CRM Systems Integration

A Customer Relationship Management (CRM) system is a program which helps outbound sales teams monitor and build relationships with new or existing clients. Agents log interactions with customers into the system, stating how conversations have progressed so far. This then allows other agents or salespeople to pick up where they left off should the need arise.

Cross-company customer relations

With an effective CRM system, it’s possible for a new or inexperienced agent to get a lead on a sale, finish the call, and then pass the details on to a more experienced member of the team. This is done by correctly logging details in the CRM, labelling the status of each customer relationship.

Of course, this method of tracking can also come in handy when agents are no longer with the company, or on annual or sick leave, as other agents can pick up where their absent colleague was and save time for both the company and the customer.

Cloud functionality

Just like LeanCall, a number of CRMs use cloud functionality. This system, which doesn’t include a physical server, means agents can access the CRM from wherever they may be. As you can imagine, this is perfect for sales teams with staff working remotely. Plus, thanks to LeanCall’s integration with cloud-based CRMs, the strain on a computer or laptop is minimised as there are no large files to download!

LeanCall and CRMs

LeanCall integrates perfectly with CRM systems Sage ACT! And Salesforce, providing a smooth flow of information from the moment agents connect with customers until a sale is made. Linking together predictive dialling, call tracking and customer relationship management, LeanCall helps call centre managers keep a close eye on how their sales campaigns are progressing.