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[On-Demand Webinar] How to Improve User Adoption and Boost Sales with CRM friendly Cloud Telephony

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In a recent webinar with our partner ActivePBX we explored how integrating cloud telephony with your CRM can solve all of these challenges.

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[On-Demand Webinar] How to Improve User Adoption and Boost Sales with CRM friendly Cloud Telephony

  1. 1. CRM-Friendly Telephony How to Improve User Adoption and Boost Sales with CTI #LearningWithBrainSell
  2. 2. Who We Are About BrainSell  25 years of expertise  We deliver unbiased technology advice and consulting services to clients of all sizes, across North America  A SugarCRM Elite Partner for 10 years and counting! We help companies thrive by solving their challenges with guidance and technology. “ ” #LearningWithBrainSell
  3. 3. Your Hosts Alex Gonzalez CEO ActivePBX William Jaramillo Director of Partner Development ActivePBX Ali Lipman Customer Success Manager BrainSell #LearningWithBrainSell
  4. 4. Agenda 3. User Story Breakdown  Why one BrainSell Customer Chose ActivePBX  How ActivePBX realized their vision  The Results 1. What is CTI?  The Definition  What form it can take  How does it benefit your business? #LearningWithBrainSell 2. CRM-Friendly Cloud Telephony  Eliminate the barriers  Capture valuable activity  Take action 4. Demo 5. Questions
  5. 5. CTI– What is it? Pop Up Caller-ID Voice Recording Click-to-Dial Call Center Management 360 Customer View Advanced Analytics /kəmˈpyo͞odər təˈlefənē in(t)əˈɡrāSH(ə)n/ noun Computer Telephony Integration - Technology that enables computers to interact with telephones Companies that Implemented CTI saw: • Improved Lead Response Time • Increased Productivity – less people making more phone calls • Increased Call Accuracy • Improved Adoption of CRM • Improved Collaboration • Increased Customer Satisfaction • Reduced Costs #LearningWithBrainSell
  6. 6. How Can Telephony Integrated with your Tech Benefit Your Business? #LearningWithBrainSell
  7. 7.  Instant visibility  Easy note taking  Promote follow-ups  Set call dispositions  Refine your CRM data Empower your users Eliminate the Barriers
  8. 8. Complete the Circle  Automatically log calls to CRM  Attach call recordings to activity records  Combine call activity with CRM activity Capture Valuable Activity #LearningWithBrainSell
  9. 9. Leverage your CRM data  Improve customer satisfaction  Dynamic call routing  Shorter sales cycles  First call resolutions Take Action 7 out of 10 U.S. consumers say they’ve spent more money to do business with a company that delivers great service. #LearningWithBrainSell
  10. 10.  Make critical business decisions  Optimize your staff  Schedule telemarketing campaigns  Monitor and train with call recordings Leverage your CRM data Take Action
  11. 11. User Story Breakdown Why Alternative Utility Services, a SugarCRM client, chose ActivePBX o The Challenge: o Faced hurdles scaling their customer service and inside-sales teams o Lack of call logging made it difficult to gather good data for analysis o Inefficient collaboration across departments  The end-to-end solution:  Friendly CRM telephony  Cloud phone system  Easy onboarding  Excellent Customer Service  Affordable Pricing #LearningWithBrainSell
  12. 12. User Story Breakdown How ActivePBX realized their vision Versatility: Platform API’s together with SugarCRM Database Call Data embedded within SugarCRM Mobility for Sales Team •IOS •Android •Windows •Mac •iPad •Tablet #LearningWithBrainSell
  13. 13.  Migration Path – Gantt Chart  Weeks not months – Time Sensitive  Advantages of Pre-Configuration Essentials – Fine Tuning The Results #LearningWithBrainSell
  14. 14. DEMO #LearningWithBrainSell
  15. 15. Questions? #LearningWithBrainSell
  16. 16. Curious about ways to connect-the-dots and get the most out of your tech? Write to sales@brainsell.net to schedule your free consultation on your current CRM and telephony environment today! Special Offer #LearningWithBrainSell
  17. 17. Thank You For More Information sales@brainsell.net (866) 356-2654 www.brainsell.net Follow us on Twitter: @BrainSell #LearningWithBrainSell

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