Sage CRM Integration with  The VoIP Shop

Advance your work communication using our integration with Sage CRM. Manage inbound plus outbound calls, record every customer talk while viewing account details directly in the system. Increase productivity and improve support quality without extra effort or delay.

Stop missing vital calls—connect Sage CRM with The VoIP Shop now and boost team output by 50%!

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Key Features of Sage CRM Integration

The VoIP Shop’s connection with Sage CRM provides vital tools to improve communication workflows and manage customer interactions. Below are the key features that support better performance and cooperation:

Click-to-Call

Begin calls directly from the Sage system with one press. This option removes manual dialing and aids your team in contacting clients promptly and correctly.

Automatic Call Logging

Each call enters inside the Sage tool by itself, capturing vital details like time, duration, and result. No client interaction is omitted, ensuring proper follow-up steps.

 Call Management

Monitor call progress and outcomes in real time using the Sage platform. This tool assists your team in staying organized and offering improved support.

Call Notes and Outcome Logging

Quickly record notes and results during or after a call inside the Sage system. It allows the capture of conversation points and follow-up actions with ease.

Integrated VoIP Dialer

Our VoIP dialer connects fully with the Sage platform, managing calls without switching between different tools. It results in a more productive work routine.

Improved Caller ID

Benefit from better caller ID that displays the person's name, organization, and related details before answering. This adds crucial context for your team.

Sugar CRM Contact Syncing

Keep customer contacts updated by syncing records from the Sage platform with The VoIP Shop system. It grants easy access to client data during calls.

Call Analytics and Reporting

Access detailed call reports on the Sage tool to assess performance and modify communication practices. It aids in understanding call trends and planning future actions.

Voicemail Integration

Missed calls automatically link to contacts in the Sage platform so that every message is noted. It helps track conversations even when a caller leaves a voicemail.

Sage CRM Call Integration with The VoIP Shop

Sage stands as a complete solution for inbound efforts and sales operations. This robust CRM tool grants command over each element of client interactions. The VoIP Shop's virtual phone systems join perfectly with the Sage CRM platform, enabling full use of an already potent asset.

Key Benefits of The VoIP Shop's VoIP Integration with Sage CRM

The VoIP Shop's connection with Sage CRM offers strong solutions to simplify calls and boost team output. By automating phone tasks and uniting call records, your team can concentrate on growing client ties and closing more deals.

Improve Communication Efficiency

Cut wasted time with task automation such as dialing and call recording. It permits staff to focus on vital client ties while business progress takes priority.

Centralize Call Data and History

Every call record, note, and interaction log resides in Sage CRM. This method supplies a single hub for client details, easing teamwork and cooperation.

Boost Sales and Marketing Productivity

This integration assists groups in tracking client engagements with ease. Automated features like call recording, real-time updates, and detailed reports improve sales and support work.

Streamline Lead Management

Automatically update leads and contact information across systems. With Sage CRM integration, teams can rank top prospects and hasten final agreements.

Reduce Missed Opportunities

Overlooked calls and messages register without delay, ensuring every inquiry gets noted. It supports rapid replies and stops loss of prospects.

Increase Team Collaboration

When all call records live in Sage CRM, team members quickly retrieve needed data. This setup promotes smooth transitions and unified client interactions across departments.

How does The VoIP Shop integrate with Sage CRM?

Connecting The VoIP Shop with Sage CRM is fast and simple. Follow these steps to begin managing calls more effectively:

  1. Access Your Account
  • Sign in to your VoIP Shop account.
  • Head to the dashboard's integrations section.
  • Pick Sage CRM from the available options.


2. Activate Sage CRM Connection

  • Enable Sage CRM connection.
  • Activate connection by toggling its switch.
  • Choose proper add-on from the dropdown and confirm.


3. Grant Authorization

  • Authorize connection.
  • A redirect to Sage CRM login portal follows.
  • Access your Sage CRM account and grant permission.
  • A confirmation message appears, showing setup complete.


After these steps, your Sage CRM and VoIP Shop systems join, offering features like call recording, contact syncing, and more.

How The VoIP Shop's Sage CRM Integration Empowers Inbound Sales Teams?

Integration with Sage CRM boosts the efficiency of sales and support personnel. Clear call management and rapid access to updated information support quicker decision-making. Representatives gain the tools needed to track interactions and act on insights fast.

Sage CRM Call Tracking for Lead Management

Automatically record every call made through Sage CRM with precise outcome tracking. All interactions are stored accurately, assisting your sales group in ranking prospects and following up with care.

Lead Management Made Easy

Using our integration, lead data updates automatically while call details refresh in real time. Up-to-date facts on every contact make closing deals and managing prospects simpler.

Real-time Call Insights

Receive instant figures on call length, frequency, and results right within Sage CRM. These statistics help evaluate prospect quality and adjust strategies as needed.

Personalised Follow-Ups

Detailed call records and notes let you tailor follow-ups for each lead. This tool empowers sales and support teams to build stronger client connections and increase conversion chances.

Available as a Windows desktop installation, CRM Connect allows you to offer unique CRM solutions that are tightly integrated with market leading communications services.

Easy to provision via Self-Service Portals

Easy to provision via Self-Service Portals

Windows based installation wizard

 Windows based installation wizard 

Full control of telephone handset from desktop

 Full control of telephone handset from desktop

Instant access to CRM information

 Instant access to CRM information

Advanced call control from within CRM applications 

Bring phone features and functionality into the applications you use every day, eliminating the need to switch between programs to message, call and meet.
Click to Dial
Click to Dial
Web-Page Dialing
Web-Page Dialing
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Click to Hold
Click to Transfer
Click to Transfer
Built-in Call History
Built-in Call History
CRM Application Integration
CRM Application Integration

Our Popular Similar Integrations to Salesforce

Our Popular Similar Integrations to Hubspot

FAQs

Answers to some of our most commonly asked Sage CRM Integration questions…

  • What is VoIP integration with Sage CRM?

    Utilizing VoIP integration within Sage CRM, you can manage calls directly in the system. This method automatically records phone details and synchronizes contact data, ensuring all communications remain organized and accessible within your CRM.

  • How does Sage CRM integration improve sales and lead management?

    Sage CRM connection boosts sales efforts by automatically capturing call data and updating contact information in real time. This setup keeps teams well organized, allows prompt responses to prospects, and speeds up deal closures with all key details at hand.

  • Can I log calls from mobile devices with Sage CRM?

    Certainly, mobile call logging is possible with The VoIP Shop's Sage CRM integration. Phone records update instantly, ensuring that important details are captured even when you work away from your desk.

  • What are the limitations of Sage CRM integration?

    Some constraints involve limited customization options for highly complex workflows and the need for a reliable internet connection to maintain call quality and real-time data updates.

  • Can I track call performance and analytics in Sage CRM?

    Absolutely, The VoIP Shop's Sage CRM connection offers call reporting features that include metrics such as duration, frequency, and outcomes. These insights assist teams in evaluating performance and adjusting communication methods.

  • Is technical support available for the integration?

    Indeed, professional assistance is provided to guide setup and resolve any issues. Customer service and technical teams remain on hand to ensure the smooth operation of the system.

  • How secure is data within the Sage CRM integration?

    Robust security measures protect call records and contact details. Encrypted data transfers and adherence to industry standards keep your information safe throughout the integration process.