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Call-Center Management Via the UTIP CRM

by FM
Disclaimer
  • New plugins are connected by the UTIP developers upon the broker's request.
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The present article is devoted to lead management within the CRM system. The UTIP experts provided with the information about telephony plugins connection to the CRM, the CRM process systematization and integration with Dialer

The telephony plugin connection to the UTIP CRM

Various plugins can be integrated into the UTIP CRM. Six IP telephony plugins have already integrated: Commpeak, Telfin, Binotel, Voiso, VoipPlus and Alitel Systems. Keep-up-to-date list of plugins. Free use provided.

New plugins are connected by the UTIP developers upon the broker's request. It takes only a few minutes to connect the plugin to the UTIP CRM. Enter the data gained from the IP telephony service.

After connecting the plugin, the employees are able to call clients directly from the UTIP CRM and view the entire call history in the client's card. The call log displays the date and time of the call, its duration and the success status.

No need to dial the number manually, just press a button to call a client in the UTIP CRM. It simplifies the client's feedback.

Business Process Systematization in the UTIP CRM

The UTIP CRM functionality is geared to build the entire chain of a company's business process. Starting with the lead flow distribution from lead generators and marketing funnels to the full-fledged work of a trader on your platform.

In order to interact with lead generators, the UTIP CRM caters the functionality of both uploading leads and tracking events on clients. For example, depositing.

Employees and clients can be divided into "Desks", where one "Desk" can be represented as a separate call center or office which employees and clients are linked to. Since the CRM has already provided employee roles with the appropriate rights, the employees can be added to the system in a couple of clicks. If necessary, the rights system can be adjusted both for one employee and for a group of employees.

After uploading leads, the proceeding step is to call leads. After making a call, all the information on the dialog will be displayed in the client's card. The client will be further assigned to the employee from the next office. For example, Retention and keep working with them along with the business process chain.

UTIP CRM

Integration with dialers

The UTIP CRM ensures the integration with dialers featured with the automatic call configuration. The integration of this type will reduce the number of operations completed by employees and save time from getting leads to depositing. It is necessary to connect the telephony with a dialer functionality.

Leave a request and UTIP manager will contact you if you would like to know more.

The present article is devoted to lead management within the CRM system. The UTIP experts provided with the information about telephony plugins connection to the CRM, the CRM process systematization and integration with Dialer

The telephony plugin connection to the UTIP CRM

Various plugins can be integrated into the UTIP CRM. Six IP telephony plugins have already integrated: Commpeak, Telfin, Binotel, Voiso, VoipPlus and Alitel Systems. Keep-up-to-date list of plugins. Free use provided.

New plugins are connected by the UTIP developers upon the broker's request. It takes only a few minutes to connect the plugin to the UTIP CRM. Enter the data gained from the IP telephony service.

After connecting the plugin, the employees are able to call clients directly from the UTIP CRM and view the entire call history in the client's card. The call log displays the date and time of the call, its duration and the success status.

No need to dial the number manually, just press a button to call a client in the UTIP CRM. It simplifies the client's feedback.

Business Process Systematization in the UTIP CRM

The UTIP CRM functionality is geared to build the entire chain of a company's business process. Starting with the lead flow distribution from lead generators and marketing funnels to the full-fledged work of a trader on your platform.

In order to interact with lead generators, the UTIP CRM caters the functionality of both uploading leads and tracking events on clients. For example, depositing.

Employees and clients can be divided into "Desks", where one "Desk" can be represented as a separate call center or office which employees and clients are linked to. Since the CRM has already provided employee roles with the appropriate rights, the employees can be added to the system in a couple of clicks. If necessary, the rights system can be adjusted both for one employee and for a group of employees.

After uploading leads, the proceeding step is to call leads. After making a call, all the information on the dialog will be displayed in the client's card. The client will be further assigned to the employee from the next office. For example, Retention and keep working with them along with the business process chain.

UTIP CRM

Integration with dialers

The UTIP CRM ensures the integration with dialers featured with the automatic call configuration. The integration of this type will reduce the number of operations completed by employees and save time from getting leads to depositing. It is necessary to connect the telephony with a dialer functionality.

Leave a request and UTIP manager will contact you if you would like to know more.

FM
Disclaimer
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