How To Setup CRM Integration with 3CX Phone System

Two of your companies most important tools are your phone system and CRM system. I'll show you how to connect your phone system to your CRM.

Your CRM is your customer database and may hold your customers order history. Integrating your CRM to our Phone System is beneficial. 

By integrating you:
 – Shorten the time customers wait for calls to be answered
 – Customer information automatically appears on screens for employees
 – Avoid re-entering customer information
 – Get down to business more quickly and serve more customers

3CX Integrates with the following CRMs:
– Microsoft Outlook
– Microsoft Office 365
– Microsoft Dynamics
– Google Contacts
– Freshdesk
– Nutshell
– MS Exchange
– Insightly
– Exact Online
– Salesforce
– SugarCRM
– Act!
– Zendesk
– EBP
– Datev
– Vtiger

Learn more at:
http://www.office-phone-systems.ca/crm
 

☎ Darvin Zuch
Business Phone Systems and Call Centers
Dar Zuch | Calgary | dar@helia.ca | (403) 668-7895 x200

All the marketing in the world will not grow your business if you don’t answer your phone. Responding to the traffic caused by your company’s activities is proven to promote growth both in the short and long terms.

Hi my name is Dar Zuch and I’m the COO of Helia Technologies. We help companies with their phones.

Business phone systems can be deployed quickly for those looking to limit capital expense. Hosted phone systems today fill the needs of 90% of organizations with flexibility previously unavailable. It really comes down to a simple truth. Phone calls must be answered. Each and every one of them and before they go to voicemail.

Reviewing how your calls are handled and ensuring that callers are responded to quickly and consistently is the only sure way of growing your business. Come to one of our seminars or simply drop us a line.

When you start looking at your phone options we’re ready to help out.

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Dar Zuch

Find me on Linkedin at: https://ca.linkedin.com/in/darzuch

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