Close Deals Faster and Improve Performance with Contivio for Sales

Sales teams use Contivio’s software to qualify leads faster, improve conversion rates and provide excellent customer service.

Product
Solutions

Close Deals Faster and Improve Performance with Contivio for Sales

Sales teams use Contivio’s software to qualify leads faster, improve conversion rates and provide excellent customer service.

Product

Key Features for Sales Teams

Integrations

Automatic CRM Dialer

For teams that do a lot of cold calling and outbound dialing, Contivio offers a Preview & Predictive Auto-Dialer that can be launched from a CRM saved search, or CSV file of contacts.

Integrations

Voice & SMS Broadcasting

Have a promotional message or announcement you want to share with many contacts? Using Contivio’s Voice & SMS broadcast campaigns, you’ll be able to get your message out with the click of a button.

Integrations

CRM Adaptive Routing

Always ensure your customers are reaching the right rep using CRM Adaptive Routing. Route your customers to their dedicated sales rep, or send them to the appropriate regional team based on their location.

Integrations

CRM Updates & Screen Pops

With Contivio your notes, dispositions and call recordings will automatically be stored in your CRM. Contivio will also screen pop your customer’s information for inbound & outbound calls so you can tailor your conversation.

Automate Sales Workflows & Increase Efficiency

Contivio’s Sales Suite includes tools that automate daily workflows and increase efficiency, allowing your Sales team to focus on what they do best: Speaking to customers! By integrating your phone system with your CRM, your Sales team will always have the latest customer information in front of them, and won’t ever have to manually dial another phone number again.

  • Outbound Dialing
  • Inbound Routing
  • Lead Nurturing

Contivio has developed an entire suite of features built specifically for Sales & Marketing departments. By connecting Contivio’s phone system with your CRM, you can expect a shorter sales cycle, increased productivity and a 360-degree view into all customer communications.

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For Sales, Inside Sales and Account Management teams who do a lot of cold calling and outbound dialing, Contivio offers a Preview & Predictive Dialer that can be launched from a CRM saved search, or CSV file of contacts. With each connected call, Contivio screen pops the lead or customer dashboard within the CRM, providing your reps with all the info they need to know upfront.

Marketing teams use Contivio along with their CRM to broadcast messages to customers for promotional codes, holiday greetings, survey links and more. Using Contivio’s post-media activity logging, they are able to pull reports to see if their efforts drove any sales or inquiries.

On the inbound side, with Preferred Agent Routing, you can always ensure your customers will be routed to their assigned Sales rep or Account Manager every time they call. For walk-ups, Contivio can route the call, chat, or email to your most qualified reps based on competency, skills or territory. Contivio also has a Lead Auto-Dialer that will automatically recognize when a lead filled out your web form and queue up a follow-up call for your next available Sales rep. Now your leads will never go cold.

Contivio’s contact center software was built with Customer Service & Support in mind. By connecting Contivio with your CRM, Ticketing System or Case Management platform, you’ll close tickets faster, provide better customer experiences, and get a holistic view of all communications.

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To ensure customers have the best experiences, Customer Support teams around the world leverage Contivio’s Intelligent Routing across all channels (including phone, voicemail, SMS, live chat, email and fax). Intelligent Routing allows you to route your customers to your most qualified agents based on language, location, department, custom CRM fields, or any other skills.

Using Contivio’s CRM & Case Management integration, your Support team will have all the information in front of them to resolve tickets faster. As soon as a call, chat, email or any other type of media comes in, Contivio can find the customer’s case and pop it up on the agent’s screen. You can even save valuable agent time by offering customers an option to get their order status through Contivio’s self-service IVR.

Customer Service teams also leverage Contivio to spearhead customer retention initiatives. By capturing all of the recordings, dispositions and survey results within your CRM, you can easily identify which customers are at risk, get a break-down of the primary reasons for calling, and keep a pulse on your customer satisfaction levels and Net Promoter Scores.

Contivio offers several features (including Power Dialing, Click-to-Dial, Screen Popping and Intelligent Routing), that are leveraged by billing departments, finance teams and debt collectors across the globe to increase recovery rates, improve efficiency, and reduce operational costs.

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With strict FCC guidelines to follow, debt collectors are benefiting the most from Contivio’s Power dialer. By automating the dialing process, debt collection teams ensure all of their calls are made during the best times of the day, increasing connection rates and adhering to the FCC daily limit of 3 calls per debtor. As the power dialer calls each debtor, it will automatically screen pop the outstanding balance or customer record within the CRM so your representative will see all of the most relevant information.

For inbound, Contivio can recognize when a customer with an outstanding balance is calling your company, and route them to finance directly. When the finance team receives a call, they will see the customer’s latest invoices within the CRM. If your agents are collecting customer payment or credit card information over the phone, rest assured that you will have the option to automatically or manually pause call recording for privacy concerns.

Finally, finance teams who want to increase efficiency can leverage Contivio’s self-service IVR functionality to allow customers to access their latest balance over the phone. Easy!

  • Sales & Marketing

    Contivio has developed an entire suite of features built specifically for Sales & Marketing departments. By connecting Contivio’s phone system with your CRM, you can expect a shorter sales cycle, increased productivity and a 360-degree view into all customer communications.

    For Sales, Inside Sales and Account Management teams who do a lot of cold calling and outbound dialing, Contivio offers a Preview & Predictive Dialer that can be launched from a CRM saved search, or CSV file of contacts. With each connected call, Contivio screen pops the lead or customer dashboard within the CRM, providing your reps with all the info they need to know upfront.
    Marketing teams use Contivio along with their CRM to broadcast messages to customers for promotional codes, holiday greetings, survey links and more. Using Contivio’s post-media activity logging, they are able to pull reports to see if their efforts drove any sales or inquiries.

    On the inbound side, with Preferred Agent Routing, you can always ensure your customers will be routed to their assigned Sales rep or Account Manager every time they call. For walk-ups, Contivio can route the call, chat, or email to your most qualified reps based on competency, skills or territory. Contivio also has a Lead Auto-Dialer that will automatically recognize when a lead filled out your web form and queue up a follow-up call for your next available Sales rep. Now your leads will never go cold.

  • Customer Support

    Contivio’s contact center software was built with Customer Service & Support in mind. By connecting Contivio with your CRM, Ticketing System or Case Management platform, you’ll close tickets faster, provide better customer experiences, and get a holistic view of all communications.

    To ensure customers have the best experiences, Customer Support teams around the world leverage Contivio’s Intelligent Routing across all channels (including phone, voicemail, SMS, live chat, email and fax). Intelligent Routing allows you to route your customers to your most qualified agents based on language, location, department, custom CRM fields, or any other skills.
    Using Contivio’s CRM & Case Management integration, your Support team will have all the information in front of them to resolve tickets faster. As soon as a call, chat, email or any other type of media comes in, Contivio can find the customer’s case and pop it up on the agent’s screen. You can even save valuable agent time by offering customers an option to get their order status through Contivio’s self-service IVR.

    Customer Service teams also leverage Contivio to spearhead customer retention initiatives. By capturing all of the recordings, dispositions and survey results within your CRM, you can easily identify which customers are at risk, get a break-down of the primary reasons for calling, and keep a pulse on your customer satisfaction levels and Net Promoter Scores.

  • Finance Teams

    Contivio offers several features (including Power Dialing, Click-to-Dial, Screen Popping and Intelligent Routing), that are leveraged by billing departments, finance teams and debt collectors across the globe to increase recovery rates, improve efficiency, and reduce operational costs.

    With strict FCC guidelines to follow, debt collectors are benefiting the most from Contivio’s Power dialer. By automating the dialing process, debt collection teams ensure all of their calls are made during the best times of the day, increasing connection rates and adhering to the FCC daily limit of 3 calls per debtor. As the power dialer calls each debtor, it will automatically screen pop the outstanding balance or customer record within the CRM so your representative will see all of the most relevant information.

    For inbound, Contivio can recognize when a customer with an outstanding balance is calling your company, and route them to finance directly. When the finance team receives a call, they will see the customer’s latest invoices within the CRM. If your agents are collecting customer payment or credit card information over the phone, rest assured that you will have the option to automatically or manually pause call recording for privacy concerns.

    Finally, finance teams who want to increase efficiency can leverage Contivio’s self-service IVR functionality to allow customers to access their latest balance over the phone. Easy!

  • Supervisors

    With quality assurance and monitoring tools, real-time reporting dashboards, and workforce management capabilities, managing a Contact Center has never been easier. Contivio provides an easy-to-use GUI Administrative Portal to quickly configure your contact center on the fly.

    Using Contivio, administrators can configure after-hours/holiday schedules, add new phone numbers, set up agents, adjust the IVR, update greetings & music, change queue assignments, and much more. If there are several team members who manage different aspects of Contivio, you can set specific permissions for each one, or create automated reports to push the most pertinent data directly to their inboxes. Contivio also provides a real-time reporting dashboard that makes it easy to visualize your SLAs and KPIs to ensure you’re always on track to hit your goals.
    Since Contivio is tightly integrated with your CRM, you’ll be able to ensure all of your company’s customer information is always logged (including dates, handling time, notes, dispositions, call recordings, chat transcripts, SMS replies, etc.), and you can refer back to it at any time for training purposes or quality assurance.

    Contact Center managers also find the value in Contivio’s supervisor tools located within the toolbar or floating app. All they have to do is locate the agent who is on the phone within the Company Directory, and simply click a button to monitor, whisper or barge into their conversation.

  • Everyone Else

    At Contivio we see the value in having all team members on the same phone system so it’s easy to place calls internally and see everyone’s availability. For employees who simply want to make and take calls and have access to personal voicemail, Contivio also offers a standalone PBX plan.

    For just $10 per user monthly, standalone PBX users will have access to the same phone system and interface as your contact center users, except without the advanced CRM integration or the ability to participate in a queue. This simple package add-on gives administrators the flexibility to manage all of their users, phone numbers, DIDs and extensions all in one administrative portal. Using Contivio’s portal and supervisor dashboard, you can also pull call recordings for PBX users, and report on the total phone and media usage in one place. As an added bonus, if a PBX user ever wants to upgrade to a Contact Center user, it can be done in just minutes.

    In addition to providing flexibility from an administrative standpoint, Contivio’s PBX offering allows all of your employees to be on the same phone system to easily visualize their colleagues’ availability, send internal messages, or transfer calls via your company directory. You also have the option for your team members to use Contivio’s softphone, IP phones (perfect for Conference rooms!), or their cell phones. Now you don’t have to manage multiple vendors!

Across All Channels

Use one system for all of your customer communications across phone, chat, email, SMS, fax and more.

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Trusted By the World's Leading Brands

"We want the customer experience to be as unique and memorable on the phone and online as it is in one of our showrooms across the country. Contivio hit that mark"

~Justin Stevens
Director of Domestic Operations

Alton Lane

"They provide an enterprise solution for our CRM integration with inbound and outbound call traffic that empower our call center agents to be more productive"

~Don Jacaruso
CTO

RMF LLC

"We have a complicated business model, and Contivio has been able to deliver the custom routing we need to provide the best experience for our customers."

~Andre Sprague
Project Manager, Special Projects

Spear Education

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Give your Customers
The Service they Deserve

Want to extend your CRM's core functionality so that you're able to give your customers the very best in personalized service?

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Give your Customers
The Service they Deserve

Want to extend your CRM's core functionality so that you're able to give your customers the very best in personalized service?

Solutions - Sales