Problems
1. Managers make and receive calls from personal phones, which means the communication history is not saved in the CRM.
2. There is no quality control over managers' work and no recording of phone conversations.
3. The manager cannot see statistics on calls, the number of missed calls, or employee performance.
4. Client contacts and communication history are stored in different places, which complicates the work of the sales department.
5. Managers have to manually look up the client's number and record the results of calls.
Tasks
1. Connect IP telephony to Kommo CRM.
2. Set up the ability to receive and make calls directly from the deal and contact card.
3. Automate the recording of call history and communication results.
4. Ensure phone conversations are recorded and call statistics are collected.
Solution
1. IP telephony was connected and configured with integration into Kommo CRM.
2. The ability to make and receive calls directly from the deal card was implemented.
3. Automatic saving of call history, conversation recordings, and communication results was configured.
4. Call analytics and distribution of incoming inquiries among managers were configured.
Results
1. The entire history of phone conversations is stored in the client's card.
2. Managers can make calls with one click directly from the CRM, which reduced the time needed to process inquiries thanks to the automation of call handling.
3. The manager gained full control over the quality of call handling and employee performance.
4. Loss of information about calls and clients has been eliminated.
5. The speed of processing inquiries and the quality of customer service have improved.
6. It became possible to analyze missed calls, manager workload, and the efficiency of the sales department.
— — —
To set up telephony for you, please answer a few questions:
1. What is the current monthly budget for calls?
2. Which products need to be included?
— telephony
— call tracking
— callback widget
— chats
— AI analysis
3. Does the company already have phone numbers, or does it need to use our numbers?
— Is the company registered in the country where number rental is needed?
— How many numbers need to be purchased/ported?
— Do you want to keep your current numbers?
4. Which countries do you need to call?
5. How many managers will be working?
6. Where do calls need to be set up (PC and/or phone)?
7. Average number of outgoing minutes per month?
— number of calls per day
— conversations per day in minutes
— number of calls per month
— conversations per month in minutes
8. Which CRM is being used?
9. Where do calls need to be set up (PC and/or phone)?
— IP phone
— Mobile phone
— Phone application
— Computer program
1. Managers make and receive calls from personal phones, which means the communication history is not saved in the CRM.
2. There is no quality control over managers' work and no recording of phone conversations.
3. The manager cannot see statistics on calls, the number of missed calls, or employee performance.
4. Client contacts and communication history are stored in different places, which complicates the work of the sales department.
5. Managers have to manually look up the client's number and record the results of calls.
Tasks
1. Connect IP telephony to Kommo CRM.
2. Set up the ability to receive and make calls directly from the deal and contact card.
3. Automate the recording of call history and communication results.
4. Ensure phone conversations are recorded and call statistics are collected.
Solution
1. IP telephony was connected and configured with integration into Kommo CRM.
2. The ability to make and receive calls directly from the deal card was implemented.
3. Automatic saving of call history, conversation recordings, and communication results was configured.
4. Call analytics and distribution of incoming inquiries among managers were configured.
Results
1. The entire history of phone conversations is stored in the client's card.
2. Managers can make calls with one click directly from the CRM, which reduced the time needed to process inquiries thanks to the automation of call handling.
3. The manager gained full control over the quality of call handling and employee performance.
4. Loss of information about calls and clients has been eliminated.
5. The speed of processing inquiries and the quality of customer service have improved.
6. It became possible to analyze missed calls, manager workload, and the efficiency of the sales department.
— — —
To set up telephony for you, please answer a few questions:
1. What is the current monthly budget for calls?
2. Which products need to be included?
— telephony
— call tracking
— callback widget
— chats
— AI analysis
3. Does the company already have phone numbers, or does it need to use our numbers?
— Is the company registered in the country where number rental is needed?
— How many numbers need to be purchased/ported?
— Do you want to keep your current numbers?
4. Which countries do you need to call?
5. How many managers will be working?
6. Where do calls need to be set up (PC and/or phone)?
7. Average number of outgoing minutes per month?
— number of calls per day
— conversations per day in minutes
— number of calls per month
— conversations per month in minutes
8. Which CRM is being used?
9. Where do calls need to be set up (PC and/or phone)?
— IP phone
— Mobile phone
— Phone application
— Computer program