CRM Integration 2017-12-20T12:55:40+00:00

CRM Integration

Integration into CRM systems can be offered via:

  • Emailing voicenotes directly into your system
  • Entering data directly
  • Uploading a CSV/XL file

Once we start working together we can optimise sales efficiency through:

  • Information in your CRM system being kept current and up to date
  • Visible tasks and reminders being set for users/support/PAs to action
  • Time previously spent looking up notes or having incomplete notes is freed up to increase productivity, close deals and increase client retention

Since 2007 we have worked with FTSE 100 companies, including leading banks and financial companies, and as such, we are continually rebuilding our systems and enforcing staff adherence to the strictest confidentiality procedures.

We can work with Salesforce, Microsoft, Oracle, Gold Vision, SugarCRM, Zoho, Maximizer, Sage (the list goes on!)…

Ready to find out how we can maximise information in your CRM system? Get in touch with VoiceNotes today!