UIS + amoCRM: ready, set, restart!
Posted: Tue Dec 24, 2024 12:24 pm
Content
Incoming calls: notifications and registration of requests
Outgoing calls: how to call and more
Saving call recordings
Redirection to personal manager
Lost Call Control
Taking into account additional communication channels
The mechanism for integrating UIS belarus phone numbers with amoCRM has been redesigned — the overall interaction of services has become smoother and new details have appeared:
expanded capabilities for working with initial requests;
the function of transferring calls to a personal manager has been improved;
there are new options for handling lost calls;
The processing of calls via sitephone has been debugged.
A warm thank you to our customers, whose feedback helps us improve UIS tools - the recent update is a good example of that. And now - more about what amoCRM can do, enhanced by UIS IP telephony .
Increase sales with the UIS communications platform
A reliable cloud telephony operator: own number capacity and technical support No. 1 on the market.
Manage communications, control employees and automate the sales department.
Get a consultation
Incoming calls: notifications and registration of requests
Situation one: an existing client calls you. What happens? The CRM interface displays a card with their data in real time. The result is that your employee is ready for the conversation even before it starts.
Situation two: the caller's number is unknown. For this case, you now have several options for the CRM system to respond to the call. You can:
automatically create a new customer card;
automatically create a deal;
do both at the same time (create both a customer card and a deal);
send call data to Unsorted - so that it can be processed later;
entrust the manual processing of the call to the employee who took the call.
Outgoing calls: how to call and more
You can call any number directly from amoCRM. You have two ways to do this:
directly through the UIS dial pad;
using the click-to-call option - simply by clicking on the phone number in the interface (with the WebRTC widget enabled).
In this case, outgoing calls to new numbers can be processed in the same way as incoming calls from unknown numbers. For example, automatic creation of a contact card is convenient for promptly recording transactions when calling a cold base.
Saving call recordings
All calls - both incoming and outgoing - are attached to the contact card by phone number. There you can also listen to conversation recordings if you need to sort out a problematic situation with a client or monitor the work of certain employees.
Redirection to personal manager
An incoming call from an existing client can be immediately forwarded to their manager. This is an independent operation in the UIS Virtual PBX scenario settings . That is, if you are not ready to personalize the service of all clients at once, focus on the most important ones and add such forwarding to the processing of calls only from their numbers.
Lost Call Control
If the initial call is missed, your assigned employees will be automatically tasked with contacting the potential client. This way, you can eliminate the human factor and be sure that every client who did not call you was called back.
Don't miss the news
Enter your e-mail and receive the most interesting articles, studies and cases.
E-mail
Receive news
By clicking the button, you confirm that you agree to receive the newsletter.
Taking into account additional communication channels
If you use our lead generator or sitephone, you will find it useful that UIS and amoCRM can exchange not only data on direct calls. The CRM also records callbacks and requests from the site. At the same time, callbacks are processed in the same way as other calls, and requests through contact collection forms on the site are automatically processed as:
transaction request;
or a new contact/deal (you can additionally add tags and assign a task to process the request to the responsible employee).
To set up the integration of UIS with amoCRM, please contact our specialists - we will be happy to help you figure everything out.
Incoming calls: notifications and registration of requests
Outgoing calls: how to call and more
Saving call recordings
Redirection to personal manager
Lost Call Control
Taking into account additional communication channels
The mechanism for integrating UIS belarus phone numbers with amoCRM has been redesigned — the overall interaction of services has become smoother and new details have appeared:
expanded capabilities for working with initial requests;
the function of transferring calls to a personal manager has been improved;
there are new options for handling lost calls;
The processing of calls via sitephone has been debugged.
A warm thank you to our customers, whose feedback helps us improve UIS tools - the recent update is a good example of that. And now - more about what amoCRM can do, enhanced by UIS IP telephony .
Increase sales with the UIS communications platform
A reliable cloud telephony operator: own number capacity and technical support No. 1 on the market.
Manage communications, control employees and automate the sales department.
Get a consultation
Incoming calls: notifications and registration of requests
Situation one: an existing client calls you. What happens? The CRM interface displays a card with their data in real time. The result is that your employee is ready for the conversation even before it starts.
Situation two: the caller's number is unknown. For this case, you now have several options for the CRM system to respond to the call. You can:
automatically create a new customer card;
automatically create a deal;
do both at the same time (create both a customer card and a deal);
send call data to Unsorted - so that it can be processed later;
entrust the manual processing of the call to the employee who took the call.
Outgoing calls: how to call and more
You can call any number directly from amoCRM. You have two ways to do this:
directly through the UIS dial pad;
using the click-to-call option - simply by clicking on the phone number in the interface (with the WebRTC widget enabled).
In this case, outgoing calls to new numbers can be processed in the same way as incoming calls from unknown numbers. For example, automatic creation of a contact card is convenient for promptly recording transactions when calling a cold base.
Saving call recordings
All calls - both incoming and outgoing - are attached to the contact card by phone number. There you can also listen to conversation recordings if you need to sort out a problematic situation with a client or monitor the work of certain employees.
Redirection to personal manager
An incoming call from an existing client can be immediately forwarded to their manager. This is an independent operation in the UIS Virtual PBX scenario settings . That is, if you are not ready to personalize the service of all clients at once, focus on the most important ones and add such forwarding to the processing of calls only from their numbers.
Lost Call Control
If the initial call is missed, your assigned employees will be automatically tasked with contacting the potential client. This way, you can eliminate the human factor and be sure that every client who did not call you was called back.
Don't miss the news
Enter your e-mail and receive the most interesting articles, studies and cases.
Receive news
By clicking the button, you confirm that you agree to receive the newsletter.
Taking into account additional communication channels
If you use our lead generator or sitephone, you will find it useful that UIS and amoCRM can exchange not only data on direct calls. The CRM also records callbacks and requests from the site. At the same time, callbacks are processed in the same way as other calls, and requests through contact collection forms on the site are automatically processed as:
transaction request;
or a new contact/deal (you can additionally add tags and assign a task to process the request to the responsible employee).
To set up the integration of UIS with amoCRM, please contact our specialists - we will be happy to help you figure everything out.