We work with a nonprofit company that has five offices across the state and offers a multitude of different programs for their clients. In order to ensure more effective and efficient customer service,
When calls come in that are not linked to an account in the system, a new account is automatically created. Once the new account is touched by an employee, whether that be through entering notes or updating contact information, it becomes an official account in CRM. If the account isn’t touched within 48 hours, it’s automatically deleted. This safeguards against the creation of needless accounts whenever a wrong number or telemarketer calls.
When an employee needs to make a call, they are able to pull up the customer account in CRM and launch the call through a single click of the phone number.
Through integrating CRM with their phone system, they have greatly increased their level of customer service and support.
Interested in integrating your phone system?
by DFC Consultants