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CRM integration Archives | CloudCall

5 Ways to Improve Onboarding

By | Management, Productivity, Training

Too often, management experiences significant periods of time in which new hires are not yet contributing to sales, internal culture, and the overall success of the company. In many cases, it can take almost a year for a newly hired employee to reach full productivity. One of the best ways to have new employees become successful is to have a great onboarding process.

Within a Sales team, your phone system can play a large role in lowering the ramp time for new hires. Why not utilize the tool already embedded in the day to day of your business to train and motivate new hires? Below are 5 tips on how you improve onboarding for new hires:

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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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Recruiters – What to Look for in a CRM and Telephony Integration

By | Productivity, Recruitment

Recruitment consultants spend a significant amount of time making calls to prospective candidates and clients whilst working on storing these interactions into their CRM. It is clear that these two disparate systems need to be connected for recruiters to work more efficiently and be able to place candidates more successfully. To bridge this gap between your phone and your CRM system, a good starting point is investigating CRM-telephony integration.

Recruiter CRM Telephone Integration

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Why Digital Disruption is Good for Recruiters

By | Communications, Productivity, Recruitment

For most of us, the word ‘disruption’ has negative connotations associated with – generally unwanted or unplanned – disturbance to an activity or process. This is, however, untrue for digital disruption which is truly transforming various industries – for the better. Take the Recruitment industry, for example. Digital disruption is helping recruiters become more productive, freeing up their time to attract and connect with more candidates and clients.

Recruitment Digital Disruption CloudCall SYNETY

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