VoIP Integration

Dial Stream offers integration services with various third-party applications, such as CRM systems, marketing tools, and project management software. This ensures that your communication tools work together efficiently, improving workflows and boosting productivity across your organization

Key Features

Dial Stream’s VoIP Integration services enable businesses to unify their communication channels and enhance the functionality of their current software, making it easier to handle client interactions, manage data, and improve workflow efficiency. The integration can also automate tasks such as call logging, customer data retrieval, and reporting, reducing manual workload and increasing accuracy.

Seamless CRM Integration

VoIP systems integrate with CRM platforms such as Salesforce, HubSpot, or Zoho CRM, allowing employees to make calls directly from the CRM interface. Customer information, call histories, and notes are displayed automatically, providing quick access to data during calls.

Automatic Call Logging

Automatically log call details, such as time, duration, and caller information, into your CRM or other business software. This feature ensures that no call goes undocumented, improving record-keeping and providing valuable data for reporting and analysis.

Click-to-Call Functionality

With click-to-call integration, employees can initiate calls with a single click from any integrated application, such as a CRM or email platform. This feature speeds up workflows and eliminates the need to manually dial numbers, improving efficiency.

Analytics and Reporting

VoIP integration provides detailed call analytics and reporting tools that track key metrics, such as call volume, duration, and customer interaction history. This data can be used to assess team performance and customer engagement, helping businesses make data-driven decisions.

Helpdesk Systems

VoIP integration can connect with helpdesk software such as Zendesk, allowing customer support teams to handle calls, create tickets, and access case histories all from a single platform. This results in faster issue resolution and better customer service experiences.

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Our simple 4 step process

Here are four key steps related to implementing VoIP Integration

01

Current Systems and Needs

Evaluate your existing business tools, such as CRM, helpdesk, or collaboration platforms, and determine the scope of VoIP integration required. Identify the features and workflows that would benefit most from VoIP integration.

02

VoIP Integration Solution

Select a VoIP provider, like Dial Stream, that offers integration capabilities with your current software. Ensure that the VoIP solution supports APIs or plugins for seamless integration with your CRM, helpdesk, or other key platforms.

03

Customize the Integration

Set up the integration by linking your VoIP system with the desired platforms. Customize the integration to match your business workflows, automating tasks like call logging, data syncing, and reporting.

04

Test, Train, and Optimize

Test the VoIP integration to ensure smooth operation across platforms. Provide training to employees on how to use the integrated tools effectively. Continuously monitor performance and gather feedback to optimize workflows and improve the overall communication process.
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