ENTERPRISE CAPITAL is a lending marketplace that helps business owners grow with equipment, financing, and working capital solutions. Their team is carefully selected from a variety of industries, each having a deep understanding of that industry. Each agent builds strong relations with clients and gives them personalized solutions. They needed a business phone solution that could support these personalized interactions, while deeply integrating with Zoho CRM.

Challenge
  • They needed a telephony solution with deep Zoho integration.
  • Their clients needed to be able to contact agents anytime, anywhere.
  • All calls needed to be tracked and auto-logged into the Zoho CRM.
  • Agents personal numbers needed to be masked.
Solution
  • Bizcred was able to switch to KOOKOO CloudAgent without changing their existing trunk.
  • DID/virtual numbers were mapped to each agent. Customers can reach their agents by calling Bizcred’s business number and entering the agent’s extension, or dialing the agents DID number directly.
  • When agents aren’t at their desk, calls automatically route to their mobiles/personal numbers.
  • The agent's telephone number was mapped to their personal mobile numbers so calls connect seamlessly after work hours too.
Result
  • 100% Call Tracking: All calls received/made by agents are tracked via KOOKOO and auto logged into Zoho.
  • 100% Logging:  All calls made/received on the agents mobile or softphone get auto logged in Zoho.
  • 100% Availability:  Calls connect to agents whether they’re available at their desks or on their mobiles.
  • 100% Call Tracking:  All calls received/made by agents are tracked via KOOKOO and auto logged into Zoho.Easy click-to-call from within the Zoho interface.
  • Faster, Easier Inbound Lead Management: When a lead form is filled, the Zoho+KOOKOO integration will make it easy for Bizcred to follow up calls fast.

The entire solution was set up and running within just 2 business days.