Yeastar + Zoho CRM Integration: The Essential Bridge in Modern Sales Communication
2.0 min read
This guest blog is by Zoho. Zoho CRM is a customer relationship management software that helps businesses build lasting relationships and grow sustainably with contextual AI and an intuitive UI.
Modern sales practices are constantly evolving. Businesses are taking a customer-centric approach by letting customers express their wants and needs by asking the right questions, helping them add more value.
To efficiently use this customer-centric approach, businesses need tools for enhanced customer experience.
Yeastar Cloud PBX is a comprehensive cloud telephony system that’s built for business communications. With its point-and-click setup, it enables easy administration and management with features like call transfer, forwarding, recording, visual voicemail, and more. The system also provides real-time insights for better call management and helps make informed, data-driven decisions.
Additionally, its omnichannel messaging capability summarizes SMS and WhatsApp messages in a single dashboard to help maintain smooth and contextual text communication.
While engaging with customers in a telephony system, it’s crucial to maintain a record of their details. That’s where CRM software comes into the picture.
Zoho CRM is a lead management platform that helps businesses enhance their sales pipeline, increase conversion rates, and build lasting relationships with customers. With robust features and advanced workflows, Zoho CRM helps scale up sales and relevant operations.
For customer-centric sales communication, businesses can leverage Yeastar for bothlocal and international calls. By using Yeastar to analyze call volume, peak call times,response rates, and more, businesses can gain valuable insights into customer behaviorand streamline their sales. They can also use Zoho CRM to track every customer’s sales journey and find the right contextual information to make informed decisions.
While both solutions work well independently, together, they are a powerful combination.
Yeastar for Zoho CRM
Prioritizing customers means providing a stellar customer experience with contextual information available during calls. To make this approach truly effective, a bridge is essential.
Integrating Yeastar with Zoho CRM combines Yeastar’s reliable, feature-rich business communication solution with Zoho CRM’s Al-powered sales and process management capabilities. This integration streamlines customer and sales interactions by enablingthe following features:
- One-click dialing: Call customers directly from their records in Zoho CRM with asingle click.
- Call pop-ups: Receive real-time alerts for incoming calls along with customerdetails in the Zoho CRM interface.
- Automatic call logging: Log all incoming and outgoing calls under the respectivecustomer records in Zoho CRM.
- Learn More
With this integration, users can seamlessly call customers from Zoho CRM, with all thenecessary customer information for efficient sales engagement at their fingertips. WithYeastar Linkus UC Clients, users can also enioy a consistent calling experience acrossphones, desktops, and mobile devices. Some key features include call journals, fexiblecall routing, lVR, conferencing, recording, and advanced communication tools likepresence and instant messaging.
Check out the integration on Zoho Marketplace.
Zoho CRM is the ideal platform to efficiently manage modern sales communicationsensuring you have everything you need to boost conversions and maintain customelrelationships. Together, the Yeastar PBX system and Zoho CRM redefine sales bymaking them customer-centric, enhancing productivity, and elevating customerengagement.
New to Zoho CRM? Sign up and start your free trial today.
