Integration of virtual PBX and CRM system

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Content
Why do you need CRM?
Integration with your CRM system
Today, hardly anyone will argue about whether any business needs competent management. The answer is obvious. There are many ways, methods and approaches aimed at increasing the efficiency of companies (for example, manual data analysis, orders for monitoring and data collection from marketing agencies, etc.).

And among the variety of computer “assistants” for kazakhstan phone numbers automated data collection, CRM systems occupy a special place .

A CRM system is a set of tools for working with information, including a client base, as well as a number of methods that allow you to systematize data and regulate the procedure for working with it.

UIS knows how important it is to constantly improve the level of efficiency in working with clients, so we offer a unique and useful opportunity to develop your business: integration of any CRM system with our Virtual PBX.

Why do you need CRM?
If you still keep a diary with a list of urgent meetings in your desk drawer, with folded corners so as not to lose the necessary phone number, then we can say one thing - you are an excellent conservative. But this is not enough for the effectiveness of your development.

If you are a company that thinks broadly and sets high goals, then you cannot do without an automated system that is capable of performing a huge number of operations: searching for a client in the database, filtering by contact information, etc. Also, working with a client or group of clients will be made easier for you by automatic reminders and mailings.

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Integration with your CRM system
Imagine that a client who is interested in your company's services calls you. The manager starts talking to him and marks the request as "cold contact". But the potential client is not ready to buy yet, so he leaves with the words, "If anything happens, I'll contact you."

When using your CRM system and virtual PBX from UIS in this situation, you will not lose the client, because you will have recorded half of the data about him that was received in your CRM: name, contacts, occupation, what service he was interested in, time of contact.

But this is not all the data you can get when integrating your CRM system and our virtual PBX. When negotiating and concluding contracts with clients, your CRM system receives all the information about the buyer and his actions.

You will have access to:

all customer contact details, including full address;
additional contacts (mail, telephones);
a client questionnaire, which will indicate the individual characteristics of the client;
the time of the client’s calls to the company, the time your manager works with him;
correspondence with the client;
the terms of work under which the client has entered into an agreement with you;
names of goods (services) purchased by the client;
all customer payments for goods and services;
The joint operation of a virtual PBX with a CRM system provides a detailed picture of the work with the company's clients. Thus, speaking about increasing the efficiency of the company's activities, the integration of CRM and telephony makes it possible to:

evaluate and optimize marketing costs;
determine which segments work with certain services;
analyze and improve the efficiency of staff and each manager individually.
Integration of a CRM system and a virtual PBX is a sure way to the client’s heart.