Dialling for Dollars with your CRM & Solgari Connect
Your CRM solution plays many functions within your organisation. For most, after a lengthy planning and implementation process, your CRM is primarily used as a contact management system with a rough sales forecasting tool at best.
“It’s time to breathe new life into your CRM with Solgari” says Aiden Callaly, VP of Sales at Solgari. “Get your organisation back on track with efficiency and process.”
You may not have ever considered marrying your CRM system with your phone system but now you can. By engaging Solgari Connect, you have the ability to do much more than use your CRM as a contact management solution.
- Solgari gives call reps the ability to click to dial directly from the contact page of any CRM system you may be using. Once the call is established a note page pops up for the call rep to take notes and to record the call. Calls can be recorded at a management or administrative level or at a user level.
- Solgari has extensive reporting from a management perspective. The number of calls and minutes can be reviewed at an individual level and a team level.
- Call lists can be imported into the system via .csv files in a call centre environment where numbers are automatically provided to the next available rep so that you can ensure continuous dialling.
- Incoming callers bring up the corresponding contact in CRM. When the call is answered a note pops up and call rep is able to record the call if required.
Get started on a trial today to see how you can integrate your CRM with Solgari Hosted PBX via Solgari Connect.