The manager already decides whether or not to make a deal and contact based on the lead. If a new customer calls a deal is created. All subsequent calls from the same client will go to her. If an existing customer calls under an open agreement the call is immediately directed to the responsible manager. A duplicate agreement is not created. After answering the call a closed task is created the audio recording of the call is attached to it. With its help you can easily understand how a manager processes leads. Or find out if the manager is not to blame for losing the deal. If you have call tracking enabled each deal is attached to the source channel campaign and keyword that generated the lead. Due to this you can understand which advertising brings sales and which simply wastes the budget. 5 ringostat integrations with crm example of data about advertising call source transmitted to crm example of call source advertising data transmitted to crm when the manager calls the customer creation of contacts agreements and tasks is also implemented for outgoing calls.
After them audio recordings of conversations are attached to tasks. 5 integrations jewelry retouch service of ringostat with crm example of recording in pipedrive an example of a pipedrive recording that was automatically created after a conversation with an audio recording of the call attached to it if the manager missed the call a call back task with a deadline is automatically created. So the manager will definitely not forget to contact the client. If the call was not answered by the responsible manager but by someone else for example if the manager is busy on a business trip or on sick leave. After the call is answered by his colleague a task will be created for the responsible person with the audio recording of the call attached. This will allow you to avoid a broken phone and be aware of agreements with the client. Ringostat in connection with zoho crm is on the one hand fullfledged tracking when you can monitor the effectiveness of advertising channels and platforms. And on the other hand telephony with a virtual pbx.
That is marketing always knows how many calls according to which parameters and from which advertising channels and platforms have come. At the same time each call creates a transaction in zoho and pulls all the data of the customers journey. And sales managers in turn can listen to calls directly from the crm system or the application on the phone. For example one of our customers a b2b business that uses zoho crm and zoho desk has an integration with ringostat. His crm receives customer calls and his desk receives endusers who have problems and need support. Sometimes customers accidentally call the wrong numbers so it is important to be able to quickly transfer the request to another department. The client works in the countries of the european union and in ukraine. a rather voluminous technical task. The ringostat team always took into account our wishes and promptly resolved all issues. Now all our clients calls are recorded in zoho crm and zoho desk. It is possible to monitor all calls — incoming missed outgoing.
发表于 2022-10-1 18:33:04
