Vocalocity, a cloud-based phone service provider for small business, today launched its Microsoft Dynamics-integrated application through the Vocalocity Desktop.
The integration performs entirely within the Vocalocity Desktop and automatically populates stored information based upon caller ID as soon as a customer's phone rings. As the Vocalocity Desktop instantly appears on the screen, customers can view an activity log, including a caller's name, company, job title, address, business phone, mobile phone, preferred phone, and email.
"As a business owner, we rely on a robust customer relationship management system to ensure that our team stays on top of our leads, our prospects, and our customers, and the Vocalocity integration to our CRM system makes delivering great service infinitely quicker and easier," said Steve Bachman, CEO of AuditMyBooks and a Vocalocity business VoIP customer. "We love the fact that we don't have to leave the Vocalocity Desktop to see critical information from Microsoft Dynamics CRM, including the instant activity history, and the fact that Vocalocity Desktop automatically tells us if the incoming caller is a new lead, a hot prospect, or an existing customer."
If the caller is a new prospect, Vocalocity customers can add a new number and fill out all the necessary contact information to build their lead databases within Dynamics. If the caller is an existing client, customers can view a comprehensive call log to identify past concerns or solutions and conduct business more efficiently. In-app functions like click-to-email and the ability to move between Vocalocity Desktop's other LinkedIn, Google, and Outlook applications deepen the ability to gather caller information. The integration syncs in real-time with Microsoft Dynamics across an organization to strengthen collaboration and mitigate workflow redundancy.
"The Microsoft Dynamics application within Vocalocity Desktop puts our customers in a position to better sell and service their customers," said Wain Kellum, CEO at Vocalocity. "By easily integrating their existing Vocalocity hosted VoIP phone system with Microsoft Dynamics, customers are in a much better position to compete.";
The integration is free to Vocalocity customers for three months and then charged as a monthly add-on.