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Speed Up Your Sales, Support, and Customer Service Teams
You’re not a robot so stop logging your calls like one! BVoIP puts an end to the chore. Each call made on your Phone will be logged into Autotask automatically as a "Call". Each call record will include information such as the duration, who made the call, which leads/contacts are related, and any user entered call notes.
Make More Calls
Our click to dial works on any webpage whether you’re on a detail or list view in Autotask, your inbox, or in spreadsheet. If there’s a phone number, you can click it. While it’s ringing, productively review your history or if they're not already in the CRM add them with ease by creating a new lead/contact in Autotask right from the popup!
Start recognizing your callers
Start each call off with context. No more: “What’d you say your name is?”, “What company are you with?”, or “Where’d we leave off?”. The BVoIP popup will load relevant information from Autotask such as who it is, your previous activities (calls, emails, notes, etc).
Better Follow Ups
Always know the next step to close that deal by keeping yourself and colleagues in the loop. With our intelligent note box, you can make following up and collaborating incredibly easy. Typing something like "Follow up next week" will create a new "Task" in Autotask. You can even @mention one of your users that were imported from Autotask, and BVoIP will automatically create an event for you and anyone included in the note.
Call Analytics
BVoIP automatically syncs your team's call activity into Autotask, ensuring that data entry into your Autotask is maximized across your team when it is time to generate high value reports; you have all of the pieces to the picture. All data is stored within Autotask so that actionable insights can be gained.
More Features
- BVoIP is not your typical CTI solution. It boasts an innovative feature set your users will love.
- All Calls are Logged 100% Automatically. No need to be logged into Autotask or even have your computer on.Add Sales Gamification to Autotask.
- Click to Dial works on any webpage. Autotask, your inbox, a spreadsheet, LinkedIn, etc.
- Easy to use Inside Sales interface that doesn't require any training.
- Often called a PowerDialer, Auto-Dialer, Progressive Dialer, or Predictive Dialer. We call it a Sales Dialer!
- Call Centers use Call Popups that appear on every browser tab. This allows users to add notes to calls even when they're not logged into Autotask!
- Contact name & account link to the Autotask records to quickly pull up all your Autotask data.
- The caller's previous calls, notes, etc are pulled from Autotask and displayed in the call Popup
- Call Notes entered in one tab are sync'd to others. Never hunt down the tab you left notes in again. We popup right in Autotask or any tab.
- Call History for reviewing calls made
- Call Metrics you can understand.
- @mention syntax enables easy sharing of call notes.
- Popups handle multiple calls (ie. Call Waiting), don't ever lose a call note
- SmartRelate - Calls are related to Opportunities/Cases if dialed from one in Autotask
- If multiple matches, popup displays radio buttons to choose.
- Gamification awards top performers and makes it fun
- Popup is minimizable to side of screen from Autotask or any tab
