How to get your desk phone working with your SuperOffice CRM Software

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SalesLogix CRM

SuperOffice captures all your customer enquiries regardless of how they are sent and organises them into the CRM database. Whilst that sounds great, wouldn’t it be useful if your desk phone worked with it and was also supported in “the cloud”?

With a Cloud Phone from Tech IP you can now optimise processes and customer experiences by integrating SuperOffice with your phone system. The application runs on your PC and connects your existing phone system with SuperOffice CRM Online and lets you access the right contact card as soon as the phone rings.

This additional CRM functionality provides a screen popping feature that includes incoming caller information, case information pulled from the CRM which allows agents to personalise each customer interaction.

A Cloud Phone provides a lot of benefits, particularly to small and mid-sized businesses, including less maintenance, greater scalability and lower up-front costs.

For business who make a lot of outbound calls there is also a Click-to-Call facility enabling you to call your customers directly from SuperOffice CRM Online. Simply click on any phone number in the SuperOffice CRM and the call will be initiated automatically.

You can increase the productivity in your business with less time wasted having to touch dial every number you want to call. With the Click-to-Call facility you can increase sales by up to 80%.

It costs just £1.50 for the software required per month/ per user to add this functionality with our Tech IP Cloud Phone on your desk.

Connecting your SuperOffice CRM Online with your phone means:
  • Screen pop-ups providing better customer service as you will be ready with customer details and information before you take the call.
  • Presence indications in SuperOffice to other users confirming if you are on your phone or in a meeting etc.
  • Smooth and efficient handling of all your calls allowing you to work more efficiently.
  • The ability for CRM Salesforce to record all your telephone call history within the activity history so you know exactly when you last spoke.
  • Click-to-Call feature for outbound calls allowing you to increase your sales by up to 80%.

If you would like more information about this fantastic application, then please contact us on 0800 505 3350 or visit our Cloud Phone packages page where you can find out all about our products and prices and see which one would work best for your business.

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