Innovations in cloud technologies have enabled the seamless integration between telephony and customer relationship management (CRM), making service agents much more productive—starting the “hello experience” with the appropriate information at hand. They are able to quickly review notes and client history, moving the flow of the call toward a solution. When deliberating between cloud-based computer telephony integration (CTI) solutions, consider the importance of these three factors in your decision-making process:
- Comprehensive Functionality and Flexibility
Consider the need for components that can manage both inbound and outbound calling. Blending agent workload and the ability to quickly scale a team should be a key component here.
- Extensibility and APIs
The speed and ease of integration with a central CRM is critical, but there are also many other applications that may benefit from integration. Consider the overall platform, and the ability to extend and customize through open APIs.
- Reporting and Visibility
Reporting and analytics are also essential. A well-rounded platform will sport a full library of pre-configured reports. Consider the ability to bring in CTI data into external reporting or analysis applications, and the opportunity for your organization to optimize performance through improved visibility.
What happens when you marry the right business process with telephony and CRM integration?
You ensure the right employee, at the right time, equipped with the right information, can make each customer interaction a success.
To learn more, please visit: