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21 Best Zoho Integrations

More and more businesses are turning to advanced tools and technologies to improve their operations and elevate their service offerings. Among one of the most popular business tools is Customer Relationship Management (CRM) software from Zoho.

This platform is trusted by over 250k businesses worldwide and is designed to help you manage customer interactions. On top of that, it also allows you to seamlessly connect your CRM system with countless other business tools and apps through a wide variety of integrations. So, how do you know which are the best Zoho integrations for your business? Let’s get into it.

Best Zoho Integrations (According to Use Case)

With over 800 Zoho integrations to choose from, it’s difficult to identify the ones that will effectively meet your needs. In this article, we’ll explore the best Zoho integrations for your different departments and use cases. So, whether you’re looking to streamline your sales processes, optimize your marketing efforts, or enhance customer support, you’ll be able to find integrations that work best for your business.

But, before we jump into our list of the 21 best Zoho integrations, let’s quickly go over the benefits of CRM integrations.

Benefits of CRM Integrations

CRM integrations offer a wide range of benefits that can significantly enhance business operations and drive overall success. Here are some key benefits of CRM integrations:

• Streamlined Data Management: Allows for seamless data flow between applications. This ensures that all customer information is up-to-date, accurate, and readily available across different platforms. It eliminates the need for manual data entry and reduces the risk of errors, enabling more efficient and effective data management.

• Enhanced Productivity and Efficiency: Eliminates the need to switch between multiple systems and leads to increased productivity and streamlined workflows. It also enables the automation of repetitive tasks, saving time and allowing teams to focus on other priority tasks.

• Improved CX: Enables a holistic view of customer interactions by consolidating data from various touch points into one, centralized platform. This comprehensive customer view empowers businesses to deliver personalized experiences, as well as provide timely and relevant support, ensuring a smooth and consistent customer experience.

• Data-Driven Decision Making: Empowers businesses to gain valuable insights from customer data. By analyzing customer behaviors, preferences, and patterns, organizations can make informed decisions, identify trends, and develop effective strategies to optimize overall business performance.

• Better Collaboration and Communication: Sharing customer data and updates in real-time ensures that everyone is on the same page, improving coordination and enabling better customer service.

Zoho CRM integrations for Business Communication

Zoho integrations help businesses communicate better both internally and externally by centralizing your communication channels. And this can include integrating email, phone calls, live chat, social media, and more within your CRM. By consolidating your communication tools into one platform, you can contact prospects, customers, and even other colleagues and teams, more easily and efficiently.

CRM integrations help improve business communication by:

  • Enhancing cross-functional communication
  • Centralizing communication and customer data
  • Promoting better coordination and collaboration
  • Enabling targeted and effective communication strategies
  • Providing data-driven insights and more.

Now, let’s discuss the best Zoho integrations for business communication.

1. Global Call Forwarding

With the Global Call Forwarding Zoho integration, you can combine the power of your VoIP phone system with the functionality of your CRM. This allows you to make and receive calls within your CRM, upload call records, track call metrics, and more.

Good for:

  • Streamlining outreach and support tasks
  • Unifying business tools and communication channels
  • Global voice coverage
  • Optimizing business processes
  • Enhancing productivity and collaboration
  • Improving CX

2. SMS-Magic

This Zoho integration allows you to communicate with up to 50,000 customers via WhatsApp or SMS from your smartphone or within your CRM.

Good for:

  • High-volume texting campaigns
  • Engaging with customers on-the-go

3. Slack

Slack is a team communication tool that helps everyone stay on the same page. With this integration, you can instantly pull up relevant Zoho CRM records for data-sharing and team collaboration.

Good for:

  • Data and file-sharing
  • Team communication
  • Enhanced collaboration

4. Zoom

This Zoho integration is an online meeting tool that enables you to virtually communicate face-to-face with customers, prospects, and colleagues.

Good for:

  • Webinars and presentations
  • Product walkthroughs and demos
  • Team meetings and conference calls

Zoho CRM integrations for Sales Teams

Sales is one of the departments that benefits the most from a CRM platform. And with the combined power of CRM and app integrations, sales teams can manage their customer relationships more efficiently, improve sales effectiveness, and drive revenue growth.

Sales departments can use different CRM integrations for:

  • Lead generation, management, and nurturing
  • Revenue forecasting
  • Communication with customers and prospects
  • Relationship tracking
  • Sales pipeline and project management
  • Performance review and evaluation
  • Data syncing
  • Sales enablement and more.

Let’s take a look at the best Zoho integrations for sales teams.

5. QuarterOne

QuarterOne is a forecasting app that develops accurate and automated revenue forecasts based on sales data from your Zoho CRM. With this free tool, you can easily track sales performance and monitor any pipeline changes.

Good for:

  • Evaluating sales performance
  • Sales predictions and forecasts
  • Sales insights and metrics

6. Klenty Email Automation

Klenty’s Zoho integration for email automation allows you to perform sales outreach tasks without leaving Zoho. And with its data sync capabilities, you can connect with prospects from either platform and have both tools stay up to date.

Good for:

  • A/B email testing
  • Prospecting and outreach
  • Automating sales workflows

7. LinkedIn Finder

With this Zoho extension, you can easily search LinkedIn for contacts and leads directly from your CRM. This way, you can seamlessly connect with prospects and start building relationships.

Good for:

  • B2B sales
  • Prospecting and outreach
  • Relationship building

8. Organization Charts Extension

This integration allows you to quickly view your contact’s role in their company’s hierarchical structure through visual and graphical charts. So, you can determine how your prospect works and who is involved in the decision-making process.

Good for:

  • Prospecting and outreach
  • Gathering buyer insights

9. PandaDoc

PandaDoc is a free extension that enables you to create professional and impressive sales documents such as proposals, contracts, quotes, invoices, and more. On top of that, it helps you keep track of the document’s status, like if they’re pending approval, waiting to be opened, or signed.

Good for:

  • E-signature collection
  • Document generation
  • Contract management
  • Sales invoices

Zoho CRM integrations for Marketing Teams

CRMs give you an in-depth look at the behaviors, preferences, and needs of your customers and target buyers. And this is especially valuable to marketing teams as it allows them to gain a deeper understanding of the target audience and deliver more targeted and personalized marketing campaigns. With Zoho CRM integrations, you can take your CRM’s capabilities a step further to enhance customer engagement, improve conversion rates, and drive business growth.

Marketing departments can use different CRM integrations for:

  • Segmentation and targeting
  • Email marketing automation
  • Content marketing
  • Campaign analytics and reporting
  • Social media management
  • Personalization and customer experience
  • Customer journey mapping and more.

Now, let’s look at the best Zoho integrations for marketing teams.

10. Paperflite

Paperflite is a content intelligence system that enables teams to share existing content with customers and prospects to build personalized experiences. On top of that, you can use this extension to track real-time audience engagement and measure the impact and ROI of your content.

Good for:

  • Streamlining sales enablement
  • Personalizing CX
  • Tracking content ROI
  • Monitoring content engagement

11. Lead Finder

With this integration, you can locate your target market on Google Maps based on the keywords you enter. This is great for both marketing and sales as it allows you to find and target customers in specific geographical regions.

Good for:

  • Segmentation and targeting
  • Lead generation

12. Outgrow

Outgrow helps marketers create personalized and interactive content like calculators, quizzes, surveys, polls, and more. These valuable, high-converting experiences help drive engagement and generate insightful customer data.

Good for:

  • Creating branded content
  • Increasing conversion rates
  • Qualifying and segmenting leads

13. Zoho Campaigns

This Zoho integration focuses on automating your email marketing efforts. Using it, you can track email metrics, send relevant and personalized campaigns to contacts, automatically pull contacts from your CRM to create mailing lists, and more.

Good for:

  • Email marketing automation
  • Multi-channel marketing campaigns
  • Newsletter creation

Zoho CRM integrations for Customer Support

CRMs help you manage every stage of a customer’s journey from the initial marketing touchpoint to post-purchase support. And by combining the rich data this software holds with the increased functionality of integrations, your support teams gain a holistic understanding of the customer’s history and needs. So, you can streamline support processes, enhance customer interactions, and improve overall service efficiency.

Customer support departments can use different CRM integrations to:

  • Consolidate customer data into one platform
  • Provide personalized and tailored support
  • Manage service tickets
  • Unify multi-channel communication
  • Monitor team performance
  • Offer self-service options
  • Make data-driven decisions
  • Automate global support tasks
  • Enhance the overall support experience and more.

Next up, we’ll discuss the best Zoho integrations for support teams.

14. Customer Ticket History

As the name suggests, customer ticket history gives your team a comprehensive view of your contact’s past support tickets. This includes information such as ticket status, creation date, and assigned agent.

Good for:

  • Understanding customer needs
  • Personalizing support
  • Improving first call resolution

15. Email and Phone Checker

This integration automatically verifies your contact’s phone numbers and email addresses to ensure the authenticity and accuracy of the info.

Good for:

  • Verifying customer contact info
  • Eliminating fraudulent identities and scams

16. AmplifyReach Chatbot

With this integration, you can provide 24/7 support and offer self-service options using this app’s chatbot and live chat functions. And it seamlessly integrates within your Zoho CRM allowing you to view multiple conversations from a single window.

Good for:

17. Zuper

If you run a field service operation, Zuper’s Zoho integration may be for you. This integration allows you to seamlessly manage and view all customer service work orders within your CRM. This way, you can dispatch the best employee to the correct location with the right knowledge and tools.

Good for:

  • Work order management
  • Scheduling and dispatching
  • Asset management

Zoho CRM integrations for Remote Work

One of the main benefits of a CRM system is that it centralizes important data and insights, making it accessible from wherever your teams are working. This is especially useful for remote teams, as it allows for data sharing and ensures consistency across the organization. And with the right integrations for remote work, you can enhance productivity, streamline workflows, and foster effective teamwork, regardless of physical location.

Remote departments can use different CRM integrations to:

  • Access and update customer data from anywhere
  • Collaborate and share customer information, notes, and activities
  • Enhance remote team communication
  • Manage projects and track tasks
  • Automate workflows and more.

Let’s get into the best Zoho integrations for remote teams.

18. Zoho Meeting

Zoho Meeting enables you to schedule virtual meetings with anyone in your CRM including prospects, customers, or fellow team members. This means you can give presentations, showcase product demos, collaborate with colleagues, and more.

Good for:

  • Remote team collaboration
  • Virtual presentations
  • Web conferencing

19. Teamviewer

This integration allows you to initiate a remote session with prospects and customers for product walkthroughs, demos, and support purposes.

Good for:

  • Product demos
  • Troubleshooting

20. Converse

The Converse extension ensures everyone on your team is on the same page by allowing you to create comments, reply to threads, and tag teammates on your CRM contacts.

Good for:

  • Remote communication
  • Team collaboration
  • Lead, prospect, and customer account coordination

21. Zoho Workdrive

This integration enables teams to share and collaborate on customer-related documents and files from within your CRM.

Good for:

  • File-sharing
  • Team collaboration

Get a Zoho Integration from Global Call Forwarding

As you can see, there are many integrations available that work to maximize the functionality and efficiency of your CRM and overall business processes. To choose the best Zoho integration for your business, make sure to evaluate your needs and preferences. And always check the reviews on Zoho marketplace to understand an integration’s pros and cons.

If you’re looking to unify your communication channels and increase productivity across your teams, consider integrating your phone system within your CRM. Global Call Forwarding offers a Zoho integration solution that is easy to configure.

To learn more about our Zoho integration or other business communication solutions, call +1 (561) 908-6171 or chat with our telecom experts online!

What Happens After Signing Up With Global Call Forwarding

New to Global Call Forwarding? We’re happy to have you! Let’s go over the process of getting a phone number and VoIP subscription with us.

Here are a couple of things to know before we get started:

Expert consultation: Our team is available to provide guidance throughout the pre-sales process. Call us at +1 (561) 908-6171 or chat with us online.

Free trial: We offer a 15-day free trial to test our cloud phone service.

  • If you choose to continue using our services after your trial, you can keep your phone number.
  • If you want to skip the free trial, you can sign up for a paid account
  • For paid accounts, we offer a 30-day money-back guarantee for any technical issues confirmed by our tech support team.

Payment methods: You can sign up with a credit card, PayPal, or wire transfer. Corporate invoicing with purchase orders are also available.

Billing & Invoicing: Our services are billed monthly.

  • At the beginning of each month, you will receive an invoice with an itemized accounting of your usage.
  • Our services are also month-to-month. We believe our service quality speaks for itself. But if a particular line of service doesn’t make sense for your business at the time, you’re welcome to cancel as needed. We don’t require long-term commitments and are flexible to work with. Together, we want to build a phone system that works best for your needs.

Note: The process we outline below applies to corporate accounts and not personal accounts.

Signing Up with Global Call Forwarding

Start by signing up for a virtual phone number on our Pricing page. You can browse our inventory to find the right phone number for your business by choosing the country and phone number type. Then, fill out the forms and submit your application.

You can add numbers and services later on, as we can provide international phone numbers in more than 160 countries. To see what countries we service, check out Country Coverage.

You can also add premium features like Outbound Calling, Call Recording, Voicemail Transcription, and Integrations later on.

What Happens After Signing Up

1) Email verification

After signing up and submitting your application, you will need to verify your email. Check your email and click on the ‘verify’ link. If you cannot find the email, check your spam folder.

Within 24 hours of your email address being verified, our phone provisioning team will contact you to verify the details of your application.

2) Documentation Check

Since we have a large inventory, we are able to quickly activate and deliver your phone numbers. However, in some cases, we will request KYC documentation for regulatory purposes.

Learn more about the international phone number ordering requirements here:

3) Account Activation and Introductory Emails

Once your account is activated, you will receive a series of emails from us:

  • Service confirmation email with details about the number(s) and services we activated for you and instructions to log in to your control panel. We also have a knowledge base and onboarding resources to get you started.
  • Introductory email from your customer success manager
  • If you signed up for outbound calling – Instructions on how to make calls with your new phone number.
  • If you signed up for a free trial – You will receive “thank you for testing” emails with details about the test calls that you received. These emails are only sent during the trial period. To disable them, upgrade your account.
  • If you signed up for a free trial – A courtesy reminder email when your free trial is about to expire.

4) Onboarding and Customer Success Management

During the first two weeks, you will also receive an introductory onboarding call from your dedicated customer success manager.

CSM is provided free with all corporate accounts. It is their responsibility to help you get the most value out of your service. They will try to understand your use case better and guide you towards included features that might benefit your specific communication needs.

If you would like to pay upon the receipt of an invoice, this can also be set up during the onboarding call.

Here’s our welcome kit so you have an idea of the process: GCF Onboarding

5) Control Panel and Features

You’ll also be able to log in to our self-service portal (control panel) to view call activity and manage calling features, many of which can be configured at no extra cost.

You can start configuring key features using our easy-to-follow how-to videos.

You can also connect our phone service with your CRMs, help desk, or PBX systems with our integrations.

6) Support Model

We provide free 24/7/365 live technical support available to all our corporate clients. You can reach out to us via:

  • Live chat on our website and control panel
  • Phone support
  • Trouble ticketing system in the control panel – choose this when you want to escalate the issue.

Welcome to the Community!

We have thousands of long-term satisfied customers, many for more than 15 years. We want to continue to build long-term relationships with other businesses by offering reliable and high-quality service, flexibility, and personalized support.

Learn more about how our customers use our service in our Customer Stories. Or, call us to set up a walkthrough today. We’re here to help!

7 Benefits of Voice and Telecom Network Consolidation

As an IT infrastructure manager or network engineer, your time on the job should be spent maximizing efficiency and reducing costs while building reliable business systems.

Do you spend too much time managing global voice services through multiple portals? Are you and your procurement team overburdened with contracts from multiple telecom vendors? There is a better solution.

Consolidating Global Voice Services

In the past, to have local phone service and numbers in different regions and countries around the world, your business would need to contract services through different legacy telecom operators.

For example, you would get UK numbers through British Telecom, India numbers through Reliance Jio, France numbers through Orange, and so on.

As you can imagine, this becomes cumbersome as your business scales and your global ambitions expand. That is why many businesses are now signing up with a single international DID provider and managing their voice services through one unified platform.

A chart showing the consolidation of a voice and telecom network.

Leveraging one global telephony provider to support multiple locations can boost efficiency, add flexibility, and provide better visibility across your operations. It will also help cut costs.

1. Time Spent More Efficiently

There are many downsides to a network infrastructure that grows too sprawling.

Locating information from different providers can prove challenging.
Maintaining staff training for multiple products is costly and ineffective.
Making changes across multiple platforms happens in a time-consuming manner.

Luckily, you can manage all your global phone numbers in one place. When you contract services with a single vendor, it becomes much easier to make changes.

Manage all your voice services in one place, rather than juggling multiple platforms.

An image of a consolidated voice network.

2. Easier Resolution of Issues

In the event that issues arise, coordinating with multiple vendors and systems can severely impact your resolution time. Different carriers likely also have various points of contact. Tracking down which sales and support people to reach out to can be time-consuming and requires extra organization.

When you consolidate voice services with a single vendor, troubleshooting and ticket resolution become more streamlined. You will also have a better gauge of the time-to-resolution with a single vendor.

3. Better Visibility

Ensuring total visibility and mapping all the phone numbers in your company’s network can be challenging when they’re sprawled across multiple vendors. Especially in case of an emergency.

By consolidating your telecom services in a single voice network, the task of mapping your phone numbers and executing changes becomes much easier.

4. More Reliablility (High-Availability)

Different providers may offer varying service levels. When you consolidate your telecom services with a single vendor, you’ll know what to expect in terms of speed of resolution and support quality.

Naturally, you should choose a telecommunications provider that maintains a high-availability network and excellent voice quality.

5. Cost-Savings

When using multiple carriers to provision your phone numbers, you may find it difficult to manage expenses and keep an accurate account of your total cost of ownership. You might even need to hire someone full-time to manage invoices and track costs.

However, when your telecom services are contracted with a single vendor, it becomes easier to stay on top of billing.

For instance, we’ve helped companies save up to 87% on telecom expenditures by switching to our global cloud-phone service.

Whether you use an outdated legacy system or an overpriced provider, you will see cost savings by consolidating your voice services with a single telecom provider.

6. More Flexibility

When it comes to provisioning new numbers and optimizing call flows, you want to streamline this process and avoid doing so across multiple carriers. Not to mention, many telecom providers impose strict contracts that limit flexibility. By opting for number provisioning through a single carrier, you’ll enjoy greater flexibility.

7. Accelerated Digital Transformation and Transition to the Cloud

If you’re stuck managing number provisioning across multiple legacy carriers, now is the time to explore a transition to cloud communications. You’ll see vast benefits! From using an intuitive cloud-based interface to enjoying greater reliability and peace of mind, digital transformation should remain a priority in the coming months.

Reasons to Choose Global Call Forwarding Instead of Multi-Carrier Provisioning

When it comes to global telephony, there are countless reasons to choose Global Call Forwarding. We have more than 27 years of international telecommunications experience and long-standing partnerships with local and regional operators worldwide.

We offer a global inventory of local, toll-free, mobile, and national phone numbers along with a suite of advanced features to power your business.

Stuck with a multi-carrier provisioning strategy and want to explore better alternatives? Contact us 24/7 to learn more.

What is Inbound Sales? Definition, Examples, & Strategies

The sales landscape is constantly changing and adapting to prospect preferences. That’s where inbound sales come in.

In this post, we will explore the fundamentals of inbound sales, why this strategy is important for businesses, and effective strategies to increase inbound sales. Whether you’re new to the concept or looking to enhance your existing sales approach, this guide will provide valuable insights to help you navigate the world of inbound sales and drive meaningful results for your business.

What is Inbound Sales?

The term “inbound sales” refers to a sales approach that focuses on attracting and engaging potential customers through various marketing and communication channels.

The inbound sales cycle typically occurs when interested parties reach out to your business expressing interest in your products or services. Here, prospects take the first step and begin the selling process, instead of your sales team.

But, this doesn’t mean your business sits back, waiting for warm leads to pop up.

In fact, a big part of inbound sales involves attracting potential customers using digital marketing strategies. And this is true whether you’re a B2C or B2B sales team. These types of marketing efforts typically focus on:

  • Creating relevant, valuable content
  • Generating leads
  • Qualifying and nurturing leads
  • Establishing trust and strong relationships with prospects
  • Meeting the customer’s needs
  • Providing tailored solutions and so on.

Note that an effective digital marketing strategy is meant to nurture inbound leads and guide prospects through the buyer’s journey. And the overall goal, of course, is to drive conversions and close sales.

An example of the inbound sales process:

A customer searching for a project management tool discovers your services through an ad, social media, or a blog post. After that, they’ll conduct research to see if your product fits their needs by viewing videos, reading case studies, and signing up for a demo. Your teams then call them to set up the demo and personalize the solution to their needs. As the prospect becomes more familiar with your brand and sees the value of your solution, they’ll reach the decision stage where they are ready to purchase.

This way inbound sales and lead generation work across marketing platforms and communication channels. Popular communication channels for inbound sales include:

  • Inbound calls
  • Social media
  • Live chat
  • “Contact Us” forms, etc.

Why Should Inbound Sales Matter to Businesses? [Benefits]

If you’re still wondering why inbound sales matter, here are the benefits of implementing this sales strategy:

1. Attract Qualified Leads

Creating valuable, targeted content that draws visitors to your website helps you attract leads who are genuinely interested in your services. And this means they are more likely to convert into paying customers.

2. Increase Conversion Rates and Sales

Understanding your audience’s pain points and challenges allows you to target them in your content and, more importantly, explain how prospects can solve them with your services. This not only gives inbound sales a more personalized feel, but also leads to higher conversion rates and increased sales.

3. Educate Buyer and Build Trust

Taking an informative and educational approach to the sales process helps build trust with potential customers. And by positioning yourself as a thought leader, you further demonstrate your brand’s credibility and authority in your industry, which further builds trust among your target audience.

4. Improve Customer Retention

Offering prospects ongoing support and resources keeps them engaged and satisfied through the sales process and beyond, leading to reduced churn and improved customer lifetime value (CLV).

5. Save on Sales Costs

Attracting customers organically using inbound marketing strategies allows you to reduce your sales costs. This is because inbound methods such as content marketing are typically more cost-effective than traditional outbound methods like cold-calling or attending trade shows.

Inbound Sales vs Outbound Sales

Outbound sales are essentially the opposite of inbound sales – meaning your sales team reaches out to leads who haven’t yet shown interest in your product. So, the entire selling process is different.

Let’s break it down further:

Inbound Sales Outbound Sales
Initiated By Interested prospects Sales agents
Lead’s Awareness / Interest Already aware of business. Showed interest in products / services. Little-to-no knowledge of business. Hasn’t previously expressed interest in products / services.
Strategies Used • Ads
• Blogs
• Webinars
• Demos
• Consultations
• Case studies, etc.
• Cold calling
• Pitches / presentations
• Social selling
• Email campaigns
• Trade shows / networking events
• Direct mail, etc.
Pro / Con Pro: Better conversion rates

Con: Less control over selling process

Pro: Expand business network, grow into new markets, more targeted

Con: Takes longer to close sales

It’s important to note that neither one of these sales tactics is better than the other. The one you choose or prioritize all depends on your goals, business model, customer base, and so on.

Reviewing the Buyer’s Journey

Since prospects are the ones initiating the sales process, they have an entirely different buyer’s journey than those prospective leads who experience outbound selling techniques. For example, leveraging a LinkedIn email finder can be instrumental in identifying and connecting with prospects who demonstrate interest in your services, aligning seamlessly with the inbound sales approach.

By understanding the buyer’s journey, companies can align their sales and marketing efforts to effectively engage with prospects at each stage. Each stage provides insights into the decision-making process that potential customers go through before making a purchase.

Broadly, these are the 3 stages of the buyer’s journey:

• Awareness

The buyer realizes they have a problem or need and begins seeking information and potential solutions. They are conducting research and exploring various options.

• Consideration

The buyer has clearly defined their problem or need and is actively evaluating different solutions available in the market. They are comparing features, pricing, and evaluating the potential value of each solution.

• Decision

The buyer is ready to make a purchase decision. They have evaluated their options and are looking for the best solution that meets their needs and offers the most value.

Ultimately, by aligning your inbound sales strategies with the stages of the buyer’s journey, companies can build trust, provide value, and establish long-lasting relationships with their customers.

4 Stages of Inbound Sales

There are also different stages of inbound sales — from the seller / business’ perspective — which are interconnected with the buyer’s journey.

By aligning your sales strategies with the customer’s journey, you’ll deliver the right content, support, and engagement at the right time. This ensures a customer-centric approach that guides prospects through their decision-making process and maximizes the chances of converting them into loyal customers.

Funnel depicting the stages of inbound sales.

Here are the 4 stages of inbound sales:

1. Identify

Identify active, potential buyers who are likely to be a good fit for your product or service by determining your target audience behavior, frequent website visitors, etc.

Strategies:

    • Develop buyer personas ​​of your ideal customers based on demographics, behavior, and challenges
    • Conduct research to identify active prospects, market needs, and competitive landscape
    • Attract potential leads and capture contact info through content marketing, social media, and advertising

2. Connect

Initiate and establish a connection with your identified prospects by reaching out to them and starting a conversation.

Strategies:

    • Tailor communication to each prospect’s pain points
    • Demonstrate how your product or service provides a solution
    • Utilize social media, email marketing, live chat, and so on to engage with prospects

3. Explore

Understand the prospect’s needs, challenges, and goals in more depth through active listening and thoughtful questioning.

Strategies:

    • Ask open-ended questions to uncover pain points and understand unique requirements
    • Conduct a needs assessment
    • Determine how your product provides value and meets their needs
    • Evaluate prospect responses and concerns to gather insights

4. Advise

Provide tailored recommendations and guidance to the prospect by positioning yourself as a trusted advisor who can help the prospect make an informed decision.

Strategies:

    • Present a solution based on the information you have gathered
    • Use product demos and case studies to showcase the value of your solution
    • Address any concerns and provide relevant info to alleviate doubt
    • Outline the next steps for the prospect

6 Ways to Increase Inbound Sales

Now that we’ve covered the basics of inbound sales, let’s discuss 6 strategies that you can use to increase your sales efforts.

Inbound Sales Strategies

  • Include Valuable Materials On and Off Your Website
  • Display Business Contact Info Clearly on Your Website
  • Make it Easy for Prospects to Talk to Sales
  • Conduct Pre-Call Research
  • Lead Effective and Tailored Demos
  • Follow-Up and Leverage Sales Enablement Resources

1. Include Valuable Materials On and Off Your Website

Active buyers only spend 17% of their time talking to sales teams and suppliers. This means, around 80% of their time is spent researching your products and services both on your website and offsite.

So, you must provide valuable and informative content on your website – such as blog posts, videos, and downloadable resources – to attract potential buyers. On top of that, you can broaden your audience and drive more traffic to your site through offsite guest blogging, partnerships, social media promotion, and so on.

By doing so, you can enhance engagement, build credibility, and ultimately contribute to the success of your sales efforts.

2. Display Business Contact Info Clearly on Your Website

Displaying your business phone number and contact information clearly on your website is an easy win for your sales team.

When visitors have quick access to your phone number and contact information, they are more likely to take action, such as making a call or submitting an inquiry. This can increase the likelihood of conversions, lead generation, and inbound sales.

If your business caters to an international audience, then make sure to display your international numbers in an organized manner. So, global prospects can contact you.

3. Make it Easy for Prospects to Talk to Sales

Along the same lines, you want to make it easy for prospects and leads to get in touch with sales. And this not only means displaying your local business number, but also offering omnichannel communication options to prospects.

For instance, you can set up live chat using software like Zoho SalesIQ or integrate click-to-call buttons and web callback options using providers like Global Call Forwarding.

By offering omnichannel contact options, you remove barriers and provide a seamless way for prospects to engage with your sales team. So, you encourage prospects to reach out, ask questions, and seek further information. And this ultimately leads to increased conversions and a more effective inbound sales process.

4. Conduct Pre-Call Research

Before engaging with a prospect, it’s important to conduct pre-call research and gather relevant information such as company, industry, and specific pain points. This allows you to approach the conversation with a deeper understanding of their needs and positions you as a trusted advisor.

Take time to research your prospect’s background and recent activities. This way, you can personalize the conversation, ask more targeted questions, and tailor your solutions to their unique challenges. Use our pre-call sales checklist to get a head start!

And with a VoIP integration for your CRM, you can place the call directly from one platform once you’ve completed your research, saving you time and effort.

5. Lead Effective and Tailored Demos

A well-executed demo provides prospects with a firsthand experience of your product. With customized demos, you can demonstrate how your solution solves specific pain points and aligns with their desired outcomes.

Effective demos build trust, highlight key features, and allow prospects to visualize how your solution can enhance their business. By delivering compelling and personalized demos, you significantly improve your chances of converting leads into satisfied customers and driving sales growth.

6. Follow-Up and Leverage Sales Enablement Resources

Following up promptly and consistently with potential customers shows your commitment and interest in their business. Utilizing sales enablement resources – such as case studies, product guides, and demos – provides valuable insights and support throughout the buyer’s journey by:

  • Helping sales reps to address objections
  • Providing additional information on products and services
  • Guiding prospects towards making a purchase decision and more

Most importantly, sales enablement resources equip your sales team with the tools and information they need to effectively engage and convert prospects. So, you can nurture leads, build trust, and ultimately boost your inbound sales.

Improving Sales with Global Call Forwarding

As you can see, inbound sales play a pivotal role in modern sales strategies. Embracing this strategy’s power enables businesses to establish stronger customer relationships, increase conversions, and ultimately achieve long-term sales growth in today’s competitive marketplace.

And with the right tools and call center features, you can ensure your sales team’s and business’s success. Global Call Forwarding offers international business phone numbers, web callback services, click-to-call features, and VoIP CRM integrations.

To learn about how our solutions can help your inbound sales efforts, speak with our team of experts at (561) 908-6171 or chat with us online!

What is Call Handling?

Voice calls remain a vital customer service channel because customers can receive immediate, real-time, and tailored support. Phone calls allow customers to express their queries and concerns, especially complex ones, more clearly. This helps in gathering detailed information and offering accurate solutions. Using the gathered information, agents and reps can also identify opportunities to upsell relevant products and services.

But it all comes down to how calls are handled when they arrive at your business.

You can optimize the quality of customer engagement with efficient call handling. Additionally, call handling tools and practices will better equip your agents to foster deeper connections with customers. Let’s discuss:

What is Call Handling?

Call handling refers to the process of managing inbound and outbound calls from start to finish.

This includes answering and transferring calls, addressing inquiries, giving pertinent information, resolving issues, etc. The benchmark of good handling is a positive customer call experience.

Caller experience is closely related to customer gratification. And if you don’t already know, even a single negative encounter can make customers switch to your competitor. And so, call handling plays a crucial role in shaping customer journeys.

The complexity of handling calls varies across industries depending on factors such as nature of industry, products and services offered, and level of customer interaction involved.

But how do you handle calls efficiently? You train your employees and agents well and you invest in the right tools and techniques. More on this below.

How it Works

You can apply call handling best practices to both inbound and outbound calls. Let’s look at how:

Inbound call handling

The process of handling inbound calls begins with receiving calls that come to your business phone system. Calls must arrive at the right department or agent.

Then, agents must attentively listen to the caller’s needs and obtain details. This helps in providing information or problem-solving assistance, such as transferring calls to an appropriate department.

Once customers confirm that the issue has been resolved satisfactorily, agents can thank the callers and wrap up. If a caller is unhappy with any given solution, agents can escalate the call or take a request for a callback with another resolution.

A chart depicting how to handle inbound calls.

Outbound call handling

Outbound calls—such as customer service calls, cold calls, upselling or follow-up calls, etc.—are initiated by the business to customers or prospects. These calls are more proactive in nature.

Effective call handling skills assume a critical part in achieving sales conversions, lead generation, market research, and such other desired outcomes.

A chart showing how to improve outbound call handling.

The goal of both call formats is to ensure customer satisfaction, delivery of quality service, and effective call management from the beginning till the end.

5 Key Benefits of Handling Calls Efficiently

Over 40% American customers prefer resolving issues with businesses over phone calls. So, it might be a good idea to invest in call handling tools or solutions.

Here are some benefits of handling calls efficiently to help you make the decision:

  1. Resolve customer queries, issues, and requests, promptly and professionally
  2. Streamline the communication process, allowing agents to handle calls smoothly
  3. Enhance customer experience to elevate your brand image
  4. Upsell or cross-sell products and services
  5. Improve customer happiness and retention rates.

Essential Call Handling Skills

Positive caller experiences contribute to positive brand perception and customer loyalty, ultimately leading to business success. By mastering the below skills, your agents can ensure a clear understanding and accurate exchange of information.

So what are some of the essential call handling skills?

  • Customer-facing agents must actively listen to understand customer needs.
  • They must use clear and concise language and adjust tone while engaging in a dialogue with the caller.
  • Once all the information has been gathered, agents should analyze the issue and offer relevant solutions, thereby guiding customers towards resolution.
  • To make the call more customer-centric, agents could personalize the interaction. For instance, agents can review the customer’s history, such as previous calls or purchases, and refer to them during the conversation.
  • For continuous improvement, you can utilize scripts, evaluate call handling approaches, undergo training, seek feedback, and implement enhancement.

Call Handling Software Businesses Can Leverage

Call handling software and skills go together in effective call delivery.

While skills help agents in communicating well, the right tools support them with necessary resources and infrastructure for communication.

Here are some key call handling software and tools with strategies that your business can leverage.

1. Standardize Call Resolution with IVR

Reduce caller wait times and provide quicker resolution with optimized IVR systems. You can design an IVR menu that aligns with common routine inquiries. This allows callers to access information and departments, and in some cases, even perform simple tasks without the need to speak with an agent.

With a well-designed IVR system, you can send callers to different locations and teams, when your primary team is occupied. This reduces and manages high call volume for routine inquiries, allowing agents to focus on more complex or critical issues.

All of this helps to optimize agent availability, boost operational efficiency, and deliver a more efficient and cost-effective call handling process.

Check out our IVR call flow templates to see what you can do with a customizable solution.

2. Optimize Call Distribution with Call Routing

Call routing is a valuable call management solution because it promptly directs callers to the right person or appropriate department. This means your customers won’t experience long wait times and won’t have to move through multiple agents to get assistance.

Upgrade your cloud phone system with an intelligent call routing system. It is a sophisticated technology that automatically routes your incoming calls based on predefined rules. These rules can be location-specific, time-specific, and so on. In fact, Global Call Forwarding offers intelligent call routing solutions with each of our phone number plans, and we can help you set up the right system for your business.

3. Revisit Calls with Call Recording Software

Quality assurance and performance maintenance checks will ensure that calls are handled consistently in line with predetermined criteria. With call recordings, you can evaluate calls, assess agent performance, and train them to deliver high-quality customer service.

Call recording is a reliable method of capturing and storing customer interactions. So, in the event of disputes with callers, you can use call records to verify facts and settle conflicts.

Furthermore, you can store important details discussed during calls, facilitating follow-up actions and ensuring consistency in customer interactions.

Global Call Forwarding also offers a hosted call recording feature where you can record both inbound and outbound calls.

Still Unsure About Investing in Call Handling Solutions?

Call handling directly impacts client happiness and loyalty. It ensures queries and issues are addressed and resolved in a timely manner. You can drive overall business growth by delivering an exceptional caller experience.

But call handling software and tools could seem daunting. So let us help you arrive at the decision.

Speak with our representatives and let them help your business communicate better!

Ultimate Guide to 1300 Numbers in Australia

If you’re doing business in Australia or have lived there, you’ve probably seen different phone number types, including 1800 numbers, 1300 numbers, 04 mobile numbers, and local area code numbers.

1300 numbers, in particular, are popular among businesses in Australia.

But what exactly are 1300 numbers and why do businesses use them?

What Are 1300 Numbers?

1300 phone numbers in Australia are 10-digit telephone numbers that can be dialed at local call rates from in-country.

As the name suggests, they start with 1300 and are followed by 6 digits, like 1300 123 456.

This type of phone number can act as a single point of contact for your business in Australia. For example, you can publish a 1300 number on your website or on other marketing materials.

This phone number type can give your business a professional appearance and encourage people to call your business.

Difference Between 1800 and 1300 Numbers

1800 and 1300 phone numbers are commonly used by businesses in Australia. However, while both number types are popular, there is one main difference in the way incoming calls are charged.

For calls made to 1300 numbers, both the caller and the number subscriber share the costs.

Calls made to 1800 numbers, on the other hand, are completely free for the caller. The costs are borne by the number subscriber or the business that owns the numbers.

1300 Number Features

1300 numbers come equipped with many features that make them a preferred choice among Australian businesses. With these numbers, subscribers can easily set up advanced features like voicemail, IVR, advanced routing, and call recording.

1300 number subscribers also give access to call activity reports to see how many calls were received in a given time period and where the calls originated.

Do 1300 Numbers Work Internationally?

Yes, for the most part, 1300 numbers are accessible internationally. However, the caller needs to have international dialing enabled.

The caller just needs to enter Australia’s country code (+61) before making the call, followed by the subscriber number. The caller will be charged international tariffs for making the call.

Does the United States Have 1300 Numbers?

There’s no such thing as a 1300 Number for the United States.

In the past, many phone plans were metered, meaning that subscribers had a fixed number of minutes they could use each month. Subscribers also paid for making long-distance calls domestically.

However, that is no longer the case. A majority of people have unlimited phone plans, so it doesn’t matter where they’re calling in the US – it’s all included in their phone package.

The United States has local phone numbers, mobile phone numbers, and toll-free numbers. The number type that you get is simply a matter of preference. Hyper-localized campaigns tend to favor local area code numbers, while other businesses tend to prefer a toll-free number.

An image of a woman calling a 1300 number in Australia.

How to Buy a 1300 Number in Australia?

It’s easy to get a 1300 number in Australia. In fact, your business doesn’t even need to be based in Australia to buy a 1300 number. You just need to find the best 1300 number provider and sign up.

In most cases, the activation process can take as little as 1 business day.

1300 Number Providers

There are numerous 1300 number providers in Australia. When choosing the best provider, you’ll want to evaluate several factors:

  • Monthly recurring cost of subscribing to the number
  • Initial setup costs
  • Per-minute charges
  • Additional costs for optional features

In general, we’ve found that Global Call Forwarding, Alltel, Zintel, Koala Calling, and Arrow Voice & Data are the best 1300 number providers in Australia.

Learn how to pick the right phone number provider in our guide to global telephony providers.

How Much Does a 1300 Number Cost?

Let’s break down the costs associated with these numbers. We’ll cover the costs of getting a 1300 number and the costs of dialing a 1300 number from Australia.

How Much Does It Cost to Get a 1300 Number?

There are a few costs associated with getting a 1300 number. As a business subscriber, you’ll need to consider the monthly costs, initial setup costs, volume-based charges, and optional features.

In general, 1300 numbers start at 20 AUD per month plus setup costs.

However, these costs will vary among providers. When getting a 1300 number, you never want to sacrifice quality for a lower cost. Since you will use this number for your business, you don’t want customers to form a negative opinion of your business because you tried to save a few dollars.

How Much Does It Cost to Call a 1300 Number?

Call charges and tariffs to a 1300 number depend on whether the caller calls from a mobile phone or a landline. When people dial 1300 numbers from landlines, they pay a local call rate. On the other hand, charges for people calling from a mobile phone will depend on the caller’s phone service provider.

How Do 1300 Numbers Work?

1300 numbers work as inbound phone numbers that can be used to receive incoming calls.

You can forward calls coming to your number to any mobile phone, landline, or PBX globally. For example, when someone in Australia dials your 1300 number, you can choose to receive the call on your cell phone.

1300 numbers from a cloud-based provider offer tremendous flexibility over how inbound calls are managed. These numbers can be managed through an online portal and the calls are terminated over the PSTN.

1300 Numbers Use Cases

Businesses can use an Australia 1300 number in many ways. Here are the most common use cases:

  • As a main business number (for Australian businesses)
  • As a local contact number for Australian clients
  • As a dedicated phone number to track various marketing campaigns

Whether you’re an established business or just starting out, your business can benefit from having a 1300 number.

Why Global Call Forwarding is the Best 1300 Number Provider in Australia

One of the factors making Global Call Forwarding the best 1300 number provider is our reliable network with multiple PoPs worldwide, including in APAC. We also have more than 27 years of telecommunications experience – founded in 1996 – and are available 24/7.

Interested in getting a 1300 number for your business? Look no further! Simply sign up online or chat with us today. We’re here to help.

4 Cloud Communications Trends for Businesses (2025)

By 2025, 85% of organizations will be “cloud first.” And by embracing cloud communications, organizations can enhance collaboration, improve efficiency, and enjoy the benefits of scalability and cost-effectiveness. Cloud technology is a game-changer in the world of communication, empowering businesses to reach new heights.

So, what’s the situation like going into 2025? In this post, we’ve highlighted 4 key cloud communications trends that businesses should pay attention to.

But before we get started, let’s quickly go over what cloud communications are and how they can support business communications.

What is Cloud Communications?

Cloud communication harnesses the power of the internet and telephony to connect people and devices seamlessly. Such a solution is predominantly a business tool that lets users communicate via the cloud. Think: Zoom, Google Chat, WhatsApp, etc.

So how does cloud communication work? Through cloud-based platforms!

Cloud-based platforms provide the infrastructure, resources, and services required to host, manage, and deliver communication services. Most cloud communication tools use voice over internet protocol (VoIP) to transmit audio and video over the internet. But what does this mean for your business?

Imagine having a meeting with your team from different locations using Google Meet or Microsoft Teams. These two platforms use cloud infrastructure to transmit your video and audio messages instantly, so everyone can work together smoothly. Another example is using a cloud phone system to connect local and global teams through one network.

With an array of advanced features and VoIP technology, you can streamline communication processes and improve collaboration, especially remotely.

Now, different cloud comms providers will offer different solutions — some just voice coverage, voice-video, or a comprehensive solution with omnichannel options. The solution you choose depends on your needs and industry.

Related: On-Premise vs. Cloud Call Center Software

Need for Cloud Communications

The cloud has brought the world closer, enabling organizations to communicate with clients, partners, and stakeholders from different locations effortlessly. It basically means that you can now effortlessly chat, work, or have a call with anyone, anywhere!

So, why should you consider cloud communication solutions? These solutions provide flexibility, cost-effectiveness, scalability, collaboration capabilities, security, and integration opportunities.

Learn more in our article about moving business communication to the cloud.

An image of emerging trends in cloud communications.

4 Key Cloud Communications Trends in 2023

The pandemic changed the way most businesses operate and communicate. It accelerated the adoption of remote and hybrid workspaces, making cloud-based tools essential for seamless operation and communication. As industries continue to embrace cloud technologies, the realm of communication is undergoing a transformation. So let’s take a look at some of the trends in cloud communications.

1. Upgrading Remote and Hybrid Workspaces

Remote and hybrid work cultures are here for good. So it makes sense that organizations are recognizing the growing needs of business communication. How can you improve business correspondence in remote and hybrid workspaces? By integrating different tools and platforms using cloud communications. In this manner, you can help your teams work together easily, share information smoothly, and make their work more efficient.

For instance, many cloud platforms can integrate with phone systems, CRMs, project management software, analytics platforms, and other popular tools within organizations. This integration can empower your teams to communicate better, share data seamlessly, and gain valuable insights to optimize workflow. The best part is that all these collaborative efforts can be done over the Internet.

All you have to do is explore cloud platforms and providers and look for features in line with your needs, such as messaging, video conferencing, file sharing, and project management capabilities. You can create virtual shared workspaces, virtual project rooms, or team channels where members can collaborate on tasks, share files, and track progress. By integrating these solutions and channels in one place, you can encourage effective collaboration and communication across local and remote teams.

Related: Guide to Effective Remote Team Communication

2. Implementing Greater Security Solutions

About 53% of consumers look specifically for companies that are known for protecting data. There continues to be more focus on data privacy and cybersecurity, and cloud telephony providers are continuously enhancing security measures. This includes implementing end-to-end encryption, adopting a Zero Trust security model, two-factor authentication (2FA), and advanced threat detection systems. These solutions will offer comprehensive protection against cloud-specific vulnerabilities, such as misconfigurations and data leaks.

One way to ensure your data stays protected throughout its journey is by implementing an end-to-end encryption system of communication. This method prevents third parties from accessing your data and ensures it remains encrypted throughout the communication process. Your provider is typically responsible for this. So, reach out to them to understand how they protect your business phone service.

Additionally, 2FA continues to gain prominence; it requires users to provide two types of information to gain access to a system or app. The extra layer of security significantly lowers the risk of unauthorized access to any system and potential data breaches.

Lastly, cloud communication platforms come with more security benefits compared to legacy systems. The cloud is easier to upgrade; plus you don’t have to worry about securing new equipment.

Learn how Global Call Forwarding keeps your data and phone service secure.

3. Redesigning Customer Experience

Businesses can engage with customers promptly and offer real-time solutions using cloud applications such as live chat and chatbots. By offering timely assistance, you can improve responsiveness.

You can offer individualized customer support by letting customers engage with your business by their preferred mode of communication. Many cloud communication and call center tools support the omnichannel customer experience. This means that your customers can move between different communication channels while maintaining continuity. For example, a customer can start a conversation on live chat and later switch to a phone call without having to repeat information, resulting in a smoother experience.

Don’t know what type of cloud communication technology your business needs? Check out our list of top call center technologies.

4. Leveraging AI

The convergence of artificial intelligence (AI) and communications has revolutionized the landscape of customer experience. How? There are a few different ways. AI-powered virtual assistants (VAs) and chatbots can provide quick and useful responses, saving valuable customer time. For example, if you run an online travel agency, you can integrate a VA into your platform. The VA can provide travel recommendations, suggest accommodations, and offer real-time updates on flight status, ensuring your customers receive prompt assistance.

Another option is to integrate AI into audio transcription that can be used to turn voicemail and recordings into text. Or, reduce the workload on your agents using AI tools to handle routine queries. This allows your agents to dedicate their efforts and time to address complex queries and personalize customer experience.

Towards the Undeniable Future

That cloud is the future is a given. Cloud telephony solutions are cost-effective, flexible, and scalable, and can be integrated into a myriad business applications. And they come with a range of advanced calling features like call routing, interactive voice response (IVR), call recording, and voicemail-to-email transcription, etc. These features enhance overall communication efficiency and improve caller experience.

Let us help you transition to refined business communication with the cloud phone system.

Call us at +1 (561) 908-6171 or chat with one of our cloud communication specialists today!

10 Ways to Use Call Deflection to Improve Caller Experience

If you didn’t already know — over 50% of customers are likely to abandon one business for another after a single bad experience. Compare this to research that shows customers are 2.4x times more likely to stay if their problems are solved swiftly.

These statistics prove that effective customer service plays a crucial role in customer retention and business growth.

Caller experience and customer experience are closely interconnected — especially for digital-only businesses — and can significantly impact each other. Did you know that more than 60% of customers resolve their problems with a business through a phone call?

Needless to say, call quality can influence customers’ perception of the brand, and a positive call experience is paramount to customer retention. But what happens if your teams cannot get to every customer call?

That’s where call deflection strategies come into play.

In this article, we’ll go over:

Call Deflection: Definition and Benefits
Differences Between Call Deflection and Call Forwarding
10 Call Deflection Strategies

  1. Personalize self-service options
  2. Implement IVR systems
  3. Leverage virtual assistants and chatbots
  4. Introduce web-based portals and mobile apps
  5. Provide FAQs and knowledge base
  6. Offer callback options
  7. Implement SMS/email notifications
  8. Leverage social media for support
  9. Empower agents with knowledge and tools
  10. Gather and act on customer feedback

What is Call Deflection?

Call deflection — in some cases, interactive voice response or IVR deflection — primarily focuses on diverting incoming calls related to customer inquiries from traditional voice calls to alternative channels. The process can vary depending on the businesses’ specific setup and requirements.

Call deflection can streamline operations and reduce customer effort. For example, you can manage high call volumes by executing an AI-powered chatbot and self-service options to deflect routine inquiries. In fact, a Gartner study predicts that chatbots, messaging, and machine learning apps will be part of 70% of customer interactions.

Deflecting incoming calls effectively will allow live agents to focus on complex issues and provide a better caller experience.

Benefits of Call Deflection

Implementing call deflection strategies and tools can bring several benefits to your business. They can help you streamline operations, reduce costs, enhance customer experience, and leverage digital platforms to meet the evolving needs and preferences of customers.

Here are some key advantages:

  • Deflecting callers to other channels reduces live agent involvement, thereby optimizing resource use, decreasing staffing needs, improving efficiency, and ultimately lowering operational costs.
  • You can reduce the likelihood of customers switching to competitors and increase customer retention rates.
  • In a competitive market, call deflection can be the unique selling proposition that sets your business apart and attracts customers who prioritize excellent service.
  • Satisfied callers are more likely to share their positive experiences with others, which can strengthen brand reputation and attract new customers.
  • Digital channels and self-service options provide opportunities for you to collect valuable customer data.

Is Call Deflection the Same as Call Forwarding?

Call deflection should not be confused with call forwarding as they are two different call handling features used in cloud communications.

Call forwarding refers to redirecting incoming calls to another phone number or destination. And call deflection involves transferring an ongoing call to digital platforms or self-service options without ending the call.

A call forwarding destination can be a different local or international phone line or device, such as a mobile or landline. It can be set dynamically based on predefined rules, time of day, or availability. On the other hand, call deflection can be executed through IVR systems, where callers are presented with self-service options or redirected to other communication channels like chat, email, or frequently asked questions (FAQs).

Looking to switch to a new phone service? Check out our guide to the best call forwarding services.

Call Deflection at Different Stages of Caller Journey

Deflection solutions can be employed at different stages of the call journey. By doing so, businesses can reduce call volumes and improve the way customers interact with your business.

  • Call arrival: At this stage, the need for live agents can be minimized with an IVR. You can encourage callers to resolve their queries through self-service or alternative channels.
  • Information gathering: Use other channels to collect necessary details and guide callers to relevant resources.
  • Escalation/transfer: Solutions like IVR or automatic call distributors (ACD) can streamline the caller journey and ensure callers are connected to the right agents or departments.
  • Follow-up: At this stage, present callers with options for post-call support, or your team could reach out to customers to gather feedback.

A chart showing call deflection strategies.

10 Call Deflection Strategies to Improve Caller Experience

In a nutshell, call deflection strategies can help you offer greater convenience to your customers. You can do so by giving customers alternatives to traditional phone calls. By redirecting them to more efficient channels, these strategies can reduce call volumes, wait times, and customer frustration.

So, which solutions can be used to improve call deflection?

Here are 10 call deflection strategies widely used by businesses to improve caller experience:

  1. Personalize self-service options
  2. Implement IVR systems
  3. Leverage virtual assistants and chatbots
  4. Introduce web-based portals and mobile apps
  5. Provide FAQs and knowledge base
  6. Offer callback options
  7. Implement SMS/email notifications
  8. Leverage social media for support
  9. Empower agents with knowledge and tools
  10. Gather and act on customer feedback

1. Personalize Self-Service Options

Account-specific information, transaction history, order tracking, and other personalized self-service options empower customers to find solutions independently while receiving a tailored experience. Businesses can leverage customer data and preferences to offer relevant resources, FAQs, etc. through self-service portals or IVR systems. This lowers customer dependency on live agents and gives your customer interactions a good personalization boost.

2. Implement IVR Systems

An intelligent IVR system allows callers to quickly navigate through menu options and reach the appropriate department or agent without unnecessary transfers or waiting times. What’s exciting about IVR systems is that they use automated voice prompts and touch-tone input. This means callers can navigate any menu using their phone’s keypad or voice commands.

You can add multiple channels within your IVR such as voicemail, callback options, or simply direct them to online resources like your website or ticket center.

Global Call Forwarding offers a customizable IVR system to suit a wide range of business requirements. Get access to the IVR manager with any of our business phone number plans.

3. Leverage Virtual Assistants and Chatbots

Deploying chatbots and virtual assistants allows callers to interact via chat instead of making a call. Chatbots can handle routine inquiries, give instant responses, and escalate to live agents when necessary. For example, businesses can use chatbots to assist customers in tracking their orders, providing real-time status updates, and answering FAQs related to shipping, delivery, or product information, thereby reducing the need for customers to make a phone call for such inquiries.

These VAs can even interact with new potential customers and direct them to the right web pages to move them down the sales funnel. And in some cases, chatbot interactions can even help your teams qualify prospects and leads so they don’t waste time chasing after low-level leads.

4. Introduce Web-Based Portals and Mobile Apps

Offering web-based portals or mobile apps where callers can manage their accounts, access account information, make payments, or track orders can empower callers to perform tasks independently, reducing the need for calls. To get the best out of this, businesses should optimize their websites for mobile to ensure a seamless and user-friendly experience on smartphones and tablets.

5. Provide FAQs and Knowledge Base

Give callers access to comprehensive FAQs and knowledge base resources via self-service options or within an IVR system. This helps reduce their wait time and dependency on live agents. Callers also get standardized answers to common questions, ensuring accurate and consistent information is readily available. In fact, it is a good idea to share these resources with customers during the onboarding process. This way, when they call for assistance, your IVR can remind them to review the knowledge base or check their account for additional resources.

6. Offer Callback Options

Callers can be provided with the option to request a callback instead of waiting on hold. In this situation, callers leave their information and wait for return calls from your business. You can integrate this within your voicemail or have a separate smart callback feature that creates tickets or a callback queue. This way, customers can continue with their day and receive a call from a representative when it’s their turn.

7. Implement SMS & Email Notifications

Send callers proactive alerts via SMS or email related to their specific needs or interests. For instance, if a caller has recently purchased a product, an outbound IVR system or push notifications can automatically provide updates on the shipping status. This approach lowers uncertainty and reassures customers, increasing convenience and reducing reliance on calls.

8. Utilize Social Media for Support

It is quite common for businesses to engage with customers on social media platforms, addressing inquiries and concerns publicly. By responding to customers’ social media posts or direct messages, businesses can resolve routine issues eliminating the need for phone calls.

9. Empower Agents with Knowledge and Tools

Businesses should equip their live agents with comprehensive knowledge bases, training materials, and tools to address routine caller inquiries or issues quickly. This method of call deflection also frees up agents to focus on more complex or personalized interactions.

10. Gather and Act on Customer Feedback

By gathering customer feedback businesses can identify pain points and areas of improvement in the call experience. This data can not only be used to refine products and services but also to heighten caller experience over time.

Call Deflection Alternatives

Now, while the above-mentioned call deflection techniques can help manage call volumes, not every business has the resources and budget to acquire these tools. The end goal of call handling techniques is to provide better caller experience while alleviating call volumes. So, what if your business is unable to invest in chatbots or create a mobile app?

Here are some other ways to improve caller experience:

  • Use an optimized call routing system to ensure that calls are directed to the appropriate department or agent. Use time-based or location-based routing to send calls to different locations when your main support center is overwhelmed. Or, use skills-based routing to match callers with representatives who can address really specific needs. This process helps to reduce the need for call transfers and improves first-call resolution.
  • Provide live agents with easy access to customer details and clear call scripts. Utilize automation tools to simplify repetitive and time-consuming tasks like data entry and for initiating common processes. These measures enhance agents’ efficiency and minimize call handling time without compromising the quality of customer service.
  • Use call recording and quality assurance processes to monitor agent performance and identify training needs. Evaluate calls for trends or recurring issues that can be addressed proactively. This process can help you refine call handling techniques.

Making the Most of IVR Deflection for Business Growth

IVR systems are extremely dynamic and can tremendously contribute to your business, especially to call management and caller experience. This system can optimize call handling, reduce wait times, provide contextual information, offer channel flexibility, and integrate self-service options. All of these actions can collectively empower businesses to deliver better customer service, streamline operations, and unlock growth opportunities.

Read more about the benefits of using an IVR System to get a better understanding of how IVR systems work and the benefits of using one.

Have more questions? Speak to an expert at Global Call Forwarding today!

A New Area Code is Coming to South Florida – 645

Collaborated with Luke Genoyer

Miami is famously home to the iconic Mr. 305, Mr. Worldwide — otherwise known as Pitbull. But now there’s a new show in town adding to the memorable area codes of South Florida. Florida phone numbers in Miami-Dade County and a portion of the Florida Keys are getting a new area code 645 in upcoming months.

Why is South Florida Getting a New Area Code?

According to the Florida Public Service Commission, the phone numbers starting with 305 and
786 are beginning to run out. As a result, the new area code will be introduced as early as August 4th, 2023.

Originally, Florida had the 305 area code spanning the entire state. The 786 code was added in 1998 as populations and demand rose. The 305 and 786 area codes currently serve the entirety of Miami-Dade County and the Keys.

This new addition — for the first time in more than 20 years — is indicative of the city’s growth and continuous flourish.

What is an Area Code Overlay?

This change is being introduced as an area code overlay, meaning that the addition of the new code is in the same geographic region as existing area codes. An overlay is not anything new and happens frequently when local phone numbers start running out.

New York City is a good example of area code overlays, where the original area code was 212. The overlays of 646, 917, and 332 were added as the population boomed over the years and grew past the combined total of 7,919,900 possible phone numbers.

The North American Numbering Plan (NANP) was developed in 1947 by AT&T and then fully implemented in 1951 with the intent to direct international calling with ease. The United States utilizes this system with a series of regional codes that allow users to recognize whether or not a number is local.

Florida area codes and 645 area code in Miami.

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Who Will Be Affected?

No need to worry — the overlay does not require residents to make any changes to their existing phone numbers. Current subscribers will remain unaffected. Only people requesting new local phone numbers may be assigned a Miami phone number with the 645 area code. The price of a local call regardless of coverage area or other rates and services will not change.

How Do Locals Feel About It?

Locals have some mixed emotions about the new code being introduced, citing sentimental value and symbolism in the 305 code.

“I think [the 645 area code] might confuse people, because the third area code in New York is 646. I’m 305 till I die.”Laney Rada, a native Miamian who grew up in Coral Gables and has been a local realtor for more than 30 years in South Florida.

Twitter users are taking to the online platform, expressing disinterest in this new change, citing their attachments to the formerly distributed codes. One even expressed “This just adds more sentimental value to being an OG 305…” Another made a joke about how the “786’ers are no longer the red headed step child any longer.”

How Can Global Call Forwarding Help?

Since 1996, we’ve had our roots in South Florida. We can provide local numbers to businesses throughout Florida and the rest of the United States. By working with United World Telecom, you can ensure a smooth, cost-effective, and seamless process of getting a new phone number, regardless of your area code.

Want to learn more about our local phone numbers? Speak with our local experts; call us at +1 (561) 908-6171 or chat with us online!