Integration of a Virtual Switchboard with ERP

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Integration of a Virtual Switchboard with ERP

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Furthermore, by collecting real-time information from each of the communications. That any agent has with a specific client, we will have very valuable information. Not only for the customer service or sales department . But also for the marketing department, since knowing our target audience is really important. When it comes to standing out from our competition.

 

Task automation and optimization

In addition to Integration of a Virtual accessing the customer’s file, this integration allows us to automate a large number. Of tasks that are constantly repeated moj database throughout the workday. This will save us time and make our agents’ jobs easier.

Some examples we can enjoy include automatic call routing. So that calls go directly to the right person or department, sending an email. With precise information in certain circumstances, and scheduling follow-up actions after a user makes a purchase.

 

Calendar management

Another interesting feature is the integration of a calendar that will notify us of the tasks. We need to complete and even send us notifications to why hire a call center our email. With this option, we can configure notifications for paying invoices, collecting payments, making deliveries. Purchasing, and other tasks managed through the erp.

This way, we’ll have the option of sharing pending and completed tasks with. The rest of the team on the same project, thus avoiding both duplication of work. And the omission of any processes.

 

Flexibility and scalability

Again, as with any other ip telephony-based integration implemented. Through a virtual switchboard, we gain an added advantage: the flexibility and high scalability that the integration provides.

This tool allows us to adapt functionalities to the company’s specific needs. As they change, without having to make a significant. Financial usa b2b list investment, adding or reducing options as the company evolves.

 

Collaborative work

Last but not least, by integrating our erp with the virtual switchboard, we’ll have the option of carrying. Out teamwork, regardless of where each member of the work group is located.

This tool will offer us interesting alternatives in this regard, such as holding. Remote virtual meetings and sharing files and documentation of all kinds.

 

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