Turn Smartphones and Tablets into Business Phones

A CRM is essential for any business that lives on the phone. You make it far more powerful when you pair it with the devices your team already carries: an iPhone, an iPad, or an Android tablet. With the right cloud setup, those everyday devices become full-featured business phones.

Connecting the two might seem tricky, but it is straightforward with the right technology. A cloud dialer that runs alongside your CRM is what makes it work, so an agent can see customer details and place a call on the same screen.

So how do you bring this kind of freedom to your staff and sharpen your communications? You can turn any smartphone or tablet into a business phone with the CallSprout cloud phone system.

How the mobile dialer works

The dialer is simple to set up with your mobile devices and CRM, so it is easy to make calls from anywhere with a connection. If your company keeps in contact with clients every day for sales or customer service, a tool like this quickly becomes invaluable.

It gives your team a faster way to reach people, which matters in a competitive market. For sales, the advantage is being able to contact prospects sooner. Because it runs over the internet rather than legacy phone lines, VoIP often costs around 30 percent less than traditional service, so you gain mobility and trim your phone bill at the same time.

Customer service also gets more efficient. Agents can handle concerns on their smartphone while their CRM stays available through the cloud to supply the data they need.

So what features do you actually gain by turning smartphones and tablets into full-featured business phones? Here are the ones teams reach for most.

Click-to-dial

One feature your team will appreciate is click-to-dial, which lets an agent dial a number at the click of a button. They tap a phone number and the call goes out directly from the screen, with no manual keypad entry.

On a tablet, alongside a CRM, this is a major convenience for sales staff in the field. Your reps can work away from the office more often and still place outbound calls in seconds. The same goes for customer service representatives who work from home or other locations.

Click-to-dial also works like a quick redial. If someone does not answer on the first try, staff can keep calling instantly without retyping the number.

Call records and reporting

Metrics on the outcome of each call matter for sales and customer service managers who need to track how conversations are going.

The dialer gives you several ways to do this. Call records lay out the complete details of what happened on a given extension, which makes it easy to follow each agent's activity through their own extension number.

Real-time call monitoring lets managers see who is on the phone and for how long.

Call recording is just as useful. Managers can play back any phone call to review it fully. Understanding what was said is essential, and so is hearing the tone of voice an agent used. If you would rather not listen back to every call, CallSprout can transcribe calls automatically so a searchable record is ready the moment the call ends.

Take the next call without leaving your screen

A cloud dialer also streamlines how agents move through calls during the day. They can jump to the next call without leaving the screen they are on, and they avoid the extra steps in the CRM that usually slow things down. The result is real multitasking instead of friction. From a single mobile device, an agent can place or take inbound and outbound calls without interruptions.

For sales teams, that smoother flow can meaningfully lift the number of calls each agent makes and takes in a day. Because time is always of the essence in sales, more conversations mean more chances to reach a prospect before a competitor does.

Features built for customer service

Letting your customer service agents work wherever they want is a real perk for anyone who wants more flexibility. Several dialer features make that support more efficient and productive at the same time.

For instance, agents can use call pickup to answer an incoming call for another extension. They can also use call block to keep nuisance callers from tying up the line when more important calls are coming in.

Smart call routing matters for after-hours support, too. Customers can call a single number and have it sent to the right place based on the time of day, so an agent receives it wherever they are. When no one is free to pick up, CallSprout's AI Voice Agent can answer the call, transcribe what the caller needs, and route it based on your CRM, so nothing slips through after hours.

Voicemail to email picks up when an agent cannot take a call right away. During normal hours, the agent just checks email on a mobile device to hear their voicemails. With the dialer, they can listen to a voicemail on a smartphone and then call back instantly through the CRM.

Caller ID is a standard part of the system as well. Your agents see who is calling so they can give your most valuable customers the attention they expect.

Conferencing for teams spread across the map

Whether the work is sales or customer service, your team needs to jump on a conference call when it counts. Many agents are traveling or based in different states, if not on different continents.

The conferencing feature lets your team talk to three people at once without juggling codes or other complications. A barging feature is also available so managers can drop into a conference call when they need to.

A cloud dialer opens up the world to your team, so you do not have to keep anyone chained to an office desk. And because it all runs on a cloud phone system built on a 99.999 percent uptime network, your people stay reachable whether they are at a desk or on the move. You can read more about how reliability holds up the moment a customer calls.

Ready to turn your phones and tablets into full-featured business lines? See how the CallSprout cloud phone system fits your team, or book a demo to watch the AI Voice Agent and mobile dialer in action.