Top 7 VoIP Providers for CRM Integration
Introduction to VoIP CRM integration:
VoIP CRM integration is the process of connecting a VoIP system and Customer Relationship Management software.
VoIP CRM integration enables VoIP service providers to connect a CRM account with their business phone system. For businesses, VoIP integration with CRM opens up a whole new world of communication. It allows you to synchronize different tools with the phone system; this reduces manual work.
The advantage of the VoIP phone system is that you can easily integrate it on the laptop, mobile phone, and laptop. With this infrastructure, you can easily transmit your voice over the Internet using an electronic device that has an Internet connection.
Read more about VoIP integration with CRM here.
Choosing the Right VoIP provider for CRM integration:
When searching for a provider, some of the CRM integrations that your company uses daily may be important. You’ll need to find a provider that allows integration with the CRM services you use the most so that your job becomes much easier.
Let’s take a look at seven top VoIP providers to see which CRM integrations they offer.
Nextiva
Nextiva is a giant in the world of VoIP that has four critical CRM integrations out of the box. These include Salesforce (of course), Zendesk, SugarCRM, and Microsoft Dynamics 365. In our state of Nextiva piece, we stated that service for the provider was amazing, and their software includes a Customer Relationship Suite that includes the ability to add surveys and build reports as well as customized dashboards.
Nextiva also delivers a strong contact center as a service (CCaaS) offering that includes features like speech-enabled IVR that helps you create IVR call flows that are natural and increase conversions. NextOS, which is their all-in-one platform for voice, CRM, and chat, is a useful solution for those businesses that want a simplified interface for their agents to work from.
Best for: Businesses looking to have a more fluid connection integration system.
TeleCloud
TeleCloud is a VoIP solution provider that was founded in 2004. This hosted PBX provider delivers calling features that allow companies to stay mobile and streamline their communications efforts. This is done by adding more integration options to its platform. This provider was included in this list because it is compatible with a number of CRM integrations. If you have a preferred CRM, there’s a good chance that TeleCloud covers it.
Best for: Businesses that need an easy-to-use system to administer surveys to customers and prospects.
8×8
8×8 is the number two entry in our Nextiva alternatives guide, so you can expect a rich set of options for businesses. When it comes to CRM VoIP integration, 8×8 has integrations with several, including Salesforce, Netsuite, Zendesk, Microsoft Dynamics 365, Zoho, Zendesk, and SugarCRM. Each grants popular functionality like click-to-call and auto-call logging.
Like Nextiva, 8×8 has a contact center offering that has a flexible architecture. With it, you can incorporate multiple calling locations and use CRM to help your agents manage the customer experience.
Best for: Businesses that are growing since 8×8 have multiple plans for multiple budget levels.
RingCentral
RingCentral is another provider that appears in many of our articles thanks to its presence on the Gartner Magic Quadrant for UCaaS and its overall strong VoIP features. Their pricing and plans are varied, so they fit a variety of businesses that require a communications solution that scales with the company size. When it comes to CRM, RingCentral packs in multiple integrations with platforms like Salesforce, Microsoft Dynamics 365, Zoho, Zendesk, Five CRM, and SugarCRM.
Recently, we did a piece comparing RingCentral vs Dialpad, which is another VoIP provider with good CRM integrations that you’ll read more about later. Overall, RingCentral definitely stands out for its integrations — outside of CRM connections, you’ll be able to connect with hundreds of third-party solutions.
Best for: Businesses that need features for call centers as well as UC.
Vonage
Thanks to Vonage’s brand revitalization, there’s been an increased focus on the customer experience. Since CRM is all about how the customer interacts with your organization, it shouldn’t surprise you that Vonage’s VoIP platform offers several key integrations for CRMs such as Salesforce, Dynamics 365, Zoho, Zendesk, and even Netsuite. Their platform even integrates with lesser-known CRMs like Clio.
Their Vonage Business Cloud (VBC) desktop and mobile app make CRM management easy — each CRM is quickly downloadable and incorporates seamlessly into the interface. Vonage pricing and plans are also competitive with several of the other VoIP leaders, and with the provider, you receive UC and business phone systems with several useful calling features. Vonage support is responsive, as we found out in our interview with their SVP of Client Operations, Ken McMahon.
Best for: Businesses in need of reliable customer support teams for both UC and business VoIP phone.
Dialpad
Dialpad is a VoIP service that also is on Gartner’s Magic Quadrant for UCaaS, and while the company is missing a couple of CRM VoIP integrations, the presence of Salesforce, Zendesk, and SugarCRM means that you have options. There have been several recent developments at Dialpad that prove that the company is improving its customer experience features, and features like the ability to deliver customer satisfaction surveys will enhance the data delivered in your integrated VoIP CRM.
Dialpad serves as a provider that fits small and mid-sized businesses well, and the support for VoIP endpoints like various models of desk phones and desktop software is relatively extensive.
Best for: Small businesses looking to start incorporating CRMs into their business processes.
PanTerra Networks
Panterra is a lesser-known VoIP solution, but they offer some useful CRM VoIP integrations for their customers. We did a review of Panterra Networks features, pricing, and plans in late 2019, and the provider definitely has aspects that businesses should consider for both unified communications and business calls. CRM platforms like Salesforce, Zoho, and Freshdesk’s Freshsales are all supported with features like call dispositioning and screen pops being standard on the platform.
Panterra is also a VoIP platform that is HIPAA and HITECH compliant, so managing customer experiences while keeping their sensitive data encrypted is very easy.
Best for: Businesses that are looking to secure electronically protected health information (ePhi).
