Receive calls and initiate click-to-call within the CRM application anytime a phone number is available. Empower agents to transfer the entire user workspace along with the active phone call for an optimized customer service experience.
Personalize customer interactions by getting instant visibility into who is calling with full contact information before answering calls. See detailed call information including Caller ID, Queue, DID and Route Path information.
Gain valuable insight into staff productivity. Review call logs, see if calls were inbound or outbound, and how long they lasted. Automatic telephone call logs and activities make it easy for employees to include notes or add follow up reminders.
Innovative technology provides employees with powerful telephony features, all within the CRM interface. With centralized configuration and no client-side installation required, Ooma Enterprise CRM integration is simple to deploy and easy to use.
Equip employees with the customer insights they need, predict next steps and provide timely support.
Empower outside sales and telemarketing to make and close more outbound calls. Enable reps to quickly create follow-up tasks to close sales opportunities faster.
Eliminate application screen switching, automate routine tasks and workflows to create better customer outcomes.
Easily create and track marketing campaigns; calculate campaign effectiveness and ROI.
Improve receivables by making faster, and more collections calls. Review data from call logs for accurate hourly billing.
Analyze detailed business metrics to discover and act-on improvement opportunities.
8 Steps to Driving Customer Loyalty with
Personalized Communications
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