Best Practices Of Using CRM Telephony To Drive Sales

Telephony has gone digital. Voice over Internet Protocol (VoIP) services are typically more affordable than traditional landlines, and the industry is growing rapidly. Sales teams are finding that using telephony in conjunction with a CRM increases calling efficiency significantly, converting more leads and closing more deals. CRM telephony seems to be the wave of the future in sales. Solid Performers CRM telephony is known as no1 CRM telephony in India. It is a cost-effective solution, Best Practices Of Using CRM Telephony To Drive Sales.

Best Practices Of Using CRM Telephony To Drive Sales

  • Use The Right CRM:

Selecting the right CRM is very important, Solid Performers CRM is the best choice for your sales team. This will determine the amount of data sales teams have access to. This data offers a great deal of insight into prospects and customers to help sales teams engage with them easily on sales goals. Solid Performers CRM offers a 360-degree contact view that will optimize each interaction and, ultimately, increase conversions.

  • Integrate With Telephony App:

Solid Performers CRM has an open API and can integrate with third-party telephony apps. Make and receive calls in the same location you access all of your customer information for a seamless experience.

  • Collect The Right Data:

Solid Performers CRM will allow you to collect, store, and access all of the relevant information you need to have well-informed sales calls. The right data may differ for different organizations and industries, however, here are some examples of data that you want to ensure your CRM can collect:

  • Number of employees a company has
  • Annual revenue
  • Industry segment
  • Geographic location
  • Social media activity
  • Auto-dialing To Increase Productivity:

Auto-dialing features that are offered by Solid Performers CRM is highly effective at increasing productivity. To accomplish this, you need to filter the list of leads that you want to reach out based on specified criteria. Then, you can activate an auto-dialer, and the system will place a call to each person on that list, in order, without you having to click to dial each one, saving you significant time.

  • Pre-record Voicemail Drops:

Solid Performers CRM includes voicemail drops to save your time and energy when making calls. Voicemail drops allow you to pre-record voicemails for different scenarios, such as new leads, follow-ups, for example. If no one answers, simply click the voicemail you want to leave, and it drops it into their voicemail box. No need to leave a new voicemail each time.

  • Leverage Call Scripts:

If you have to stay on script, you can use on-screen call scripts to ensure your sales team stays on message. You can also use them with both new and seasoned sales representative if you have a particular campaign that revolves around specific talking points. With the ability to call within Solid Performers, you will have the script right in front of you while conversing with prospects and customers.

  • Record Your Calls:

Solid Performers CRM is the right choice to increase your sales and integrated with a telephony app, you should have the ability to record your calls. This is done with a simple click of the mouse when the call begins. A recording is stored in the CRM, and you can go back to review it if there is anything you need to recall from the conversation. All the call recordings of each contact are automatically stored in the contact record.

  • Review Call Recordings To Improve Your Approach:

Call recordings are very helpful when training a new salesperson, particularly if they are not familiar with telephony apps. Sales managers can review call recordings and identify areas for improvement. They review them to identify whether the sales representative is doing well and give them recognition for their good work. Reviewing call recordings allow managers to bring new sales representative, so they can close more deals in less time.

  • Take Notes While On The Call:

When everything takes place in the same system, you can take notes while on the call. Anything important that you need to remember can be jotted down as you speak. All the notes you took are automatically added to the call log for that contact. This saves you considerable time after the call and ensures you don’t forget something important from the conversation.

  • Automated Follow Up Emails:

Solid Performers CRM with telephony integration might offer the ability to automatically send pre-drafted follow up emails once a call is completed. With a single click of the mouse, you can send one of the various emails you have pre-drafted. This can save you time and ensures your follow-up emails are timely and always on message.

  • Control The Conversation:

When you are on a call with a customer, you want to be in control of the flow and direction of the conversation. Outline the talking points you want to hit on and keep driving the conversation back to those. You can easily do all of this when you have the data at your fingertips, right on the screen in front of you.


By leveraging CRM telephony, your sales representative can make more calls in less time, have more engaging conversations due to the massive amount of insight in front of them. Many sales representatives feel they do not have enough information before making a call to convert. This can be a thing of the past when you leverage CRM and telephony to drive your sales calling efforts.

Solid Performers CRM offers telephony that will allow you to take customer interaction to the next level with industry-leading telephony capabilities and third-party integrations. Solid Performers all-in-one CRM helps your team to execute on the best practices outlined here and take their sales to the next level.

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Best Practices Of Using CRM Telephony To Drive Sales

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