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Efficy
Software integration

Efficy

Connect your Efficy CRM to Cloud Group's cloud telephony and give your team the full customer picture on every call.

What is Efficy?

Efficy is a European CRM platform that lets companies manage their customer relationships, sales, marketing and customer service in one central place. Organisations of all sizes use Efficy to streamline their commercial follow-up and serve their customers better.

By connecting Efficy to Cloud Group's cloud telephony, you bring your customer data and your telephony together in one place. Your staff see who is calling before they pick up, can dial out straight from Efficy, and never have to register conversations manually. You save time on every customer interaction and give each caller a personal, professional follow-up.

What does this integration deliver?

Customer recognised on every call

Incoming numbers are linked to your Efficy customer records, so your staff instantly know who is calling and which history it relates to.

Call from your Efficy record

Start calls straight from an Efficy contact, without typing numbers, and work more efficiently through your customer base.

Conversations logged automatically

Every conversation is saved automatically against the right customer, so your teams always have an up-to-date, complete record.

Request this integration

Contact your account manager to activate Efficy for your organization.

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