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.
By integrating Ooma Enterprise into other popular CRM solutions, your team members can enjoy:
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.
With Ooma Enterprise CRM integration capabilities, users can enjoy:
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 provide instant visibility into who is calling. Relevant contact information is displayed before the call is answered.
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.
With workspace transfer, service agents are able to transfer the entire user workspace along with the phone call for an optimized customer service experience.
Provide faster and more personal customer service. Understand sales and service trends and metrics.
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.
Easily create and track unique phone numbers for marketing campaigns. Calculate campaign effectiveness and ROI based on responses.
Enable staff to place calls more rapidly and process orders faster. Encourage accurate, complete notes.
Easily make faster, and more collections calls each day. Review data from call logs for accurate hourly billing.
Analyze detailed business communications metrics to discover leading business indicators.
Call 877-630-7415