Would you like to open your CRM screen automatically and have your Caller ID automatically pull up the right customer data? CRM Integration is just one of the software solutions Switchback Systems can help implement in your company.

Switchback Systems Has Software Solutions, Hosted or On-premise for:

  • Integrating your CRM and Phone System to give a higher level of customer service
  • Campaign Manager for notifications, fundraising and other outbound call applications
  • Survey management
  • Tele-Sales prioritization and audit
  • Call accounting
  • Appointment Reminders
  • Automated Collections

How Can a Software Solution Implemented by Switchback Make Me More Efficient?

One great example is a software application that connects your CRM system to your phone system. Most major CRM systems such as Salesforce, Sugar, Sage and Microsoft are supported. With a bridge between your CRM and phone system you will be able to:

  • Click-to-Dial from the CRM Lead
  • Contact or Account CRM Screen-Pop's
  • Advanced Call Logging (inbound and outbound)
  • Attach Voicemails to CRM
  • Integration of CRM Data into Call Log
  • Click-to-Dial API

Are all Customers equal? All Customers are valuable. If you are in a business where you need to prioritize Customers you may want to consider Call Classifier. Call Classifier allows you to determine where someone is routed to and their position in line based on a number of criteria such as:

  • Status (e.g. Emergency)
  • Revenue
  • Reward Program Member
  • Strategic Value
  • Other Criteria

Related Information

How Can My Organization Increase Demand Generation?

Put in a BDR Program from Switchback Systems. A BDR Program is a combination of systems, strategy, software and consulting that builds a business-to-business demand generation engine. This Engine also provides the fuel for your organizations growth by by creating a formal apprentice program. Some common questions:

  • What does BDR stand for?
    • Business Development Representative
  • Has the BDR program been proven?
    • The BDR program as first designed in 1999 is in place at a number of companies, very large and small, and has a proven track record of results in a B2B selling environment.
  • What type of results can I expect from the BDR program?
    • 50% of your Leads generated from program
    • Average cost per Lead generated half of traditional programs
    • Per employee and system ROI of under 18 months
    • Promotable apprentice employees in 24 months or less
    • Increased employee loyalty
    • Increased brand awareness
  • Isn't a BDR program the same as Telemarketing?
    • No, Telemarketers are people who are not typically knowledgeable in what they are calling about, not managed to results, and not enabled with the keys to success. In addition, most Telemarketers are not candidates to be promoted to outside Sales.
  • Why do I need software and equipment?
    • You may have much of what you need already, but if not, Switchback can provide the necessary infrastructure. To maximize benefit of the BDR program you must be able to measure effort and results, and give employees the tools to succeed.
  • How can I multiply results?
    • Put in a BDR program along with an Employee Portal to create a world-class level of performance and repeatable standards of excellence.
  • How can I learn more?
    • Call Switchback Systems!