How CRM Integration Boosts Agent Productivity?


A happy customer will become a promoter of your brand. But, only a happy agent can drive contextual conversations to increase customer satisfaction, hence a happy customer.

Having said that, we can deduce the worth of investing in your agent’s productivity. Agents are bottlenecked with strict deadlines and have got no time to take a break from their busy schedules. So, how do you take care of your agents?

Integrating CRM with leading applications help agents not only increase productivity but also help them deliver quick service to the customers.

CRM applications can help increase sales by up to 29%, says the recent study.

A CRM Software allows agents to get a holistic view of customer’s details and their buying behavior which helps them maintain the context of their conversation. How about adding some extra time to your agents’ day with automation?

Here’s how your agents can benefit from CRM Integrations:

Single Sign-On

How would you like it if you didn’t have to remember multiple passwords and log in process was just a click away? Automatic two-way synchronization between CRM and your system eliminates the need of entering passwords every time you have to log in.

Now, Katrina does not have to struggle while operating multiple applications, one time signing in will allow her to retrieve the information that she is looking for and she can focus on critical issues without delay.

Drive Contextual Interactions

Do your agents struggle with remembering customer’s details? Of course, they do when they handle high call volume each day. Customer’s interaction history displayed in CRM will help agents understand their journey and pain points. And, once they know the problem, they can drive contextual interaction.

Katrina does not ask repetitive questions from the existing customers. She is aware of the details even before the call is placed because her system is integrated with CRM and she is prepared to solve their queries in one go.

Knock Out Human Error

With bottlenecked schedules, agents fail to deliver consistent service because they are always stuck with manual errors. Reduce the possibility of dialing wrong numbers when you can have a click-to-dial functionality. Agents can dial any number with just one click without manually dialing the number on CRM.

Quick Call Functionalities

While agents are on call, they can transfer the call to other agents and solve customer’s query in one go. Allowing agents with functions like call recording, conference call, and scheduling a call back helps them in resolving the queries quickly. They have the edge of call disposition in CRM to add notes and follow-up with customers.

While Katrina was on a call with her customer, she managed to edit the contact details in CRM without having to go to another screen.


Agents work round the clock and they are the building stones of a business. To initiate a customer first environment, empower your agents with technologies that help them delight the customers. With CRM Integration capabilities, increase agents’ productivity while ensuring that the agents deliver to your business expectations.