How To Integrate CRM System & Mobile Recording Services in Small Businesses

Integrations between business systems are pretty common these days. This is done to make companies function as efficiently as possible. Even small businesses are not left behind because they can significantly benefit from these integrations.

One of the best integrations that businesses can benefit from is CRM and mobile recording integrations. But how can these two systems become integrated? Well, keep on reading this article for more details.

But first, let’s explore the benefits of CRM and mobile recording systems integrations.

  1. Easier access to customer data

When your CRM is integrated with your phone recording system, you will easily have access to customers’ data. That means you can track all interactions with customers through voice calls. With this information, you can make more informed business decisions and serve your customers better.

  1. Improved customer service

Through CRM and mobile recording system integration, you can easily improve customer service because it is pretty much easier to access customer data, meaning that your agents will spend less time looking for information and spend more time with customers

  1. Better call management

CRM and business call recording system integrations can also help you manage your call center staff’s time better. For instance, through call recordings, you will be able to know when you have high and low call volumes. If your agents are receiving lots of calls during a specific-two-hour window every day, you can increase the number of staff at that particular time.

How to integrate CRM with the phone recording system

Now that you have read the benefits, let’s see how you can integrate a CRM and phone recording system. You can contact mobile2crm to help you integrate your CRM with the mobile recording system. This will save you time.

  1. Plan ahead

Before you go ahead and purchase your CRM system and phone recording system, you need to find out if there is an existing integration between the two systems. Thankfully, most CRM and call recording systems normally provide an open API to allow for easy integration.

Once you have determined that there are integration options, you need now to understand your business needs. For instance, an integration that doesn’t allow your CRM to open call recordings when you need them is not a perfect fit.

  1. Review service updates and support

It is not uncommon for CRM software or phone recording systems to become outdated or for providers to stop supporting past versions. You need to ensure that the hardware and software you are choosing will be supported and updated regularly. You can ask if there are any additional charges for upgrades.

  1. Implement and test your CRM and phone recording integration

Finally, it is time to deploy your integration. Setting up CRM and phone recording system integration can be as simple as adding a widget and filling in your SIP proxy address and login details. You should always test your integration before you receive, make, and record calls. This can help you avoid losing valuable information or messing up any essential communications.

If you want to test your integration, follow your system’s setup manual or work with a support representative to ease the process. If there are any problems, you can contact your CRM or phone provider’s support team.