Everything You Should Know About VoIP Working With CRM

Everything You Should Know About VoIP Working With CRM

crm voip integration

There are plenty of things to consider when looking into what VoIP provider will work best for you. Some things to consider include what the VoIP CRM integration is like in terms of plans being offered, how exactly that works, whether it’s employee-friendly or not, and if any overheads are involved.

Integration of VoIP and CRM

When firms that do over-the-phone dealings and companies that do telesales have no CRM, they end up losing business. It’s possible to use a communication tool separately from a CRM, but that means having to switch back and forth from making customer calls and seeing the data. Whether you’re a manager, agent, or representative, that means being able to see customer data on the screen while calling from your computer.

When you have VoIP and CRM together, integrated, you now have a business model that’s enhanced on your hands. This allows you to streamline the entire sales process, doubling the benefits initially offered. Customer data can then be correlated simultaneously with calls. Your workflow then becomes simpler. 

On top of the workflow being integrated and simplified, employees can make decisions on the spot since their customer data is at hand. Sales calls will no longer have to be haphazard, given that spontaneous aspect. It will be much easier to get customers when you’re able to make calls straight to the point.

Here are some of the benefits that come with the integration of VoIP and CRM:

– Better customer engagement and experience

When your business is streamlined and much smoother, the experience of your customers improves as well. Agents switching from one system to another for information is time-consuming. With VoIP and CRM integrated, any time previously spent on this can now go towards better things. It also means that information is essentially centralized, so data and services are brought on through one unified application.

– Data collection is much more effective

The integration of VoIP and CRM lets you record and organize all data, from the very beginning of a call until it finishes. You can, for example, call with the customer’s name and number. The call data can then be fed into the CRM, including any complaints or requests the customer may have. Later on, during follow-up calls, there will be no need to look at a different directory. Real-time data will then tie in nicely with enhanced data analytics, which will boost the overall customer experience.

– Operation costs lower considerably

There is a much better return on investment (ROI) when a VoIP and CRM go from being two separate systems to a single integrated one. It also helps employees with time management, as they will be able to better schedule their activities. In turn, hours that may have ended up otherwise wasted are reduced if not eliminated entirely. The productivity of your business as a whole will improve, and returns per hour will be much better.


There are several benefits that come with the integration of VoIP and CRM. These apply both on your end as a business owner and your customers’ end, as well. It is a great way to simplify and streamline work while enhancing your customer relationships.

Are you in need of VoIP services? Contact Improcom today! We are a leader in the business phone system market, providing business-class VoIP phone service since 1996.