If your company has multiple numbers or departments, it is sometimes important for an employee to know which number or department the caller is reaching. For example:
The employee can view the aforementioned information on a SIP phone or a softphone. However, if they are using only a mobile phone, they won't be able to determine the specific number or department the customer called.
The primary working principle is that on a softphone or SIP phone with a display, the employee can see the name of the department to which the call has been directed. Here is an example of an incoming call displayed on a softphone:
Sales Department 495 000-00-00 is the name of the department you have created in the cloud PBX.
For example, you have two numbers: +44 326 111-223 and +45 827 222-344. Your employee needs to know which number the client is calling from before answering the call.
To achieve this, you need to take the following steps:
As a result, when a client calls on +44 326 111-223, the employee sees the following information:
If the call is on +45 827 222-344, the employee sees the following information:
This option is enabled manually for each domain. To do this, you need to contact the technical support service to request the activation of this feature.
Sometimes, it is necessary to analyze how many times calls were made to each phone number. This is often needed to evaluate the effectiveness of advertising campaigns.
In the History section, you can see the phone number to which the call was made. You can also export the call history to Excel and create any report you need.
If you are looking for a more convenient system for analyzing advertising campaigns, you can integrate the cloud PBX with call tracking systems.
If your IP phone's screen has only one line, the department name is automatically displayed on it during an incoming call. If this is not suitable for you, please contact technical support. We will configure it so that the department name is not displayed on your phone during incoming calls.
This happens when the cloud PBX is integrated with a CRM system. If the calling client is present in the CRM database, the incoming call will display the client's name from the CRM instead of the department name.