CRM: Control customer data and increase sales

Banks, telephone companies and other service companies usually handle basic customer data. In fact, this is part of the nature of that type of business, but the truth is that having customer information is always positive and useful. In fact, both the company and the customers benefit from a CRM.

Having databases is legal as long as the information is handled in accordance with the law. In fact, this is important in almost every type of enterprise. Of course, today’s information management software has evolved by leaps and bounds. Having a CRM even makes it possible to carry out marketing campaigns with a fairly wide scope.

What is a CRM?

CRM is a business management system aimed at collecting data from a company’s customers. To be more precise, this software is a manager for the relationship and attention offered to customers. It is known as CRM for its acronym in English which stands for Customer Relationship Management.

The meaning of CRM in Spanish is something like «Gestor para el manejo de relaciones». This is a digital tool but its design is also part of a management model for customer service. This makes it go beyond the rudimentary databases used by some service companies in the past.

The CRM integrates various functions that facilitate communication with users, beyond attending to their problems. In fact, this application includes functionalities that facilitate data updating, marketing and communication of business messages. As can be seen, the information base is one of the parts of this integrated system and not its entirety.

A traditional database may be configured only for information verification, or customer service. On the contrary, CRM is designed to simplify the commercial relationship with regular customers and potential users. Used well, this tool allows you to expand business opportunities and close new sales.

How does CRM work?

CRM is more than a software, it is a customer-oriented business management philosophy. It is not only oriented to attend to complaints or failures and, to tell the truth, it is usually designed to increase sales. Its appearance comes to unify and refresh obsolete processes or systems of attention that were not integrated in order to consolidate the growth of the company.

CRM is created under the vision that all the information must be condensed in a macro system, efficient and easy to access. It is a way for every part of a call center and the company to work in unison. In addition, this software has functionalities and channels of action to connect various departments.

For example, it may happen that a customer calls upset because his cable TV signal is faulty. An operator immediately answers the call, verifies the data of the incoming call and understands that the user has outdated numbers in the database. Immediately, the CRM allows you to update the phone number and even get the person’s email address.

But the CRM goes beyond this. In fact, the inbound operator can pass data to the telemarketing department. In other words, this application makes it easier for all departments to communicate and complement each other for the benefit of customer service and the company’s commercial growth. The goal is to connect all parts of the business machine to generate better information and greater resources.

Some CRM functions

CRM is a complex system that links the parts of a company and its functions are interconnected. Obviously, updating customer information is probably its most basic and obvious facet. But the full potential of this implementation can be analyzed with other, much more complex functions.

For example, today’s CRMs make it possible not only to obtain and manage customer data, but also data on people who may be potential customers. These are known in marketing as leads and constitute business opportunities. Precisely, the manager system is designed to detect this type of person and pass them directly to the sales department.

This tool also makes it possible to check the status of customer debts. This is of vital importance for service providers and allows them to improve the work of the collection department. As with leads, the information is passed on to improve the company’s ability to collect from customers in arrears.

In addition to this, the most current CRMs implement automated intelligence. In this way, the most repetitive tasks are performed more quickly and easily. In turn, these programs have functions and sections that generate recommendations to telemarketers. In the case of Neotel’s tool, this happens instantly and in the middle of the management.

How to improve sales with a CRM?

CRM is a program aimed at generating opportunities and facilities to increase sales. Although there are many types of this type of programs, all of them in their structure promote the commercial activity of the enterprise. The most important thing is the interconnection that it allows between departments for the exchange of information.

The knowledge of the leads allows the telemarketing department to capture new customers. Today, worldwide statistics suggest that a person buys products or services after the fifth call received. Being able to identify interested buyers and forward their data to close the deal, means achieving sales with fewer contacts.

In other words, CRM increases the amount of closed business by reducing the work required to obtain it. Added to this, its use implies an increase in cross-selling. These are the ones that occur when an operator gets customers to buy complementary or higher-priced products or services, increasing profits for the company.

Of course, each manager has different characteristics and it is therefore necessary to carry out a study of the available options. Choosing the system that adapts to the particular needs of the company is a priority for any entrepreneur. Just as companies operate or are structured differently, not all managers are equally suited to each company or business activity.

Getting to know Neotel’s CRM

Neotel’s CRM has some of the most comprehensive and innovative features on the market. A basic feature of these systems is the document manager. This allows the operator to access the information stored for each client.

Likewise, the program has the ability to note changes or send documentation by various means to other departments. In fact, the CRM allows sending both e-mails and text messages from the user’s window. Basically, this type of program facilitates the exchange of information to avoid delays.

Another feature that Neotel’s CRM has is the ability to schedule WorkFlow. Basically, this involves creating events with guidelines and information that allow all company departments to be connected. This involves, for example, creating alarms for the telemarketing department to call three customers who have contacted the company.

In essence, this customer relationship manager goes far beyond traditional databases. CRM is designed to link the work of the different sectors of a company. In fact, this application is ideal for companies with medium-sized or large workforces. This is just a taste of Neotel’s CRM functionalities.

What is Neotel CRM like?

After understanding what a CRM is and what it works for, it is essential to analyze the characteristics of each market proposal. Neotel’s application is functional, easy to use and has a user-friendly interface. From a simple to understand structure it is possible to perform multiple tasks that will improve the productivity of the company.

Neotel CRM comes with an integrated virtual pbx. This means that the companies contracting the service have the call center software fully compatible with this manager. In this way, operators will not have to open several different softwares to perform their management. In addition to this, the application is customizable and includes very useful functions for marketing.

The entire system is hosted in the cloud and works with an Internet connection. The costs of the service are competitive and can be adapted to the needs and budget of the contractor. Entrepreneurs can access a certain number of modules, channels and services depending on what they need for their company.

CRM is a necessary tool for growing companies. It goes beyond the database and aims to increase productivity and revenue by improving internal processes. For sure, it is a necessary investment that will pay good dividends in the medium term.

Innovative CRM: the best way to have the best customer data

Companies with years of experience know how important it is to have a system with the data of each client. The problem is that in most cases the software they use is very outdated. Truth be told, when it comes to business and technology, the rule of «better the devil you know than the good you don’t know» doesn’t really apply. Having an innovative CRM implies an advantage not only at a management level, but also at a commercial level.

CRM goes beyond being a data system like the one banks have, for example. Traditional data banks are not necessarily focused on communication and customer service. A key feature of these systems is the interconnection between the collection and review of data and the management of both customer service and marketing. CRM is more than an information bank, it is a business approach.

CRM: integrating every aspect of service

CRM humanizes companies and turns them into customer-oriented companies. This management system integrates everything: from problem resolution, to updating user data, to sales. It is a new and different approach materialized in a tool that manages the information of interest.

It may seem to be just a database, but this type of program is very intelligent. For example, from the CRM an operator can know the caller’s data, know if he has called before or if he is in the database. By knowing the phone number and name of the caller, you can even update the data.

Neotel’s CRM is based on the creation of a modifiable file with information about each customer. Their records appear with each contact and can be edited to update the information. This eliminates one of the biggest problems for most companies: outdated user data. Instead of waiting for customers to enter their new phone numbers or e-mail, the operator can do it with every call.

Smarter campaigns

But updating data is just one of the CRM’s functions. In fact, this tool makes it easier to organize information in a simplified way. At the same time, the program is designed to facilitate the use of this data in subsequent campaigns.

In short, this system, integrated with the call center software, allows for intelligent commercial work. Companies that have this program make better marketing campaigns because the program is structured to integrate each task. CRM is a software that contains a business philosophy based on customer service and expansion.

Companies like Neotel manage to integrate virtual PBX to their CRM and even to other third-party applications. Undoubtedly, up-to-date customer service technology is an asset that allows companies to expand their commercial sphere.

Customer Relationship Management

The Customer Relationship Management or CRM database platform focused on collecting companies’ relationships with their customers, this database will be an important source of information for the company, the more customers are known, the easier it is to plan, adapt and structure marketing strategies.

What is Neotel’s Customer Relationship Management application?

Neotel’s CRM application is a powerful customer management tool for your company, with this web application you will be able to

Unify your customer databases
Customer file including invoices – Estimates – Incident tickets – Important documents, (contracts, authorizations, etc.)
Record calls held with customers
The history of notes written by customer service, knowing the person and the day of the note

Usefulness of CRM

Having this application installed allows to have unified information for the moment that an employee or tele-operator who attends to a client, either by commercial contact, or call will find information about the subject to be dealt with even if it is a subject that has not been dealt with by that agent in the first person.

Neotel CRM Use Case Studies

We will present several case studies on the use of CRM

Case Study #1: Customer calls to place an order.

The agent has access to the budgets sent to the client, to know purchase prices or purchased products. You can give a professional image without consulting anyone about that information, knowing that talking to the customer.

Case Study #2: Customer calls to inquire about the status of a request.

The agent sees the history of notes to know the request, and see who attended the case being able to respond quickly to the client on the subject.

Business opportunity features

This module is a business opportunity, to evolve in several stages knowing how the agent advances the sale, being able to consult all the information and documents exchanged with the client.

Examples of business opportunities

Here are some examples

Example #1:

A real estate company will require its CRM tool to connect directly to real estate portals in order to manage the properties offered for sale.

As well as a specific module to add the properties in portfolio.

The objective of the CRM tool is to make communication between departments in your company fast and efficient.

Example #2:

A company of sale of sports footwear carries out a sale of some slippers through its web. The system will create a shipping request to the logistics department so that they can automatically prepare the shipment. When the logistics department has sent the package, the final customer can receive a notice that the package has already left and is going to the shipping company.

Integration with the telephone switchboard. (CRM + PBX)

In addition to all the administrative and commercial management, the application can be connected to Neotel’s virtual pbx, thus linking incoming calls to the customer’s file that has the phone added.

Predictive Dialer: More calls, more productivity, more success

Neotel’s predictive dialer allows redirecting the answered call to an available agent, making your call center much more productive, because the answered calls are the ones the agent works on, instead of the agent dialing several numbers until answering.

What is a predictive dialer?

It is the most efficient performance tool for a Call Center through a significant increase in live connections. This Predictive Dialer ensures real connection between agents and real customers, translating into higher productivity.

By using the right tools for your call center you can double the productivity of the operators in outbound telemarketing.

Differences between a predictive dialer and an automatic dialer

The difference between an automatic dialer and a predictive dialer, is that the predictive dialer keeps a strict control of all calls, predicting statistically when an operator will be free, when to make the call and how many calls must be made.

As the campaign progresses, it establishes data on the calls, modifying criteria to adjust the duration of the call and increase the probability of success.

Advantages of using predictive dialers

Predictive dialers are used for several simultaneous sales and marketing campaigns.

With predictive dialers, agent availability and call response time are algorithmically predicted.

With this process agents get more real connections that increase productivity significantly.

Predictive Dialing is one of the most widely used dialing options and Neotel offers you the most complete set of predictive dialing capabilities on the market.

More advantages offered by Neotel

When purchasing a product you should focus on the competitive advantages, we show you some of them below:

No customer installation required
Increases your agents’ conversation time
Monitoring module
Statistical module
Synchronization with Google Calendar
Prioritize time
Simultaneous configuration with progressive marker between one or more agents

Why choose this predictive dialer?

A great advantage is being able to manage one of our most important assets available: the weather. Neotel’s predictive dialer prioritizes this assertion.

The agent on the call already has a potential customer on the other end of the line, spending campaign records faster.

Included in our services

In the section of our CRM agents will not have to waste time looking for the next record to call, nor should they dial manually.

For the proper functioning the coordinator will load the database so that the system will make the call automatically and when it is answered it will be transferred to the tele-operator, thus gaining a lot of efficiency in the working time.

In the Neotel CRM you will get:

Campaigns can be managed from anywhere with the Internet.
Available form to write down important points of the call (Interest, call back, wrong number)

Contact us and request a demonstration of all our excellent products.

How to reduce costs in the company with the CRM and the virtual pbx

Having the Neotel crm integrated into your PBX is very useful when segmenting leads for future campaigns for example.

Neotel’s crm gives us a lot of information to carry out our campaigns.

The virtual pbx has as one of its goals to promote telework in the company. How? Because it turns out that when we work with this type of systems is not necessary that our employees are physically located in our office and can work from home. In this way the workers gain time (and quality of life) and the employer can cut costs in for example the rental of the office for the company. This is just one of the many ways in which a virtual switchboard helps us to save costs.

To start working with the Neotel crm or pbx no separate software needs to be installed. We would only need to log in with our user that Neotel provides us through its intuitive interface via web.

Neotel creates a perfect synergy between your crm and your virtual pbx, integrating the crm into it. This union creates the perfect tool for creating and managing marketing campaigns.

Switchboard + crm the perfect combination

The Neotel switchboard also offers, among others, the functionality of the virtual fax and the recording of calls that are never deleted and with its own search panel to locate them when necessary.

Best of all, with Neotel’s virtual switchboard you don’t even need a physical phone anymore, so here you’ll also be saving money. If you have a device connected to the Internet, you already have the Neotel switchboard – it’s that simple!

If you have a device you have a switchboard

Reducing the cost of the telephone bill is now possible

You can consult our rates of crm and switchboard visiting these pages:

CRM + PBX Virtual PBX

Virtual pbx

Relocation has been a reality for many years. This means that a company can work with its employees located in different countries of the world and can also offer its services by telephone to any destination.

The companies are integrating the CRM with the Virtual PBX and you should also

Surely if you read this news until the end you will make a very good decision: call Neotel and ask how you can integrate the CRM with your virtual PBX system.

Do you want to integrate the crm into your telephone system in your company?

Once you are a customer of Neotel’s virtual pbx, it is very easy to integrate our CRM into your switchboard. You just need to make a call and tell us what you want to do.

How is a CRM integrated into your company’s telephony?

CRM maximizes your employees’ productivity, which means working fewer hours and getting more.

What benefits does the company have with an integrated CRM?

How about the idea that when a client calls you, it automatically displays on the screen information related to that client, such as the contact information that has made the call, its number and any other information about other conversations that have been held. with this person?

By integrating the crm with your company’s telephony you get absolute control over incoming and outgoing calls and with respect to customers.

Registering both received and completed calls is one of the main advantages when integrating the crm into the switchboard

CRM is the easiest way to create new contacts

As long as you have the active application, when you receive a call from one of your clients, a pop-up window will appear on the screen with absolutely all the information about the client. The fact that when a customer calls us, we get a pop-up in screen with all the relevant information about it, is a way to be prepared before answering the call. Integrating the crm with the virtual switchboard will allow us to always know who is calling us.

To identify all incoming and outgoing calls in the company, CRM is the best solution in the market

A virtual pbx allows to have many lines, in the way of extensions.

CRM functions:

Take control of interactions with potential customers.
Save the data of possible clients to continue contacting them later.
Help to obtain clients from business opportunities and current customers.

A CRM also helps us with the loyalty of our customers. It is undoubtedly the most effective way to keep all the information of our customers in an organized way. In addition, thanks to the CRM, our marketing campaigns will be much more productive by having greater control over our information. If you have been reading this far, it is more than likely that you now understand better why more companies are asking for integrated CRM every day. of the switchboard. If you need us to resolve any possible doubts about our integration between Neotel’s virtual switchboard and our CRM, just call us.

Advantages of IP PBXs for companies

At Neotel we offer pbx, crm and software services for call centers. Absolutely all the products that Neotel offers have been developed in-house by us. Our telephony products are especially aimed at companies of all sizes.

With an ip PBX we save on our phone bill. IP PBXs not only bring us this benefit. They also give us many functionalities to our company that would be impossible to imagine with a traditional telephone switchboard.

Start your ip switchboard with Neotel

The main advantages of IP telephony over traditional telephony are, among others:

In general, it makes internal company communications easier: calls between extensions, calls between different locations, calls from different locations, etc.
Improves access to advanced functions: CTR, IVR, etc.
Allows access to low-cost ip lines: national and international.
Integration with third party software and CRM.
Access to optimized business communications performance.
The different workers and headquarters of the company are unified in the same communication system.
Simplifies the company’s communications infrastructure.
Save up to 40% on your phone bill.

The ip switchboard are all advantages as you can see

The switchboard relies on Internet communications to operate. In this way it will only be necessary to buy the necessary terminals, although there are also options that make the purchase of any terminal no longer mandatory.

Simplifying the «telephone switchboard» system with the virtual switchboard

The virtual pbx in companies is increasingly consolidated as the only communications system.

By using the Internet for the transmission of communications, the virtual pbx represents a significant saving for the bill. In addition, with the ip PBX no longer matters where employees are physically located because communications and their flow are unified within the same system.

An ip control unit can save up to 40%.

Nowadays, the traditional physical switchboards suppose a great cost in terms of maintenance. This would not happen if we contracted a virtual switchboard.

Las centralitas ip son la ayuda definitiva para empresas que gestionan cantidades elevadas de llamadas. Gracias a que la centralita transforma la voz en datos para las comunicaciones, esto puede suponer un ahorro de hasta un 40%.

What role do SMS in a marketing campaign?

Reaching the final customer is essential for any marketing campaign. Neotel, as a leader in the Telecommunications sector, has developed the widest range of services in terms of Communication, and can advise you on which is the most appropriate for your marketing campaign at all times. Among all of them, the SMS is crowned as among the communication systems with the highest success rate.

Integrate sending SMS to mobile phones from the Neotel platform

The customer is the most important for any company. Therefore, and knowing the rate of openness and reading that mobile messages have, it is highly advisable to have the SMS for our professional marketing campaigns.

There are many advantages of using SMS as a means of communication at the Marketing level

The main advantages are:

Sending notifications: You can use it to, for example, send notifications as a reminder to your customers, so that they are always aware of what happens in your company.
Security: It is a direct communication channel between the sender and the recipient, so you can be totally sure that this type of messaging system is reliable for communicating private data.
It serves as a promotional channel: You can offer discounts and promotions to your most common customers using this channel.
Increase traffic to your website: One of the main advantages is to add a link to your website so you increase the chances of sales.
Everyone knows how it works: It is easy to use for all types of users.
Does not need Internet connection: You can reach your audience, wherever you are, without the need for it to be connected to the Internet.

The SMS gives a very good result as far as Direct Communication is concerned.

Neotel is strongly committed to the mass SMS sending service for all types of companies that need it. Neotel has been consolidated throughout all these years as the leading company in the Software Call Center, CRM and Virtual Switchboard sector. Now the sms is the new way to create marketing campaigns for business.

Are you ready to save with your Call Center system in the cloud?

Since the arrival of communication systems in the cloud to companies, many call centers are already benefiting from the advantages they bring. In particular, companies that wish to move forward have been the first to adopt call center systems in the cloud. And this technology has been a before and after in the productivity and effectiveness of employees and therefore it is a very profitable investment.

The ease in terms of mobility that call center systems in the cloud provide since it is not necessary for employees to be physically housed in the same place, giving us a new world of possibilities.
The elimination of computer hardware, which with the call center systems in the cloud these disappear, and with it the maintenance costs that reverberated.
Agents of call center systems in the cloud can perform more in-depth analysis of calls made. With Neotel CRM, which is easily integrated with the virtual switchboard, call center agents have a 100% functional application with which to write down any data relevant to a particular call or customer, and thus dispose of them in a more organized
Call centers in the cloud simplify the dialing, by a simple click, avoiding that agents have to be dialing manually.
Agents can be more efficient with customers, by having their work time more productive, thus focusing on offering the highest quality of telephone service.

The data does not lie. Companies that already have a call center system in the cloud save money and time from the start.

Sales and Marketing Tools for your SME

Speed and quality in the attention. These are the keys that a good Marketing and Sales campaign needs.

Just the fact of having a virtual switchboard in our SME already makes us look bigger in front of our customers. A virtual switchboard gives us a professional image.

SMEs know very well that all the details must be taken care of if they want to maintain their client base.

The virtual switchboard improves the user experience

In addition, one of the main advantages of the virtual switchboard is that with it we never require more than the presence of a Technician for its management since we ourselves will be able to use it without needing help from third parties or specialists.

Having a switchboard in the cloud reduces the number of unanswered calls from customers.

Efficiency and control

Receiving a good telephone service helps us to show a modern and serious image to our customers.

Improve your corporate image with the virtual switchboard

You can configure your switchboard with as many extensions as you wish.

Grows more with the virtual switchboard

With the virtual switchboard we save money and we are more productive.

The virtual switchboard is also cheaper than the telephone physical switchboard, since with this last one the maintenance and its cost comes from the supplier company and, this cost could shoot up at any moment.

Every day there are more SMEs that move to Neotel’s virtual switchboard.

Save on costs and time with the virtual switchboard

The utilities of the virtual switchboard are many. Within your management panel you can configure this customized, depending on your needs.

When you hire Neotel’s virtual switchboard, you really do not care, because Neotel is responsible for the maintenance of your switchboard. And if tomorrow something happens, Neotel is responsible for repairing it. We care about your PBX so you do not have to.

With all that has been said so far, we have already explained to you why the advantages of migrating to a virtual switchboard and getting rid of a physical switchboard for your SME.

In a market like the one where competition is so strong, it is essential to differentiate yourself from the rest. And this is where the virtual switchboard helps us.

The virtual switchboard is your best option always

As you can see, the physical telephone exchange is obsolete. Migrating to the virtual switchboard with Neotel is the best you can always do for your business.

Here we show a series of cases in which using the virtual switchboard is the best option:

The virtual switchboard has a wide range of possibilities, much more than those provided by the physical telephone switchboard.
The virtual switchboard allows us to receive calls on our mobile lines as well as on fixed lines, so no matter where we are with the virtual PBX we are always connected to our employees and customers.
The virtual switchboard when housed in the cloud means that your number is hosted in the cloud as well. The advantage that this brings us is that if tomorrow we need to move to another office, with the virtual PBX our number we make sure to keep it the same, unlike Cable Telephony.
One of the goals of every company is to grow. And with a virtual switchboard, having the possibility of expanding extensions as desired, this is now easier.

The physical telephone exchanges are becoming increasingly obsolete. And companies are realizing this.

What are the advantages of having an integrated CRM within our virtual switchboard?

Neotel has the best virtual switchboard in the market today. In addition, it has its own CRM that is integrated into the PBX. With the CRM integrated in the virtual switchboard of Neotel we get the most powerful telephony tool and information management.

The integration of CRM + Neotel’s virtual switchboard is of great importance to users.

A CRM is a tool for managing information related to customers.

The virtual switchboard is often used by call center companies and anyone who needs constant communication with customers. Some advantages of the switchboard are: call recording, Spy and Whisper, integrated phones, third party verification, selective signaling, queuing, click to call me back, virtual fax, telemarketing surveys, incoming call statistics, dynamic signaling, meeting room, etc.

The switchboard in the cloud (virtual switchboard) is the logical evolution of Telephony

If you need more information about the virtual switchboards, contact Neotel now and we will answer your questions.

The switchboard in the cloud allows you to grow as your company grows.

Do not worry about high telephone bills, complicated configurations, connectivity failures, and much more with Neotel’s PBX.

The virtual switchboard will mean a before and after in your agents. It does not matter if your operators are working from different points.

With old telephony, errors are common. With the virtual switchboard no.

Am I interested in the integration between the switchboard and the Neotel CRM?

Yes. This is the short answer.

With the Neotel CRM, being integrated into the switchboard, when we receive a call, we jump a popup window with all the data and information of that client.

It is difficult to imagine a call center performing its tasks without a CRM integrated into the switchboard.

Ask Neotel for its CRM integrated in the PBX

It could be said that with the integration of the PBX and the CRM, each call becomes a new client.

We trust that this article has been a little better explained the advantages of using CRM in the call center.

Entradas