CRM Integration

• Do you have trouble remembering to enter phone leads into your CRM system?
• Where do your leads end up if they’re not recorded?
• How many leads could you be missing?

Your CRM system can help you form long-term sales tactics and respond to customers quickly and effectively. But if your CRM isn’t up to date, you can overlook crucial data about your prospects and customers. In fact, just over half (51 percent) of organizations say a lack of trust in their data leads to a downturn in customer loyalty.

The problem is, who likes manually entering caller information into your CRM? And who has time to cross-check their CRM and call tracking system to find lead data? That’s where our CRM integration comes in.

The interface allows you to capitalize on every opportunity by filtering and redistributing your Callbright lead information in XML format to multiple destinations, such as your DMS system, Internet lead generator or other CRM provider.

Why use our CRM Integration?

• Be confident that every lead is loaded into your CRM system.
• Efficiently capture phone leads for easy follow-up.
• Manage your CRM activities from a centralized location.
• Eliminate the need to switch between applications for call information.
• Reduce the amount of manual data entry required.