Modern cloud-based business phone services have changed over the last few years. Starting out as simple, no-frills phone call systems, they’re now complete communications platforms.
One of the best things they’ve come up with is the concept of phone integrations. These allow you to add telephone functions some of the most important business applications in the market.
Learn more about these useful integrations as you read along.
Microsoft Office Integration
Microsoft Office programs have been making work easy for decades thanks to their user-friendly features. That’s why people still use them to create documents and send email.
If you want complete access to your business communications platform without stopping work on productivity software like Word, Excel, Outlook, you need to look into services that offer integrations with Microsoft 365 and Outlook.
One particularly exciting function is the ability to send faxes directly from Outlook. Additionally, you can sync messages and calendars. This is true whether you’re using the classic or cloud-based Microsoft productivity applications.
A lot of businesses rely exclusively on Google Workspace. Google’s cloud-based answer to office productivity lets you create documents, spreadsheets, and presentations. Even better, it also has real-time editing and collaboration capabilities.
If your work with Google Workspace apps frequently and want a business phone integration for it, check out the “Recommended for Google Apps for Work” list. That way, you’re sure it’s guaranteed to operate seamlessly across Google applications.
Some communications providers offer Google Chrome extensions existing subscribers can use to:
- make outgoing calls straight from their browsers
- schedule online meetings or audio conferences (using Google Hangouts or another meeting solution straight from Google Calendar)
- send or receive business SMS within Gmail
Teams who need to access, edit, comment, and share cloud-based documents often rely on cloud content management and file sharing services.
Have a subscription to a service like Box.com for this purpose? Want to send faxes straight from your account on top that? Try looking for and installing a fax application from the official apps list on this file sharing service’s site.
This way, you don’t have to download your document, fire up your email client or your softphone, upload the document, then wait for it to finish uploading and sending.
You don’t have to worry about file attachment errors when you fax out, either. As you may already know, most of these fax services support a lot of document types.
You can also send out faxes to many recipients at once. Some providers even allow up to 50 numbers or emails in one go.
The Salesforce customer relationship management (CRM) platform has made it easier for companies to sell more and grow faster. That’s why so many businesses use it for their operations
If you use Salesforce and want to connect with customers more quickly, find a cloud phone provider through Salesforce AppExchange. That should let you make calls from Salesforce using a click-to-dial function powered by your phone service provider.
Reaching out to your leads or existing customers is easy with this type of phone integration. You can trigger calls straight from the device you’re using Salesforce on, and have the customer’s information on display.
You can empower your customer service by integrating communications with your Zendesk account. Zendesk is a popular help desk and support ticketing service. With it, you can serve more clients on the fly by having their correct numbers and details at your fingertips.
When you enable this integration, you can have incoming callers’ details displayed automatically. The information can also be matched to existing records in your system.
Apart from that, you can set it up to instantly create tickets for issues and customer support requests as soon as your phone rings.
Maintaining a streamlined and seamless business process can be a bit of a hurdle. This is especially true for small companies. Thankfully, the list of tools designed to make basic workflows (such as communications) more efficient is growing exponentially.
Business applications integration, in particular, bridges the gaps between software used by businesses. For truly modern companies, the name of the game is seamless productivity. Aren’t you glad we have ways to connect our apps now?
Are you able to integrate your communications with the productivity applications you use every day? Have you found an available integration that has totally changed the way you work? Let us know in the comments section below.
Originally published Dec 29, 2017, updated Aug 11, 2020