CRM

case 03

Customer Relationship Management (CRM)

By integrating our call tracking solution with your CRM, you’ll hold the key to live customer insights. Your sales team will have information about the customer they’re engaging with at their fingertips, including the keywords they used to land on your site, which page they arrived at, and whether they’ve called before. This real-time customer insight equips your operators with essential information to tailor their sales approaches.

Why integrate?
The benefits of integrating call tracking with your CRM software include…

  • Never missing a lead
  • More accurate measurement of the marketing campaigns that are driving your leads
  • The power to further optimize your marketing campaigns based on the data insight you receive in real time
  • Greater understanding of the customer journey, both online and offline
  • Real-time caller intelligence to enable better customer service

If your business relies on inbound phone calls as an important part of the customer sales journey, the integration of Complete Business Group’s call tracking solution and your CRM is crucial. Track, measure and follow new leads from the originating touch point from the very beginning through to the final result. Your team will have a greater understanding of your customer’s journey from lead to sale, allowing them to refine their sales approach and for your marketing investments to be spent wisely. This data allows you to optimize the most effective methods of pushing your customers down the sales pipeline through accurate reporting and detailed data analysis.

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