Callcenter + CRM Integration

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Seamlessly Integrate your Call Center and CRM

While contact centers often provide a great way to collect leads, provide customer service, and otherwise provide your contacts with a “human touch” (or at least voice!), there are often a variety of integration challenges.  

For example, many call centers use proprietary software for agent scripting and in-call data collection.  In those cases, the “best” “integration” with CRMs, marketing automation systems, other software is often a nightly CSV summary file uploaded to an FTP site — a scenario that sacrifices both convenience and efficiency.  

Data collection can also be a challenge; obtaining 100% correct e-mail addresses — necessary for many marketing and customer service initiatives — can be notoriously difficult given factors such as name spelling ambiguities and human error.   Meanwhile, reporting and analysis may also suffer; while most contact centers can provide exceptionally good tracking, it is usually divorced from the meaning of such calls.

At JGRobo Marketing Inc., we tackle all of these challenges with a diverse suite of products and services.  Our LAMS (Lead Automation Management System) software provides sophisticated, rule-based, customized processing of contact center leads/calls to get data into CRMs, marketing automation software, transaction processing systems, and virtually any platform — even those without accessible APIs.  

Moreover, our core Contact Center System provides a completely tailored call center agent experience, including adaptive call scripts, integration with CRMs such as Infusionsoft as well as automated warnings of invalid physical addresses, invalid phone numbers and problematic e-mail addresses.

Seamless Integration

We can seamlessly integrate your contact center with most CRMs, marketing automation platforms, and custom systems -- ensuring you can leverage the benefits of call centers within your existing platforms.

Real-Time Validation

Our systems equip call center agents with advanced, real-time validation features to ensure data accuracy, including auto-correcting and detecting invalid email addresses, phone numbers, and physical mail addresses.

Advanced Features

We can empower your contact center with abilities such as instant dispatches of additional information via SMS, MMS and e-mail; adaptive call scripts that change according to user input; real-time fraudulent and TCPA litigant detection; and much more.

Instantaneous Reporting

Obtaining real-time reporting (not to mention your data!) is especially critical for inbound call center applications. We make possible a range of options for automating contact center data, including real-time inbound call reporting and instantly-updated shared spreadsheets

Use Case #1

Client

Private, Major US Charity

Calls Processed

60,000+

Duration

1.5+ years

Our real-time callcenter technology is utilized daily by agents taking donations and inquiry calls for one of the largest (by revenue) charities in the United States.  Our solution includes: secure (PCI-compliant) handling of over-the-phone credit card information, nightly batch processing, nightly reporting, adaptive call scripts, and real-time lookup of donor information.

Use Case #2

Client

Private, Post-Secondary Trades Schools

Calls Processed

100,000+

Duration

1.5+ years

Our contact center technology also empowers call center agents processing enrolment and inquiry calls for a group of post secondary trade schools in the United States.  Our solution includes: nightly and real time reporting (including reporting for paid media), adaptive call scripts, real-time e-mail address validation, custom integration with an enrollment system API, and e-mail dispatches.

(833) 978-1400

Please feel free to call us at the above number for any inquiries you may have. Alternatively, please click the button below for e-mail and other contact methods.

Ready to immediately improve your contact center’s ROI? Let’s chat!