A personalized call flow is a process in which an incoming call to a company's general phone number is immediately routed to the respective manager.
If the manager is unavailable to answer the call, the customer will be directed to voicemail rather than being forwarded to a third party. Furthermore, each incoming call or SMS generates a transaction in the CRM system, automatically indicating the source of the incoming communication.
Only the designated sales manager responsible for a specific customer will receive their calls and SMS, even if the customer contacts the company's general number.
Customized call scripts can be configured to fit the company's requirements, with certain calls being directed to the respective responsible managers as the final recipients.
Distribution of calls to the responsible Manager
All customer conversations are recorded and saved within the corresponding contact file, ensuring that no details are lost and can be accessed at any time. Additionally, unanswered calls, along with their time and date of receipt, are stored and can be saved in a chronological record of correspondence.
Phone Conversation Recording
The call analytics feature displays all call-related data across all company numbers, with contacts linked to each call for easy identification of the respective customer.
Additionally, incoming and outgoing call analytics can be viewed, including the distribution of calls by individual managers. Users can create filters to view specific data samples as needed.
Make calls to customers directly from your CRM for quick and efficient communication. The CRM system enables automatic calling to customers without requiring a third-party application, making it a convenient and time-saving option.
Integration of all messages into the CRM system enables sending messages directly from the CRM. Additionally, the Sales Bot feature integrates with the telephony system, generating automatic notifications and reminders for customers.
These messages can be scheduled to be sent at specific intervals (such as every 10, 30, or 60 days).
SMS integration and messages automation