Call Center CRM
Automatically store information from calls and update lead positions in your sales funnel
What is Call Center CRM?
A Call Center Customer Relationship Management (CRM) software is a tool that sales agents use to increase customer satisfaction and increase productivity. Call centers are departments that handle all customer phone calls, they can be located within your company or outsourced to a specialized company.
CRM benefits in Call Centers
1. Improved customer understanding
A CRM can help build a comprehensive view of each customer, including their buying preferences and behavior, order history, account activity, and outstanding issues or requests. This detailed customer profile can enable sales representatives to personalize their approach and better meet customer needs.
2. Increased sales productivity and efficiency
A CRM in Call Centers can automate various time-consuming and redundant tasks for sales representatives, such as data entry, lead management, and follow-up scheduling. This way, sales reps can focus on revenue-generating activities like prospecting and closing deals. Sales managers can use a CRM to track and analyze agent performance to streamline the sales process further.
3. Enhanced customer engagement
A CRM can enable sales reps to manage multiple channels of customer communication in one place, from emails and phone calls to social media interactions. Representatives can quickly respond to customer queries and concerns in real-time, building stronger relationships with customers.
4. Improved sales forecasting and planning
Call Centers can provide sales managers with critical insights into the sales pipeline, enabling them to forecast future revenues and adjust strategies accordingly. Managers can also use CRM data to identify areas of improvement and recalibrate sales tactics to increase conversion rates.
5. Better cross-selling and upselling
With the comprehensive view of customer profiles, along with previous purchase behaviors and order history, a CRM can help sales representatives identify potential cross-selling and upselling opportunities, ultimately driving more revenue for the company.
Make and receive calls
Our powerful integrations enable you to quickly and easily initiate calls, assign outcomes, and schedule follow-up activities with a few clicks. You can save time and effort by automating repetitive tasks and focusing on the big picture.
Furthermore, with our integrations, you can seamlessly move between multiple applications and take advantage of the data that each one offers. This improves the efficiency of your workflow and helps you stay organized.
Our Call Center CRM software also offer call recording, allowing you to review conversation details, use them for training and development purposes, or share them with new team members.
This helps to onboard new team members, helping them perform better and understand the company’s expectations more quickly.
Additionally, the best call recordings can be used to help new team members learn from the successes of others in the team, allowing them to hit the ground running and get up to speed quickly.
Sales Opportunities
A sales pipeline will help Call Centers visualize the sales processes and where deals are. Each stage brings an opportunity to the next phase, keeping in the previous stage those who have not passed the process.
As a result of using a single sales and service solution, your sales teams have full visibility into your customer base. This solution integrates with your existing internal systems, making it easier to manage customer relationships and ensure better customer satisfaction.
With this solution, your sales teams have access to comprehensive customer data, making it possible to track customer interactions, identify cross-selling opportunities, and provide personalized experiences.
Additionally, the solution streamlines communication with customers, allowing for more efficient follow-up and faster resolution of customer inquiries. With this integrated sales and service solution, your sales teams can better understand customer needs and effectively meet them.
Schedule Calls & Activities
Onpipeline has a built-in calendar for storing next actions, which can be synced with Gmail or Outlook calendars.
Starting from an opportunity or a contact, you can plan and organize visits to potential customers, send emails to follow up with customers, schedule meetings to discuss the products or services you are offering, set deadlines to ensure tasks are completed on time, or plan a custom activity based on the needs of the customer.
Additionally, you can assign tasks to different members of your team to ensure that all activities are carried out efficiently.
Document Management
Each account in your Customer Relationship Management (CRM) software comes with an integrated file storage system, allowing users to save any type of document, such as PDFs, Word documents, Excel spreadsheets, and more, directly inside the platform.
This makes it easier to manage and share documents between users, while ensuring that all documents are securely stored and easily accessible.
The files can be connected to contacts and / or deals, be personal or shared with other members of the organization as needed.
Save time with Automations
Save time and increase efficiency with our Automations. Workflow automation allows you to automate repetitive tasks, processes and streamline communication.
Automations can help you reduce manual labor and manual errors, save time, and maximize productivity. Our Automations are user-friendly and can be tailored to meet your specific needs. With our Automations, you can save time and resources, and focus on more important tasks.
When a new contact is added, you’ll be able to send an email, plan an event when the contract is extended to a specific stage, automatically reassign a deal to another owner based on specific circumstances, etc.
External data sync
We provide API and Widgets to organizations that want to connect their account to external data. Also, the ability to add custom fields to the CRM database allows integrations with external systems.
It’s easy to sync your CRM data with external applications and databases in real time and have all the details you need within Onpipeline, thanks to our API (included in all plans). For example, any ERP information, billing details or any relevant data during the sales process may be available within the contact information.
Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.
Try Onpipeline - Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Get startedOnpipeline™ is a cloud-based Sales CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.
Should you have any questions about features, pricing or anything else, please contact us
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