Best VoIP CRM Solution for Businesses

How VoIP Integrations with Hubspot and other CRMs Benefit Businesses

Why Integrate with VoIP?

A good customer relationship management (CRM) system can be a game-changer for any organisation; there is tremendous value in creating cohesive, detailed, and action-focused systems that help you serve your customers better. However, with certain choice integrations, your CRM can be improved beyond its default capabilities.

A good VoIP integration combines the static, encyclopaedic customer data stored in your CRM with the dynamic data gained through each and every interaction to build a complete customer profile for your staff to leverage.

This makes it simple to create action steps to increase profitability based on what you know about your existing customers and leads. Here’s why Yay.com is the best VoIP CRM integration for that purpose.

We Integrate with All Popular CRM Tools

Yay’s VoIP solution integrates with all popular CRM tools including PipeDrive, Capsule, and HubSpot. This means we’re a safe choice even if you’re thinking of switching CRMs or are looking to adopt a CRM in the near future.

We’ve always believed that inclusivity and interoperability are key value propositions and that’s exactly what we’ve built with our VoIP solution.

Further, being a viable solution for so many has given us a large pool of users to feedback on existing and desired features. This means our CRM integrations are already feature-rich and well-rounded.

Our VoIP System Features that Boost CRM Functionality

Click to Dial

In the world of sales and customer service, time is of the essence. With a few core processes being repeated hundreds of times every day, shaving 10-30seconds off these processes every time amounts to upwards of an hour saved over the course of a single day. Over the course of a year, such savings compound even further and equate to either found value or sunk cost depending on how urgently you tackle such efficiency leaks.

Our integration includes click-to-dial functionality, converting every phone number in your CRM into a clickable link that calls your client, saving your staff hours each week in dial-time.

Detailed Call Logging

One of the biggest challenges with CRM systems is keeping all the information up to date, especially when you’re expecting salespeople to do it manually. It’s much more effective to automate as much as you can and Yay.com shines in this department.

When you integrate our VoIP service with your CRM, you’ll automatically start logging the details of all your business calls. The length of the call, which side initiated the call, which member of staff took the call, all this and more is stored on every customer profile for any member of staff to view.

Joining this rich, dynamic data with the customer data your CRM provides as standard creates a full customer profile, feeding a more accurate sales funnel that drives conversions and profits.

Call Recordings

Taking that one step further, high-quality call recordings are automatically stored within each customer’s profile when you integrate our VoIP service with your CRM. This is worth its weight in gold whether you have multiple team members working a single lead, or busy operatives conscientious about knowing all the details before they pick up the phone.

With these call recordings, you have a perfect trail of every call, eliminating disputes around what happened over the phone.

This is also useful for training purposes and for upskilling existing employees. There’s nothing quite like listening to real calls when you’re learning the ropes.

Inbound Call Recognition

When you receive an incoming call, our business phone system recognises the number, matches it with the records in your CRM and gives you immediate access to all the information you have stored on that client. This is a cost- and time-effective way of giving your customers confidence that their account is being handled with care; before even picking up the phone your staff are prepared with every possible detail of that customer's account.

Your team members’ ability to take that contextual information and put it to work allows for a deeper interaction that builds customer loyalty. Instead of spending the first 15 minutes rehashing that customer’s issue, team members can leverage the notes and information that are already logged.

 

A Phone System for Small, Large Businesses and Franchises

When CRMs and VoIP phone systems work together, it makes for a more robust, efficient and profitable customer service or sales function. Out of all the other VoIP CRM solutions out there, you can’t beat the feature set, support quality, and cost-effectiveness of Yay.com. Small businesses, large enterprises and franchises are all turning to our phone system to take advantage of the scalability and efficiency benefits that are fast becoming associated with digital phone systems. View our plans today and learn how you can streamline your sales and rollout processes.