Tele-calling for Sales

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1

Can we use this for tele-calling with my clients and cp

2

Do you already use any service for calling? Let me know the name.

3

No I don’t, I Just want to know that if, I can use tele-calling service in this, so i can integrate the app/worksheet in my company for pre-sales use.

4

Yes, we support twilio as of now for calling, but that takes few days to get activated for clients.
WhatsApp alerts/broadcast we support.
Email both ways we support.

5

Thank you for your valuable assistance. I will carefully consider your input and inform you of my decision in due course.

6

Hey AbhijeetK, sorry for the late reply. Sayba Spaces is in the process of finalizing a CRM provider (e.g., SFDC, Odoo, Lead squared) and seeks a calling solution provider for seamless integration. The requirement is divided into three key teams:

  1. Tele calling Team (Captive Call Center)
    Team Size: 3 members
    Setup: Each team member will have a desktop with CRM pre-loaded.
    Required Features:
    -Dedicated outgoing/incoming number with dialer integration to CRM.
    -Dialer should auto-dial leads and flash lead details on CRM upon connection.
    -Tele caller updates lead details in real-time via CRM.
    -Automatic call recording and transcription, integrated and saved in the CRM.
    -Flexibility to change numbers periodically to avoid spam flagging.
    -No exclusive numbers mapped to individual tele callers.

  2. Closing Manager Team
    Team Size: Approx. 10 members
    Setup: Each member will have a smartphone with the CRM app.
    Required Features:
    -Exclusive cellphone numbers for each member, integrated with the CRM mobile app for outgoing/incoming calls.
    -Call recording and transcription automatically saved against respective leads in the CRM.
    -WhatsApp integration: The same phone number should be used for WhatsApp messaging, with communication automatically saved in the CRM (non-marketing, one-to-one messaging).

  3. Sourcing Manager Team
    Team Size: Approx. 10 members
    Setup: Each member will have a smartphone with the CRM app.
    Required Features:
    -Exclusive cellphone numbers for each member, integrated with the CRM mobile app for calls with Channel Partners (brokers).
    -Automatic call recording and transcription saved in CRM under the respective Channel Partner’s account.
    -WhatsApp integration: Similar to Closing Manager, with the communication saved in CRM.

Please provide a solution that includes:
-Dialer integration with CRM for tele callers.
-Exclusive numbers for closing and sourcing teams.
-Call recording, transcription, and WhatsApp integration for seamless CRM updates.

Please let me know if you can help and Could you please share the pricing information for this variation and any other relevant options?

7

Let me drop you a mail to connect on a call for further discussion.