The Best Virtual Call Center CRM

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The Right CRM for all Financial Service Providers

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Caller activity tracking

Caller activity tracking

Because without tracking you can't know if they are actually working or just pretending

  • Every conversation is recorded
  • You can access it from anywhere at any time

Data management

Data management

Because without it your team will be wasting time on useless leads while good leads wait for attention and leave to your competitors

  • Create custom fields as per your business and define a standard data management process
  • Easily clean up your current data by removing duplicates and irrelevant leads
  • Track every lead activity to qualify and enrich leads
  • Easily segregate and filter your data to find high-value opportunities

Loss of lead information

Loss of lead information

Because you simply can't run a call center without keeping a log of the entire history of any lead

  • Track each interaction of every lead, store in one place
  • Access the entire history on a single page

Team productivity

Team productivity

Because manual calling means confusion and time wastage

  • With autodialer, your team saves time in typing numbers and spends in closing
  • Use lead scoring to focus on deals that are more likely to close

Missed follow-ups

Missed follow-ups

Because missed follow-ups = lost deals

  • Never miss a follow-up
  • Become their first and only choice
  • Always follow up on time and build trust

Incoming calls management

Incoming calls management

Because if you get incoming calls from leads then your CRM needs to capture them, automatically!

  • Automatically capture incoming calls as leads in CRM
  • Automatically sync incoming calls recording to CRM and access them from anywhere

Improved Reporting

Improved Reporting

Because if you have to compile 15 reports to check what your team is doing you just won't do it

  • Know exactly what any team member is doing
  • Track them anytime from anywhere

Workflow automation

Workflow automation

Work smart, automate hard, to grow fast

  • Automatically engage leads with WhatsApp message sequence
  • Capture website visit data, automatically enrich leads data
  • Run WhatsApp automation to close deals even when you are sleeping

FAQs

All these 6 parts combined form the user journey, and TeleCRM is the only call center CRM that helps you take the best care of your customers, and deliver top-notch experience across the entire user journey, making it the one simple place for your entire stock sales workflow.
  1. Lead Management: Easily manage all your leads till they become customers. Capture your leads with all major integrations, and complete lead history in one place.
  2. Team management: Your sales grow when your entire team aligns and works for a single goal. With automatic call tracking and recording, incoming calls logging, follow-up reminders, etc, that's exactly what TeleCRM helps you achieve.
  3. Sales growth: Turning more and more leads into customers with auto/power dialer, WhatsApp follow-ups, and WhatsApp marketing.
  4. Retention: Make sure the people you have sold, keep paying you by creating the best experience for all your customers.
  5. Upsell/cross-sell: Make sure that those customers keep coming back to you to buy other services from you.
  6. Referral: Make sure that those customers bring you more customers.

A call center CRM (customer relationship management) software is a type of software that helps call center agents to manage interactions with customers. It typically includes features such as call tracking, customer information storage, and reporting tools. It may also integrate with other systems, such as a company's CRM or ERP system, in order to provide a more complete view of the customer to the agent. The goal of call center CRM software is to improve the efficiency and effectiveness of call center operations and to enhance the overall customer experience.

There are several advantages to using call center CRM (customer relationship management) software, including:
  1. Sales growth: Call center CRM helps you eliminate lead leakage, missed follow-ups, duplicates, errors, miscommunication, and time wastage... basically all the things that stand between you and business growth.
  2. Centralized data: Call center CRM helps you integrate all the different sources of your leads - FB/Google ads, old excel sheets, leads from other platforms, etc. and manage all your data and sales workflow from one place. Also, you can easily score leads, and add them to labels, so that you can segment and find important leads with just a few clicks.
  3. Better teamwork: CRM comes with tools like auto-dialer, and call reminders, that help your team members become faster and more productive. It also helps you to track and reward high-performers, and train & improve the people who are lagging.
  4. Better customer experience and retention: CRM comes with tools and automation to ensure that your customers are never stuck and helpless even when your team is sleeping. You can instantly connect with leads with WhatsApp welcome messages, automatically engage and guide them to purchase with WhatsApp chatbot and improve the overall customer experience. This makes sure they never even think of leaving you. Creating sky-high customer retention rates for you.
  5. Peace of mind for business owners and managers: CRM helps you to automatically monitor team members and make sure they are doing their work properly without watching them all the time. It also helps you keep a log of all the conversations so that you are never clueless when some miscommunication or emergency happens.
  6. Better automatic reports: CRM automatically generates real-time actionable reports that help you understand in one glance, which campaigns are doing well, which ones need improvement, also exactly what needs to be improved.
  7. Complete control of your data and workflows: CRM puts the control back into your hands. You can edit simple settings to control who can view, edit, or act on which leads, what actions can they perform, what reports and filters they can access, etc. Making sure that only you have complete control of your data and business.

Yes, you can import your data from excel directly into TeleCRM. Also, you can customize the CRM with custom fields for sales data like assignee name, Expected closure, lead type, onboarding date, etc. or any other fields as needed for your business.

Call center companies need CRM for several reasons, including:
  1. Improved customer management: Call center CRM software allows companies to store and organize customer information in a central location, which can improve customer service and increase customer retention.
  2. Increased efficiency: Call center CRM software automates many of the tasks associated with sales, such as lead management, contact management, lead nurturing, reheating, outreach and sending reminders, etc. which can improve the speed and accuracy of sales executives.
  3. Mobile access: It allows your team to access the CRM from mobile devices, which enables them to access the customer data and perform their job from anywhere on the go without depending on the availability of a system.
  4. Customizable automation: TeleCRM software is customizable and can be tailored to the specific needs of the company. For example, you can send WhatsApp reminders for follow-ups to team members, manipulate lead scores based on activity, automatically schedule appointments, and automate other day-to-day work to save time and money.

The features of call center CRM software typically include:
  1. Customer calling management: Call center CRM comes with an autodialer for fast calling, reminders so your callers never miss follow-ups, call tracking to see exactly what each team member is doing, and automatic call recording to track and log every conversation.
  2. WhatsApp messaging: Connect with customers where they are and make sure that every follow-up message is seen. You can save templates and send personalized messages with one click, use official WhatsApp API to send bulk updates and marketing messages, and provide support to leads and customers with automated WhatsApp chatbots.
  3. Integration and lead capture: Get all your leads from your website, Facebook/Google ads, WhatsApp, and 20+ other platforms in one place without doing anything at all.
  4. Automation: Do all your repetitive tasks with 100% accuracy and save tons of time. Send WhatsApp welcome messages to leads, auto distribute and assign leads to team members based on predefined logic, schedule automatic renewal reminders, and birthday wishes to stay in touch with leads and set up WhatsApp drip marketing to engage and convert leads on automation.
  5. Tracking and analytics: to help you measure what matters So that you can take the right actions to improve your workflow and grow your business. Track, monitor, and incentivize your team's performance. Get accurate tracking for calls and sales numbers, and generate custom reports to find actionable insights in real-time.