Kaia Caller ID is an application that extends the possibilities of your CRM with the options of a call assistant - it recognizes calling contractors and allows you to immediately display information about them downloaded from your company's CRM - and if they are not there yet, it helps to add them instantly.
Note: in the current version Kaia Caller ID works only with the application bs4 mobile CRM from bs4 business solutions . In the future, it is planned to expand its capabilities with other CRM applications.
How many times a week does it happen that salespeople in your company confuse customers or orders? Or they do not remember previous arrangements with the contractor? Or are they just not ready to talk when the customer calls you unannounced?
These are normal, human mistakes, but they have a large impact on the satisfaction of contractors and relations with them. Unfortunately, when serving many customers at once, we are not able to remember all the details - luckily, technology comes to our aid!
Kaia Caller ID is the answer to natural problems with customer service. In the perfect place and time, it provides precise information about the contractor who is calling you (or to whom you are making the call).
Identification of telephone numbers
At the moment of establishing a connection, Kaia recognizes the number, if one is in any of the contractor's files. This is the first of the many advantages of the application - no one has to spend time saving numbers on the phone. If they are in the CRM program, it is as if they were on all company phones with Kaia installed. Depending on the size of the company and the number of traders, such a simple thing can be a huge time saver.
How it's working?
After recognizing the number, a button will appear on the screen, which expands with just one click and shows information about the customer downloaded from the CRM system. The window that expands after the first click also contains a link to the full customer file.
On the other hand, if the number is not assigned to any customer, the application will display a context menu with the option of adding it to the existing directory or creating a new one.
The Kaia Caller ID application is above all brilliant in its simplicity. One click for summary information, another for complete information. Traders have all the information at hand, in a second or two.
The application facilitates quick introduction to the system of issues related to the conversation. With one click, you will register the appropriate event, dictate a note to be saved by voice, or make changes to the order.
What's more, thanks to integration with a stationary CRM system, all this data is immediately available to authorized users, not only mobile.