Virtual PBX integration with ERP
Have you found yourself looking for ways to streamline repetitive tasks and improve efficiency in your work team? The integration of a Virtual PBX with your ERP is the solution your company needs. Not only does it centralize information, but it also improves productivity and facilitates access to key information in real time.
What is an ERP and why integrate it with a Virtual PBX?
An ERP (Enterprise Resource Planning) is a system that allows you to manage all areas of your business from one place, such as sales, inventory, invoicing and more. By integrating this software with a Virtual PBX By integrating this software with a Virtual PBX, the control of communications and the management of customer information become much more efficient and accessible.
Advantages of integrating your Virtual PBX with an ERP system
- 1
Make calls directly from the ERP
With the integration, you can call customers directly from their ERP file. This not only saves time, but also ensures that customer information is always up-to-date and accessible. - 2
Instant access to customer history when receiving a call
When a call comes in, the system automatically opens the customer’s record in the ERP, allowing you to view their entire history of interactions. This enhances the customer experience, as you can personalize the conversation and provide faster, more accurate responses. - 3
Automation of repetitive tasks
Forget about manual tasks such as logging calls or updating customer records. With integration, this entire process is automatic, allowing your team to focus on more important and strategic tasks. - 4
Automatic call routing
You can set up rules so that calls are automatically redirected to the correct agent or department, avoiding unnecessary waiting times and improving operational efficiency. - 5
Enhanced collaborative work
All employees have access to the same information in real time, facilitating collaboration and ensuring that data is consistent across the enterprise. In addition, the progress of each client or project can be tracked seamlessly.
Which ERP can be integrated with our IP Telephony?
In Glofera, our Virtual PBX easily integrates with ERP such as HOLDED, ODOO, ZOHO, TAAF, among others. We take care of the entire integration process, from initial configuration to technical support, ensuring that the implementation is quick and easy for your company.
We help you to maximize its use, with premium technical support and personalized attention. We are here to help your company make the most of this integration. Do you want to optimize your company’s communication and management? Contact us today to receive personalized advice from our telecommunications and digitalization experts. Call us on +34 900 600 300 or write to us at hola@glofera.com
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