Are you missing customer identification and 360° view for calls to your hotline or help desks? With Luware Nimbus you can integrate Salesforce, Dynamics CRM, and many other CRM tools in Microsoft Teams. CTI or Teams CRM integrations are simple to build with standard connectors.
Employees exclusively use Teams to handle all internal and external calls. A unified dashboard gives them everything at a glance.
By automating processes, and connecting customers to the right service, employees can fully focus on the customer and service quality.
Customer information at a glance empowers the employees to deliver great and competent customer service.
I want to see the CRM integration for service calls in action.
The caller is automatically recognized by the caller number, allowing employees to prepare for the call.
Core customer data is shown directly in Teams. This gives employees an instant overview of the customer.
Employees know which phone number or service line the customer has called, enabling them to answer accordingly, in the right greeting, language, and tonality.
The customer file from the CRM can automatically be opened with a screen pop-up when answering a call, allowing for efficient customer service.
Deliver effective customer service by defining CRM parameters that route the caller to the right service such as the Sales Team Germany, HR Management Hotline, or Open Order Desk.
By verifying internal callers’ in your CRM (employee, manager, director) you can connect them with the appropriate service line such as a management advisory.
Answering a call can automatically trigger creating records in your CRM such as contacts, accounts, or leads. This ensures that all customers are properly set up in your CRM.
Existing tickets for the caller can be opened instantly or a new one can be created automatically. This improves your employees’ efficiency.
The incoming call can be logged as an activity in your CRM ensuring that all customer touchpoints are tracked centrally and automatically.
You can easily integrate CRMs using standard Power Automate Connectors. Connectors include Dynamics CRM, Salesforce, Pipedrive, and Insightly, with many more to come.
Your CRM does not have a connector (yet)? With Power Automate you can easily connect our solution with third-party applications through REST APIs. This allows you to integrate Teams with any other CRM, such as Pega, Hubspot, or Freshworks.
