CRM Integration for Ooma Office Pro Plus.
Ooma Office Pro Plus is an easy way to stay connected and build customer relationships while working in Salesforce or Microsoft Dynamics 365.
customers:
customers:
Or call 877-353-5185.
Make and take calls from Salesforce or Microsoft Dynamics 365.
When in Salesforce or Microsoft Dynamics 365, sign into Ooma Pro Plus with your credentials. To place a call, select the phone number inside the CRM application, or enter the phone number in the text box. You control the call’s audio features through an Ooma IP phone, desktop app or mobile app.
Preview info on your screen.
Caller information from Salesforce and Microsoft Dynamics 365 automatically displays when you make or receive a call from a number within the app. Use it to jumpstart your conversation. If you don’t have a record for the number, you can easily create a new contact.
Automatic Salesforce or Microsoft Dynamics 365 Call Tasks.
Whenever a call is placed or received, a call task can be automatically created on the matching CRM record. The call task shows the time and length of the call and makes it easy for an employee to include notes or add a reminder to follow up with the caller.
Automatically log calls.
Gain valuable insight into staff productivity and customer experience. Review call logs, see if calls were inbound or outbound, and how long they lasted. Peek at the comments section to see if you should coach your team on the importance of keeping detailed call records.
Drive customer loyalty.
Ooma Office for CRM is a powerful tool that helps employees personalize interactions with customers and anticipate their needs. Doesn’t everyone prefer doing business with a company that knows their name? Great customer service is key to earning trust and loyalty.
Get started with CRM Integration
customers:
customers:
Or call 877-353-5185.