Why a CRM without Telephony is a Waste of Money: 5 Automation Scenarios
You’ve invested your budget in a modern CRM system to automate business processes and structure the work of your sales department. But is it truly operating at full potential?
If your managers are still:
- Manually copying phone numbers to call a client.
- Searching for call recordings in external systems.
- Forgetting to log a new lead after a call…
…then, unfortunately, you are not utilizing its full potential. Your CRM is becoming nothing more than an expensive data warehouse, rather than an automation centre for your business.
💡 The Problem: How IP Telephony Works to Eliminate Routine and Boost Productivity
When a CRM and telephony exist separately, managers constantly switch between multiple windows. This lowers productivity and effectiveness, leading to the loss of potential clients (leads).
The UniTalk Expert Thesis: A CRM works at 100% only when telephony becomes an integral part of it. We show that automation is simple.
🔗 The Core of Automation: VoIP and UniTalk Virtual PBX
How IP telephony works for your business? UniTalk IP telephony is modern communication that allows you to make and receive calls over the internet (VoIP). But for us, it’s also an intelligent tool.
The foundation of our automation is the UniTalk Virtual PBX, which features numerous ready-made integrations with various CRM systems and an open API. This means that telephony and the CRM “communicate” with each other, exchanging data about every call.
What you get with UniTalk VoIP Telephony:
- Reliability and stability: Our IP telephony ensures multi-channel capability, so your clients always get through.
- Rapid Integration: We offer 40+ ready integrations with the most popular CRM systems, including ZohoCRM, Creatio, and others.
- Control Tool: All calls, recordings, and analytics are automatically transferred to your CRM system.
5 Automation Scenarios that Save Your Sales and Time
Here is how IP telephony works with UniTalk’s integrated features to eliminate the most painful routines and increase your team’s effectiveness.
1. Scenario: Creating a Lead in One Click
The Problem: A manager takes a call from a new client but forgets to create a card in the CRM. The lead is lost, and productivity drops.
The UniTalk Solution: Automatic creation of a Lead/Contact/Deal in the CRM upon an incoming or outgoing call, if the number is not yet in the system.
The Benefit (“What’s in it for me?”): Not a single potential client is lost. This is key automation for primary data entry.
2. Scenario: Pop-up Card on Call
The Problem: A manager doesn’t know who is calling until they pick up the phone and start the conversation.
The UniTalk Solution: Client Card Pop-up. During a call, the Virtual PBX identifies the number, and information about the client is automatically pulled up in the UniTalk softphone.
The Benefit: The manager starts the conversation already knowing the client’s information. This significantly speeds up service and increases team productivity.
3. Scenario: Saving Call Recordings Directly in the Card
The Problem: A supervisor cannot quickly find a call recording because it is stored on an external server.
The UniTalk Solution: Automatic saving of the call recording and detailed call information directly into the client’s card in the CRM.
The Benefit: Complete quality control and quick context recovery. All analytics and recordings are available in one place, simplifying quality control.
4. Scenario: Objective Team Analytics
The Problem: A supervisor sees only the number of deals but doesn’t understand the real workload and effectiveness of the team.
The UniTalk Solution: VoIP logging of all call metrics (wait time, missed calls, manager availability) with access via the personal UniTalk cabinet (Dashboards).
The Benefit: You receive objective analytics to evaluate team effectiveness. UniTalk Dashboards provide transparent data to control and improve team performance.
5. Scenario: Click-to-Call
The Problem: A manager wastes time copying numbers from the CRM to the softphone, which can lead to dialing errors.
The UniTalk Solution: The “Click-to-Call” function. The ability to dial a client’s number directly from their card in the CRM.
The Benefit: This is pure workplace automation. It eliminates dialing errors and speeds up the work of the sales department.
🔑 Conclusion: Automation is an Investment that Pays Off
Enough losing clients due to routine! Turn your CRM into a profit centre where every call is an automatically logged lead.
Our Virtual PBX provides not just communication, but complete business automation and analytics: 40+ ready integrations, instant recording storage, and higher effectiveness in sales.
Let UniTalk work for you.
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