Take full advantage of your CRM by integrating it with a virtual switchboard

Virtual Switchboard

Virtual Switchboard

Any current company that wants to offer good customer service and direct effective and segmented marketing actions can not understand this type of relationship without managing it through a CRM. 

It is one of the best tools to centralize all the information collected by the company about each client, generate long-term relationships and achieve a greater degree of satisfaction.

Although we can still go further and get economize and improve productivity through a virtual switchboard. With this type of complements, we will be able to obtain more customers by making less effort and building a database in our CRM that will present great sales opportunities.

Take full advantage of your CRM by integrating it with a virtual switchboard Share on X

In the digital world in which we live, each time direct personal contact with customers demands more efficiency, time savings and availability. With the virtual PBX we can offer quality, efficient and fast customer service adapted to what the consumer of today demands.

The telephone exchanges are not directly dependent on a CRM system, but it is true that it is not possible to imagine this type of system without integration with one another.

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In combination, they are a very powerful tool to manage customers during all stages of the shopping trip.

There is no excuse for not offering a great attention to the public, more efficient and with greater productivity. You can even use a free virtual switchboard that does not require the installation of extra telephone lines and has the most advanced technologies available in the cloud.

There are companies that offer these services free of charge and are very easy to install. I recommend you visit them!

Advantages of integrating a CRM to a virtual switchboard

  • Identification and registration in the CRM system of all calls both received and made, providing valuable data.
  • More personalized attention through the prior recognition of the person who contacts us.
  • It allows to take care of all calls without wasting or a business opportunity.
  • Improve customer satisfaction during each of the stages of purchase.
  • Value the work and effectiveness of the managers who serve the public.

Zadarma, a great option with many features

Undoubtedly, there are many advantages and opportunities offered by integrating a CRM software with the customer service system of the virtual switchboard. From our point of view, one of the best known companies in the sector is Zadarma. Your CRM system integration service with your PBX in the cloud offers many possibilities.

Among the main functions of PBX we find:

  • Fast and agile calls to registered customers in the CRM with just one click.
  • Customer card pop up when there is an incoming call.
  • Recording of all calls and statistical data about them.
  • Redirection of each call that enters the person in charge of each client.
  • Create automations during the call (It will depend on the CRM system)

One of the most interesting things about this platform is that they allow integration with the main CRM systems and the best known in the world. For example, it is very easy to integrate Zadarma with Zoho CRM (sure you know it) or Zadarma with Salesforce CRM which is one of the most used and powerful systems worldwide.

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Zadarma, you can also take advantage of the commercial potential of messaging systems

Instant messaging systems are a great channel of communication, not only with friends and family. But also for corporate communications. You can offer a chat using rebots to get immediate attention and open all kinds of possibilities for your business. With this tool of Zadarma you can receive notifications both through the instant messaging software, by SMS to a virtual number or also information about missed calls.

If you find the services offered by Zadarma interesting, they have currently launched very interesting new rates.

For Europe

The THOUSAND minute Europe rate offers you the maximum of freedom with 1000 minutes for personal communication. It will be distributed in 500 minutes of calls to mobile terminals in Spain, UK, France and other European countries. And another 500 minutes for calls to fixed terminals from all EU countries.

For America

The MILA America rate offers, like the previous 1,000 minutes for personal communications. In this case, these are calls to a total of 15 countries in the world. Among them, USA, Mexico, UK, Canada, China, India and many more.

Great, right? 


Catherine Vanvonno

Catherine vanVonno, the author, is the President and Executive Director of 20Four7VA, a global Virtual Assistant (VA) Service Provider. She holds a doctorate degree in Applied Statistics, Research Design and Program Evaluation from Virginia Polytechnic Institute and State University and has over 10 years experience in facilitating evidence-based strategic planning, product development, brand management, legislative communications, and medical policy. She is married and has four children. You can reach her at communications@20four7va.com