Automated CRM Synchronization: Share Call Records and Contacts between Your Core Business Systems

What is automated CRM synchronization?

Automating your sales processes is crucial to having more time to spend on cultivating prospects and sealing deals. One key way to increase efficiency, minimize costs and streamline processes is to automate data synchronization between your important business systems.  

Inperium now offers automatic two-way syncing of calls and contact records between the Inperium Sell CRM and the Inperium Talk business phone system. It will automatically log all calls in Talk into the activity timeline of the respective contacts in Sell — and make contact information from the Sell CRM available in Inperium Talk. 

This new feature reduces costly data inconsistencies and simplifies everyday work by ensuring both of your key business systems have complete and accurate records. 

How does CRM synchronization work in Inperium?

Data is synchronized between Inperium Talk and Inperium Sell in three ways:

• Each call in Inperium Talk is automatically recorded in the activity timeline of the corresponding contact in Inperium Sell.
• When an Inperium Talk user receives a new call, the history of communications with that CRM contact is automatically displayed. 
• Every update you make to a contact in one product is automatically reflected in the other, so you never have to wonder which one is the authoritative source.          

What are the benefits of CRM integration with phone system?

When you use both Inperium Sell and Inperium Talk, your teams enjoy a complete call history without any hassle. Simply make calls in Inperium Talk calls normally, and they will automatically be logged into the activity timelines of the respective contacts in the Inperium Sell CRM. 

Plus, all relevant contact information from your CRM is available during a call, so you have the details you need to ensure the call is efficient and effective. Your teams will have the context they need to handle even the most difficult questions smoothly and impress customers.

This new feature also helps you better manage your sales by providing managers with a better understanding of how employees are interacting with customers and prospects. You can also supercharge your sales teams with a complete activity history: Call syncing ensures that your CRM has a comprehensive history of communications with each customer, so sales teams know exactly what interactions should come next and keep clients happy and deals moving forward. 

 Remember that Inperium also provides a two-way sync with the Inperium Talk mobile app, so whether your teams are using Inperium Talk on the web, their desktop or a mobile phone, they always have up-to-date information wherever they are. 

Beyond that, Inperium provides a click to call option — your sales teams can place calls directly from your CRM using Inperium Talk’s calling capabilities. This integration can save your sales reps significant amounts of time since they don’t need to switch back and forth between systems anymore. 

Benefits of Bi-Directional Contact Synchronization

It’s frustrating when information is available in one system, such as your CRM, but not in another, such as your cloud phone system — your teams have to waste valuable time switching between systems and details can easily get lost. 

But it can be even worse when a contact appears in both business systems but the information listed is different. Then your teams don’t know whether to turn to the CRM or the business phone system for accurate and up-to-date data about customers or potential clients. They can spend tons on time trying to clean up the data and still have errors or inconsistencies that make their work difficult. 

Fortunately, Inperium will sync contacts between your core business systems without any hassle. Every update you make to a contact in one tool is automatically reflected in the other. This syncing saves you time and ensures that your records are always consistent and up-to-date — no matter whether you’re using Inperium Sell or Inperium Talk, you will always have the correct email address, job title, and other details about each of your contacts at hand.  

Benefit Summary

Let’s summarize the key benefits of Inperium automated CRM synchronization:

• Inperium Talk users can impress customers and address their concerns more efficiently because they have valuable context about each caller at their fingertips.
• Your sales teams can be more effective because they have a complete activity timeline for each contact right in their CRM — without anyone having to log calls manually.
• Your sales teams can place calls directly from your CRM using Inperium Talk’s calling capabilities.
• Everyone has accurate, up-to-date contact information, so they never have to worry about data inconsistencies or wonder which data source is authoritative. 
• Your sales teams can be more effective: No matter which business system they are using, they have complete data right at hand — without anyone having to spend valuable time struggling to copy updates from one system to all of the others.

Conclusion

The success of your business depends a great deal on what happens behind the scenes. Systems integration and synchronization are vital today — the more integrated your systems are, the easier it is for sales teams to deliver consistently high-quality service to customers and stay on top of the deal pipeline. 

Inperium’s automated synchronization will save your organization a great deal of time, money, and hassle while driving your business forward by empowering everyone with the current and consistent information they need to satisfy customers and advance the sales process.