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.
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.
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.
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.