Transform Customer Engagement with VAANI and ZOHO CRM Integration

Achieve real-time data syncing, automated task execution, and smarter decision-making through seamless ZOHO CRM integration.

Supercharge your customer communication with the VAANI Omni Channel Dialer Solution integrated with Zoho CRM. VAANI connects every call, message, and interaction to Zoho CRM in real time—giving your agents instant access to customer history, insights, and engagement data.

Automate call logging, streamline workflows, and eliminate manual tasks while ensuring personalized and consistent follow-ups across voice, WhatsApp, SMS, email, and more. With bi-directional sync and intelligent routing, VAANI empowers your team to handle more conversations, close more deals, and deliver exceptional customer experiences.

Achieve higher efficiency, faster response times, and stronger revenue outcomes with a dialer solution built for businesses that run on Zoho CRM.

How VAANI - Zoho Integration Drive Business Growth?

Cloud PBX

VAANI is a cloud-based contact center platform designed to manage customer calls and interactions directly from the cloud, streamlining communication across channels. With VAANI’s powerful dialer solutions, agents can efficiently handle inbound and outbound customer service from a unified interface, connecting with customers through multiple platforms like mobile, desktop, email, in-app chat, video, and more. This versatile solution empowers teams to deliver exceptional service, fostering seamless interactions and ensuring customers have a consistent, high-quality experience across every touchpoint.

Integrate VAANI PBX with Zoho

VAANI is a comprehensive cloud-based PBX and call center solution packed with essential features like multi-level IVR, call queues, live call monitoring, and call recording. By integrating with Zoho, VAANI enables users to make calls directly within Zoho and receive instant pop-up notifications with customer details for inbound calls, streamlining customer interactions. With VAANI Professional PBX’s advanced call center capabilities and Zoho integration, businesses can seamlessly optimize customer experience and drive greater efficiency across their teams.

What are the Benefits of VAANI-Zoho Integration?

One-Click Direct Calling

VAANI’s integration with Zoho CRM streamlines call handling and activity management, giving your sales team a more efficient approach to connecting with customers. With a one-click call button, there’s no need for manual dialing, making outreach faster and simpler. VAANI enhances lead management by enabling quick tracking of conversions and automatic saving of new leads within Zoho CRM. Boost productivity with direct calling from Zoho CRM without switching screens, and easily access all call activities in the call log section for straightforward tracking and retrieval.

Automatic Call Logging

With VAANI’s integration, Zoho CRM automatically logs all inbound and outbound call details, saving time and eliminating the need for manual record-keeping. This integration provides seamless access to call data and analytics through Zoho’s Reports feature, complete with built-in charts that visualize call activity and help measure sales team performance. Enjoy enhanced productivity, better customer experiences, and real-time call logging directly from your existing phone system—whether it’s a softphone or desk phone—powered by Zoho’s phone bridge integration.

Incoming Call Information

VAANI’s integration with Zoho CRM, notifies users instantly of incoming calls via PBX with a contact card pop-up on their screen, offering essential caller details immediately. This allows for more personalized, contextual conversations that elevate customer experience. After each call, users can seamlessly create tasks, events, or follow-up calls directly within Zoho CRM, while missed calls are automatically logged under Activities and Calls to ensure complete call tracking. All incoming call details, including caller information and recordings, are automatically stored in the Zoho account, providing a smooth, organized approach to call management and follow-up.

Access to Call Recordings

eDAS’s VAANI integration with Zoho CRM seamlessly captures and logs all inbound and outbound calls, storing call recordings directly within each contact record for easy access. This setup supports quality assurance, agent performance reviews, and training by linking each recording to the relevant customer interaction, allowing managers to assess and coach more effectively. Additionally, calls or chats are automatically recorded under existing customer tickets, or a new ticket is generated when needed, ensuring every interaction is tracked comprehensively for improved customer experience and streamlined services.

Eureka Digitisation & Automation Services (eDAS) is a digital automation company producing in-house software solutions from On-premise to Cloud – Software as a Service (SaaS) Solutions.

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