Background

Many businesses find it challenging to acquire, organize, and arrange data from different systems into actionable reports. Our client is a data analytics company that uses their software to gather and organize data and analytics from several systems into simple, useful reports. Businesses can use their platform to easily create customized dashboards in order to better measure performance. Our client's software avoids the tedious manual process of transferring data into spreadsheets.

Our client was a fast-growing business with a global customer base and was dependent on mobile phones for doing business. This left them with significant data and productivity constraints. When the client approached Girik CTI, they were interested to explore how a cloud-based telephony system could help their sales teams become more productive by providing additional capabilities through a more agile offering.

The client was already using Salesforce as their core CRM solution. This helps them to trace the customer journey, communication, and the data that flows into it so it's accessible the next time they engage with the consumer.

Keep business systems seamlessly integrated.

When the client began their search, they were searching for a more advanced phone system with more features. During their investigation, they discovered that cloud telephony was scalable, simple to implement, and kept apps and business processes connected. They were keen to try Girik CTI after learning about its numerous benefits, particularly its native integration with Salesforce, which was significant because Salesforce was their existing CRM platform.

Although they were using physical phones, they understood the benefits of a newer cloud-based phone system that could seamlessly integrate with their CRM.

Salesforce Grik CTI Integration Improves Sales Efficiency and Productivity.

The client's sales team spends the majority of their time on Salesforce. With this integration, now it's much easier to tailor calls with prospects. The integration displays all of the prospect's information and interactions. When sales reps answer the phone, they are empowered to engage in a meaningful conversation.

The new system automatically synchronizes call data during and after phone calls. It also automatically retrieves a caller's name, contact information, and other relevant information. When they call, sales teams can now respond based on a far better understanding of the caller.

The client's sales reps can now take notes and add tags to calls, which syncs directly into Salesforce. Access to accurate and relevant information at their fingertips notifies them of the the best times to contact prospects and customers making them more receptive to engaging in a conversation. Additionally, the client's leadership teams leverage the GirikCTI Salesforce integration to understand each customer's story before initiating the onboarding process.

Simplify Daily Activities for Sales Teams

The Impact of Adopting Girik CTI

The client believes that their business is now moving as a single unit with all departments collaborating effectively after deploying Girik CTI. With a unique Girik CTI number assigned to each member of the customer-facing team, all calls are routed to the appropriate teams, ensuring a consistent caller experience.

They have been able to close gaps, show their customer how valuable they are, and win business by working across functional boundaries with teams.

The company can now seamlessly deliver tailored call interactions by leveraging refined processes and Girik CTI's sophisticated capabilities. Additionally, it enabled the company to significantly cut down on manual tasks which resulted in considerable time and cost savings.

In the client's own words, Girik CTI is critical for their growth. Their teams constantly use it for inbound and outbound sales and support. The productivity and operational value that Girik CTI offers to the client makes them a happy customer!

Get in Touch

Do you want to provide your teams access to sophisticated calling features as well? Contact our specialists by clicking here or sending an email to support@girikcti.com.