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Thursday, October 22, 2020
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    Working Together

    Gary Coventry, Product Director at CloudCall advises on what to look for to get CRM and Telephony integrations right

    Recruitment consultants spend a significant amount of time making calls to prospective candidates and clients whilst working on storing these interactions into their CRM. It is clear that these two disparate systems need to be connected for recruiters to work more efficiently and be able to place candidates more successfully. To bridge this gap between your phone and your CRM system, a good starting point is investigating CRM-telephony integration.

    We understand that it can be difficult to know where to begin when looking for a CRM telephony integration. We’ve broken down the process to help you get started.

    What is Important for Your Business?

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    Firstly, it is important to look at what features will be most important for your business.

    • Are you looking to click-to-call, allowing you to make calls directly from your CRM?
    • Would a call recording feature help you with compliance and training?
    • Do you want to take advantage of call metrics and gain insights into the calling activities of your recruiters?

    These are just a few of the very useful features that are associated with CRM telephony integration. You need to make a list of all your requirements when evaluating a potential vendor and ensure that their solution has everything that you need. If it is offered, we would also recommend taking a trial of the potential telephony solution, before making the final purchase decision. Understanding the benefits that you can gain from a trial will help your business in the long run. Here at SYNETY, we have long championed the benefits of trialling before any potential purchase.

    Consider Technical and Support Requirements

    Don’t forget to consider the technical and support requirements. It is important to know what infrastructure you’ll need to have in place in order to implement the telephony solution. Make sure that the vendor you choose can work with your current phone system or provide one if necessary.

    The first step is always the hardest – it can be a daunting task to search for and finalise a solution and vendor that will suit your business needs. Download our Buyer’s Guide to Telephony CRM integration for Recruitment and get all of the information that you might need on telephony integrations for recruitment businesses. Our guide comes with a full list of the most popular and useful software and telephony features to consider, as well as insights into the support requirements that you might need and any questions that you should consider during the implementation stage.

    Latest Posts

    Digital PEO from Parasol

    Leading Umbrella Employment company opens its successful Professional Employer Organisation (PEO) model to the wider recruitment industry

    Golden Bees appoints

     Ravi Joshi new Head as Programmatic technology innovator moves into UK market

    Capital raised as Demand for Video Soars

    Hinterview raises £1.47m during the Covid-19 pandemic

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