Posted on Aug 22, 2018

Using An Integrated Dialer As Your CRM

Client Instant Access provides a one-stop shop for all customer communication and CRM needs with their Integrated Dialer.

CRM’s are a huge part of any company’s day-to-day operations.  However, the process of using one can become complex and inefficient.  Customers will use a calling service, and then record customer relations in a different CRM.

Client Instant Access, however, diverges from the herd in this respect.  We provide a one-stop shop for all customer communication and CRM needs.  With different features like our CIA portal for logging call information, we provide our customers with efficiency and conveniency.

Using CIA as a CRM can be achieved in a few ways.  One way is through our note-taking feature on the Integrated Daytime Dialer.  When making hundreds of calls, a client does not need to leave the page she is making calls from.  She simply clicks on the contact and takes notes about the call.  If the client did not answer, she can simply mark it as unanswered.

This note-taking feature of our Integrated Dialer allows our customers to stay organized and keep track of their customer relationships under one platform.

To farther enhance the experience of a CRM with CIA, the IDD also saves all contact information in the CIA portal.  This ensures that an analyst will not lose track of new customers.  The Integrated Dialer also helps improve customer relationships by allowing the analyst to easily put these contacts into groups.

These contacts will be key to an analyst, and requires no extra work of her.  All the information stays on the same platform, and the entire process remains simple and uniform.

Finally, CIA also offers a call record log with their Integrated Dialer.  This allows our clients to see all calls they have made and judge their success rates.  It’s a vital piece of what makes Client Instant Access’s Integrated Dialer (IDD) product an effective CRM.

Client Instant Access’s products offer click to dial services as well as a integrated CRM features that make the company the top choice for Wall Street banks.  Our reliability and compliance has shined on Wall Street for nearly two decades.  Let us show you how an Integrated Dialer can improve your results.