Streamlined CRM Communication
3CX Zoho CRM Integration
Enhance your sales and communication workflows with Aatrox’s 3CX Zoho CRM integration services.
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About ZOHO
About Zoho CRM
Zoho CRM is a versatile, cloud-based platform that empowers businesses to manage sales, marketing, and customer support with ease. Known for its affordability and customization, Zoho CRM helps organizations streamline lead management, automate workflows, and foster stronger customer relationships. Its scalability makes it ideal for businesses of all sizes, from startups to large enterprises.
Why Integrate Zoho CRM with 3CX?
Integrating Zoho CRM with 3CX, a robust VoIP phone system, transforms your ability to manage customer interactions efficiently. This integration unifies communication and CRM data, enabling your team to access critical customer information during calls, boosting sales productivity and improving customer satisfaction.
Enhanced Efficiency:
Automate contact syncing and call logging to minimize manual work
Better Customer Interactions:
Access Zoho CRM data instantly for personalized call experiences.
Centralized Data:
Keep all call and chat records in Zoho CRM for accurate reporting.
Flexible Solution:
Scales to meet the needs of growing businesses.
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How Aatrox Makes It Happen
At Aatrox Communications, we excel in delivering seamless 3CX Zoho CRM integrations customized to your business. Our expert team manages the entire process, from initial setup to thorough testing, ensuring a reliable and efficient connection. We align the integration with your sales workflows, saving time and reducing complexity. With Aatrox, you gain a trusted partner committed to optimizing your CRM and communication systems.
Our process includes :
Evaluating your business needs and existing systems.
Setting up secure API connections between Zoho CRM and 3CX.
Testing and refining for optimal performance.
Offering ongoing support to ensure long-term success.
CRM Features
Features of 3CX Zoho CRM Integration
Contact Synchronization:
Automatically sync Zoho CRM contacts with 3CX, displaying caller names on your phone for both inbound and outbound calls.
Contact Lookup:
Search Zoho CRM contacts by phone number during calls, with the option to add them to 3CX contacts for quick access.
Call Pop:
Generate unique URLs for each Zoho CRM contact, allowing your team to instantly access caller details in Zoho CRM with one click.
Call Journaling:
Automatically log call details into Zoho CRM as notes or in a designated section. Supports four call types:
- Answered Inbound: Logs answered incoming calls with timestamps and agent notes.
- Unanswered Inbound: Records missed calls for follow-up actions.
- Answered Outbound: Tracks outbound calls with duration and outcomes.
- Unanswered Outbound: Logs attempted calls for improved lead management.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into Zoho CRM, centralizing all customer interactions.
Click to Call:
Initiate calls directly from Zoho CRM using TEL links, streamlining outbound communication.
Call Recording:
Record calls and access them via a secure link for future use, ensuring easy retrieval and review in Zoho CRM.
AI Transcription and Summarization:
Use AI to transcribe and summarize calls, storing transcriptions and summaries in Zoho CRM for reference and compliance.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Case Study
Boosting Sales for a Growing Business
A fast-growing SaaS company faced challenges with disconnected communication and CRM systems, resulting in missed leads and inefficient follow-ups. Aatrox implemented a 3CX Zoho CRM integration, enabling real-time contact syncing, call journaling, and chat integration. The outcome? A 35% increase in lead response speed, a 20% improvement in sales team efficiency, and enhanced customer satisfaction due to quicker, data-driven interactions. Our customized solution allowed the company to focus on scaling while we managed the technical details.
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Get Started with Aatrox
Ready to elevate your 3CX Zoho CRM integration? Contact Aatrox Communications today to discover how we can transform your business workflows.
