August’s Feature Of The Month: SmartCRM
Smart Choice Communication’s (SmartChoice) voice solution seamlessly integrates with Salesforce CRM to offer a complete, cloud-based app that enhances communications for your business. The Smart Choice platform improves customer interaction, simplifies calling, and helps keep your company organized. Smart Choice improves employee productivity in the office with its award-winning voice and collaboration solutions.
Help your business get more out of Salesforce with the SmartCRM Integration. SmartCRM works with mobile devices as well as desktop and requires no manual installation from SmartChoice certified technicians. SmartCRM can be effortlessly integrated with Salesforce through a quick web plugin download, allowing the phone integration to appear in your browser as an extension. Easily take notes in the same window for an inbound or outbound call and the message will be recorded in your Salesforce contact page. Automatically log all calls through Salesforce when a number is clicked and is matched to a Salesforce contact. Incoming calls trigger a screen pop up to notify you of who is calling and any other details you may have entered about the caller into Salesforce. Smart Choice strives to improves business efficiency with its award-winning voice solutions, delivering instant productivity improvements. SmartCRM is a powerful tool that can save money, time, and resources.
Features:
- Analytics – track sales performance
- Click-to-Call – initiates an outbound call to any number directly from your screen
- Screen Pop-Ups – incoming calls display immediately
- Live Call Information – enables the user to see details related to the caller during a call
- Log Calls – automatically log all calls, inbound and outbound
- Record calls – employee evaluation and training
- Outbound Calling – ability to make an outbound call
- Single-Sign-On – one time sign on
Salesforce CRM
Problem:
A large retail company was in the process of making substantial changes to their current communication system. They were previously operating on tradition lines and wanted to make the transition to a hosted VoIP solution. Salesforce Executive was the customer relationship management solution used by the firm.
Solution:
After learning about the features of SmartCRM and the seamless integration with their existing solutions, the firm determined to implement a change. They shifted their old voice solutions to a cloud-based hosted VoIP solution provided by SmartChoice, one of the largest Hosted PBX business/SIP providers in the country. The firm now has the power the log every call made to and from their business directly into Salesforce, as well as many more key details about client calls to support their sales.
