CRM integrated desktop caller ID saves time

Dakine Software's Whodat! application leverages Microsoft Dynamics CRM records, bringing your customer's information directly to your agent's screen every time a customer calls.

Bring the relationship that you have with your customers closer.  With direct access to customer account information, your agents can view customer history in a matter of seconds, eliminating having to manually retrieve account records.  Being able to instantly view and modify client cases and opportunities means your customers no longer have to wait for you to get caught up.

You can save at least 15 seconds off each call in to your business.  The time saved by utilizing Whodat! quickly adds up (e.g. 1000 calls daily saves you 4 hours each day). You can cut costs or invest these savings into business development strategies.

Here’s How Your Business Benefits

• Improved Efficiency – Reduce the time it takes to retrieve basic information from customers calling in to your business.
• Personalized Service – Caller ID combined with Microsoft Dynamic CRM account and contact information means that customers are recognized by name.
• Improved Customer Service – Having caller information immediately available, allows agents to service callers more professionally and accurately – improving their perception of your company.
• More Accurate Customer Information – Because the Microsoft Dynamics CRM record corresponding to a caller is a double-click away, every time a customer calls in, agents can easily update and maintain customer information. You will significantly improve the accuracy and value of your records, as they are always up to date.