Boost productivity by integrating with your CRM applications.
Integrating the Ooma Enterprise cloud communications system and hosted call center platform into other CRM applications unleashes new productivity and business analytics potential. It unifies data and enhances functionality. It even automates business processes your team is currently doing manually. Just a few of the popular systems we integrate with include:
8 Steps to Driving Customer Loyalty with
Customized Communications
Ooma has transformed the ordering process for national pizza chains and other online / retail customers by integrating the phone and call center system into back-end AI, order processing, and payment systems. This helps them fill orders faster, gain a competitive edge, and drive customer loyalty.
CRM Application Integration
By integrating Ooma Enterprise into other popular CRM solutions, your team members can enjoy:
CRM Integration Features
Click-to-dial: Start a call from within the CRM anytime a phone number is available. Click-to-dial saves 15-30 seconds, eliminating common errors. Less time dialing also means more time focused on core functions.
Inbound screen pops: Inbound screen pops provide instant visibility into who is calling. Relevant contact information is displayed before the call is answered.
20/20 activity view: Call records are captured in the Lead or Contact record for all calls made from Ooma Enterprise, including conference calls. This gives your team a more detailed and accurate view of customer calls.
Workspace transfer: With workspace transfer, service agents are able to transfer the entire user workspace along with the phone call for an optimized customer service experience.
Data Integration
With Ooma Enterprise CRM integration capabilities, users can enjoy:
Data Integration Features
-
Click-to-dial
Start a call from within the CRM anytime a phone number is available. Click-to-dial saves 15-30 seconds, eliminating common errors. Less time dialing also means more time focused on core functions.
-
Inbound screen pops
Inbound screen pops provide instant visibility into who is calling. Relevant contact information is displayed before the call is answered.
-
20/20 activity view
Call records are captured in the Lead or Contact record for all calls made from Ooma Enterprise, including conference calls. This gives your team a more detailed and accurate view of customer calls.
-
Workspace transfer
With workspace transfer, service agents are able to transfer the entire user workspace along with the phone call for an optimized customer service experience.
Integrations provide a wide range of business benefits, including:
Service and Support
Provide faster and more personal customer service. Understand sales and service trends and metrics.
Sales
Sales staff can make more outbound calls every day. Reps and call center agents can quickly create follow-up tasks to move deals or tickets along faster.
Marketing
Easily create and track unique phone numbers for marketing campaigns. Calculate campaign effectiveness and ROI based on responses.
Telemarketing
Enable staff to place calls more rapidly and process orders faster. Encourage accurate, complete notes.
Accounting
Easily make faster, and more collections calls each day. Review data from call logs for accurate hourly billing.
Management
Analyze detailed business communications metrics to discover leading business indicators.
Talk to an Ooma Enterprise unified communications expert today
to learn more about our
integration capabilities.
Call 877-630-7415
Hear from our customers.
See how Ooma Office became a plug and play solution for U.S. Retail across 41 franchise locations.
See how Digi FX loves Ooma Enterprise’s flexibility and personalized customer care that provides solutions that perfectly fit unique needs for a wide range of clients.