Unified Communications platforms such as Xelion provide customers with options to integrate their communications with the main Customer Relationship Management (CRM), Enterprise Resource Planning (ERP) and other applications. By taking advantage of integration of CRM or ERP apps with their communications, customers can improve customer service, reduce complaints, increase efficiency, and drive-up profitability.
Xelion features a truly revolutionary user interface that empowers the operator to manage their communications with ease, turning complex operations in other systems into simple and easy to use features of the system, and combined with integration of CRM or ERP apps customers can enjoy a complete Unified Communications solution for their business.
Activa Communications is the exclusive distributor of Xelion wholesale UC platform for MSPs in Australia and New Zealand through our Partner Program, and we invite MSPs, consultants and technology advisors who are seeking an alternative to the commonly offered PBX and Unified Communications platforms to reach out today and find out how Xelion can transform their UC offerings.
Provide your customers with a market-leading and rapidly growing UC platform that can be extended with integration of CRM or ERP apps, enhancing efficiency, customer service and information capture, ensuring that your customer will use the solution for many years to come.
Xelion combined with integration of CRM or ERP apps provides your MSP with a powerful offering to customers, helping your MSP to stand out in a crowded marketplace, and enhancing your MSPs profitability at the same time.
Learn more about the many benefits of integration of CRM or ERP apps below.
We provide two integration platforms to our partners, each of which support the integration of CRM or ERP apps, with over 370 combined integrations available.
The first platform is Cloud CTI and you can browse the list of integrations already available from that platform HERE.
The second platform is RedCactus, and you can browse the list of integrations already available from that platform HERE.
Each of the platforms provides partners with options for a desktop or embedded application, with additional options that vary with the platforms and the application to be integrated with Xelion.
Save time and improve efficiency
Time is money, and if your business is making or receiving calls with customers it’s important that your team are able to access information as quickly as possible so that they can spend their time assisting customers instead of fighting disconnected systems.
By leveraging the integration of CRM or ERP apps with Xelion your team can save time and improve efficiency by connecting the customer information in your CRM or ERP apps with your Xelion communications platform.
When a customer calls, your team can already know all about their needs and past interactions and can seamlessly log new information into your CRM or ERP apps through the integration of CRM or ERP apps with Xelion.
Save time and improve efficiency in your business by leveraging the integration of CRM or ERP apps with Xelion.
Delight customers by having their information at your fingertips and greeting them by name.
Improve customer service and friendliness
When a customer calls your business can your team greet them by name and already know their business name and their past interactions with your business?
Unless you have already discovered the benefits of integration of CRM or ERP apps with Xelion the chances are that the answer is no.
Making customers feel known and appreciated is a key part of improving customer service and simply being friendly, and by using the combination of Xelion and integration of CRM or ERP apps your team can easily make customers feel welcome and known.
Continuous process improvement
One of the key benefits of integration of CRM or ERP apps with Xelion is that the customer is able to continuously monitor and refine their customer service processes, using the information collected from their Xelion Unified Communications platform and their chosen CRM or ERP application.
The capture of information such as customer waiting times, how often questions are answered on the first call, and simply how often customers are calling, can help to improve the performance of the team and improve customer service at the same time.
When customers leverage the integration of CRM or ERP apps with Xelion they open up a world of possible improvement that can deliver benefits for years to come.
Customers can drive continuous improvement of their customer service processes using the information gained from integration of CRM or ERP apps with Xelion.
When team members are better able to help customers and spend less time looking up information, they are better able to perform their duties and suffer less frustration.
Staff satisfaction and empowerment
The platforms that we deliver to MSPs empower team members to help customers and provide better customer services through deep integration of CRM or ERP apps with Xelion.
When team members are able to spend more time helping customers and less time manually looking up information or switching between different applications, they are less frustrated and better able to provide great service.
Customers using an integration of CRM or ERP apps are also likely to continue to use the system in the long term simply because of the benefits they are seeing from the integration of CRM or ERP apps.
Preview the caller and open their record
When a customer calls, the operator will be shown their name and contact information, as well as a link to the customer’s record in the CRM or ERP application so that they can quickly see all of the details of the customers recent transactions and interactions.
When a call is transferred within the business the same information is made available to each operator, ensuring that a consistently high level of customer service can be provided at each point of contact.
The time saved through the integration of CRM or ERP apps can be significant and is magnified across multiple team members.
When a customer calls, the operator will be able to see their name and contact information, and link directly to their record in the CRM or ERP application.
Make communications a seamless part of your customer records using integration of CRM or ERP apps with Xelion to log calls and capture notes and details.
Log calls and capture notes and details
Imagine if every time a customer called your business their details were automatically added to your chosen CRM or ERP application, with the option to capture notes and details about the call directly into their record.
Over time, the captured information from integration of CRM or ERP apps can provide powerful insights into how customers interact with your business and inform opportunities to improve customer service.
Our integration platforms enable MSPs to provide their customers with integration of CRM or ERP apps that can include a variety of configurable actions and prompts to suit different applications. Customers can also enable multiple integrations at the same time to support environments where multiple applications are used concurrently.
Embedded applications
Embedded applications are available for a range of popular CRM and ERP applications including Salesforce, Zoho CRM, Zendesk, Microsoft Dynamics, HubSpot and more.
Some of the benefits of integration of CRM or ERP apps using an embedded app including:
Use of the native search bar within the CRM or ERP app.
Click to dial functions within the CRM or ERP app.
Use of automations and built-in features of the application.
and much more….
Embedded applications provide native integrations with Xelion for ever closer integration of CRM or ERP apps.
Complete coverage and exclusive platforms
Communications across Australia and New Zealand
With a complete range of Unified Communications and integration of CRM or ERP apps options to suit businesses large and small, Activa Communications provides partners with a single point of contact to arrange solutions for customers, from ordering to billing. Reduce complexity and maximise your profitability and efficiency by leveraging the highly automated systems and processes we’ve designed specifically to support the needs of Australian and New Zealand MSPs.
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We provide everything your MSP needs to maximise your profitability from Unified Communications and integration of CRM or ERP apps services. Partner with Activa Communications to leverage our capabilities and exclusive platforms, tailor made for the needs of Australian and New Zealand MSPs.
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Activa Communications is a channel-only provider of business communications services hand-picked for the Australian and New Zealand market. We’re locally owned and operated, and our services have been used by businesses, large and small, for over twenty years. Our team are passionate about supporting the growth and success of MSPs, Resellers, and Technology Advisors with tailored services that are efficient and cost effective and backed by responsive service and support.
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