Boost employee productivity and customer loyalty by integrating CRM applications.
Focus on serving customers, not juggling between different communication tools. Pre-built CRM integrations with the Ooma Enterprise cloud communications and our hosted call center platform help businesses improve employee productivity, deliver a better customer experience, and get more value from their CRM application.
Ooma Enterprise integrates with leading apps.
Seamless communications.
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.
Insightful customer information.
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.
Drive employee performance.
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.
Simple to deploy and use.
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.
CRM integration provides a wide range of business benefits:
Propel Customer Loyalty
Equip employees with the customer insights they need, predict next steps and provide timely support.
Generate Sales Revenue
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.
Improve Employee Productivity
Eliminate application screen switching, automate routine tasks and workflows to create better customer outcomes.
Create More Qualified Sales Leads
Easily create and track marketing campaigns; calculate campaign effectiveness and ROI.
Optimize Collections
Improve receivables by making faster, and more collections calls. Review data from call logs for accurate hourly billing.
Continuous Improvement
Analyze detailed business metrics to discover and act-on improvement opportunities.
Talk with an Ooma Enterprise unified communications expert today to learn more about our integration capabilities.
Call 866-467-6935
Hear from our customers.
Learn how Country Communications teamed with Ooma Enterprise to lower abandoned calls and raise a pizza chain’s bottom line. Spoiler alert–they routed calls to a call center whenever staff was too busy to pick up.
See how Digi FX loves Ooma Enterprise’s flexibility and personalized customer care that provides solutions that perfectly fit unique needs for a wide range of clients.