Xelion telephony integration for Zoho

Make your telephony a customer winning strategy in Zoho

Built for: CRM Developed by: GeeFirm
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Save time and work more efficiently by integrating your Xelion phone system with your Zoho service. By handling inbound calls this way, you can provide your customers with a better experience. Customers are identified by their phone numbers, linking your agents to their customer records. Operators can make notes and input follow-up tasks. All inbound and outbound calls are automatically so you can track your sales, marketing, and support activities. Get better sales results and make sure no customers get ignored.

The Xelion telephony integration for Zoho is a rich add-on for your Zoho software. Make it easier for your agents to get in contact with your customers and have all relevant customer data on their screen with a few clicks. Have in-depth insights saved in a customer's contact page through call logs.

Key Features:

  • Click-to-call
    All telephone numbers in your Zoho applications serve as active links to your Xelion telephone system. One click on a phone number activates your Xelion device and sets up a telephone call. A pop-up is automatically shown, where you can make notes and log follow-up activities. All calls are automatically logged in the Zoho Activities module.
  • Incoming calls
    Incomings calls show a pop-up on your screen as soon as your phone rings. When the call is answered, you can add notes and add follow-up actions. The phone numbers of your customers are recognized and automatically linked to the right customer records.
  • Call logging
    All activity with your telephone is automatically stored in the Activities module. Missed calls are also stored. Customer cards show all call activities as part of the 360-degree view on your customer.
  • Voicemail and recorded calls
    When a lead or customer leaves you a voicemail message, you can directly access it through Zoho. The same goes for recorded messages. You can replay them directly in your Zoho app.

Tags

Deployment type Zoho platform
Published date Feb 15, 2021
Version 1.0
Category Telephony
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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