longer need to juggle between Zadarma and Zoho CRM to identify and engage with leads and customers.
2. Bidirectional sync: For every new caller in Zadarma, a corresponding record can be created in Zoho CRM to map the caller’s journey.
3. Centralized data storage: Directly store and manage all your lead and customer- related data such as the contact details, interaction history, notes, analytics, and more in Zoho.
4. Customization: Create customizable voice menus, callback widget, and more for an intuitive communication experience for sales agents and customers.

By seamlessly working together, Zadarma’s phone system and Zoho CRM elevate both sales and customer satisfaction.

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