The “Holy Grail” of CRM has always been
“a single view of all customer-related information”.
However much of the communication with customers is voice communication
and typically this has been very difficult to record and share with
other staff members. However all of that is now changing with the
advent of Voice over IP (VoIP) services, in particular Skype (www.skype.com).
This document should assist you in answering the following typical
questions that are asked:
- How can I share voice, chat and SMS conversations that I have
with customers with other staff members in the company so that
they are also aware of client-related communication?
- How can I link these conversations to the relevant contact(s),
company and/or opportunity?
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