Vocalocity Launches Desktop Integration with Microsoft Dynamics to Boost CRM Usability

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Hosted VoIP Provider Empowers Customers to Quickly Access Critical Lead and Client Data

Vocalocity Small Business VoIP and Hosted PBX

By easily integrating their existing Vocalocity hosted VoIP phone system with Microsoft Dynamics, customers are in a much better position to compete.

Vocalocity, the leading cloud-based phone service provider for small business, today launched its Microsoft Dynamics-integrated application through the Vocalocity Desktop.

The integration performs entirely within the Vocalocity Desktop and automatically populates stored information based upon caller ID as soon as a customer’s phone rings. As the Vocalocity Desktop instantly appears on the screen, customers can view an activity log including a caller’s name, company, job title, address, business phone, mobile phone, preferred phone, and email.

“As a business owner, we rely on a robust customer relationship management system to ensure that our team stays on top of our leads, our prospects, and our customers, and the Vocalocity integration to our CRM system makes delivering great service infinitely quicker and easier,” said Steve Bachman, CEO of AuditMyBooks and a Vocalocity business VoIP customer. “We love the fact that we don’t have to leave the Vocalocity Desktop to see critical information from Microsoft Dynamics CRM, including the instant activity history, and the fact that Vocalocity Desktop automatically tells us if the incoming caller is a new lead, a hot prospect, or an existing customer.”

If the caller is a new prospect, Vocalocity customers can add a new number and fill out all the necessary contact information to build their lead database within Dynamics. If the caller is an existing client, customers can view a comprehensive call log in order to quickly and easily identify past concerns or solutions and conduct business more efficiently. In-app functions like click-to-email and the ability to move between Vocalocity Desktop’s other LinkedIn, Google, and Outlook applications deepen the ability to gather caller information. The integration syncs in real-time with Microsoft Dynamics across an organization to strengthen collaboration and mitigate workflow redundancy.

The ability to utilize the already powerful CRM in less time benefits Vocalocity customers by increasing their ability to build rapport with prospects, developing sales by drawing upon previous call logs, and enhancing productivity by eliminating steps to access critical data.

“The Microsoft Dynamics application within Vocalocity Desktop puts our customers in a position to better sell and service their customers,” said Wain Kellum, CEO at Vocalocity. “By easily integrating their existing Vocalocity hosted VoIP phone system with Microsoft Dynamics, customers are in a much better position to compete.”

The integration is free to Vocalocity customers for three months and then charged as a monthly add-on. Existing Vocalocity customers can call Customer Care at 1-866-901-0242 to automatically activate this utility. To download the Vocalocity Desktop containing the Microsoft Dynamics application, or to learn about integration to other CRM or business applications, visit the product page at http://desktop.vocalocity.com/apps/msdynamics/dynamicsinstall.aspx

About Vocalocity

Vocalocity is a cloud-based voice solutions provider with services and support especially tuned to help small businesses grow. Vocalocity ensures higher quality conversations through proprietary technology that differentiates its service from traditional VoIP providers. With cloud-based connectivity, businesses can work from anywhere while enjoying features that deliver large enterprise visibility and functionality. Vocalocity serves nearly 15,000 customers through U.S.-based call centers and provides features at half the traditional costs while never requiring a contract. The privately held company is based in Atlanta and was founded in 2005. For more information, visit http://www.vocalocity.com.

Media contact:
Tony Carter


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