Powerful Microsoft Dynamics CRM telephony integration
Shift to a better way of interacting with your customers. Integrate your phone system and CRM in minutes for personalized and contextual conversations.
Your team’s productivity can take a hit when they are constantly switching tabs searching for contact information. With Freshcaller, your CRM data is automatically synced into your phone system and you have all the information before you pick up the phone.
Personalized conversations are the best way to truly delight your customers and show that you really care. In order to have personalized conversations, your team needs access to a caller’s complete conversation history.
With Freshcaller you can:
Listen to previous call recordings and configure call recording as per your compliance requirements.
Take detailed notes after each conversation. Notes are appended to the customer’s conversation history.
Utilize call disposition codes to tag calls and provide visibility to your entire team.
Along with your CRM, a powerful phone system is necessary to be able to engage customers effectively. Freshcaller operates on the cloud giving your teams great flexibility and access to powerful features.
Freshcaller offers an intuitive interface and a low learning curve. Bring your team and start calling in hours.
Provide flexibility to your teams to make and take calls on the go with the Freshcaller mobile app.
Powerful call routing engine that ensures you don’t miss any of your important calls.
Integrating Dynamics CRM with Freshcaller is quick and easy. It is required that you have an active Dynamics CRM account to be able to integrate it with Freshcaller. Once you sign up for Freshcaller you will have access to different applications listed on the marketplace. Under the ‘CRM, Sales and Marketing’ category select Dynamics CRM and click install. You would be asked to provide authorization credentials for your Dynamics CRM account. After successful authorization, you can customize the contact fields that you would like to be displayed within Freshcaller. You can visit our marketplace page for complete instructions on how to integrate Dynamics CRM with Freshcaller.
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