Call from within the Zoho CRM
When you log into Zoho, you’ll receive a call pop notification when you have an incoming call, and have an easy click to dial interface from any number through the platform.
When you log into Zoho, you’ll receive a call pop notification when you have an incoming call, and have an easy click to dial interface from any number through the platform.
Once on a call, you can easily record any details during the call within the call pop, and have all of the notes transferred to the call instance within the lead or contact.
When you end a call you’ll be able to finish your note taking and also be prompted if you’d like to set up a follow-up event, call, or task. You’ll never forget to action a follow-up!
Each call made through the Zoho integration will automatically have important information recorded like call time, call duration and call type, to easily run call activity reports and gain deeper insights into your time spent on the phone.
Sales focused employees often live in their CRM. The Zoho integration allows users to operate completely within Zoho keeping their focus where it’s needed and not requiring them to jump around to log information. With automated detail recording, information like call date and duration, as well as if it was an incoming or outgoing call is all captured automatically allowing your team to spend more time on what’s important, closing deals.
To get your net2phone Canada Zoho integration connected, visit the net2phone Canada Academy to see the documentation.