The newly-launched Zoho PhoneBridge telephony integration with Yeastar improves call management by establishing a seamless connection between the Yeastar P-Series Cloud PBX and Zoho CRM.
This powerful integration simplifies communication, providing an intuitive and fully integrated experience that enhances productivity and streamlines customer interactions. Let’s dive into the key features of this integration and discover how they can benefit your business.
Watch the Zoho CRM Integration with Yeastar P-Series Phone System Demo Now!
Features that make this PhoneBridge integration a game changer for businesses.
Native Click-To-Call Functionality
Making calls has never been easier with the Native Click-to-Call feature. Instead of switching between multiple devices or apps, agents can initiate calls directly from Zoho CRM and Zoho Desk with just a click. This seamless experience helps reduce wasted time, allowing your sales and support teams to focus on what truly matters - connecting with customers.
Screen Pop-Ups With Key Customer Information
When an incoming call is received, a pop-up appears on your screen, providing essential caller information. This feature ensures that you are well-prepared to offer high-quality service. The pop-up displays caller ID and linked information in a business card view, allowing for quick access to contact details. You can also perform basic call control operations right within the pop-up, add call descriptions, and set follow-up tasks for outbound calls.
Mark Follow-Up Actions Easily
Staying organised is key to keeping leads warm and customers happy. With the Mark Follow-Up Actions feature, agents can set the next call time, schedule tasks, and add key activities directly from the call pop-up. This ensures that no follow-up falls through the cracks, helping you maintain a professional and timely customer experience.
Automatic Call Recording For Better Context
Never miss critical details with Call Recording. Every contact call is automatically saved in Zoho CRM, allowing agents to replay conversations to retrieve context or review key points. Whether for training, quality assurance, or resolving disputes, this feature ensures that all conversations are well-documented and easily accessible.
Auto Call Logging And Advanced Analytics
With the Yeastar P-Series Cloud PBX and Zoho CRM integration via PhoneBridge, call logging becomes an automated process. Each call is logged in Zoho CRM, capturing key details such as duration, time, and caller information. This automation not only saves time but also ensures that all interactions are accurately recorded for future reference. Additionally, the integration offers advanced analytics, allowing businesses to gain insights into call volumes, response times, and team performance.
Contact Sync Across All Platforms
The PhoneBridge integration ensures that your contacts are synchronised across both Zoho CRM and the Yeastar P-Series Cloud PBX. This means that you have access to up-to-date contact information no matter where you are working. This seamless synchronisation eliminates the risk of discrepancies and ensures that your team is always equipped with the latest information to engage customers effectively.
Automatic Lead Creation For New Clients
The new phonebridge integration ensures that your contacts are synchronised across both Zoho CRM and the Yeastar P-Series Cloud PBX syetms. This means that you have access to up-to-date contact information no matter where you are working. This seamless synchronisation eliminates the risk of discrepancies and ensures that your team is always equipped with the latest information to engage customers effectively.
Conclusion
The PhoneBridge integration between Yeastar P-Series PBX and Zoho CRM as well as Zoho Desk provides a straightforward solution for businesses aiming to optimise communication workflows. By streamlining call handling and offering real-time customer insights, this integration helps your teams stay organised and deliver efficient service while saving time.
As a Yeastar certified partner and a Zoho Premium Partner in South Africa, DSL Telecom has the expertise to assist with this Zoho CRM & Yeastar P-Series PBX integration via PhoneBridge. Book your free consultation with DSL Telecom today.
