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A Perfect Pair, Integrating CallRevu With Your CRM

January 19, 2021

A Perfect Pair, Integrating CallRevu With Your CRM


You are in the business of customer service and we are here to help you succeed. If you are doing a good job of managing your customers, you are probably actively utilizing a CRM or DMS system to help you manage consumer information and provide an exceptional customer experience. After all, it’s that phenomenal customer experience that you should be striving towards to keep your customers coming back. According to Hubspot, “93% of customers are likely to make repeat purchases with companies who offer excellent customer service.” CallRevu integrates with most CRMs to help you take your customer relationships to a whole new level.

CallRevu offers insight into an often neglected customer touchpoint—your phone. Automation sometimes numbs us to the value of real conversation, when in fact, Salesforce reports that despite increased customer touchpoints, 92% of customer interactions are still taking place on the phone. When integrated with your CRM, you have insight into a valuable set of metrics and data that can put your dealership leaps and bounds ahead of the competition.

Why does it make sense to integrate CallRevu with your CRM? Let’s find out.

Ease of use and centralized management of information

Dealers have a lot on their plates. They have a variety of lead sources, departments to oversee, channels to monitor and customers to manage. Let’s be real—dealers are extremely busy. In order to conduct their day-to-day operations, dealers need to have a central location for managing customer information, which includes phone metrics.

CallRevu’s Phone Monitoring solution integrates with most CRMs and DMSs, creating a frictionless working environment and making it easy to offer the best customer experience possible. According to Deloitte, 85% of sales leaders believe integrating their phone systems with their existing productivity tools is important. With all information in a single location, you can be more efficient, all while earning new business and ensuring customer retention.

Lead capture assurance

Despite the various advertising and digital marketing channels, 85-95% of all leads come to dealerships in the form of a phone call. Having a centralized location to house this information is essential for making this data actionable.

Despite the high numbers of leads originating with calls, 33% of leads are not documented in a central system, when staff alone are depended upon to input data. Integrating CallRevu allows for automatic capturing and reduces the possibility for human error. In fact, when call monitoring solutions are integrated directly, 98% of all leads are captured which leads to greater ROI of digital marketing spend.

Insight into the complete caller’s journey

CRMs, as indicated by name, help dealers manage consumer details, enable a positive customer experience, and supply a framework for organizing clients and tasks. When you have full visibility into your inbound calls, you can more appropriately assign workflows so that customers are routed to the correct departments and receive accurate information when they contact your dealership, the first time. In fact, 82% of sales leaders feel that automatic logging of call notes would reduce time spent on admin tasks, making it easier than ever to act on caller needs.

Additionally, with both inbound and outbound calls integrated, you can map the full caller’s journey and engage with customers at the most ideal stage, letting you determine which steps need to be taken to earn each person’s business. 91% of sales leaders believe that access to call data and recordings directly impacts customer conversations. If you want to enable better sales, your team needs to know what is taking place during critical calls.

Improved ROI with Call Analytics

Data is the key to determining ROI and enabling excellent customer service. CallRevu integrates seamlessly with most CRM and DMS systems, giving you robust reporting and call analytics. This insight gives you more control over your phone and lets you monitor call connectivity and assess phone skills.

With the insight gleaned from call data, you can successfully plug profit leaks and correct process breaks to optimize your customer’s experience. CallRevu even provides coaching tools and best practices to help you correct and enhance your overall ROI on the phones. Along with our training partners, CallRevu has everything you need to make the caller experience a better one.

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