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What is call centre CRM and what is it used for

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Call centre CRM helps centralise your customer interactions, especially when some or most of them happen over the phone. Using a call centre CRM aids in streamlining processes for your team while also improving data analysis to help you better serve your customers.

We'll explore how call centre CRM works, the advantages of using it, and how to choose the right call centre CRM solution for your business. By understanding the benefits for your organisation, you'll be able to make an informed decision about whether this type of CRM software is right for you.

What is call centre CRM?

Call centre CRM is a powerful communications solution designed to help businesses manage customer calls. By using this software, businesses can track and store customer data, automate processes, and align various teams. With the help of call centre CRM, customer service departments, sales teams, and marketing teams are able to streamline operations and ultimately, improve customer experience.

Call centre CRM integrates with other tools such as your email marketing tool, your sales pipeline software, and your ticketing platform to provide an all-in-one solution for managing customer conversations. This also means your organisation can save time by automating mundane tasks such as responding to frequently asked questions or booking appointments. Additionally, it also helps you better analyse customer behaviour through the use of call analytics.

Screenshot of the call centre performance dashboard

Why should I use call centre CRM?

The goal of call centre CRM is to improve customer experience through streamlined operations. By having all customer interactions stored in one place and having automated processes in place, customers won't have to wait long periods of time for their issues to be resolved or for their enquiries to be answered.

Benefits of using call centre CRM

The use of call centre CRM can bring a wide range of advantages to organisations, from lessening customer service expenses to delivering faster problem resolution for customers. By centralising customer interactions in one unified platform, companies are able to enhance the overall experience for their clients and encourage customer retention. As a result, businesses will be able to benefit from improved efficiency and cost savings.

One key feature of call centre CRM is its ability to reduce time spent on mundane tasks such as recording phone calls or taking notes. Rather than having employees spend time manually entering info into multiple systems, they can now automatically sync information within the same system or even automate the process completely. This means that agents have more opportunity to concentrate on dealing with distinct issues facing each individual customer and enhancing their satisfaction levels (as well as your CSAT score).

Screenshot of Dialpad's call summaries after a call to the call centre

Call centre CRM also provides valuable insight into consumer behaviour, which can then be used to create better tailored campaigns. For instance, by examining customer interaction patterns businesses can identify potential areas for cross-selling or constructing loyalty programmes aimed at particular demographics. Furthermore, by analysing past interactions with customers it becomes easier for them to provide an incredibly personalised experience with each further contact they make.

In addition to boosting sales opportunities, using call centre CRM helps companies save money through reducing expenses related to manual labour costs associated with data entry and paperwork management. The fact that all client interactions are stored in one place also makes it easier for supervisors track performance metrics such as handle times so they can adjust processes accordingly and ensure all team members are working efficiently.

Overall, utilising a call centre CRM solution enables businesses to reduce costs while also improving customer service experiences and allowing better analysis of data for decision-making purposes. With the correct system in place organisations will be able reap the rewards of greater effectiveness while still providing superior experiences that will keep consumers returning again and again

How to choose a call centre CRM

Choosing the right call centre CRM for your busines can have long-term impacts on customer service, cost savings, and data analysis. When selecting a CRM solution, there are several key factors to consider.

First, it's important to think about the size and scope of your call centre. Will you be using the software for a single team or multiple teams? Do you need features such as voicemail integration or tracking of customer interactions? Having an understanding of your needs before selecting a solution will help ensure you make the best choice.

The features and pricing of various CRM solutions should also be taken into account when choosing one for your business. Different providers offer different features, and some may not meet all of your requirements. It's important to compare prices among providers to ensure that you get the most bang for your buck. Additionally, many providers offer free trials or demos that allow businesses to test out their product before making a commitment.

Customer reviews and ratings can also provide valuable insight into which CRM solutions are best suited for a given business's needs. Before making any decisions, take time to read through online reviews from real customers who have used the product in question so that you can get an accurate picture of what it offers and how reliable it is in practice.

Finally, feedback from staff should be taken into consideration when selecting a call centre CRM solution. Ask your employees what they think about potential options, as they may have insights that could help you decide which system would work best for your organisation.

By taking these steps into account when selecting a call centre CRM solution, you can ensure that you make the best decision possible when investing in this powerful software solution.

Find the right call centre CRM

If customer experience is a priority, being able to access your customer interactions in a single place is essential. Finding the right call centre CRM will help you reap the rewards of greater effectiveness for your call centre agents, while still providing superior experiences that'll keep consumers returning again and again.

The call centre CRM you've been waiting for

With Dialpad's AI-powered solution, you can make phone calls, have video meetings, send SMS/MMS messages, and more—all from a single app. Try it for free, or take a self-guided interactive tour of the app first!