Consider this common scenario for one of your end customers, a growing services business: 

The Problem: Calls interrupt their salespeople and consultants, who have no idea who is on the line. They scramble to find information, often starting with, “Sorry, can you remind me who you are?” This makes the caller feel like a stranger and wastes valuable time. 

With CRM Integration, managed effortlessly via cloud configuration, the moment the phone rings in Teams, a desktop client pops up showing the employee everything they need to know: the caller’s name, company, recent support tickets, and open sales opportunities. Before they even say hello, they have the context to greet the caller personally and address their needs proactively. This transforms a frustrating exchange into a positive, efficient, and loyalty-building experience.

Now, thanks to the option to run CRM Integration and Call Analytics together, your customers can maximize the benefits of both products in a single deployment. 

CRM Integration solves this by streamlining the entire workflow. During a call, an employee can: 

• Add notes directly within the integration’s pop-up window.
• Log the call activity automatically into the CRM with a single click.

There’s no need to toggle between screens or remember to update records after the fact. If a more complex action is needed, like escalating a ticket, one click takes them to the full CRM record, with all the call context carried over. For service providers, cloud-based configuration enables you to apply these productivity enhancements at scale, making updates and policy changes centrally and ensuring a consistent experience for all customers. Alongside simultaneous deployment of CRM Integration and Call Analytics, you can offer customers greater flexibility and coverage for their operational needs.

By eliminating these small frictions, you help your customers’ teams become more productive, focused, and effective. 

Every call becomes an opportunity to reinforce the relationship. Employees who aren’t trained call center agents can respond like experts, equipped with the history and context to provide truly personal service. With centralized cloud management, it is easy to maintain up-to-date integrations across multiple customer environments, allowing you to deliver these experiences without added complexity. And now, by enabling both CRM Integration and Call Analytics for the same customer, you give your clients even more resources to impress their customers and strengthen retention. This proactive and informed approach makes callers feel recognized and appreciated, which is the foundation of long-term satisfaction and retention.

You are not just selling a feature; you are selling a pathway to stronger customer relationships for your clients.

With cloud configuration, you can roll out integrations to multiple customers at once, apply updates automatically, and enforce consistent policies without the need for site-by-site intervention. This reduces operational overhead and ensures a smooth, standardized experience for every end user. 

When combined with Call Analytics, you extend this advantage further. Together, the two products can be deployed side by side within the same Teams environment, giving customers seamless access to both CRM-driven interactions and real-time call reporting. This means sales teams, consultants, and managers get the context they need to serve customers in the moment, while also capturing valuable data about performance and outcomes. You deliver immediate customer experience improvements as well as long-term visibility into patterns and trends. 

The result is a flexible, future-proof solution that grows with your customer base, without increasing your complexity. 

With centralized configuration in the cloud, you deliver these enhanced capabilities to customers quickly and consistently. This is a standard many expect, but an advantage when combined with other value-added services. With the ability to support both CRM Integration and Call Analytics in the same deployment, you set yourself apart by offering a unique, flexible solution. This positions you as a forward-thinking partner invested in your customers’ success. It increases the stickiness of your offering, making it much harder for a competitor to displace you. You are no longer just a vendor; you are an essential part of your customers’ strategy for growth and customer satisfaction. 

Give Your Customers the Tools to Win

Offering CRM Integration is more than a product update. It is a strategic enhancement to your portfolio. Through powerful, cloud-enabled configuration and management, you empower your customers to improve their efficiency and strengthen their client relationships, all while differentiating your own services. Plus, with a single deployment supporting both CRM Integration and Call Analytics, you deliver maximum value with even less complexity. It is a clear win-win that drives value across the entire ecosystem. 

Ready to enhance your UC offering and provide your customers with a powerful tool to build loyalty? It is time to explore adding CRM Integration and Call Analytics to your services.