Integrate a CRM with Elastix

Integrate a CRM with Elastix

In sales, the term CRM (Customer Relationship Management) is very common, it’s a vital tool for most enterprises that allows sales executives and tech support follow up and open a client record and call history, which help to achieve improved productivity and to offer an enhanced customer experience, increase sales and retain customers, everything in one place. In a nutshell, with a CRM businesses can handle, administrate and give customer service. What’s more, with a CRM we can know which accounts are the most valuable for the company.

Every incoming call that your company receives is important, a key factor to retain and convert leads into customers. When using a CRM integrated to your phone system, the name and details of a customer will immediately pop-up on the screen when they call. Agents can know who is calling and keep a track of interactions. In case a call is matched with a customers record, the executive that answer the call can provide tailored information or help based on previous conversations.

When a phone system and business tools like a CRM aren’t connected, it’s easy to lose vital information of your conversations, especially in a Call Center area with multiple agents making and receiving calls all day. With an integration, the call history is recorded ensuring the executive to give personalize customer service.

Now that Elastix is powered by 3CX, it is possible to integrate a CRM with Elastix easily and in a few steps, Standard Edition includes out of the box an integration with Microsoft Outlook and Microsoft Office. Furthermore, PRO edition includes a long list of supported CRM systems, so you can choose your favorite CRM from most popular in the market and use it with Elastix, allowing you to administrate your calls efficiently and increase your level of service and most important, increase your sales.

This is a list of the most popular CRM systems available in the market which can be used with Elastix PRO Edition: MS Exchange, Salesforce, Microsoft Dynamics, Microsoft Outlook, Office 365, SugarCRM, Google Contacts, Exact Online, Freshdesk, Datev, Zendesk, Nutshell, vtiger, EBP, Insightly, amoCRM, Bitrix24 and Act!.

Although Elastix already integrates with most popular CRM systems in the market, if your CRM is not on the list you can easily integrate yourself by using this tool which generates all the code needed to support your CRM. If you do not have development resources, then you can suggest that it be supported in this form.

With customer service being a key differentiator in today’s competitive global market, the power of integrate a CRM with Elastix enables business to be truly customer focused and thereby increase their sales.

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