Take a read of the following blog to see the advantages of integrating your phone system with your ERP
I’ve touched in other posts about how adopting an IP phone system can benefit your business in terms of integration and cost reduction. 3CX Phone System is a software based private branch exchange (PBX) based on the SIP (Session Initiation Protocol) standard. It enables extensions to make calls via the public switched telephone network (PSTN) or via Voice over Internet Protocol (VoIP) services. Another excellent feature of 3cx is it integration with your CRM.
At Hybrid we have used the 3CX Phone Systems CRM integration module with our own ERP Business Management Software, Herbst Insight. This integration allows us to manage more effectively how we communicate and deal with our clients. The 3CX CRM module provides out of the box integration with Salesforce, Microsoft Dynamics CRM, Sage ACT! SugarCRM and Google Contacts. The advantages it brings to your business are immense. CRM integration for Microsoft Outlook and Microsoft Office 365 comes as standard with any 3CX Phone System commercial license.
When properly integrated with your ERP/CRM you get fantastic features like,
- Click to Call – The ability to launch calls to contacts with a single click straight from the CRM/ERP application. No need to retype the phone number.
- Consolidating your Sales– Inbound calls are automatically linked to a customer record based on their caller ID and the customer record is brought up automatically upon receiving a call. Think of a salesperson receiving a call and having the clients previous sales history pop-up. This saves time for customer service personnel and allows more professional handling of calls, creating a better impression for customers.
- Call Journals – All calls are logged as call records in the CRM package. This allows sales personnel to easily keep track of calls made to a customer and to take notes of what needs to be actioned.
Hybrid TP have installed many different phone systems for clients over the years and we are partners and users of 3CX’s phone software. If you would like to know more about how you can improve the interaction between the different technologies call us on 1800 911 000
If you want to learn more about ERP systems and their applications, look at our guide on ERP systems and benefits.