Here’s how you can combine Suite CRM and Twilio
By: Plugin Team
Tags: Telephony, CRM, Technology, Suitecrm Plugins, Suitecrm

Twilio is a customer engagement platform used by businesses to build unique, personalized experiences for their customers. It powers all manners of platforms on both web and mobile environments.

CRM is a powerful sales automation tool that gives a bird’s eye view of sales to business managers.

You might wonder if it is possible to harness the powerful communication capabilities of Twilio in CRM software. Maybe you want to streamline your sales process by having salespeople within calling distance of any interested customers, or you want to be able to contact your leads directly from the CRM to be able to close sales more efficiently.

Good news is, now you can. With our remarkable RT Telephony plugin, you can make use of Twilio’s excellent APIs for both voice calls and messaging, right inside the CRM. Reach out to potential customers, or have your sales team accessible to any customers by using telephony and messaging system built for use within the CRM.

What can RT Telephony do?

With RT Telephony, not only can you use a Twilio number as a single access point for callers, but also, you can set up an IVR (Interactive Voice Response) system complete with extension numbers and phone directory that can guide customers in reaching their desired representative. You can even set up an operator who can forward calls to available team members. The highlight is that the administrator can set up access privileges for each team member individually so that you can control which of them can take calls, which can make calls, and if they are limited to SMS etc.

If your sales team is not up to par in taking customers’ calls, not only is there an option to leave voicemail messages, but also you can set up individual external numbers that the calls can be redirected to so that the customer doesn’t get ignored.

When it comes to SMS, not only can team members message a contact or lead in a familiar chatbox environment, but those with appropriate access privileges can set up SMS marketing campaigns that can send messages at scheduled times to target lists of contacts. This is a way to keep ahead of the curve by covering multiple potential sales at once.

How do I set up RT Telephony?

If RT Telephony sounds like something you can use in your day to day sales activities, and you think it will enhance your CRM experience, you need to do the following:

Set up a Twilio account with at least one phone number. You will need to buy a number from within Twilio. Purchase a monthly or yearly subscription for RT Telephony on Suite Store. Log in to your CRM as an administrator, and install the RT Telephony plugin. Follow all the steps carefully. In the RT Telephony Configuration settings, set up the IVR and User Management settings according to your preference. You are ready to go. If you are having issues, or if the installation doesn’t go as planned, you are welcome to contact support@rolustech.com, or create a case on Suite Store itself.

Other CRM Solutions

If you would like to know about Rolustech, or find out more about our work, including our customized CRM solutions for all your business needs, please visit our website www.rolustech.com.