CRM / telephony integration
Integration of amoCRM with telephony
We connect telephony to amoCRM so that calls become part of the client’s card, and not a separate world in the PBX. Integration is needed if a business receives and makes a lot of calls, and the manager wants to see who didn’t get through, how many calls were missed, how managers work with incoming calls, and what happens after the conversation.
Card when calling
Recording conversations
Missed calls
Distribution and control
What does it give The manager sees the client when they call, the call history is saved in the card, and the manager gains control over incoming and outgoing calls.
What is especially important Telephony should be related to the funnel and tasks. Otherwise, there are calls, but there is no managerial benefit from them.
What are we watching? Missed calls, unprocessed calls, duration, call recording and conversion of calls to the next stage.
Without integration
What does the sales department lose?
Missed calls do not go to CRM as a managed queue for processing.
The manager does not see the client’s history at the time of the call and is forced to collect the context again.
The manager cannot quickly understand which calls were not handled properly.
What we are setting up
Typical integration blocks
Pop-up customer card when an incoming call and creation of an entity for an unknown number.
Linking the conversation recording, comments and call status to the transaction or contact card.
Logic for processing missed calls, callback control and communication with tasks and responsibilities.
What does the manager get?
Telephony as part of CRM
Understanding how many requests were actually missed and who is not processing the incoming flow.
Control the quality of the conversation by recording and linking the call to the real deal.
A basis for further analytics and AI analysis of communications.
Related Pages
What enhances telephony in CRM
