5 telephony integrations you’ll love!
Trusted Advisor for IT & Telecommunications Sourcing
5 telephony integrations you’ll love
Seamless communication in everyday working life
Employees want a solution for calls, messages, meetings and files. With the right integrations, cloud telephony becomes the center of your collaboration. SAVECALL shows you the best shortcuts.
In a nutshell:
- Microsoft 365 and Teams: Direct Routing or Calling Plans Calls Calendar Mails in Flow
- Google Workspace: Calls from the browser Meetings and SMS directly in Gmail and Calendar
- Salesforce: Click to Dial automatic reports Evaluations for sales and service
- Zendesk: Caller popups automatic tickets faster resolution times
- Box: Send and share documents directly without media discontinuity
SAVECALL connects your telephony with the most important business apps and ensures measurably more efficient processes.
The question: Which integration will give your team the biggest productivity boost today?
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Employees’ requirements for what were once simple telephone systems have changed drastically in recent times due to the rapid spread of collaboration/communication platforms.
The future belongs to cloud collaboration and communication. Telephony as we knew it is dead. In order to utilize the full potential of cloud collaboration applications, companies must now be able to extend these systems with functions such as telephony and thus integrate their telephone system into existing collaboration solutions (telephony integrations). The employee only wants one solution, one app, one device. Simple and fully integrated.
Microsoft Office integration
With their user-friendly functions, Microsoft Office programs have been making our work easier for decades. No wonder we still use them today to create documents and send emails.want full access to your business communications while you continue to work with productivity software such as Word, Excel or Outlook? Then look for a service that offers integrations with Office 365 and Outlook.
Sending faxes directly from Outlook is a particularly impressive function. You can also synchronize your messages and calendar, regardless of whether you use the classic or cloud-based Microsoft applications. With Teams, Microsoft even provides a complete solution for corporate communication. The Teams dashboard can map all your telephony needs using third-party solutions. Using direct routing or Microsoft Calling Plans, you can have your telephone system completely integrated into MS Teams. Even more complex system functions such as skilled-based routing, executive/secretary functions, audio conferences, audio recordings etc. can be implemented. These are the advantages of telephony integration.
Google Integration
Many companies rely exclusively on Google Workspace. With Google’s cloud-based answer to the need for more productive office environments, you can create documents, spreadsheets and presentations. But real-time editing and collaboration functions are also a must.
If you frequently work with Google Workspace apps and need a suitable business telephony integration, there are a variety of business apps available.
This way you can ensure that it works seamlessly across all Google applications.
APP extensions for Google Chrome enable functions such as:
Make calls directly from the browser
Schedule online meetings or audio conferences (with Google Hangouts or another meeting solution directly via Google Calendar)
Send and receive business SMS via Gmail
Box integration
When teams need to access, edit, comment on and share cloud-based documents, they often turn to content management and file sharing services in the cloud. Do you have a subscription to Box.com or a similar service for this purpose? Do you also want to send faxes directly from your account? Then use a fax application from the official app list on the page of this file sharing service.
This means you don’t have to download the document, start your email or softphone client, upload the document and wait for it to upload before sending it. Also, when sending faxes, you no longer have to worry about errors occurring with the file attachments. As you may know, most of these fax services support many different file formats.
Salesforce integration
The Salesforce customer relationship management platform (CMR platform) helps companies increase sales and grow faster. If you use Salesforce and want to connect with your customers faster, be sure to integrate your telephone system or cloud telephony solution with Salesforce.
Not only does this allow you to make calls directly from Salesforce using the click-to-dial function, but Salesforce can now intelligently generate the information from all incoming and outgoing calls into important recommendations for your employees using Salesforce Einstein or Salesforce High-Velocity Sales. This gives you information on which customers have not been contacted for a long time, which offer is showing a lot of activity, which customer is at risk of churning, etc.
Connecting your telephony to Salesforce opens up amazing new possibilities. And of course, every call is automatically recorded and stored in the CRM and after every call, Salesforce automatically opens a pop-up window with call notes for call notes. This way, your employees automatically remember to document customer communication. We at Savecall use this ourselves and are delighted. With telephony integration like this, it’s easier than ever to contact your leads or existing customers and automatically record them in the CRM. Calls start directly from the device on which you use Salesforce, because you have the necessary customer information at your fingertips.
Zendesk integration
Make your customer service work easier and integrate your communication solution into your Zendesk account. Zendesk is a popular helpdesk and support ticketing service. With it, you can easily serve a large number of customers and always have the right numbers and information to hand. When you use this integration, you are automatically shown information about incoming callers, which is also compared with the existing data in your system. You can also make settings to automatically create tickets for problems and customer support requests as soon as your phone rings.
Conclusion
Maintaining lean and smooth business processes can be difficult in the long run. This is especially true for smaller companies.
Fortunately, there are more and more tools that make basic workflows (such as the communication workflow) more efficient and offer exciting new functions.
Seamless integrations of business applications close gaps in your collaboration applications such as MS Teams or Salesforce by simply and completely resolving or connecting or integrating your telephone system, telephony solution or cloud telephony.
Smooth productivity, communication and collaboration are essential for modern companies and employees.
Are you currently dealing with this topic yourself? Feel free to contact me via chat, Teams or Whatsapp, send me an e-mail or book a free online meeting in my calendar. I look forward to your questions about telephony integrations!
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