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Customer Relationship Management platforms have become integral in tracking and managing activities.
Pod easily enables integration with most CRM platforms, including Salesforce, Sugar CRM, and Microsoft Dynamics.
With incoming calls, Sales or Support can instantly see who is calling and view their account information.
CRM (Customer Relationship Management) platforms have become an integral component in how sales and support personnel track and manage their activities. Having a calling interface that integrates with these CRMs greatly helps this process as calls can easily be logged, tracked, and dispositioned.
Using Pod, the caller ID or name of an incoming call is a searchable element in a CRM platform. This search happens immediately, so sales or support can instantly see who is calling and view their account information. For making outbound calls, most CRM platforms have click-to-dial functionality that can be integrated with Pod.
Below are examples of the most popular CRM platforms including:
Pod offers all its users unrivalled support. At the click of the buttons below you gain access to a library of video user guides on our dedicated Pod You Tube Channel and our Pod Help Bookshelf. All easy to follow and easy to configure within your own secure portal.