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A company's success depends on its ability to provide a seamless experience across all channels when interacting with its customers. In addition to providing your customers with the ability to contact your organization through the channel and platform of their choice, rapid and immediate response to customer queries is essential to ensuring the experience your brand wants to deliver.
Customer relationship management (CRM) solutions can help businesses improve customer satisfaction and employee productivity by collecting valuable data about the customer decision journey and making that data available at every point of the process. contact with customers.
When integrated with a phone system, a CRM solution gives customer service staff, receptionists and sales representatives information about the caller, allowing them to anticipate the customer's needs.
Enreach offers different CRM integration possibilities that adapt to your communication needs. Our solutions include caller ID and welcome message features.
Our platform integrates with most existing CRM solutions through our web and desktop client. You can predefine rules to trigger specific actions when making or receiving calls, so that you can always see the desired contact information at a glance.
If you're familiar with Salesforce, you can integrate our telephony functionality with your Salesforce portal, allowing you to make and receive calls directly from your favorite CRM application.
For SMBs that need lighter integration, our platform lets users trigger an action when they receive a call. This could be launching an app, URL, or HTTP request to open the CRM system they want to use. By doing so, they can add relevant information about incoming and outgoing customer calls without leaving the telephony platform.
Enreach's CRM Integration is a powerful productivity tool that seamlessly connects the Enreach telephony environment with a business's Customer Relationship Management (CRM) platform. It is designed as a value-added service for our partners to offer their end-customers.
The core problem it solves is the inefficiency and data fragmentation caused by information silos. Without integration, sales and service teams waste significant time on manual tasks like dialing numbers, searching for caller information, and logging call details.
Our solution automates these workflows, transforming the user's CRM into the central hub for all customer interactions. This allows teams to focus on high-value activities—building relationships and having meaningful conversations—rather than on administrative friction.
The primary business advantage is the ability to create a high-margin, "sticky" value-added service that deeply embeds your brand into your customers' daily operations. By offering CRM Integration, you can:
Increase Average Revenue Per User (ARPU): Position CRM Integration as a premium add-on to your core UCaaS and connectivity packages, creating a new and recurring revenue stream.
Enhance Customer Stickiness and Reduce Churn: When your communication service is integrated into a customer's most critical business application (their CRM), it becomes indispensable. This deep integration makes it significantly harder for competitors to displace your services.
Move Up the Value Chain: You transition from being a connectivity provider to a strategic technology partner who solves tangible productivity challenges, strengthening your customer relationships and brand value.
The solution is designed to deliver immediate productivity gains through a set of core, intuitive features. Our partnership with CloudCTI provides access to over 200+ CRM integrations. Key functionalities include:
Click-to-Dial: Instantly initiate calls by clicking on any phone number within the CRM, eliminating manual dialing and errors.
Caller Recognition (Screen Pop): For incoming calls, a pop-up notification instantly displays the caller's identity and provides a direct link to their record in the CRM, allowing for a personalized and informed response.
Automated Call Logging: Automatically creates a record of every call (incoming and outgoing), including date, time, and duration, directly in the corresponding contact's activity history.
In-call Note Taking: Allows users to add notes during a call that are automatically saved to the CRM activity log, ensuring no critical information is lost.
Our integration supports a vast range of platforms, including market leaders like Salesforce and Microsoft Dynamics, as well as many other popular and vertical-specific applications.
For more information, feel free to contact us
The solution is engineered for simplicity and rapid, scalable deployment, minimizing the support burden for our partners. It is delivered as a lightweight browser extension for Google Chrome and Microsoft Edge.
This approach means:
No Complex Installation: The end-user can install the extension in minutes from their browser's app store without needing administrative rights or IT intervention.
Minimal Prerequisites: The only requirements are an active Enreach for Service Providers telephony account, a supported CRM, and the use of a compatible web browser.
Zero On-Premises Footprint: There is no server-side software or hardware to install or maintain, aligning perfectly with a modern, cloud-first operational model.
CRM Integration is a cornerstone of our "converged contact" vision, acting as a force multiplier that enhances the value of the entire Enreach for Service Providers ecosystem. It is not an isolated feature but a critical layer of intelligence:
Enriches the Contact Center: When paired with our ACD Contact Center, it provides agents with immediate customer context, enabling faster resolutions and a more personalized service experience.
Adds Value to Call Recording: Linking call recordings to CRM records creates a complete, auditable history of customer interactions, invaluable for training, compliance, and dispute resolution.
Drives AI Innovation: The data captured through CRM integration feeds our AI engine, enabling smarter call routing, predictive analytics, and other advanced features that differentiate your offering.
By offering this integration, you are not just selling a feature; you are selling a smarter, more context-aware communication solution that positions you as an innovative leader.
We are committed to a true partnership model designed to ensure your success. We provide:
Go-to-Market Enablement: You receive comprehensive training materials and marketing kits to help you effectively position and sell the solution under your own brand.
Expert Technical Support: Our team of telecom experts is available 24/7 to provide Level 2/3 support, giving you the confidence that a deep level of expertise is always available to back you up.
A Commitment to Your Brand: Our philosophy is clear: "You will be our partner, not our agent". We provide the technology in a fully white-label model, ensuring you maintain full ownership of your brand and your customer relationships.