AppTivo Integration
Apptivo Integration
Integrating Apptivo with KrispCall streamlines your business operations by unifying telephony and CRM capabilities. Effortlessly manage customer, vendor, and partner interactions from a single platform.
Integrating Apptivo with KrispCall streamlines your business operations by unifying telephony and CRM capabilities. Effortlessly manage customer, vendor, and partner interactions from a single platform. More>>
Apptivo Integration for Increased Functionality of KrispCall Call Center
Improve your sales process and propel your business to new heights by integrating KrispCall with Apptivo CRM. This powerful combination unlocks a suite of benefits that optimize your business telephony and streamline your workflows, ensuring smoother operations and greater efficiency.
- Access your office phone from anywhere with an internet connection.
- Instantly view caller information during incoming calls for improved service.
- Automatically create call logs in Apptivo for all inbound and outbound calls.
- Initiate an outbound call with just a click of a button directly from Apptivo.
Click to call
The KrispCall and Apptivo integration simplifies the process of initiating a call. You can now easily make calls in just a single click with click-to-call functionality and start interacting with customers. This means you no longer have to manually dial the number.
An agent can effortlessly make hundreds of calls in a day and connect with more customers. This feature also frees up agents’ time significantly which allows them to engage in more meaningful conversation. It helps them to build rapp
ort with leads.
Note: You need to add the KrispCall Chrome extension to make one-click phone calls directly from your browser.
Two-way contact synchronization
Integrating KrispCall with Apptivo offers you a powerful feature called two-way contact synchronization. With this feature, any new leads you create or make updates to contact details in KrispCall are automatically synced with Apptivo and vice versa.
This ensures that all your data is consistently up-to-date across both platforms and eliminates the need for manual data entry in two separate systems. Moreover, it reduces the risk of errors that can occur when manually updating contact details.
Automatic call logging
With the integration of KrispCall and Apptivo, every interaction is automatically logged in your Apptivo CRM as soon as the call ends. The logged information includes details such as call duration, type, and caller information, giving you a comprehensive history for each client.
This valuable data is stored in a centralized location, allowing you to access and analyze it easily. With all interactions clearly organized, you can gain deeper insights into client behavior, identify patterns, and assess the effectiveness of your communication strategies.
Access contact details
The integration between KrispCall and Apptivo provides real-time access to contact details during calls. This feature ensures that you have all the necessary context right at your fingertips, including key details such as past interactions, preferences, and important notes about the contact.
Having this immediate access to detailed contact information allows you to tailor your conversation more effectively. Agents can provide more personalized and impactful conversations. This helps you to enhance customer satisfaction and build stronger relationships.
Benefits of Integrating KrispCall with Apptivo
1. Initiate a call in a single click: Integrating KrispCall with Apptivo allows you to initiate calls directly from AppTivo with a single click. This eliminates the need for manual dialing and saves significant time for the agent.
2. Capture call data: Every inbound and outbound call is automatically logged in Apptivo. This ensures that you have comprehensive records of all communication. Moreover, it facilitates better tracking of customer interactions and simplifies follow-up processes.
3. Enhanced customer insights: The integration captures detailed call data, including call duration, type, and caller information. By analyzing this data, you gain valuable insights into client interactions, helping you make informed decisions to improve customer service and marketing strategies.
4. Real-time contact information: During calls, KrispCall displays contact details directly within Apptivo, giving you immediate access to relevant information. This ensures you can provide personalized communication, leading to more effective and meaningful conversations.
5. Centralized communication history: With all call records and related data stored in Apptivo, you have a complete, centralized history of all client interactions. This simplifies workflows and makes it easier to review past communications and prepare for future engagements.
Sales Team
The integration of KrispCall and Apptivo significantly boosts the efficiency and effectiveness of the sales team. First and foremost, sales reps can easily initiate calls with a single click and connect with prospects by enabling click-to-call functionality. It eliminates the manual dialing and helps them to connect with more customers.
Moreover, every interaction is recorded in detail with an automatic call-logging feature. The sales team can analyze all recorded calls to track their progress, review past conversations, and prepare better for follow-up calls.
During calls, the sales team can easily access comprehensive contact details, allowing them to personalize their interactions.
Marketing Team
For marketing teams, the KrispCall and Apptivo integration is a powerful tool for enhancing campaign performance and customer engagement. Marketers can access detailed call recordings, which can provide invaluable insights into customer behavior and the effectiveness of their campaigns.
This data-driven approach allows teams to refine their strategies more effectively, tailoring their messaging to better align with customer expectations and needs.
This leads to more impactful marketing campaigns that resonate with customers, ultimately driving more leads and business growth.
Remote Team
The KrispCall and Apptivo integration is particularly beneficial for remote teams, offering them the flexibility and tools needed to stay productive and connected from anywhere. With the ability to access their office phone through KrispCall on any device with an internet connection, remote workers are no longer tied to a physical office.
The integration also ensures that all calls are logged and documented in Apptivo, providing managers with clear visibility into team activities and performance, regardless of location.
In addition, the real-time display of contact details during calls ensures that remote team members have the information they need to maintain high levels of customer service, making remote work more seamless and efficient.
How to integrate Apptivo with KrispCall?
- Access your KrispCall account and navigate to the Settings section.
- In the Settings menu, locate Integrations under App Settings and click on it.
- You’ll see a list of available business tools and CRM software. Find Apptivo and click on the Connect button located just below it.
- Clicking the Connect button will open a new window, prompting you to either sign up for a new Apptivo account or log in to your existing one.
- Enter your credentials and log in to your Apptivo account. Once properly integrated, your account will be instantly added and appear in the Active area of the Integration page.
- To activate the integration and access its features, click the Toggle button located under Apptivo.
- After enabling the integration, click the Ellipsis (…) button next to Apptivo to access the Edit option.
