App Spotlight: Dialpad for Zoho CRM
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Dialpad for Zoho CRM
Sell smarter, better, and faster! Bring communications into sales, marketing, and customer support activities with Dialpad for Zoho CRM, and empower your agents in real time with customer data and history. The Dialpad for Zoho CRM integration saves agents time by reducing the need for app switching and automating sales tasks.
Business needs:
- With many businesses adopting hybrid and remote business models, cloud telephony is becoming the need of the hour. It enables business owners to operate without any location constraints.
- Cloud telephony systems are easily scalable and cost effective when compared to traditional telephone systems, since there is no hardware and maintenance cost involved.
- Switching apps to make calls or identify crucial customer details can eat up your agents' potential work hours. An integrated solution can help provide context before getting on a call and ensure smoother customer experiences.
Solution:
Dialpad’s integration for Zoho CRM helps streamline processes, policies, and people, keeping sales teams more productive, managers more effective, and executives more informed. Bring communications into sales, marketing, and customer support activities with Dialpad for Zoho CRM.
Here's a list of features that the Dialpad integration provides:
- Natively integrated
- Quick access to deal tagging and call notes/tasks
- Contact profiles
- Automatically displays Zoho CRM profiles in Dialpad
- Includes quick link to jump into Zoho CRM
- Creation and logging of new Zoho CRM contact/lead from Dialpad calls
- Activity logging
- Automatically logs both inbound and outbound calls
- View recent activity with quick links to Zoho CRM
- Ability to take notes in sidebar during call
Benefits:
- Improve productivity and efficiency
- Save your agents time and let them focus on sales by reducing tedious app switching and automating sales tasks.
- Better customer experience = better sales
- Empower agents in real time with customer data and history, creating a personalized experience and driving sales revenue.
- Work from anywhere
- Teams and managers can stay engaged, effective, and efficient from anywhere in the world with a mobile-first, cloud-based integration.
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