TigerLRM’s new Phone Integration functionality now allows users to receive and make inbound and outbound phone calls directly in the LRM via our Twilio integration. For inbound calls, all a user needs to do is be logged into their TigerLRM account, and any call from a lead or contact associated with the user’s account will be able to be answered directly in the TigerLRM app.
For outbound calls, users will not only be able to call leads and prospects directly from the platform, but also have more options on which outbound phone number they want to be displayed and seen by the call’s recipient. To make an outbound call the user just has to click on the contact’s phone number and follow the indicated steps.
This addition to our integrated telephony feature connected through Twilio allows users to maintain their entire workflow in the TigerLRM platform, removing the need for external calling devices and increasing the users efficiency. Additionally, it allows for a more complete log of touches and outreach, ensuring that every call to clients, prospects and opportunities is documented and that communications are being maintained.
To assign a sales enablement user, simply go to Administrator > User Management > Edit User.
Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.You can access your Dashboard here.