#noCode: PBX for Sales

Problem: We 've been in troubles with our call-center.

Here are some major problems:

• Sales-managers started to call new leads with some time-lag.
• We can't answer inbound call. They were turned off.
• There are a lot of types of traffic - we need some call-trackig system.
• Sales managers often can't successfully get through leads (because of time-lag/ quality / phone-blocking). It took about 20 minutes for the first conversation.

Solution

I've configured PBX, that solved all these problems. I've integrated it with ZohoCRM with Zapier.

#1. Sales-managers started to call new leads with some time-lag.+ #4. Sales managers often can't successfully get through leads (because of time-lag/ quality / phone-blocking).

1. New lead appears in main CRM.
2. New lead immidiatelly sends to PBX CRM.
3. IF we have "ready to conversation" operator, PBX starting to call the lead.
4. IF PBX geting through successfully to lead ( if no - we will try to get through from different phone numbers / time lag.) and recognised that it is real person (not voicemail) it plays mp3-file with special info.
5. In this time PBX call-back to sales managers.
6. When sales manager pick up the phone - client ready to go.
7. Zapier updates lead in main CRM aftes succesfull conversation.

#2. We can't answer inbound call. They were turned off +#3. There are a lot of types of traffic - we need some call-trackig system.

1. I've set up all calltracking numbers in PBX.
2. For each number i've built custom logic depends on source / type of traffic / offer
3. I've made resurrection procedure: those leads who was marked in main CRM as BAD because of impossible to get through and who called back to unanswered call - immidiatelly became ready to go leads in CRM