PortaPhone CRM: A unified web dialer solution designed for “the missing middle”

CSPs that want to serve the business community have long faced a significant challenge: they lack the development resources to build an in-house telephony service that can be tailored to the needs of each business, but relying only on third-party services creates too large a licensing burden – not to mention added operational complexity. And as business customers continue to demand the latest in advanced new functionalities, it’s easy to get left behind. 

This new collaboration from PressOne and PortaOne closes that gap. The PortaPhone CRM solution unites the familiar PortaOne web dialer that many CSPs already rely on with the CRM expertise of PressOne to create a new, white-labeled value-added business communications service that allows call center agents to communicate with their customers directly from their CRM. Key features include: 

• Click-to-dial functionality inside the CRM: Agents can initiate calls right from the CRM interface, reducing the time and effort associated with manual dialing. Plus, every customer interaction is logged automatically into the CRM.
• CRM linking for incoming calls:  When a customer dials in, the agent can see exactly who is calling and have instant access to their full customer history, enabling a tailored and knowledge-driven call experience, right from the start of the conversation. 
• Simplified saving of call notes: Notes taken by agents during a customer interaction are automatically published to the CRM, removing the need to switch between tools and ensuring that critical details are always available for future reference.

PortaPhone with CRM is currently available for both HubSpot and Zoho, with more integration options available soon.

Enable a higher level of efficient, effective customer service 

With the new PortaPhone CRM web dialer, you can empower your enterprise and SMB customers to provide a customer experience that is truly personalized, with an efficient workflow that allows agents to quickly access customer histories, build positive customer relationships, and collaborate with teammates and supervisors to solve problems in a way that is time-saving, cost-effective, and fully seamless.  

A customer-service enhancing tool like PortaPhone CRM can help a business stand out from its competition – while helping you stand out from your own. If you’d like to learn more about how to bring this new value-added service into your CSP’s product offerings, reach out to the PortaOne team today.