TELEPHONE INTEGRATION WITH SUGARCRM
Integrate your company’s telephony with SugarCRM Increase productivity and improve customer service.
WHAT IS SUGARCRM?
SugarCRM is a CRM oriented to marketing, sales and customer support. Thanks to SugarCRM you can track sales, manage your contacts and support tickets for your customers. You can check the advantages of using telephony integrated with a CRM like SugarCRM in this article of our blog.
WHAT ARE THE ADVANTAGES OF INTEGRATING FONEMA WITH SUGARCRM?
By integrating Fonema’s virtual switchboard telephony with SugarCRM you will save time in attending to your customers, you will know who is calling you before you answer the call and you will have a complete record of the calls with each of them. In short, you will improve productivity and customer service.
Call your contacts by clicking on their phone number from SugarCRM. You will not have to dial the number on your terminal and you will save time and mistakes
Every time you make or receive a call, a pop-up window will appear on SugarCRM indicating which contact is associated with the phone number.
You will also be shown the most recent tickets associated with the contact and allow you to open the contact’s tab or create a new ticket.
When you answer it you can write down the content of the call conversation for future reference.
Every call you make or receive will be recorded as a call associated with the SugarCRM account.
In addition, if you have decided to activate call recording you will also be able to listen to or download the audio of the call.
By activating the integration with SugarCRM, every time you receive a call the caller’s phone number will be searched for among the accounts and contacts.
If you receive the call on your computer with Phonip Plus (or another softphone) or an IP phone, you will be able to see the name of the associated contact.
And on your mobile, with the Fonema app, you will receive a PUSH notification with the name of the contact.
HOW CAN I ENABLE FONEMA INTEGRATION WITH SUGARCRM?
Setup is very simple and can be done in a few minutes. If you are not a Fonema customer, you can request a free trial.
For more information on how to configure the integration with SugarCRM, see this article from our help center.
VIRTUAL PBX FONEMA
Use it from any device: iOS, Android, your computer or an IP phone
Make calls with the company number on your mobile
Get new phone numbers from over 50 countries or have your numbers ported
Recording calls in the cloud
Call Center modules for supervisor, advanced reports, etc. are available.
And much more: ring groups, call forwarding, transfers, click2call button for your web.
Integrated with CRMs and other services
For more information, please contact us using the form below. We will be happy to assist you.