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How to Add Voice Calls to NetHunt CRM From Gmail
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At 30 years old, Gary Rossi isn't your average realtor. Building his own real estate business from the ground up, Michael understands the importance of leveraging technology. His blog contributions focus on how CRMs can empower new and established agents alike, streamlining workflows and enhancing client communication - the most important aspects of a successful real estate business.
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Anna Rodriguez is a CRM consultant with 4 years of experience in helping businesses across various industries select, implement, and manage their CRM systems. She is skilled in CRM system customization, data migration, and user adoption strategies. Anna is passionate about helping businesses unlock the full potential of their CRM systems and fostering a customer-centric culture within organizations. She constantly keeps on top of the newest industry trends and holds a Bachelor's degree in Information Technology.
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Sep 17, 2024, 9:40 am
The corporate world requires you to be on your feet with your clients when it comes to communications. Gmail has become the most integral part of any organization and a good voice call can result in a good deal.
The NetHunt CRM and Voice Call integration is a helpful tool for improving client relationships and expediting communication for NetHunt CRM users who use Gmail.
This guide enables you to bridge the gap between NetHunt CRM and Voice Calls by listing the steps to do the same with Gmail. Let’s dive in!
How to Integrate Voice Calling into NetHunt CRM with Gmail
Voice calls add a human element to conversations, building trust and understanding between businesses and customers. Integrating phone calls from Gmail into NetHunt CRM is a straightforward process.
Follow these steps to improve your communication workflow:
Step 1: Install the NetHunt CRM Extension
The first step requires you to install the NetHunt CRM Extension on your Google Chrome browser.
- Visit the Chrome Web Store. Run a search for ‘NetHunt CRM for Gmail’ and click on the ‘Add to Chrome’ option available in the right corner.
- A dialogue box will appear asking you to confirm the installation. Click on the ‘Proceed’ option.
Step 2: Access Your Gmail Account
- In the next step, you will be asked to log in to your Gmail account.
- Once you have logged in, locate the NetHunt CRM logo on the right side of the panel. It will resemble a small suitcase with the company’s logo. Click on it.
Step 3: Access the Contacts in the NetHunt CRM Sidebar
- The page displayed on your screen will contain various options like leads, contacts, companies, etc.
- Select the ‘Contacts’ tab to access the contact list synced with your NetHunt CRM account.
Step 4: Initiate a Voice Call
- Scroll through your contacts or search for the contact you wish to call.
- Open their profile by clicking on their name and locating the ‘Initiate a Voice Call’ option. This option will only be available if you have a valid NetHunt CRM subscription.
Step 5: Select a Calling Method
- There are various options for initiating a voice call. Take the example of the built-in calling system within NetHunt CRM.
- A prompt will appear asking if you wish to make a call. Proceed with it and your call will be connected.
Congratulations, you’re all set up!
Wrapping Up
Integrating voice calls into NetHunt CRM from Gmail can enhance the efficiency and effectiveness of your customer relationship management process. By seamlessly incorporating voice communication alongside email interactions, you can streamline communication, foster stronger connections with clients, and drive better business outcomes.
With the steps outlined in this guide, your team can communicate more effectively, leverage valuable customer data, and ultimately, deliver a superior customer experience.
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