Call Notes
Call notes are records of key information from calls with prospects or clients. An easy-to-use call notes system improves customer experience by creating a seamless experience, regardless of what agent they speak to. The call notes are automatically attached to the caller’s file and can be shared between colleagues.
What are Call Notes? Why use it?
Call notes is a feature included in Ringover’s business phone systems. The call notes permit employees to record key information following a phone call. Those notes can easily be shared between colleagues, or accessed when the client calls. This accessibility ensures sales or customer service teams have all the context necessary to seamlessly pick up a conversation with a prospect or client.
Increase efficiency thanks to centralised information
There’s nothing worse than losing time looking for information–especially if a prospect or client is on the line. Call notes ensure agents note every detail of a client’s file, no matter how complex the situation. Colleagues can even share the call notes, so the client doesn’t have to repeat themselves each time they speak to a different representative.
Create a personalised experience
With call notes at hand, agents will be able to go far beyond simply referring to clients by name to personalise the interaction. Agents will have a history of the client’s interaction with the business at their fingertips so they can even anticipate what the client’s needs will be. Once you’ve noted the next steps to take for a client, you can schedule the tasks in your sales prospecting tool, which can even automate actions like social media outreach.
Collaborate more effectively
Notes are shared among all members of your team, promoting collaboration and transparency. Agents can take notes directly in the dedicated interface and even send them to their colleagues to move forward more quickly on a file or provide clarification.
