AnalytiCall’s CRM and ERP integrations enable teams to connect their existing customer relationship management (CRM) and enterprise resource planning (ERP) systems directly within the platform, streamlining workflows and unifying data across tools. By integrating with popular systems like Salesforce, HubSpot, Zoho, NetSuite, Bitrix, vTiger, and Xplan, AnalytiCall empowers teams to work more efficiently, personalise customer interactions, and maintain a comprehensive view of each customer journey.

Unified Customer Data

Access All Relevant Information in One Place

With CRM and ERP integrations, agents can view critical customer information, interaction history, and previous call notes directly within AnalytiCall. This consolidated view allows agents to engage customers with a deeper understanding of their needs and history, eliminating the need to switch between systems and providing a seamless experience for both the agent and the customer.

• Consolidated Customer Profiles: Access data from multiple systems in one view.
• Enhanced Personalisation: Engage with customers based on a full understanding of their history and preferences.

Real-Time Data Syncing

Keep Information Up-to-Date Across Platforms

AnalytiCall’s integrations sync data in real-time, ensuring that any updates made within the platform are automatically reflected in your CRM or ERP. This feature prevents data discrepancies, enhances collaboration across teams, and provides a reliable source of truth for all customer-related information.

• Automatic Updates: Real-time syncing keeps customer information accurate and current.
• Data Consistency: Ensure uniform data across systems to avoid duplication or errors.

Streamlined Workflow and Task Automation

Reduce Manual Work and Improve Efficiency

With CRM and ERP integrations, teams can automate repetitive tasks such as updating records, creating follow-up reminders, and scheduling calls. This automation reduces the manual workload for agents and minimises human error, allowing your team to focus on engaging with customers and achieving their performance goals.

• Task Automation: Automate updates and reminders to reduce manual work.
• Improved Accuracy: Minimise errors with automated, streamlined processes.

Customisable Integrations

Tailor Your Setup to Fit Business Needs

AnalytiCall’s flexible integration options allow businesses to customise their setup, syncing only the data and workflows that matter most. This adaptability ensures that the integration aligns with your team’s processes and optimises productivity by delivering relevant information without clutter.

• Selective Syncing: Choose which data and fields to sync based on business priorities.
• Adaptable Setup: Configure integrations to support unique workflows and team needs.

Enhanced Reporting and Analytics

Leverage Combined Data for Deeper Insights

By integrating CRM and ERP data, AnalytiCall’s reporting capabilities are enhanced, providing comprehensive insights that combine call metrics with customer and operational data. Managers can access reports that track customer journeys, conversion rates, and revenue impact, enabling more informed decision-making and refined strategies.

• Comprehensive Analytics: Combine call data with CRM metrics for a holistic view.
• Informed Strategy: Leverage integrated data to make data-driven business decisions.

Improved Collaboration Across Teams

Keep Sales, Support, and Management Aligned

With unified data across CRM, ERP, and AnalytiCall, all departments stay on the same page, fostering collaboration and alignment. Sales and support teams can access the same customer details, and management can track performance and customer satisfaction, leading to a consistent and seamless experience for customers.

• Cross-Team Alignment: Ensure everyone has access to the same up-to-date information.
• Consistent Customer Experience: Create a unified approach to customer engagement.

Scalable for Growth

Integration Solutions Built to Expand with Your Business

As your business grows, AnalytiCall’s CRM and ERP integrations can scale with you, supporting additional users, larger datasets, and more complex workflows. This scalability ensures that your integration setup remains flexible and adaptable as your operational needs evolve.

• Adaptable for Expansion: Scale your integration to accommodate business growth.
• Future-Proofed Solution: Maintain integration efficiency as customer data and team size increase.

AnalytiCall’s CRM and ERP integrations simplify the way teams work by bringing customer data into a single, accessible platform. This unified approach boosts productivity, reduces friction, and enables personalised, informed customer interactions that drive results. With real-time syncing, automation, and flexible setup options, AnalytiCall’s integrations ensure your communication platform is fully aligned with your business objectives and set up to support long-term success.