Unified Communications CRM Integration

Close the loop between contact management and unified communications

You need fast, easy access to customer relationship management (CRM) information. By adding Unified Communications CRM Integration to your Unified Communications with Webex or Hosted Call Center services, you’ll quickly connect your CRM system with unified communications tools for a more personalized customer experience.

Featured resources

Product brief
Unified Communications CRM Integration
Product brief
Unified Communications
Product Brief
Hosted Call Center

Improve customer service with a personalized experience

SEAMLESS

Personalize customer engagement

Enhance customer interactions by giving agents and employees instant access to customer account information and transaction history.

AUTOMATED

Streamline operations

Facilitate faster outreach by eliminating the need to manually switch between applications with click-to-dial from your CRM.

ROBUST

Increase sales opportunities

Equip agents and employees with customer insights and information to identify opportunities for upselling and cross-selling.

Provide enhanced benefits to call center agents with CRM information that’s all in one place

Up-to-date CRM details Up-to-date CRM details

Basic details of the call are captured and automatically logged within the CRM application. Users have the option to manually add notes to provide more detailed customer insights.

Supports most common CRM platforms Supports most common CRM platforms

This service supports and integrates with Salesforce, Microsoft Dynamics, Agile CRM, Sugar CRM, Zendesk and Zoho CRM platforms.

Error-proof outreach Error-proof outreach

Users can access click-to-dial phone numbers in CRM records for quick, convenient outreach that’s guaranteed to reach the right customer.

Robust search functionality Robust search functionality

Users can easily look up contacts in your CRM platform, company directories, personal directories and Outlook contacts.

Identify incoming CRM calls Identify incoming CRM calls

The user interface shows when an incoming call has a CRM record and presents the user with options to access additional customer information.

Prioritize CRM calls in queue Prioritize CRM calls in queue

Since users are able to identify incoming CRM calls, they can prioritize the order in which to answer them.

One click to CRM contact information One click to CRM contact information

When communicating with customers, users are presented with a screen pop to access the CRM contact record in order to provide a more personalized experience.

Dig deeper with related resources

See all CRM integration resources

Executive Brief

Customer relationship management (CRM) software has been helping companies to become more productive since the mid-eighties, but even today many companies fail to use it to its full potential. An excellent tool for organizing customer data, CRM software has been difficult to integrate with communication systems.

Unified Communications |

Video

Anticipating customer needs with UC CRM integration

Today's customers expect you to anticipate their needs the moment you answer their call. Spectrum Enterprise UC-CRM integration meets that expectation by closing the circle between contact management

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