Contact Lookup provides direct access to customer information upon an incoming call. The customer profile is automatically retrieved from your CRM and displayed in Telavox, enabling the employee to quickly identify the caller and gain an overview of their history, ongoing cases, and relevant details.
With a single click, the complete customer record in the CRM opens for more information. The employee avoids searching in different systems or switching between views, and can instead focus on the call and the customer.
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Contact us at Telavox, and we will review your current workflows and the systems you use. Together, we will assess your needs and help you develop the best solution for your company.