Articles on: Integration

How to Integrate Your Bitrix24 Account with KrispCall?

Integrating your Bitrix24 account with KrispCall not only streamlines your communication, but this potent duo helps you to gain insight into customer needs and preferences.

Besides that, this duo allows you to automate several manual and repetitive tasks such as call logging, data entry, and many more. Integrating Bitrix24 and KrispCall, you can benefit in several ways by using its advanced and comprehensive features.

This guide will explore the benefits and features of this integration and also walk you through the step-by-step process to easily integrate your Bitrix24 account with KrispCall.

Features You Will Get After Integrating Bitrix24 with KrispCall

The integration of Bitrix24 with KrispCall offers various functionalities. Here are some major features:

1. Caller ID and Contact pop-ups

Integrating Bitrix24 with KrispCall instantly alerts agents about incoming calls and displays caller information within your Bitrix24 dashboard. Agents can view customer information including name, phone number, past interaction and other details.

This helps customer reps to personalize their conversation accordingly and provide better customer experience. In addition, agents can handle customer queries more efficiently.

2. One-click phone calls from Bitrix24

Agents now no longer need to juggle between switching multiple tabs or platforms just to make a call. With the seamless integration of KrispCall and Bitrix24, customer service reps can effortlessly initiate calls from Bitrix24 interface within a few clicks.

This feature allows agents to connect with your leads and clients easily. It also eliminates the need for manually dialing a phone number, saving time and effort of agents that ultimately Increases their efficiency. This feature is especially useful when you have a large number of leads or clients to contact.

3. Track KPI with a pre-built dashboard

This integration provides you with valuable insights into your telephony performance. With a pre-built dashboard within your Bitrix24 interface, you get to access key metrics like call volume, duration, and outcomes.

With these metrics, you can analyze trends and patterns in customer interaction, identify areas for improvement, and make data-driven decisions to optimize your calling strategy. Moreover, you can also utilize this dashboard to track your agent’s performance and create strategies to improve their productivity.

4. Smart call logging

The KrispCall and Bitrix24 integration automatically logs your call details, including call recordings, duration, notes, and outcomes. These details are automatically stored in your Bitrix24 account, making them easily accessible. By reducing the necessity of manually logging call details after each call, this feature increases your efficiency.

This feature also allows you to manage and track each interaction easily. It ensures that all interactions are well-documented for future reference and analysis. Moreover, this feature reduces manual errors and ensures all details are correctly recorded.

5. Access the complete customer journey

Integrating Bitrix with KrispCall gives you a unified view of your customer across all touchpoints. You can see the history of customer interactions, including calls, SMS, emails, and voicemails, within a single platform. This makes it easier to track customer interactions and follow up with customers in a timely manner.

In addition, this integration makes it easier to identify customer needs and preferences, as well as identify trends in customer behavior. It allows for more efficient customer service, as customer service representatives can quickly access all relevant customer data.

Benefits of Integrating Bitrix24 with KrispCall

The integration of Bitrix24 and KrispCall offers you several benefits. Here are some major benefits:

1. Workflow automation

Integrating Bitrix24 with KrispCall automatically logs your calls and keeps records on both platforms. You can automatically create tasks like follow-ups and reminders. This eliminates the need to manually enter data, saves you time and resources, and facilitates smooth workflow.

2. Get valuable insights

KrispCall and Bitrix24 provide valuable insights into your customers and agents through detailed call analytics and reporting. These insights will allow you to identify areas for improvement, improve customer service strategies, and optimize sales performance and marketing campaigns.

3. Improved customer service

This integration allows you to view the complete customer journey without leaving the Bitrix24 interface. That means you can view all customer details, including past purchases, interactions, and support tickets, in your workspace. With access to customers' details during calls, your agents can provide more informed and personalized customer service.

4. Automate data entry

The KrispCall and Bitrix24 integration eliminates repetitive and time-consuming tasks. For instance, it automatically creates and stores leads within your Bitrix24 account, eliminating the need for manual lead recording after calls. By automating this process, agents can be more productive and efficient, and they can spend more time engaging with leads.

5. Optimize sales and marketing strategies

With access to real-time analytics and caller information, businesses can identify trends and patterns in customer interaction. This data allows them to better understand customer needs and preferences, identify areas for improvement, and optimize sales performance. Moreover, they can segment customers and create more effective marketing campaigns.

How to Integrate Bitrix24 with KrispCall?

Step 1: Log in to your KrispCall account and navigate to Settings.

Step 2: You'll find Integrations in the settings menu. Then, Click on it.

Step 3: In doing that, a new window will open, displaying a list of business tools and CRM software that can be integrated with KrispCall. To integrate KrispCall with Bitrix24, click on the Connect → button just below Bitrix24.

Step 4: After that, it opens a new pop-up window asking you to enter the URL of the Bitrix24 account you want to integrate with KrispCall.

Step 5: Log into your Bitrix24 account, and copy the URL as shown below:

Step 6: Paste the URL from the Bitrix24 account into the Bitrix24 URL section and click the next button:

Step 7: After clicking the next button, you should click the Submit button. You will then be redirected to the Bitrix24 connection page.

Step 8: The KrispCall application will be redirected, and a successful integration message will appear.

Step 9: Users can enable/disable different settings after integrating Bitrix24 with KrispCall. The settings can be changed by clicking on the three-dot Ellipsis icon (...) next to the Bitrix24 and selecting edit.

Updated on: 06/05/2024

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