amoCRM + CoMagic
Posted: Tue Dec 24, 2024 6:24 am
Content
The first appeal is the main thing not to lose
What if you lost it?
Always personal
Directly to CRM
Hooray, deal!
Improvements and refinements
Fixed issues
CRM systems are an easy way to record all contacts with potential clients and subsequent actions to work with them.
CoMagic continues to work on integration with the amoCRM system .
The first appeal is the main thing not to lose
To ensure that a call from a client who has contacted the belgium phone numbers company for the first time is not lost, you can set up a suitable processing method: create a contact, a deal, a contact and a deal at the same time, or send the request to the "unsorted" category automatically. If there are not many requests, they can be processed manually.
Upon completion of the call, the employee who took the call is assigned as responsible for the created contact or transaction. If another employee should be responsible, the operator can assign him/her independently during the conversation.
When you enable the setting for outgoing calls, all outgoing calls to numbers not assigned to a CRM contact will be processed in the same way.
What if you lost it?
Lost calls are also processed according to the initial call settings. Even if the operator does not pick up the phone, a contact or deal is created automatically.
The settings provide for the creation of a task for a lost call to the responsible employee.
Increase sales with the UIS communications platform
A reliable cloud telephony operator: our own number capacity and the #1 technical support on the market.
Manage communications, control employees and automate the sales department.
Get a consultation
Always personal
A personal manager is someone who is ready to answer a client's question at any time. CoMagic has improved the ability to transfer a call to a personal manager to always justify the trust of clients.
Transfer to a personal manager is developed as a separate operation in the settings of virtual PBX scenarios - the function is configured for different rules and numbers.
Directly to CRM
If the site has forms for sending requests from the site, for example, on the consultant or lead generator widget, they can now be transferred to the CRM directly. There are several ways to process offline requests:
create a transaction request in the "unsorted" section;
automatically create contact and deal.
When choosing automatic creation of a contact and deal, you can additionally assign a tag and set up automatic creation of a task for an employee.
The first appeal is the main thing not to lose
What if you lost it?
Always personal
Directly to CRM
Hooray, deal!
Improvements and refinements
Fixed issues
CRM systems are an easy way to record all contacts with potential clients and subsequent actions to work with them.
CoMagic continues to work on integration with the amoCRM system .
The first appeal is the main thing not to lose
To ensure that a call from a client who has contacted the belgium phone numbers company for the first time is not lost, you can set up a suitable processing method: create a contact, a deal, a contact and a deal at the same time, or send the request to the "unsorted" category automatically. If there are not many requests, they can be processed manually.
Upon completion of the call, the employee who took the call is assigned as responsible for the created contact or transaction. If another employee should be responsible, the operator can assign him/her independently during the conversation.
When you enable the setting for outgoing calls, all outgoing calls to numbers not assigned to a CRM contact will be processed in the same way.
What if you lost it?
Lost calls are also processed according to the initial call settings. Even if the operator does not pick up the phone, a contact or deal is created automatically.
The settings provide for the creation of a task for a lost call to the responsible employee.
Increase sales with the UIS communications platform
A reliable cloud telephony operator: our own number capacity and the #1 technical support on the market.
Manage communications, control employees and automate the sales department.
Get a consultation
Always personal
A personal manager is someone who is ready to answer a client's question at any time. CoMagic has improved the ability to transfer a call to a personal manager to always justify the trust of clients.
Transfer to a personal manager is developed as a separate operation in the settings of virtual PBX scenarios - the function is configured for different rules and numbers.
Directly to CRM
If the site has forms for sending requests from the site, for example, on the consultant or lead generator widget, they can now be transferred to the CRM directly. There are several ways to process offline requests:
create a transaction request in the "unsorted" section;
automatically create contact and deal.
When choosing automatic creation of a contact and deal, you can additionally assign a tag and set up automatic creation of a task for an employee.