EngageBay
Engagebay Beta
EngageBay Integration creates a powerful duo for sales and call center success. Convert more qualified leads, boost sales, and elevate customer experience with improved call center efficiency and personalized interactions.
EngageBay Integration creates a powerful duo for sales and call center success. Convert more qualified leads, boost sales, and elevate customer experience with improved call center efficiency and personalized interactions. More>>
EngageBay Integration for Increased Functionality of KrispCall Call Center
Integrate KrispCall with EngageBay to tailor your conversation with customers, accessing the complete view of customer history, including past purchases and interactions. Leverage the features of this potent duo to connect with more qualified leads and close more deals.
- Access the customer history, including past interactions, purchases, and campaigns.
- Record calls, add notes, and update information without switching between platforms.
- Automate repetitive tasks such as collecting customer information and scheduling calls.
- Initiate a call with a single click in the EngageBay interface, eliminating manual dialing.
Initiate Calls With a Single Click
Monitor All Your Call Interactions
The EngageBay integration allows you to monitor all your call activities in the EngagaeBay interface. Every action, including notes, messages, and phone logs, is automatically recorded and tracked in the activity section of that specific contact in EngageBay. These logs capture information like call date, time, duration, direction (inbound/outbound), and agent involved.
This valuable data enables you to pinpoint the areas of weakness and helps to enhance call flow for increased effectiveness. Moreover, you can analyze call logs to identify trends, track agent performance, and ensure quality customer service.
Access Call Recordings and Voicemails
The integration of KrispCall and EngageBay allows you to record conversations between sales reps and customers. You can listen to these recorded calls in the future to analyze your sales reps’ productivity and performance and train new members.
Also, you can find out whether agents follow best practices, adhere to call scripts, and effectively handle customer inquiries. Besides that, you can analyze the recorded calls to find out what areas can be improved to increase the quality of your business calls.
Two-way Data Synchronization
With the integration of KrispCall and EngageBay, you don’t have to worry about updating or adding any contact information on both platforms. This integration comes with two-way data synchronization features that allow you to add/update on either platform, which will automatically reflect on the other platform in real time.
In addition to that, all call details from KrispCall, such as call recordings, notes, and call summaries, are automatically synced with the corresponding contact record in EngageBay. This ensures that agents will always have the most accurate and updated customer information during calls.
Benefits of Integrating KrispCall with EngageBay CRM
The combination of KrispCall and EngageBay CRM provides you with an easier way to connect with customers and keep your team on the same page. Here are the five major benefits of this integration:
- Make a call in a single click: You no longer have to juggle between platforms to make calls. This integration allows you to initiate a call through the EngageBay interface in just a single click using the click-to-call functionality.
- Enhance customer experience: Agents can view all the details regarding customers’ past purchases, complaints, and interactions in real-time. This helps them to tailor conversations accordingly and resolve customer queries faster, ultimately enhancing customer experience.
- No need to switch platforms for adding/updating data: The two-way data sync feature allows agents to add/update data on either platform (KrispCall or EngageBay), which will be automatically reflected in another platform.
- Enhanced call reporting and analytics: This potent duo offers insightful call analytics features to give you enhanced call reporting and analytics. It focuses on observing several parts, including the length of calls, call volume, missed calls, and inbound and outbound calls.
- Data-driven decisions: This integration helps you turn calls into valuable insights. You can use EngageBay reporting tools to analyze metrics (duration, peak times, agent performance). This data allows you to optimize call routing, boost agent productivity, and make strategic decisions based on real-world data.
Sales Team
Integrating your KrispCall call center with EngageBay helps the sales team work more efficiently. First and foremost, the integration provides comprehensive customer data at sales representatives’ fingertips. Agents can access the valuable data of the specific customer during live conversations, allowing them to personalize their interactions.
Besides that, sales representatives can effortlessly connect with thousands of customers using the click-to-call function. This feature allows sales reps to click on a specific lead’s profile and initiate a call with just a click.
Marketing Team
There is no denying that KrispCall and EngageBay integration help the marketing team create a data-driven marketing campaign. This integration gives them valuable insights into customer needs, product perception, and behavior. Using these data, marketers can tailor their campaigns accordingly.
Moreover, marketers can also track the number of calls generated from specific campaigns. These calls can be analyzed to understand customer sentiment toward your marketing efforts. Then, the marketing team can optimize campaigns for better lead generation and conversions.
Remote Team
This integration allows your team members to work together seamlessly even though your team is scattered worldwide. All agents can get customer interactions, including call history, notes, documents, and recordings, within the EngageBay interface.
This ensures remote team members have access to the information they need to stay on the same page and collaborate effectively. Apart from that, you are also able to see colleagues’ availability in real-time, ensuring calls are routed to the most appropriate agent, regardless of location.
How to integrate EngageBay with KrispCall?
Integrating EngageBay with KripsCall takes only a few minutes. Follow these simple steps to integrate EngageBay with KrispCall.
- Login to your KrispCall account and head over to Settings.
- In the settings menu, you will find Integrations under the App Settings. Click on it.
- Then, find EngageBay and click on the Connect button just below EngageBay.
- Next, you will be asked to log in to your EngageBay account, which you want to integrate with KrispCall.
- Select the EngageBay account you would like to connect to and click on Choose Account.
- Now, you will see the EngageBay in the active integration. Tap on the toggle button below it to activate EngageBay for your account.
- To edit the settings, click on the three-dot” … ” icon next to HubSpot and click on Edit.
- Make appropriate changes in the general workflow, connected numbers, and advanced settings to suit your preferences.
