Seamless Integration with Your Business CRM, Calendars, Apps and Tools

As a business owner, you know that communication is key to success. However, managing multiple communication channels, calendars, and customer relationship management (CRM) systems can be a daunting task.

Customer relationship management (CRM) is an essential tool for businesses that want to maintain strong relationships with their customers.

In order to get the most out of your CRM system, you need to integrate it with other tools you use to manage your business. In this blog post, we’ll take a look at the essential CRM integrations, appointment-scheduling software and other popular apps.

We understand the importance of seamless integration with your existing business tools.

That’s why we can integrate with your existing CRM system to manage your client’s data, track leads, and monitor sales performance. Additionally, we can synchronise your calendars and other communication apps.

Our team of experienced virtual receptionists is well-versed in a variety of CRM and customer service systems, including Salesforce, Hubspot, monday, ZOHO, Freshworks, Zendesk, Aptivo, etc.

We work closely with your team to ensure that our services integrate seamlessly with your chosen system, allowing for a streamlined workflow and increased productivity.

When it comes to diary management, we understand that every business has unique needs. That’s why we offer flexibility in our approach, allowing you to choose the appointment scheduling tools that work best for your business. Whether you prefer Acuity Scheduling, Calendly, Google Calendar, Setmore, Outlook,  or another tool, we can work with you to ensure that our answering and support services integrate smoothly.

Finally, knowing that communication is key to the success of any business, we offer integration with a variety of communication apps, including Slack, Skype, and Zoom.

With our services, you can communicate with our team in the way that works best for you, ensuring that you always stay connected and informed.

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With seamless integration, e-PA can work in tandem with your existing CRM system, calendars, and other communication apps to create a cohesive and efficient workflow.

• CRMs: e-PA has the ability to integrate with most CRMs such as Salesforce, Hubspot and ZOHO.

  This integration allows for a smooth flow of information between the customer service agents and the CRM database. Agents can easily access customer profiles and previous interactions, allowing for a more personalised and efficient customer service experience. You’ll be able to delegate tasks and responsibilities to a team of experienced professionals who can handle data entry, email management, appointment scheduling & diary management, and so much more. This frees up your time and resources to focus on growing your business and serving your clients. Whether you use Salesforce, Hubspot, or another CRM system, we can integrate with your existing software to ensure a smooth transition and continued productivity. Additionally, our team can work with your preferred calendar app to schedule appointments, set reminders, and manage your schedule.

• Appointment Scheduling Software:
  

  e-PA can integrate with popular appointment scheduling software like Acuity Scheduling, Calendly and Google Calendar. This integration ensures that your e-PA is aware of the customer’s scheduled appointments and can adjust their support accordingly. Your e-PA can also schedule appointments on behalf of the customer, saving you time and streamlining the process. We can integrate with a variety of apps that businesses use daily, such as Slack, Trello, and Asana. This integration eliminates the need for companies to switch between different apps, saving time and increasing productivity. Your e-PA can easily collaborate with other team members and keep track of important tasks and deadlines.

We effortlessly connect with the tools you already use

e-PA Virtual Services can seamlessly integrate your business CRM system, calendars, and other communication apps that you use. This saves you time and money, improves your customer service, and increases your business efficiency.

Try our unique range of call handling, answering and business support services without changing any of the software, apps and tools that you already use.

You can think of us as an extension of your office!

Proper diary management is the key to success! Check out the article here!