The simplest way of calling your customers directly from Hubspot CRM, Zoho CRM, Zendesk or Google Contacts
One of the main requirements of any startup or small business is to have a good customer management. At first, perhaps the contact list of your favorite mail client could do the job, but as you grow, it is important to keep organized all your clients, their history, and their contact information.
There are moments when the use of a CRM system will help you to keep organized the information of your customers; whom, at last, give life to your business. A good CRM helps you to keep not just the basic information and the history of interactions with your customers; It also allows you to have at hand, the best ways to contact them. One of the most important ways of contact is the phone number; calling a customer to track a case or just to close a deal is a common marketing task and if you can make this call from your CRM software is better.
In a study conducted in 2015, 54% of companies surveyed reported using CRM to improve customers management.
With Toky , you could call your contacts with just a click with our Toky Click to Call extension for Google Chrome.
How to make calls from your favorite CRM using Toky?
First, you must install the extension Toky Click to Call and enter to HubSpot CRM, Zoho CRM, Zendesk or Google Contacts. In the contact section of each application you will see one Toky icon next to the phone number, click it, select the output number and call your customer without leaving the browser; you can even take notes while talking to him and if you have enabled the recording of outgoing calls, you can then attach the file to your CRM.
To use this extension you should have Toky for business account. If you don’t have one, create a trial account and try all the features that Toky has for your business.Create a Toky for business account
How to make calls from HubSpot CRM?
HubSpot CRM is a free solution that allows you to manage your sales process. You can keep track of your contacts or customers and have the historical record of each conversation, emails, notes and more. To call your customers, you should just go to the contact section, find the customer you want to call and click on the Toky icon next to the phone number.
How to make calls from Zoho CRM?
Zoho CRM is a solution that offers a free plan with a limit of up to 10 users. It has good features to manage your customers and sales process, plus others that allow you improve teamwork. To call your clients in Zoho CRM you should only go to the contact section, find the contact, open its profile and click the Toky icon next to the phone number.
How to make calls from Zendesk?
Zendesk is a solution that focuses on providing adequate support to the customer needs; while it may offer features like historical tracking of customers like a CRM does, it’s a good tool to manage customer support. With Toky you can call your customers to talk about their requests or provide a custom solution. Just look for the customer and open its profile; next to the phone number you’ll see Toky icon; click and call your customer directly.
Google Contacts is an alternative that is free and very easy to use if you think a CRM is not yet required. Here you will have all the customer information and even you could add some notes. To call your customers from Google Contacts just have to find your client, and look for the Toky icon next to the phone number. Click and call your contact.
This extension will help you to improve the use of your CRM and to take advantage of the many features that Toky offers. If you have Toky virtual phone numbers, you can select which one will be used to make the call; this will allow your customers to identify you if they have previously registered te number. The cost of the call is deducted from your call balance to a single rate regardless of the country of origin and destination. Download Toky Click to Call and start talking to your customers without leaving your favorite customer management tool.
Sign up for Toky for business and start enjoying the benefits that our platform has for you. Create a trial account!
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Originally published at blog.toky.co on May 18, 2016.
