Automated CRM Synchronization

What is CRM synchronization?

DialLink offers automatic two-way syncing of calls and contact records. Every call in DialLink is recorded in the corresponding contact timeline in your CRM, and information about the relevant contact from your CRM is available during calls in DialLink.

How does CRM synchronization work?

With DialLink, CRM synchronization is two way:

• Each call that happens in DialLink will automatically be recorded in the activity timely of the corresponding contact in your CRM.

• When an DialLink user receives a new call, the history of communications with the corresponding CRM contact is automatically displayed.

How can CRM synchronization help my business?

The benefits of CRM synchronization are almost too numerous to list! They include the following:

• DialLink users can impress customers and address their concerns more efficiently because they have valuable context about each caller at their fingertips.

• Your sales teams can be more effective because they have a complete activity timeline for each contact right in their CRM — without anyone having to log calls manually.

• CRM users can call phone numbers directly from your CRM, using DialLink’s calling capabilities.

• Everyone has accurate, up-to-date contact information, without worrying about data inconsistency.

Together, these benefits save your organization a great deal of time, money, and hassle, while driving your business forward by empowering everyone with the current and consistent information they need to satisfy customers and advance the sales process.