We’ve been working hard on a powerful new integration with leading CRM Microsoft Dynamics 365. Available on our Contact Center plan, our integration with Microsoft Dynamics 365 offers the below features: Sync your contacts in CallTrackingMetrics with contacts in your Microsoft Dynamics 365 account, and send information between both platforms to build your contact records
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When it comes to CRM – Customer Relationship Management – software, Zoho CRM is quickly expanding in popularity. CRM software is designed to bring your marketing, sales, and customer service departments together in one platform. What better way to streamline your business operations, than to share valuable customer data and service history between
You’re probably familiar with triggers, our super-powerful tool that can automate just about any action – or set of actions – that you could take inside of our platform. A trigger, for example, could be set to send a notification to a call center manager every time the volume of incoming calls reaches above a
Date-specific routing doesn’t have to be set up immediately preceding the holiday and then removed directly afterwards. In fact, this type of specific scheduling can be built out far in advance and left in place for as long as you need, without affecting your normal operating procedures.
Triggers, combined with the custom fields you build into your CTM account, can now be used to send automated appointment reminders to your contacts.