Connect your Intermedia Unite phone system with DealerSocket CRM to eliminate manual data entry, ensure complete customer visibility, and give your dealership real-time insight into every interaction. Every inbound and outbound call is automatically logged to the right customer record, helping sales and service teams stay informed, efficient, and focused on customers.
Key Features
- Automatic Call Logging: Every customer call—whether inbound or outbound—is automatically recorded in DealerSocket CRM with caller name, number, time, and duration. No manual entry required.
- Instant Customer Context: Access up-to-date customer information during every call to deliver faster, more personalized service.
- Actionable Insights: Use built-in reporting and analytics to track call performance, follow-up activity, and team responsiveness.
Benefits
- Boost Productivity: Eliminate manual data entry and reduce time spent switching between systems so your team can focus on customers.
- Enhance Visibility: Give managers clear insight into call activity and follow-ups with automatically logged, accurate call data.
- Increase Operational Efficiency: Streamline sales and service workflows with real-time CRM updates and faster response times.
- Deliver A Consistent Customer Experience: Ensure every team member has instant access to call history and customer details for more personalized conversations.
What Dealerships Can Do with Unite + DealerSocket CRM
With Intermedia Unite and DealerSocket CRM, every call becomes a measurable part of your dealership’s success. Together, they enable your teams to:
- Automatically capture inbound and outbound call details directly within DealerSocket CRM.
- View customer history and prior interactions during each call for better engagement.
- Monitor call activity and performance metrics to improve coaching and outcomes.
- Keep CRM data accurate and up to date without extra steps or manual input.
The result: a fully connected dealership experience where communications, customer data, and performance insights work together to drive results.