Integrations & interactions – where the magic happens.
Cloud based platforms and applications are much easier for developers to update and improve. This means that users constantly experience new features that tend to be really, really cool. For example, I started at Cloudbakers about 10 months ago. Since then, Dialpad has rolled out numerous updates (which I apply by clicking “Restart Dialpad” when prompted--the whole process takes maybe 5 seconds), including calendar integrations, LinkedIn integrations, and a full rebranding (again, formerly Switch.co). Every time I open my computer I never know what cool update I’m about to check out – I feel like a little kid opening presents. Except my family was notoriously bad at gift selection…once I got a stapler. But you get the idea.
Click-to-Call from your CRM & a Google Apps glimpse from your phone dial screen
So what cool features & integrations have been rolled out thus far? Let's start with the interactions between your phone system and other platforms. The integration of Dialpad with your CRM eliminates extra steps across the board. Don’t waste time looking up clients, finding their appropriate phone number, and dialing. Instead, click a contact to call. The platform is centered around the idea that you are calling a person, not a place or specific device. By using an integrated, centralized contact database across your platforms, Dialpad makes this idea a reality.
Fully integrated, your phone calls are framed with relevant information from your other platforms. As you talk to someone, Dialpad brings up recent emails, recently shared/collaborated on files, relevant calendar events, even social media interactions.
Mixing together Email, Calendar, CRM & more – pick where you want to work
Now let’s look at what’s possible between our Gmail and CRM. If I find myself spending most of my time in the CRM, I have the benefit of checking my email – even sending email – right from the same interface. The actions I take concerning a certain contact, account, or lead, can be made to trigger emails to respective owners or anyone involved. I can also check calendar events and schedule new ones, and even my task lists can exist in both platforms.
Want to learn more about the specific Google Apps & Zoho integrations? Read the eBook.
A(n) picture integration is worth a thousand words actions (three more examples)
On to chat – or instant messaging. As simple as this function may seem, add a few integrations to your other platforms, and your chat (we choose Slack) is a whole lot more productive. You can integrate your calendar, keeping everyone in a specific channel up-to-date on your schedule. You can integrate DropBox and Google Drive and easily share any file in a channel or conversation. Google Hangouts, Social Media, GoToMeeting, Uber – all integrate, and again, the list goes on.
UberConference will integrate with Google Hangouts and allow you to call into a Hangout, share your screen, and even pull up conference member’s social profile to do a quick background check. See where they’re dialing in from and collaborate on any of your Google Drive files in your personalized conference URL.
For Salesforce users, Cirrus Insight integrates your CRM directly into your email interface, connecting your “Collaborate” and your “Close” tools extremely well. Your calendar and Sales Activities are incorporated into the same pane you use to communicate, along with tons of other features.
You hopefully get the idea. Cloud = integrations = awesome functionality.
Yeah...that was a lot. Almost done!
The last point to discuss is savings. Across the board, these products are going to have a far better price point than legacy systems. Google’s price point is drastically cheaper than most others. Dialpad is exponentially less expensive than traditional PBX setups, and Zoho offers a powerful CRM for a fraction of the cost of competitors. Even with the cost of the most advanced integrations, you still save money in the long run compared to Zoho’s competitors. Specific prices will vary depending on the package you go with for each product, but you will save money with these systems. It's undeniable, even if you ignore the tremendous productivity gains.
Well? Can you see it? A seamless platform for your whole business…Integrated applications playing off each other and constantly improving…New clients lining up out the door and around the block (if only…).
Hopefully this post helped show what we’re going for here at Cloudbakers and the functionality we want our clients to attain. As always, please contact us with questions, comments, concerns, whatever it may be. Use this post as a guide, but use Cloudbakers as your primary resource for strategy planning, setup, and training. We’re here to help!
Want more? Check out the eBook to let this story come full circle!Originally published on May 23, 2016