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CRM Integration with Business Phone Systems
When phone systems and CRM systems work independently, valuable customer context is lost. CRM integration bridges this gap, connecting phone system events with customer records to create seamless workflows.
Redstone IP-PBX systems provide RESTful APIs enabling integration with CRM platforms including Salesforce, HubSpot, Zoho, and custom applications.
Screen Pop Functionality
When a call arrives, the phone system sends the caller's number to the CRM. The CRM searches for matching customer records and automatically displays the customer's information on the agent's screen. This eliminates manual lookups.
Automatic Call Logging
Every call is automatically logged to the customer's CRM record with timestamp, duration, agent name, and call outcome. This eliminates manual call note entry, ensuring complete interaction histories.
Click-to-Call from CRM
Agents make outbound calls directly from CRM records by clicking phone number links. The CRM sends a dial request to the phone system, which connects the agent's phone to the customer number. This eliminates manual dialing errors.
Workflow Automation
CRM integration enables automated workflows triggered by phone events. Missed calls can automatically create follow-up tasks. Voicemail messages can generate tickets. These automations ensure no customer interaction falls through the gaps.
Redstone Systems, Inc. founded in Delaware, USA in December 2002, has been the ODM vendor for many well-known communications companies, serving the Southeast Asian market. In 2020, Redstone Systems will begin to return to the North America market with its self-developed brand.
Redstone has a complete product line of intelligent voice gateways, providing IP-PBXs, analog VoIP gateways (FXS/FXO), digital VoIP gateways (E1/T1), border appliances, and session boundary controllers (SBCs).
With advanced technology in digital signal processor (DSP), speech coding and speech processing, as well as efficient operational tools such as cloud remote management, auto provisioning, Redstone gateways are widely used in markets of enterprise communications, cloud communications, call centers, operators’ IMS/SIP trunks, bringing users friendly, efficient and reliable communication experience.
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