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Improve your agent productivity & customer satisfaction with our Leadsquared CRM integration
 For an incoming call agent screen pops with
customer information enabling a
personalized greeting to each caller
 Agent works within Leadsquared CRM
while accessing all relevant information
about the callers
- Contact information
- Take notes on the call
Personalized greetings to callers +
Streamlined agent workflows
Contextual discussion with
customer helps boost agent
productivity in resolving customer
issues. Agents while on the call
with a caller
 Can observe the caller details on
the Screen pop up page
 Outbound calls can be initiated
within the Leadsquared CRM
page
Boost agent productivity for
outbound calls
Outbound call from the
“manage leads” section
Multiple options of triggering
outbound click to calls by the
agent – Lead Activity Stream
Multiple options of triggering
outbound click to calls by the
agent – Lead details page
 Voice call is an integral part of the
integration and the call is tagged as
per the nature of the call
 Once call is completed, the Call
details along-with the recordings
are passed back to Leadsquared
CRM.
Call recording – In-built in
Leadsquared CRM using Ozonetel
connector
6
Contact Us
sales@ozonetel.com
1800-200-0820
www.ozonetel.com

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Lead squared cti integration-ozonetel

  • 1. Improve your agent productivity & customer satisfaction with our Leadsquared CRM integration
  • 2.  For an incoming call agent screen pops with customer information enabling a personalized greeting to each caller  Agent works within Leadsquared CRM while accessing all relevant information about the callers - Contact information - Take notes on the call Personalized greetings to callers + Streamlined agent workflows
  • 3. Contextual discussion with customer helps boost agent productivity in resolving customer issues. Agents while on the call with a caller  Can observe the caller details on the Screen pop up page  Outbound calls can be initiated within the Leadsquared CRM page Boost agent productivity for outbound calls Outbound call from the “manage leads” section
  • 4. Multiple options of triggering outbound click to calls by the agent – Lead Activity Stream Multiple options of triggering outbound click to calls by the agent – Lead details page
  • 5.  Voice call is an integral part of the integration and the call is tagged as per the nature of the call  Once call is completed, the Call details along-with the recordings are passed back to Leadsquared CRM. Call recording – In-built in Leadsquared CRM using Ozonetel connector