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10 Reasons for Combining PowrFone + Highrise |
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Highrise is the highly touted online contact management system produced by 37signals, whom Time magazine calls "One of the Net's Rising Stars" . Per the HighriseHQ.com web site, Highrise is used to: "Track leads, clients, vendors, simple CRM Keep track of who your business talks to, what was said, and what to do next." If you aren't familiar with Highrise, we suggest that you take 30 seconds and sign up for the free account and start using it to track your communications with customers, vendors and business partners as well as share contact data and history with co-workers and employees. Integration with PowrFone is a simple two step process. The following is a list of ten reasons to use PowrFone and Highrise together. - PowrFone automatically creates a new Highrise contact if the Caller ID does not already exist.
- Log calls to your PowrFone number in Highrise - create a note with call time, date, duration in contact matching the Caller ID.
- Create tasks based on caller menu selections, e.g., to request a product XYZ brochure, press 1.
- The dialed number is logged in Highrise so that you know whether they called your New York office, LA office, or the 800#.
- Route calls based on Highrise tags, e.g., callers tagged as delinquent are automatically forwarded to your billing department or VIPs forward to your cell phone.
- Respond to calls with a text message or email, e.g., a customer requesting password reset calls, presses one for password reset, new password email by Powrfone to contacts email address in Highrise.
- Create note in contact history identifying the person by their PowrFone extension.
- Keep track of total duration of phone calls per contact.
- Highrise contacts synced to PowrFone contact database nightly.
- Integration is simple, just copy your Highrise security token into your profile on the PowrFone portal.
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