Increase your company’s efficiency by integrating your CRM with a virtual PBX

Have you ever wondered how to improve the efficiency of your sales team and deliver customer service that really makes a difference?

Integrating your CRM (Customer Relationship Management) with a Virtual PBX, also known as IP Telephony or VOIP, could be the answer you are looking for.

But what is a Virtual PBX?

An Virtual PBX is a cloud-based communications management system that manages a company’s incoming and outgoing calls. Unlike traditional PBXs that require installation of specific hardware, the PBX operates completely online, offering superior flexibility and scalability.

This system allows your company to connect its cloud telephony systems (VoIP), which facilitates integration with other business tools such as CRM. In addition, our Virtual PBX offers advanced features such as IVR (Interactive Voice Response) such as IVR (Interactive Voice Response), call waiting, call forwarding, the ability to easily add or remove lines and many more.

This makes them an ideal option for companies of all sizes, especially SMEs looking to optimize their resources and improve internal and customer communication.

Benefits of integrating your CRM with a PBX in the cloud

You will know who is calling you before you answer, allowing for more effective advance preparation.
Capture in one place the crucial details of communications with potential and current customers.
Use the data collected to improve sales, customer service and loyalty strategies.
Reduce effort and maximize time, allowing your team to focus on what really matters.

Take advantage of the key functionalities of this integration

Calls from the CRM: make and receive calls directly from the CRM, simplifying processes and improving time management.
Pop-up screen: when you are called, a pop-up screen shows you who is calling and where they are calling from, so you can instantly personalize your interaction.
Automations: use workflows to automatically connect sales reps with customers, streamlining communications and improving the effectiveness of your campaigns.
Call logging and recording: keep a history of all calls and access recordings for training and continuous improvement.
Integrated metrics: analyze performance with data integrated directly into your CRM, allowing you to adjust strategies instantly.

Our Virtual PBX integrates seamlessly with popular CRMs such as Zoho CRM, Microsoft Dynamics 365, Teamleader and Vtiger. If you have specific needs, our team of professionals can perform custom API integrations with any CRM. In addition, our solution integrates with other essential business tools such as Microsoft Teams, Power BI, WebRTC, among others, offering a solution completely tailored to your needs.

Don’t miss the opportunity to transform how your company interacts with its customers and manages internal communications. Your employees will thank you for having all the information centralized and organized, which will facilitate their day-to-day work and help them achieve their goals more efficiently. Find out more about the integrations of our Virtual PBX for companies HERE.

Ready to take the next step towards unprecedented efficiency and world-class customer service? Contact us today at hola@glofera.com or call us at (+34) 900 600 300. We are here to help you take your business to the next level!

Proximity technology consultancy formed by professionals with a track record of over 20 years of experience in the field of Cybersecurity and Telecommunications Telecommunications.