Telephony
Telephony
Multichannel
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Telephony
A large part of a sales executive's day is spent on follow-up calls, reminder calls, negotiation calls, etc. Carrying out these calls and then documenting them in their system could take up a lot of time, eventually causing the reps to fall behind on their follow-ups.
However, with a good phone system, the reps can easily access the essential customer details before the call, create flexible reminders to avoid missing important calls, and conveniently store their observations and notes about the call.
The Telephony feature in CRM makes this possible for the company. Not only does it make syncing call data possible, but it also simplifies the entire process of following up via phone calls.
Useful links: Introduction to Telephony Working with Telephony
PBX stands for Private Branch Exchange.
True
Correct
Well done! PBX stands for Private Branch Exchange.
False
Incorrect
Sorry! PBX stands for Private Branch Exchange.
What does the Telephony feature in Zoho CRM do?
It makes it possible for the company to switch from other communication channels to follow up via phone call
Incorrect
Sorry! It connects the PBX system and the Zoho CRM system.
It connects the PBX system and the Zoho CRM system
Correct
Well done! It connects the PBX system and the Zoho CRM system.
While you can carry out multiple actions with the help of the Telephony feature, you will not be notified of missed calls.
True
Incorrect
Sorry! You will get notified of missed calls as well.
False
Correct
Well done! You will get notified of missed calls as well.
Where do the incoming and outgoing calls get logged automatically?
The Leads module
Incorrect
Sorry! They get automatically logged in the Activities module.
The Activities module
Correct
Well done! They get automatically logged in the Activities module.
The Contacts module
Incorrect
Sorry! They get automatically logged in the Activities module.
If you have configured Ringio, the options to use the keypad, mute, and hold will not be available.
True
Correct
Well done! If you have configured Ringio, the options to use the keypad, mute, and hold will not be available.
False
Incorrect
Sorry! If you have configured Ringio, the options to use the keypad, mute, and hold will not be available.
What activities can you carry out after a call?
Add a follow-up task
Incorrect
Sorry! After a call, one can add a follow-up task, create an event, as well as call.
Create an event
Incorrect
Sorry! After a call, one can add a follow-up task, create an event, as well as call.
Call
Incorrect
Sorry! After a call, one can add a follow-up task, create an event, as well as call.
All of the above
Correct
Well done! After a call, one can add a follow-up task, create an event, as well as call.
What happens when a sales rep is away from their computer system?
They use browser calling feature to make calls.
Correct
Well done! They use browser calling feature to make calls.
They wait until they reach the office to make calls.
Incorrect
Sorry! They use browser calling feature to make calls.
They make calls on their mobile and later document them in the system.
Incorrect
Sorry! They use browser calling feature to make calls.
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