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Call Center CRM Software .pdf


Original filename: Call Center CRM Software.pdf
Title: ActiveCRM Salesforce, Zoho, SugarCRM, CTI CRM Integration

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Login

(866) 330-4678

Automatic Call Logging
Click to Dial
Call Popups
Realtime Analytics
Cater to your clientele with relevant information at your fingertips – all in a seamless workflow
experience. Adding new contacts, taking notes, creating reminder tasks, and even notifying

Create CRM Tasks
Create CRM Records

colleagues about an action item becomes a breeze with this user-friendly tool. All calls, whether
inbound or outbound, will be logged automatically and accompanied with powerful insight via
detailed reports of your team’s performance. Making outbound calls becomes effortless as you can
zip through phone numbers on the web or in your contact database with “click-to-call”
functionality. You will quickly realize that CRM telephony is an indispensable tool for your sales
and customer service teams.

Calls

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Request a Quote

Calls
We pull all of your latest phone calls both inbound and outbound. We
also tell who on your team answered the call. So you will know exactly
who talked to the customer or lead last and what they talked about.

Emails
We pull all of your latest customer emails that are located in your CRM
system. You immediately know what the last customer conversation was
and you can begin where you left o​ff.

Notes
We let you take notes and we additionally display them for you in the
activities slider. See what the last note was. Even if it was not a phone
call you will be aware of the latest details about the contact.

Featured CRM Platforms

Salesforce

SugarCRM

@mentions
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Zoho

Zendesk

@mentions
When you need to CC a team member you can just type in @ and the
users name (e.g. @matt). The call notes and call record will get emailed
to the team member. This guarantees imperative info still gets in the
CRM rather than just being sent in an email to a colleague.

Task Follow-up
We have natural language processing. Type something like “Follow-up
next week” and ActiveCRM will create a task in your CRM to remind you to
follow up with this person at the specified time!

Indicators
For both the @mentions and the Task Follow-up features we display a
green indicator on the right-hand corner to let you know what processes
will fire after the call is over.

Many More Supported CRMs

Advologix

Apto

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Close.io

DealerTrack

DealerTrack

Improveit! 360

Infusionsoft

Insightly

JobScience

Microsoft Dynamics

Navatar

Netsuite

Oracle Sales Cloud

PropertyBase

REthink

TargetRecruit

ActiveCRM is not your typical CTI solution. It boasts an innovative

The caller’s previous calls, notes, etc are pulled from the CRM and

feature set your users will love.

displayed in the call Popup

All Calls are Logged 100% Automatically. No need to be logged into

Call Notes entered in one tab are sync’d to others. Never hunt down

the CRM or even have your computer on.

the tab you left notes in again. We popup right in the CRM or any tab.

Add Sales Gamification to your CRM.

Call History for reviewing calls made

Click-to-Dial works on any webpage. Your CRM, your inbox, a

@mention syntax enables easy sharing of call notes.

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spreadsheet, LinkedIn, etc.

Popups handle multiple calls (ie. Call Waiting), don’t ever lose a call

Easy to use Inside Sales interface that doesn’t require any training.

note

Often called a PowerDialer, Auto-Dialer, Progressive Dialer, or

SmartRelate – Calls are related to Opportunities/Cases if dialed from

Predictive Dialer. We call it a Sales Dialer!

one in your CRM

Call Centers use Call Popups that appear on every browser tab. This

If multiple matches, popup displays radio buttons to choose.

allows users to add notes to calls even when they’re not logged into

Gamification awards top performers and makes it fun

your CRM!
Contact name & account link to the CRM record to quickly pull up all
your CRM data.

Popup is minimizable to side of screen from your CRM or any tab
Call Metrics you can understand.

Enhances company productivity through simpler outbound calling, superior relationship
monitoring, follow-up activity, lead generation, and innovative analytics.
Call Popups

Real-time Analytics

Click to Dial

CRM Task Creation

Automatic Call Logging

CRM Records Creation

Request a Quote

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OUR COM PAN Y
ActivePBX® is a cloud-based business phone
system that saves you money while
increasing productivity and mobility. The
system works with your existing broadband
Internet connection, which eliminates the
need for costly telecom hardware and
traditional phone services.
Phone Systems Evolved ™

EXPLOR E OUR FEATUR ES

R ECEN T BLOG POSTS
What Type of Managed
Service Provider (MSP)
are You?

Mobility
Intelligence

August 10, 2016

Unification
Continuity

Best Office Phone
Systems For Medium to
Large Businesses

Expertise

August 8, 2016

Global Reach

CON TACT IN FO
ActivePBX®
1444 Biscayne Blvd., Suite 313
Miami, FL 33132
1-866-330-4678
786-718-1821
http://activepbx.com

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