CRM-Friendly Phone System Keeps Customers Connected

ActivePBX, a global provider of Cloud-Based Telephony and Contact Center Solutions has partnered with Technology Advisors, Inc., a leading software consulting firm out of Chicago to deliver Cloud Telephony Integration to Customer Relationship Management (CRM) users. Integrating a CRM with telephony helps personalize the sales experience by automatically looking up a customer’s information in the CRM while the rep clicks-to-dial on the phone number. The ActivePBX integration also routes incoming calls directly to internal reps, so the person already familiar with the customer can provide a more engaging and personal experience.

“ActivePBX has the Cloud capabilities our customers are looking for,” says Technology Advisors CEO, Sam Biardo. “These businesses need reliable, CRM-friendly telephony integrations that keep their sales teams mobile and their services teams in the loop. ActivePBX offers the features that deliver on those needs while saving our customers time and money, so we’re looking forward to our partnership with them.”

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ActivePBX integrates with major CRM providers such as SugarCRM, Infor, Zendesk, Zoho, Microsoft Dynamics, and Salesforce. The company’s global presence extends through Europe, Asia, and Latin America. Once the ActivePBX system is integrated with a CRM, it automatically records detailed call logs for both inbound and outbound calls, providing analytic reports for deeper insights. Features such as call monitoring and “whisper” mode allow users to monitor phone calls and communicate with fellow employees on the line without interrupting the customer. Call routing ensures the appropriate responder answers each call, while call recording and playback helps users maintain accurate records of their conversations.

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“By collaborating with the team at Technology Advisors, ActivePBX ensures a consistent onboarding process for clients to leverage all of the features and functionality of their CRM and Enterprise cloud telephony platform.” says ActivePBX CEO, Alex Gonzalez. “Our team provides the personalized white-glove experience needed for a successful CRM integration.”

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