We know that a virtual switchboard is a key piece to achieve optimal communication performance in a company, especially for those focused on customer service. We add the advantages of having a CRM and that by combining both we can make a notable difference in the service, both in quality, organization and functionality, we will have a fairly complete service. Today we will tell you about the added functions that we get with the integration of Zoho CRM in Megacall.
What functions do we have with the integration of Megacall’s virtual switchboard with Zoho CRM?
Imagine a system where every call automatically creates a new record or is linked to an existing one, where conversations are stored and available to the entire team, and follow-up tasks are created effortlessly. By connecting Megacall’s virtual switchboard with Zoho CRM, we can achieve all this and more. Megacall has developed an integration with Zoho that allows you to configure your virtual switchboard in a few simple steps and it is also free.
With the Megacall-Zoho CRM integration, you can access new features and update the way you manage communication within your company. For example:
- Client calls in Zoho CRM are made with just one click.
- A pop-up client profile displays, providing complete call information for each client.
- Access to conversation statistics and call recordings.
- You can set an agent hierarchy so incoming calls are routed to the main manager or, if unavailable, to the next available agent in line.
This connection between Megacall and Zoho CRM offers a more complete and in-depth view of each customer. By centralizing communications and information; delivering a good customer experience, based on accurate and instantly accessible data.
The added advantages of Megacall’s Virtual PBX.
When a company integrates Megacall’s virtual PBX, it is not just adopting a call management solution – it is enhancing its communication capabilities on multiple levels. The added value lies in its features, from routing incoming calls based on predefined criteria to voice recognition functions and call recordings, which later prove useful for conversation analysis and statistics. And there’s more: IVR menu options, call forwarding, voicemail, and other features.
Access to these features, along with a CRM, translates to faster response times. With real-time access to information that can be shared with the team, you can track the status of each workflow and take the necessary actions accordingly. Leveraging the full potential of these two tools can significantly increase sales while also delivering an excellent customer service experience.
Megacall’s virtual PBX is easy to activate and doesn’t require much time for setup. Plus, the support team is always available to help tailor the PBX configuration to each client’s needs.
How to connect the Megacall virtual switchboard with Zoho CRM.
First, to integrate Zoho CRM with Megacall, you will need a Zoho account on one of the Standard, Professional, Enterprise or Ultimate plans, as this integration is not available for free accounts.
The entire procedure is very simple, after activating and configuring the Megacall’s virtual PBX, and once configured, we proceed to create the extensions of between 1 and 50 minimum, depending on the number of employees. With this, we can activate call recording in the extensions setting and the scenarios for incoming calls. The equipment also has to be configured in each of the extensions, whether it is an IP phone or softphone.
Once everything is prepared and ready to work, we move on to integration with Zoho CRM. To do this, simply go to configuration > API and integrations and select Zoho CRM and activate. A window will appear where we will have to indicate our credentials to log in. We grant the permissions and accesses requested and click Accept – and you’re all set.
Why choose Megacall telephony over Zoho CRM?
While Zoho CRM recently started offering telephony services, there are compelling reasons to choose Megacall’s telephony and virtual PBX. Megacall has dedicated its entire trajectory to the telephony sector, developing a product focused on customer needs. This specialization enables us to provide more robust, tailored solutions.
Additionally, with our own infrastructure, we offer affordable and competitive pricing. Our virtual PBX is free, providing significant cost savings for your business without compromising on quality or functionality. By choosing Megacall, you are opting for a provider with extensive experience in the industry and a strong commitment to customer satisfaction.
