Keep, manage and optimize leads with CRM Integration
Need to track your leads and measure their successes? Dreamscape Marketing uses CallTrackingMetrics to lead calls into your CRM. This amazing tool accurately measures your marketing initiative’s success by closely tracking your lead generation.
You can map agents in your CTM call queue to a user profile (the CallTrackingMetrics agent) so that as calls are routed to each agent in the queue, allowing those calls to associate with the right Salesforce user immediately.
How CTM Maps Your Call Data
When you use CTM, information about every telephone call gets documented, including:
- Phone call recording
- Caller’s phone number
- Landing URL
- Call duration
If you don’t want some information going into your CRM in the standard format, you may want to map those fields to custom objects, which are easy to set up in your account.
Zoho, SalesForce… The Choice Is Yours
Sending Calls Into CRM
With each call, your CRM lets you know if callers already exist in the database based on their phone number. If it’s a new caller, we’ll add identify him or her as a new lead. If the person already exists as a lead or contact, we’ll document the activity under that contact or lead.
You may decide that you only want to send the call into your CRM if there’s a Caller ID for the caller’s phone number. This prevents restricted callers from being added into your CRM under the same contact.
Use CRM Integration to Determine What’s a Lead and What Isn’t
CRM Integration allows for total control over exactly when and how you believe calls are creating leads and generating activity. For instance, you may decide that only calls over a certain duration equate to a viable lead.
Mapping Calls To Other Objects Besides Leads and Contacts
Some businesses may decide to map their calls differently. For example, instead of categorizing clients as leads, you may want to map them to an opportunity instead.