Ooma Office for Zoho CRM provides an embedded CTI client, so users can manage and streamline communications from the CRM interface. It empowers your business with a 360-degree view of customer communications.With the click-to-dial feature, you can eliminate misdials, improve efficiency. Meanwhile, automatic communication logging helps you cut down on manual data entry, reduce errors, and track all conversations with customers. Ooma Office for Zoho also displays screen pop-ups with information on incoming calls to help optimize customer interactions, resulting in improved customer retention and a stronger brand reputation.
Key Features:
Embedded communications: Avoid context switching by embedding a client within Zoho CRM
Click-to-dial: Simplify call setup by dialling directly from contacts
Contact Matching: Auto-identify contacts with Caller ID for efficient and personalized communication
Activities: Automatically creates activities for each call, providing a clear record of communications with each customer
The Ooma team provided good support for this extension install. We had an issue where one extension installed fine and the other wouldn't log in and gave an error about credentials. The issue was a shared email for a 'user' and the 'admin' for the account. Attentive service and a couple days got it resolved. Working well now.
I was unable to use the Ooma Office for Zoho CRM Extension because while the Zoho CRM record matching works just fine in the Ooma desktop app, in order for it to work from inside Zoho CRM requires extra money to update to a different, more expensive Ooma tier.
Installation & setup took less than 2 minutes. Be sure to setup extension instead of main phone number extension to make it work. The customer support team at OOMA can be very helpful with this process.
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Hello,
I would recommend you to try Ooma Office for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Dimensions Technologies Ltd