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CTI for Connectwise: How does it work on your Phone System?

CTI for Connectwise: How does it work on your Phone System?

SMEs and large enterprises have found that IP (internet protocol) phone systems are cheaper, easier to use, streamlined, and scalable. In other words, they give users more features and better quality while reducing the costs of traditional phone systems. IP phones allow users to be mobile: users have location flexible as well as access to different modes of communication. Agents can log in to the system, talk to clients, and video-conference inside or outside of the office. Given increases in IP access and reductions in cost, companies are still incorporating IP phone systems and will likely continue this expansion for the foreseeable future. According to current research, the VoIP (voice over internet protocol) service market, which was valued at 83 billion dollars in 2015, is expected to surpass 140 billion dollars by 2021.

A CTI (computer telephony integration) application is a crucial part of the IP phone revolution of the twenty-first century. By allowing agents and users to combine their phones with their customer support software, companies can further streamline call center processes and maximize productivity. CTI integration helps businesses with high volume manage telephone calls through one system, which can lead to greater productivity and customer satisfaction. CTI software can offer a host of different features, customized to businesses’ needs, to create a more sophisticated and efficient call center process. CTIs can let agents make calls directly from their desktop computers, laptops, or mobile devices, which can free agents from the office and let them go mobile. CTIs give companies features such as intelligent call routing, which automatically routes calls to where they need to go. The speed of access has been shown to increase customer satisfaction; companies using CTI in conjunction with their 800-number service make sure customers get through faster and more effectively. Moreover, CTIs incorporate features that streamline call times and provide client analytics, caller identification, and data recording. Broadly, CTIs allows call centers and other phone users up-to-date technology that allows seamless integration between phone services and computer features. In customer-service oriented businesses, such value-added services allow a company’s call center to be more efficient, skilled, and customer friendly than its competitors.

What is ConnectWise CTI and how can its features help agents be more productive?

ConnectWise has been helping companies manage IT for over thirty years. Today, its current CRM helps companies manage their sales pipeline, manage client-agent interactions, and integrate sales, data, and services into one system. In addition to sales, the CRM can automate functions in service and support to streamline processes and enable much better customer interaction. ConnectWise CRM focuses on the centralization of information and real-time operational visibility. ConnectWise offers a host of project management systems, as well as dashboards for numerous third-party integrations. As such, ConnectWise CRM can function as companies’ dominant software system or be an add-on that serves as a technology platform on top of businesses’ other computing programs. Geared toward IT service businesses and other technology companies, ConnectWise CRM focuses on ticket management, time tracking, billing and invoicing, inventory management, technician dispatch, and project management. The software offers high levels of customization and scalability for companies of all sizes.

As a call center management CRM, ConnectWise offers instant chat for simultaneous customer management, customizable prioritization, and dynamic mobility. Users can integrate websites and emails with chat, while managers can analyze team performance. The CRM’s elegant dashboard allows agents to manage a high-volume flow of calls efficiently and easily. ConnectWise CTI applications link the CRM to businesses’ VoIP phone systems. By using ConnectWise CTI software, VoIP phone services can join with the CRM’s host of specific programs in IT, sales, and services technology.

Features and benefits for businesses that thoroughly integrate phone systems with ConnectWise CRM:

Advanced technological infrastructure: ConnectWise CTI integration allows for native integration from CRM to phone service, with software created specifically for the ConnectWise CRM platform. ConnectWise CRM’s cloud-based service would allow a new call center or system to be up and running in hours or days, not months. Cloud-based integration maximizes space and minimizes on-premise infrastructure. Moreover, cloud-based CTI connection makes businesses more scalable. In this way, businesses can increase their volume of agents without adding on-site infrastructure and can do so quickly and easily.

Integrated Dashboard: ConnectWise phone integration lets users manage all aspects of calls from the screen. At a glance, users can see call histories and addresses. They can make, receive, and transfer calls directly through the system, which speeds up calls and allows agents to reach clients more quickly.  The dashboard is intuitive and easy-to-use, while also being customizable to fit companies’ or users’ specific needs.

Minimized data entry: With ConnectWise CTI, businesses can minimize data entry by logging key information about the call automatically. The CRM can log the interaction and include data that can be collected automatically, such as duration, caller, related leads or contacts. The function frees agents so they only have to enter non-automatic information. It also includes space for these notes.

Increased call capacity: With phone integration, users are able to minimize time wasted by searching for hyperlinks or typing in numbers. With a click to dial feature, agents can dial a phone number with one click when the number is on a web page, in an inbox, or a document. Furthermore, users can add a prospective client as a contact right from the popup, again reducing repetitive data entry.

Caller ID and Routing: Using ConnectWise integration, calls can be routed for higher efficiency. For example, calls can be accessed and routed by caller location, previous interactions between business and client, geographical field, language used, current agent availability, or a host of other factors. These factors optimize caller-agent relationships; by putting the most appropriate agent on the call, the CRM saves time and provides a better customer experience. Additionally, caller ID gives agents instant access to client information. Instead of having to search for customer profiles, users can have automatic access to clients’ locations, previous interactions, and professional details.

Task follow-ups: CTI integration makes collaboration and follow-up easier between colleagues. Because the system works in real-time and connects calls to data, involved team members can see what agents have done or what they plan to do. As such, tasks can be categorized and allocated automatically. The CRM can create events and plan callbacks so that there is always a potential next step for agent/client interaction already on the schedule.

Call analytics: With CTI integration, data becomes instantaneously shareable across teams and automatically synced. In this way, multiple agents can have access to real-time updates and new data. Moreover, ConnectWise CRM helps manage, organize, and analyze data. It can record and store customer configuration data in a centralized, accessible location, thus allowing agents and managers immediate access to a host of useful data, including contact databases, inventories, previous sales, and other crucial elements.

VoIP phone systems are the most efficient and cost-effect system to use in contemporary call centers and IT service departments. A badly integrated CRM, however, can be detrimental to a company in which business thrives on creating and maximizing opportunity. Not only must a company find the right CRM for its business, but it must also effectively coordinate its desktop services with its phone system. ConnectWise CTI phone integration works to allow users to have as much information as possible, get the right calls to the right person quickly, and create the best possible customer service interaction.

ConnectWise CTI applications allow VoIP phone systems to be seamlessly integrated with the ConnectWise CRM. With ConnectWise CTI phone integration, users can manage timelines, dial from their computers with one click, access significant data on potential clients and repeat customers, collaborate with other agents, and create a better customer service experience. Moreover, the cloud-based CRM is cost efficient, scalable and lacks the baggy infrastructure of on-premises servers. With ConnectWise CRM integrated into businesses’ phone systems, businesses can take the focus off of managing their system and instead, focus on their products.

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Dan Sincavage

Dan Sincavage

Dan is a Co-Founder of Tenfold and currently serves as the Chief Strategy Officer. Dan oversees the Tenfold sales organization, manages strategic partner relationships and works with key enterprise accounts to ensure their success with the Tenfold platform.

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