Bring Your Physical Business IP-PBX System into Your CRM
The AssignSales + Matrix IP-PBX integration connects your physical Matrix IP-PBX telephony system with your sales CRM. With the appropriate Matrix CTI configuration, sales teams can use CRM-based calling workflows, caller identification, customer information and call activity to create a more connected sales experience.
Workflow
Key Integration Highlights
Click-to-Call
Allow sales representatives to initiate a call from a phone number available in AssignSales instead of manually entering the number on a physical phone.
Incoming Call Identification
When a customer calls the business, the connected CTI workflow can identify the caller and associate the phone number with relevant CRM information.
Customer Screen Pop
Display relevant customer information when an incoming call is received, where supported by the Matrix CTI configuration.
Call Logging
Connect relevant inbound and outbound call information with AssignSales along with Matrix IP-PBX records to maintain a more complete customer interaction history.
Call Recording
Where recording is enabled in the Matrix deployment and pushed to the AssignSales integration.
Call Notes & Outcomes
After a call, sales representatives can record the outcome and capture important information in AssignSales.
Call & Sales Visibility
Connect telephony activity with CRM information to provide managers with greater visibility into
- Sales calls
- Customer engagement
- Follow-up activity
- Salesperson activity
- Missed opportunities
- Lead engagement
Help & Support
- AssignSales https://www.assignsales.com
- Matrix https://www.matrixcomsec.com/products
- AssignSales Email sales@assignsales.com
- Matrix Email Inquiry@MatrixComSec.com