How to create customer profiles in TeleCRM?

Provide access by creating a new user account for the team member in TeleCRM. Assign appropriate roles and permissions to ensure they have access to the necessary features and data.

Use TeleCRM’s analytics and reports to track sales performance, identify trends, and measure the effectiveness of your sales strategies. Customize reports to focus on key metrics and provide actionable insights for your sales team.

Integrate marketing tools and social media by using TeleCRMs built-in connectors or APIs. This allows you to sync data, track campaigns, and engage with customers across multiple channels.

To record calls in TeleCRM, enable the call recording feature, ensure compliance with legal requirements, and configure the settings to automatically record calls. Access the recordings from the customer profile for future reference.

Import data by uploading CSV files and mapping the fields to TeleCRMs database. Export data by selecting the desired records and downloading them in a CSV format. This ensures data consistency and easy migration.