How Cloud Phone Systems Integrate with Salesforce, Bullhorn and MicrosoftDynamics

For SMEs, managing customer relationships efficiently is critical. Cloud phone systems now

offer full integration with CRM platforms like Salesforce, Bullhorn, and Microsoft

Dynamics, combining communication and customer data in one seamless environment.

This integration drives productivity, improves first-contact resolution, and allows managers to

make better business decisions based on real-time data.

1. What is CRM Integration with Cloud Phone Systems?

CRM integration connects your phone system with customer relationship management

software. This allows:

• Automatic logging of calls

• Screen pop-ups with customer information

• Click-to-dial directly from the CRM

• Improved reporting on call activity
  

These features eliminate manual logging, reduce errors, and save employees significant

time.

2. Benefits for Sales Teams



• Instant access to contact history

•  Track follow-ups and pipeline activity

•  Prioritise leads based on CRM data

•  Reduce missed opportunities

Sales teams can work more efficiently, focusing on high-value tasks rather than

administrative work.

3. Benefits for Customer Service Teams

• Route calls intelligently based on customer profile

• Track service interactions across multiple channels

• Record calls and associate them with customer accounts

• Improve first-contact resolution
  

By integrating cloud telephony with your CRM, customer service teams can deliver faster,

more consistent support.

4. Supported Platforms

Major cloud telephony providers, including 8x8, integrate with:

• Salesforce – for sales pipeline management and service tracking

• Bullhorn – for recruitment and client relationship management

• Microsoft Dynamics – for enterprise-level customer data management

Integrations often include two-way syncing, ensuring that call and customer data remain

accurate across platforms.

5. Enhanced Reporting and Analytics

With CRM integration, managers can monitor:

• Number of calls made per team

• Average handling time

• Customer satisfaction metrics

• Sales conversion rates
  

This enables informed decision-making and continuous improvement in team performance.

6. Streamlined Processes and Reduced Errors

CRM integration eliminates manual processes, reducing human error and ensuring that

customer interactions are logged automatically. Teams spend less time on administration

and more time on revenue-generating activities.

7. Scalability and Flexibility

Integrations scale with your business. Whether your team grows from 20 to 100 users or

adds new departments, cloud telephony remains fully integrated with your CRM.

This ensures consistency and visibility across all locations and teams.

Integrating your cloud phone system with Salesforce, Bullhorn, or Microsoft Dynamics

delivers tangible benefits for both sales and customer service teams. Enhanced reporting,

automated workflows, and real-time customer data help UK SMEs improve productivity and

customer experience.

Schedule a CRM Integration Consultation to see how cloud telephony can transform your

business.