How To Setup CRM Integration with 3CX Phone System
Two of your companies most important tools are your phone system and CRM system. I'll show you how to connect your phone system to your CRM.
Your CRM is your customer database and may hold your customers order history. Integrating your CRM to our Phone System is beneficial.
By integrating you:
Shorten the time customers wait for calls to be answered
Customer information automatically appears on screens for employees
Avoid re-entering customer information
Get down to business more quickly and serve more customers
3CX Integrates with the following CRMs:
Microsoft Outlook
Microsoft Office 365
Microsoft Dynamics
Google Contacts
Freshdesk
Nutshell
MS Exchange
Insightly
Exact Online
Salesforce
SugarCRM
Act!
Zendesk
EBP
Datev
Vtiger
Learn more at:
http://www.office-phone-systems.ca/crm