{"id":33014,"date":"2021-07-06T10:49:26","date_gmt":"2021-07-06T09:49:26","guid":{"rendered":"https:\/\/voipstudio.com\/blog\/quais-sao-as-vantagens-da-integracao-de-crm-com-voip\/"},"modified":"2025-10-09T15:01:06","modified_gmt":"2025-10-09T14:01:06","slug":"quais-sao-as-vantagens-da-integracao-de-crm-com-voip","status":"publish","type":"post","link":"https:\/\/voipstudio.com\/pt\/blog\/quais-sao-as-vantagens-da-integracao-de-crm-com-voip\/","title":{"rendered":"Quais s\u00e3o as vantagens da integra\u00e7\u00e3o de CRM com VoIP"},"content":{"rendered":"

Nos \u00faltimos anos, os consumidores e as empresas optaram pela atualiza\u00e7\u00e3o dos seus sistemas de comunica\u00e7\u00e3o<\/strong>. Assim, o n\u00famero de clientes das linhas fixas tradicionais RTPC tem vindo a diminuir de ano para ano. A Internet est\u00e1 a tornar-se rapidamente parte da nossa vida quotidiana e n\u00e3o deve ser surpresa que as chamadas telef\u00f3nicas tamb\u00e9m se estejam a adaptar a essa realidade, surgindo uma ades\u00e3o cada vez maior as telefonias VoIP (Voz sobre IP)<\/a>.<\/p>\n

Para al\u00e9m dos pre\u00e7os baixos e caracter\u00edsticas avan\u00e7adas oferecidas pelos sistemas VoIP de \u00faltima gera\u00e7\u00e3o, os benef\u00edcios adicionais da VoIP incluem a sua capacidade de integra\u00e7\u00e3o<\/strong> com outros sistemas inform\u00e1ticos.<\/p>\n

Porque a VoIP utiliza normas, formatos e protocolos baseados na Internet, as organiza\u00e7\u00f5es podem integr\u00e1-la com outro software e\/ou processos a n\u00edvel empresarial.<\/p>\n

Software VoIP e CRM<\/h2>\n

Tanto os prestadores de servi\u00e7os como os consumidores est\u00e3o a explorar integra\u00e7\u00f5es VoIP<\/strong> com outros sistemas empresariais para melhorar ainda mais a produtividade e efici\u00eancia.<\/p>\n

Quando se fala de comunica\u00e7\u00e3o empresarial, o primeiro software que vem logo \u00e0 mente \u00e9 provavelmente o software CRM. Os sistemas CRM s\u00e3o utilizados por diretores de vendas, comerciantes, gestores e muitos outros departamentos para gerir as rela\u00e7\u00f5es com os clientes. Uma parte crucial da gest\u00e3o destas rela\u00e7\u00f5es \u00e9 a comunica\u00e7\u00e3o de voz empresarial.<\/p>\n

A integra\u00e7\u00e3o entre VoIP e CRM torna-se ainda mais \u00f3bvia quando se considera que muitas organiza\u00e7\u00f5es optam por vers\u00f5es hospedadas de ambos os sistemas.<\/p>\n

Muitos prestadores de servi\u00e7os VoIP hospedados oferecem por exemplo a integra\u00e7\u00e3o com Salesforce<\/a>, um popular sistema CRM baseado na Cloud.<\/p>\n

Integrar VoIP e CRM<\/h2>\n

Antes de atualiza\u00e7\u00e3o do sistema telef\u00f3nico para VoIP, empresas n\u00e3o tinham forma de conectar as chamadas telef\u00f3nicas dos clientes com o hist\u00f3rico de transa\u00e7\u00f5es, informa\u00e7\u00f5es de pagamento, ou outros detalhes do cliente. As comunica\u00e7\u00f5es de voz e os dados CRM encontravam-se em locais completamente separados. Isto significava que os agentes tinham de tomar notas manualmente<\/strong> dentro do software CRM sobre as chamadas dos clientes e outros detalhes importantes.<\/p>\n

Com a integra\u00e7\u00e3o de VoIP, o processo de chamada de clientes e de localiza\u00e7\u00e3o do hist\u00f3rico de comunica\u00e7\u00f5es torna-se autom\u00e1tico e cont\u00ednuo<\/strong>.<\/p>\n

Outra vantagem imediata desta integra\u00e7\u00e3o \u00e9 a funcionalidade do Click-to-Call<\/strong>.<\/p>\n

Vejamos um exemplo da integra\u00e7\u00e3o de CRM<\/h3>\n

Suponha que um agente precisa de telefonar a um cliente para discutir detalhes importantes sobre um determinado contrato. O agente procura a informa\u00e7\u00e3o relevante no software CRM, provavelmente toma notas num papel e depois faz a chamada a partir do telefone de mesa. Uma vez terminada a chamada, detalhes importantes que precisem de ser retidos s\u00e3o anotados manualmente no software CRM. Uma vez que este \u00e9 um processo completamente manual, \u00e9 muito poss\u00edvel que certas chamadas ou informa\u00e7\u00f5es importantes se percam ou sejam esquecidas.<\/p>\n

Vejamos a mesma situa\u00e7\u00e3o ap\u00f3s a integra\u00e7\u00e3o VoIP no sistema CRM. Os agentes de vendas n\u00e3o t\u00eam de sair o software CRM para fazer chamadas. Na maioria dos casos, a funcionalidade “click-to-call” permite-lhes iniciar instantaneamente uma chamada de voz com um cliente. Uma vez conclu\u00edda a chamada, os detalhes relevantes s\u00e3o automaticamente registados no software CRM, tais como a data e a hora, a dura\u00e7\u00e3o da chamada, etc. N\u00e3o \u00e9 necess\u00e1rio que uma pessoa se lembre de determinados detalhes, o que reduz a probabilidade de perda ou esquecimento de dados.<\/p>\n

A Integra\u00e7\u00e3o VoIP e CRM melhora a Produtividade<\/h2>\n

A otimiza\u00e7\u00e3o e sincroniza\u00e7\u00e3o dos diferentes sistemas empresariais oferece v\u00e1rios benef\u00edcios, tais como a redu\u00e7\u00e3o de custos<\/strong>. Ao reduzir a necessidade de confiar na mem\u00f3ria humana e ao automatizar o processo das chamadas de clientes, as empresas podem obter dados mais precisos e fi\u00e1veis para a gest\u00e3o de clientes. Isso reduz o tempo dispensado na procura de informa\u00e7\u00e3o do cliente, assim como a reten\u00e7\u00e3o dos detalhes da chamada.<\/p>\n

Com alguns programas CRM, as chamadas VoIP podem at\u00e9 ser integradas com aplica\u00e7\u00f5es Web, para que o agente n\u00e3o tenha de se sentar na sua secret\u00e1ria ou utilizar um telefone espec\u00edfico para comunicar com os clientes. As chamadas podem ser feitas e recebidas atrav\u00e9s de qualquer browser num computador ou num port\u00e1til. Com o browser e notifica\u00e7\u00f5es baseadas em aplica\u00e7\u00f5es, um agente nunca ter\u00e1 de perder uma chamada ou esquecer-se de ligar de volta a um cliente ou parceiro importante.<\/p>\n

Esta integra\u00e7\u00e3o permite tamb\u00e9m uma funcionalidade completa de identifica\u00e7\u00e3o do chamador. Por exemplo, os agentes podem saudar os clientes pelo nome, uma vez que essa informa\u00e7\u00e3o \u00e9 automaticamente recuperada do software CRM com anteced\u00eancia. De facto, os agentes de vendas e de servi\u00e7o ao cliente podem mesmo visualizar todo o hist\u00f3rico de transa\u00e7\u00f5es com determinado cliente sem pedir quaisquer detalhes, tais como n\u00fameros de conta.<\/p>\n

Melhorar as rela\u00e7\u00f5es com os Clientes<\/h2>\n

Num ambiente empresarial cada vez mais competitivo, um servi\u00e7o ao cliente de qualidade pode ser o facto diferenciador entre uma empresa de sucesso e uma empresa em queda. Portanto, a integra\u00e7\u00e3o de software CRM com VoIP proporciona benef\u00edcios<\/strong> sob a forma de um melhor servi\u00e7o ao cliente e gest\u00e3o de rela\u00e7\u00f5es. Tal integra\u00e7\u00e3o oferece vantagens tanto a curto como a longo prazo, tornando-a uma atualiza\u00e7\u00e3o valiosa e vantajosa para as empresas<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Nos \u00faltimos anos, os consumidores e as empresas optaram pela atualiza\u00e7\u00e3o dos seus sistemas de comunica\u00e7\u00e3o. Assim, o n\u00famero de clientes das […]<\/p>\n","protected":false},"author":8,"featured_media":37433,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-33014","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"yoast_head":"\nQuais s\u00e3o as vantagens da integra\u00e7\u00e3o de CRM com VoIP · VoIPstudio<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/voipstudio.com\/pt\/blog\/quais-sao-as-vantagens-da-integracao-de-crm-com-voip\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quais s\u00e3o as vantagens da integra\u00e7\u00e3o de CRM com VoIP\" \/>\n<meta property=\"og:description\" content=\"Nos \u00faltimos anos, os consumidores e as empresas optaram pela atualiza\u00e7\u00e3o dos seus sistemas de comunica\u00e7\u00e3o. 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