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James Marscheider

sales

Sales Opportunity Knocks – How to Beat Competitors to the Punch

By | Communications, Productivity, Sales
Have you ever stopped to think about how long it takes to make a phone call?

On the surface it seems like a simple process, but even with a CRM you need to search for the contact, find their phone number, manually dial it into your handset, check it twice and ring: just to then be hit with a voicemail. You and your sales teams lose vital time that puts you behind your competitors.

Bring your business processes up to speed with the simplicity of modern tech by connecting your CRM with the business communication tools you use daily. No more searching for contacts, manually dialling their number and losing the notes you scribble down on a post-it note. All the relevant call information, alongside the call recording, call notes and follow up tasks can be logged against the contact record in the CRM.

This is just the beginning for a CRM communication integration; there are plenty of simple but effective ways for your sales teams to save time, combat missed opportunities and get ahead of competitors using advanced communications tools.

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cti, work collaboration, tech, table, business,

7 Steps to Successful Computer Telephony Integration (CTI)

By | Communications, Customer Experience, Management, Technology

This 7-step guide provides an overview of what you should consider when integrating telephony (CTI) into your CRM if you don’t want it to turn into a nightmare.

 

1. Understand what CTI means and how it relates to your requirements

There are lots of acronyms out there in tech land, and CTI is another to decipher. Read our blog here to learn more about CTI, but in essence it is the software that allows computers to interact with a phone system. However, the first step you should take is pinpoint exactly what it is that you want to do. At this stage your focus needs to be broadly on what outcomes you want, and then move to what technology might exist to help you.

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cti, telephony, people on phones, headsets

What is Computer Telephony Integration (CTI)?

By | Customer Experience, Productivity, Technology

CTI stands for Computer Telephony Integration. In essence, it is any technology that allows computers to interact with a phone system, moving control of the telephony platform to a computerised environment. Often this is achieved by taking advantage of cloud technology as opposed to using a more traditional hardware approach such as an on-premise PBX.

You may have already used CTI – directly or indirectly, for example:

  • The on-screen notification you see when a call is coming in? – CTI
  • When you call the bank and you reach the right person that you need to speak to. – CTI
  • When the agent that you’re speaking to knows loads of information about you (once you pass the screening test!) – CTI

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