Improve your agent productivity & customer satisfaction with our Zoho integration

Personalized greetings to callers + Streamlined agent workflows
  • For an incoming call, Agent's screen pops up with relevant customer information enabling a personalized greeting to each caller
  • Agent works within Zoho CRM while accessing all relevant information about the callers
    • - Contact information
    • - Make updates related to the conversation
Zoho CTI Integration,Agent screen within Zoho CRM
Zoho CTI Integration, advanced controls
Boost customer experience
  • Timely & accurate resolution of customer queries - Agent has access to the advanced call controls (Hold, Mute, Transfer, Conference) and can avail these options to resolve customer queries while on the call.

2 way information update
  • Voice call is an integral part of the integration and the call is tagged as per the nature of the call.
  • Once call is completed, the Call details along-with the recordings are passed back to Zoho. 

  • All calls are tagged with recordings for future reference 

No manual intervention needed for logging in calls

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Boost agent productivity for outbound calls

Contextual discussion with customer helps boost agent productivity in resolving customer issues. Agents while on the call with a caller

  • Can observe the caller details on the Screen pop up page
  • Outbound calls can be initiated within the Zoho CRM page

If you want to know more on Ozonetel's integration with Zoho CRM, check out https://www.zoho.com/crm/help/zoho-phonebridge/ozonetel.html

Additional monitoring tools available as part of this integration, for boosting the call center productivity
  • Live "System monitor" to view, monitor, hear your agents speak on a real-time basis
  • Live dashboards to view & monitor key call center metrics average talk-time, average pick-up time, call connect ratios etc.
  • Supervisors have real time view of call center load to help plan for additional resources to handle peak traffic time
  • Access to over 70 reports to review & improve agent & call center productivity

Use a dialer to reach your Zoho leads

So if you have a large number of leads and less time to reach out to them, it makes perfect sense to use a dialer. In this blog I will show you a way in which you can use a dialer to reach out to the leads in your Zoho CRM. We will be using the Cloudagent dialer to make the calls and the Zoho phone bridge integration with Cloudagent for seamless integration between Zoho and your call center.

The basic flow is

  • Export your leads from Zoho.
  • Import your leads into Cloudagent

  • Start dialer and start making calls. 

The steps along with screenshots are shown in the side presentation.
Ask for a free demo today to experience our solution!