What can a CRM software with integrated telephony do

Companies that connect their communications with CRM software, also known as a customer management system, optimize their internal processes, achieve efficient, traceable, and results-oriented interactions. With this integration, we can impact the way of selling, customer service, and decision-making.

As a result, companies gain a unified view of their communications, leading to coherent, data-driven management that improves coordination between teams. Cloud telephony providers like Megacall make this approach possible by offering solutions that integrate free CRM with all the advantages and functionalities.

How CRM software integrated with telephony improves the customer experience

Speed, personalization, and consistency in every interaction are considered essential aspects for building trust and customer loyalty. The ways in which we most highlight how CRM software improves the customer experience during a phone call are as follows.

Call and record automation from CRM software

Call and record automation is one of the main benefits of integrating telephony with CRM software. By eliminating the need to enter information manually, teams can focus on more important tasks, reducing errors and saving time in every interaction.

In Megacall’s CRM, incoming and outgoing calls are automatically logged and linked to the contact, with the option to convert it into a new lead or customer. Additionally, data such as the date, call duration, and the agent who handled the call are stored in the customer’s profile, creating a complete and accessible history.

It is also worth highlighting the advantage of features like click-to-call, which allows calls to be initiated directly from the CRM, streamlining the team’s workflow. With a single click, the user can contact the customer without manually dialing.

Centralization of data and calls on a single platform

From a single dashboard, teams can access the complete interaction history with each customer, including calls, emails, notes, and associated tasks, without needing to switch between different tools. From Megacall CRM, any team member can access the information, identify interaction patterns, prioritize potential clients, and even detect opportunities for improvement or sales processes.

Sales process optimization

Continuing along the same lines, when calls are managed within CRM software, sales teams can act with greater precision, prioritize leads, track opportunities, and close sales more efficiently.

Additionally, in the case of Megacall CRM, the platform allows leads to be assigned to different agents and performance to be measured. This translates into shorter sales processes, higher productivity, and better identification of opportunities that can be key for the business.

Call analysis

Every phone interaction can be turned into quantifiable data that may be relevant for company strategies. Agents can access metrics such as call volume, response times, campaigns, and customer behavior patterns, which can be useful when optimizing resources.

Customer-focused CRM

To improve customer service, CRM software relies on making every communication fast and personalized. By having all customer information in real time, agents can identify who is calling, know their history and issues, and provide solutions that meet their needs immediately.

Features such as automatic identification, access to history, and the ability to make calls from the CRM with a single click -as Megacall allows- are what make the experience much smoother.

CRM Software Use Cases

Below, we will look at some of the most common use cases and what can be done with Megacall CRM.

Lead tracking

Situation: A salesperson manages many leads and emails daily but has no way to quickly know who has responded, who requires follow-up, or the status of each customer.

How Megacall CRM can help: Every incoming call is automatically logged and can be linked to the corresponding lead. Additionally, reminders and follow-up tasks can be scheduled, preventing the salesperson from getting lost in managing each customer interaction.

Shortening the sales cycle

Situation: The sales process slows down because salespeople have to dial numbers manually, search for customer information across different systems, and log each interaction manually.

How Megacall CRM can help: First, thanks to the click-to-call option, calls can be made directly without wasting time dialing numbers. Additionally, with information saved in the history, time spent searching across different systems is reduced. An analytical sales cycle report is also available, showing the average time each agent takes to close a sale.

Call campaigns

Situation: Without a CRM, campaigns can be complicated because there is no clear control over who contacted each customer, nor is there a record of the outcome of each interaction. This can lead to duplications and a loss of productive efficiency.

How Megacall CRM can help: With Megacall’s CRM software, customers can be segmented, email and call data can be analyzed, and the results of each interaction are automatically recorded. Managers can measure the campaign’s effectiveness and adjust the strategy based on the data.

What can be done with Megacall CRM software?

Megacall CRM software offers a set of tools designed to help companies manage their customers more intelligently and, above all, in an organized way. From planning and making calls to automatically logging each interaction, as we have already seen, every feature is designed so that teams can work with complete and up-to-date information:

• Create and manage teams.
• Create, monitor, and complete tasks.
• Recognize each incoming customer call.
• Manage new customers, employees, and leads, with the ability to assign them to the appropriate agent.
• Make calls directly from the CRM or a softphone.
• Pop-up notifications for calls with the customer’s information card.
• Call statistics and call recordings.
• Notifications for missed calls.

In short, Megacall CRM allows companies to have full control over their communications and customer relationships, with a simple platform setup. Additionally, it can be connected to Megacall’s free virtual PBX, bringing even more advantages beyond those already mentioned.

Frequently Asked Questions

Is Megacall CRM suitable for companies of any size?

Yes. Megacall is designed to adapt to different types of businesses, from small and medium-sized companies seeking a simple solution to manage customers to larger teams. Its system allows the team to grow as needed, meaning it is fully scalable according to business requirements. You can start small and expand without any problem.

Can tasks be assigned among different team agents in Megacall CRM?

Yes. One of the advantages of Megacall CRM is that it allows tasks and follow-ups to be assigned to different agents from the platform. Supervisors can distribute leads and schedule call tasks for each team member.

Can Megacall be integrated with other systems besides CRM?

Integrations with other business management tools are possible in addition to Megacall CRM. Megacall also provides a user manual for CRM integration, explaining each component to make the process easier.

Is Megacall CRM affordable?

Megacall is designed to offer a good balance between features and cost, with plans that fit different budgets and needs, including the CRM for free. To use the platform, you just need to subscribe to a virtual number or a pricing plan and start using its services.