Jun 5 2015

Your success with a CRM is often determined by the quality of the customer relationships that forms between your company and your customers. Some businesses, however, only use their CRM like a glorified Excel spreadsheet to track customers and nothing else–when it could be used to do so much more. Here are 4 business-savvy tips on how you can use your CRM to connect, engage, and cultivate high quality relationships.

• {1}

  Get to Know Your Customers

  To start a relationship with someone, you have to understand them and let them feel understood–not an easy task when you are dealing with many customers at the same time. A CRM gives you a place to keep track of all customers, and all their personal details can be automatically gathered from phone calls, emails, texts, online chat, and website interactions. For more on a CRM that automatically tracks customers and saves their contact information along with their interactions, see Voicent’s CRM page.

• {2}

  Create effective marketing campaigns

  Creating effective marketing campaigns depends on understanding who your customers are. Having the correct data on how your target customers interact with your company will let you know how to sell to them, and others like them. A good CRM will automatically update customer information during email, phone, or SMS marketing campaigns based on their responses.

• {3}

  Develop Meaningful Relationships

  The more data you get, the more you can automate the communication process. Having in-depth information in a CRM allows you to deeply personalize each customer’s experience, but with less work.

  With a marketing automation platform that has a built-in CRM (like the Voicent marketing automation platform), you can automate customer engagement with workflow integration and event triggers. For example, when a prospect fills out a web form on your website, their information is automatically saved into your CRM, and a welcome email may automatically be sent to the prospect without you lifting a finger. In another instance, when your customer logs in for the first time on your website, this interaction is saved into the CRM, and another email may be automatically sent from your business with information on getting started. Thus, knowing where your customer is along the buying process helps you provide professional, high quality customer service and sales flow.

• {4}

  Predict the Future: Understand Your Customer’s Purchasing Behavior

  Now that you have all this data, you need to use it! Anticipate what your customer’s purchase behavior and what they will want to know before they even call or send an email. Using CRM data analytics, you can use your CRM to set automatic reminders to make follow up calls and emails to the most important customers. Moreever, you can use your CRM to see purchasing trends and determine what the next step in your company should be. With web form integration with your CRM, you can learn about the areas where you customers decide not to purchase and other bottlenecks.

You can use a CRM to elevate your business, create effective campaigns, connect and engage with customers, and predict their behavior. With a good CRM, doing business becomes simple and enjoyable.

How can Voicent integrate their software with our Salesforce CRM?

Voicent works hard in fulfilling our customers’ needs. We pride ourselves in simplifying your business needs to save you time, energy, and cost.

Voicent just released a new feature where you are able to automatically open the contact page of the person you are communicating with as soon as your call is connected.

Please note: Salesforce requires you to purchase the Enterprise Edition of Salesforce CRM or above in order to integrate with outside software. For more information, please visit Salesforce.com.

New Contact?
The contact information is not in your CRM database yet? No worries! Voicent will create the contact for you. You just simply need to fill out the appropriate information.
That’s not just it, Voicent is also capable of automatically uploading your call information to Salesforce CRM.

Call information will include:

• Call notes
• Call Status
• Call Disposition
• Opt-Out info
• Agent who handled the call
• Campaign information

The best thing about this feature is that it is extremely easy to setup. Here are the steps:

Step 1)

Follow the Setup menu, select Account, then CRM Connector.

Fill in the login name and password fields along with the additional token field that Salesforce provides you.

Note: For Salesforce, you must login with “Additional Token” in addition to entering username and password. Information about retrieving an additional token can be found here

For older releases, Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable Salesforce.com connector”

Step 2)
You will then login to your Salesforce account in Voicent Dashboard.

Once configured, you will be able to seamlessly use Voicent software harmoniously with Salesforce.

How can Voicent integrate their software with our SugarCRM?

Voicent works hard in fulfilling our customers’ needs. We pride ourselves in simplifying your business needs to save you time, energy, and cost.

Voicent just released a new feature where you are able to automatically open the contact page of the person you are communicating with as soon as your call is connected.

New Contact?
The contact information is not in your CRM database yet? No worries! Voicent will automatically create the contact for you. You just simply need to fill out the appropriate information.
That’s not just it, Voicent is also capable of automatically uploading your call information to SugarCRM.

Call information will include:

• Call notes
• Call Status
• Call Disposition
• Opt-Out info
• Agent who handled the call
• Campaign information

The best thing about this feature is that it is extremely easy to setup. Here are the steps:

Step 1)
You will to need to start by specifying in the Voicent Gateway that you want to connect to SugarCRM.
Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable SugarCRM connector” -> Enter the Target server where the your CRM database lies
Note:
For the Community Edition, “URL” field needs to be pointed to the root folder for you database. In this example, the root folder is “sugarsuite” and listening on port 800.
For the Online Edition, “URL” field needs to be pointed to the domain URL of the SugarCRM edition you have.
You will be responsible for inputting “http://” or “https://” in the URL field

Step 2)
You will then login to Voicent Dashboard to enter the user credentials.
Open Voicent Dashboard -> Setup -> CRM Connector Setup -> Enter in user name and password

Once configured, you will be able to seamlessly use Voicent software harmoniously with Sugar CRM.