How to get your desk phone working with your Zoho CRM software

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Cloud Phones Zoho

Did you know that you can now integrate your phone system to work along with Zoho CRM? That’s right, lead management just got even more efficient with a Cloud Phone from Tech IP!

Zoho CRM is an award-winning web-based CRM designed to attract, retain, and satisfy customers to grow your business. With lead and contact management at its core, you can manage all your sales, marketing & support within Zoho CRM and now you can integrate your phone system to work along with it!

Our Cloud phones allow you to integrate your contacts with your desk phone allowing you to dial your customers directly from your computer screen without ever looking away. So, when you receive an incoming call or initiate an outgoing call you can bring up the customer record in the Zoho CRM and be ready with all the customers details before you’ve even said hello.

This demonstrates great customer service as you no longer have to spend time searching for the customer details as they’ll be right there in front of you. For businesses who make a lot of outbound calls, this can increase the productivity in your business with less time wasted having to touch dial every number you want to make a call. The software costs just £1.50 per month/ per user to add on the functionality to the Zoho CRM with a Tech IP Cloud phone on your desk.

Lead management is all about tracking and managing prospective customers. By integrating your CRM database with your desk phone, you can make this process even more efficient, empowering your sales team and projecting a professional image to all your customers.

The benefits:

  • “Click to Call” contacts directly from Zoho which then controls your desk phone and dials the number.
  • Presence indications in Zoho CRM to other users. confirming if you are on your phone, in a meeting etc.
  • Matching incoming calls to records in Zoho CRM when your phone starts to ring with pop ups on screen before you answer.
  • The ability for CRM Zoho to record all your telephone call history within the activity history so you know exactly when you last spoke.

If you would like to find out more about this fantastic application then please contact us on 0800 505 3350 or visit our Cloud Telephone systems page for more information.


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