Introducing Go Integrator: The integration tool linking your telephony and CRM platforms.
It’s a tedious process. You make an important call, then once the call completes it needs to be logged. You spend precious time logging that call in your CRM software and taking down notes from it. In fact, it’s so tedious, that many forego it completely which leave gaps in your data.
These days, we all have many tasks to complete. Anything that distracts us from them is unwelcome. Therefore, how can senior management make sure that all the important information from phone calls are noted down to keep records up-to-date and ensure that everyone in the organisation has all the necessary information at their fingertips?
Reducing friction is key. Automation is the way to do so. That is where modern technology comes in.
Introducing Go Integrator: the brand-new integration tool for Serval VoIP telephony. Go Integrator links your phone system with an ever-growing list of popular CRM platforms, including Salesforce, HubSpot, Zoho, Dynamics 365 and SugarCRM.
The tool brings revolutionary new features to your telephony which slash the amount of time wasted logging calls. For example, Go Integrator makes it possible to automatically log a phone call directly to your CRM as soon as the phone call ends. It cross-references the telephone number against your CRM to automatically display contact information and lets you to add notes – saving precious minutes for every phone call your staff make.
Moreover, Go Integrator will use your CRM to display a caller preview on your computer screen when a recognised number telephones you. Therefore, it is far easier to avoid and ignore unwanted calls from unrecognised numbers.
Go Integrator also makes dialling incredibly simpler by providing capabilities which let users use the click-to-dial function within your CRM platform. Are you fed up with clumsily typing telephone numbers into your handset? Well now, dialling is as simple as clicking a number. Couple this with the click-to-dial functionality in Serval’s VoIP desktop client and you will never have to type in a number again, whether it is in your CRM or on an internet page – simply click the telephone number and dial.
Go Integrator works with all of the most commonly-used CRM platforms with more are being added daily – currently, the tool is compatible with over 100 CRM platforms.
Dave Brailsford, the Team Sky cycling coach credited with inspiring the team to dominance in the Tour de France argued that marginal gains were critical to a successful team. Squeezing out one percent more efficiency in key areas led to a cumulative leap forward relative to their competitors.
The same is true in the modern business landscape. By being able to save a few minutes here and there through automating mundane, leather tasks will lead to huge gains over the course of a year. If you feel that you are not getting enough from your telephony and would benefit from a modern solution, then Serval’s VoIP solution is the tool for you.
Find out more by getting in touch with info@servalsystems.co.uk or calling 01342 895180.