What is CRM's Integrated IVR system?

Let’s face it…

There aren’t many businesses that shouldn’t be taking advantage of CRM systems. In case you aren’t aware, a CRM system is a Customer Relationship Management system. CRM systems and software can deliver great benefits to your business, and your customers.

In general, a CRM system can:

• Help you better organize your contact data
• Segment customers using already collected data
• Automatically generate sales reports
• Improve sales forecasting
• Scale your sales process
• Increase the efficiency of administrative tasks

Those are just a few of the benefits that a CRM system can provide. It’s no wonder that any customer facing business loves to take advantage of a CRM solution.

Where can you find a CRM solution?

There are a couple major players when it comes to CRM solutions, which are consistently seen as being reliable solutions for businesses of all sizes. However, we recommend doing your own research to find the perfect solution for your business. This list can be a good place to start:

• HubSpot: Known for their wide range of add-ons, allowing you to pay for the features you want without being burdened with features you’d never use.
• Zendesk: Zendesk Sell is a CRM system that can give your business access to the wider Zendesk ecosystem. Keeping your tools in one convenient place.
• Salesforce: Salesforce consistently is seen as a pioneer in the space, with a wide variety of features that can be taken advantage of.

So what is an integrated IVR?

Your CRM solution has important customer data available at your fingertips, such as customer contact information. It makes sense then to have your business phone system accessible within your CRM solution. That’s where integrations come in.

Your IVR system is what allows you to appropriately route callers, and can do so through standard menu options or through intelligent voice IVR. Connecting IVR to your CRM solution can allow you to better consolidate customer data as it comes in, keep track of customer tickets, and streamline your workflow.

With Yodel, you can take your entire business phone system, including your IVR, and integrate it into the CRM solution you love. Think of the everyday tasks that can become dead simple. For example, instead of copying and pasting customer phone numbers, allow Yodel to convert them into clickable, and dialable, links.

These small automations can help reduce user error, and create a more efficient way to connect with your customers.

Get started today!

In the end, you can get started integrating your IVR system into your CRM tool with Yodel. Yodel makes it easy to get started, and you can even schedule a demo call with one of our team members to configure Yodel to your exact needs.