JiveConnect - Integrations
SugarCRM
Take your business to a whole new level of customer service and efficiency with SugarCRM and JiveConnect working seamlessly together. Here's how:
Address Book Search
Instantly find the customer information you need. This feature scans your extensive customer records, letting your team quickly and confidently engage in conversations without fumbling through files.
Click to Dial
Make customer calls with a single click right from your computer. It streamlines your process, saving your team valuable time and reducing the chance of dialing errors.
Caller Details Preview
Before you answer the phone, see who is calling and their history with your company. It empowers your team to provide a personalized, informed service from the very first “hello”.
Manual Screen Pop
During a call, your team can pull up and edit a customer’s profile. It ensures that critical information is recorded on the spot and accessible for future interactions.
Auto Screen Pop
As soon as a customer calls, their profile can be set to pop up on your team’s screen automatically. It’s like an instant briefing, helping your team to immediately tailor their service to each customer's history and needs.
Add Contact Feature
Easily add new customer profiles into your CRM system. It means your customer records are always current and comprehensive, allowing you to serve every customer with up-to-date information.
Automatic Call Activity Logging
This is your set-it-and-forget-it feature. It keeps track of all call details for you, freeing up your team to focus on great customer service instead of getting bogged down in paperwork.
Manual Call Activity Logging
Create a detailed record of every customer interaction. It's like a digital diary that ensures nothing falls through the cracks, giving you a complete and accurate history for each customer.
Integration with Notes
Every call can be followed by detailed notes, directly linked to the relevant customer profile. It's like sticking a Post-It to each call, ensuring important details are always just a click away.
In short, integrating SugarCRM and JiveConnect is like giving your business a set of superpowers. It’s designed to make your operations smoother, your team more productive, and your customer service nothing short of exceptional.
