Integrate your Virtual PBX with Zoho CRM

Can you imagine having all your customer information at your fingertips while you make or receive a call? Integrating your company’s telephony with Zoho CRM not only improves productivity, but also ensures a personalized and efficient customer service. In this post, we explain how this integration can help you optimize customer management and increase your sales.

What is the purpose of integrating Zoho CRM with your company’s telephony?

The integration of a Virtual PBX with Zoho CRM has a direct impact on the efficiency and success of your business. Here are the main advantages it can offer:

1

Effective follow-up to current and potential customers
Make sure you don’t miss important opportunities by keeping a continuous check on every interaction and progress with your customers.
2

Eliminate errors and lost information
Forget about gaps in customer history or scattered data. Integration ensures that everything is centralized and accessible.
3

More personalized customer service
Providing a service that is tailored to the specific needs of each customer translates into greater satisfaction and loyalty.
4

Increased productivity and sales
With less time spent on manual tasks and duplicated processes, your team can focus on what really matters: closing sales and providing excellent customer service.

This type of integration not only optimizes workflow, but also provides a crucial competitive advantage in an increasingly demanding market.

What are the functionalities of the PBX integration with Zoho CRM?

The union of a Virtual PBX with Zoho CRM offers you features designed to optimize every interaction and maximize your results:

Make and receive calls directly from Zoho: no more switching between platforms. Make and receive calls from within the CRM itself, saving time and centralizing management.
Automatic recording of activities: each call is automatically recorded as an activity in the customer’s file, keeping a clear and updated history.
Quick customer identification: when a call comes in, Zoho immediately shows who is calling and opens their corresponding file, allowing you to offer a personalized experience from the very first moment.
Opportunity monitoring and tracking: statistics generated by the integration help you identify patterns, measure your team’s performance and adjust strategies to maximize opportunities.
Glofera support to get the most out of it: in Glofera, we not only offer you the integration; we also accompany you throughout the process. Our team of experts ensures that you get the most out of each functionality, adapting it to the specific needs of your business.

How does the virtual PBX integrate with Zoho CRM?

Integrate your Virtual PBX with Zoho CRM may seem like a technical and complicated process, but at Glofera we make it simple and efficient. Our team of specialized professionals is responsible for managing the entire process from start to finish, ensuring that the integration is seamless and perfectly suited to the needs of your company.

1

Initial analysis
We evaluate your current infrastructure and business objectives to design a customized integration that maximizes the performance of your PBX and CRM.
2

Technical configuration
We take care of connecting the virtual PBX with Zoho CRM in a secure and stable way. We perform all the necessary configurations so that both tools work together optimally.
3

Tailored to your business
We customize the integration to your specific needs. This includes adjustments to workflows, automations and specific configurations that make your day-to-day work easier.
4

Training and ongoing support
Not only do we implement the solution, but we also train your team so that they can take full advantage of the functionalities. In addition, we offer premium technical support, both by phone and in person, to resolve any questions or issues.

The integration of Zoho CRM with a Virtual PBX is the ideal solution for companies that want to improve customer service, increase productivity and maximize their business opportunities. In Gloferawe have more than 20 years of experience helping SMEs to optimize their communications. Discover all the features of our Virtual PBX and how it can transform the communication in your company. More information about our Virtual PBX HERE.

Contact us today for a free personalized consultation. Call us at +34 900 600 300 or write to us at hola@glofera.com.

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