Customer Service Optimizer Package

Up-level your customer experience by integrating your CRM and phone systems

As a high-volume calling business, you’re fueled by a passion for delivering a “wow” experience each time your customers and contacts pick up the phone to reach you. From being able to personalize greetings to reducing the amount of time spent logging call details into your CRM, you’re committed to providing superior customer service while finding ways to drive efficiency and productivity amongst your call center agents.

Our Customer Service Optimizer Package enables you to deliver meaningful, consistent customer interactions by integrating your CRM and phone system. By building a connection between these two critical platforms, you are able to:

  • Create unified customer profiles and single sources of truth on customer data
  • Leverage screen pops, or window/dialog boxes that automatically appear on your agents’ screens displaying pertinent call information
  • Automatically log every call—with supporting notes!—into your CRM
  • Automatically calibrate and record powerful call analytics into your CRM, from on-hold time to mean time to resolution
  • Empower your agents to dial-out directly from your CRM

Do you leverage the systems below? Then drop us a line so you can get started today on optimizing your customer experience!

Phone Systems

  • 8×8
  • Avaya
  • CallTower
  • Cisco
  • Evolve IP
  • Jive Voice
  • RingCentral
  • Telzio
  • Twilio Voice
  • Vonage

CRM Systems

  • Freshsales
  • HubSpot
  • Pipedrive
  • Salesforce
  • Vertafore
  • Zendesk Sell
  • Zoho

Cost: $5,000; includes integration between one phone and one CRM system listed above and one year of support

Time to Deploy: 2-3 weeks

**Custom integrations and additional enhancements are available for other Internet-based phone systems and open API CRM systems. Inquire for pricing.**

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