Integration with Datera
Managing a virtual telephone system in Aura Business
Integration with Datera – efficient handling of outgoing and incoming calls
A CRM system is a tool that enables effective customer relationship management. In many companies, one of the key elements of customer collaboration is mobile customer service, particularly phone calls. The integration of Aura Business with the telephone system allows users to make and receive calls directly from the CRM system's customer card. This enables sales representatives to work more efficiently and ultimately make more calls throughout the day.
Client Testimonial
„Implementing a CRM system is a complex process, and we were aware that it does not always end successfully. The excellent understanding of our needs and professional support from Questy at every stage of the implementation led us to success. Today, I can proudly say that we see an increase in our sales team's efficiency, and that was exactly our goal. I can wholeheartedly recommend Questy and their solution, Aura Business CRM.”
Datera is an official Aura Business partner providing support for virtual telephone systems. By choosing Datera, users receive not only high-quality software but also professional assistance in setting up a dedicated VoIP platform, selecting the right services, and preparing them for operation. Just like Aura Business, Datera solutions are known for their comprehensive customer approach, adaptability to various industries, high SLA, and fast service in case of issues.
How to use the integration with Datera
Integrating Datera with Aura Business software enables users to configure and manage all their Datera telephone system accounts.
For incoming calls to a configured user’s phone number, the system will display a floating button with a phone icon and caller information. Besides the phone number, the button will also show the caller’s name and company if recognized, along with links that allow quick access to the customer’s CRM profile.
For outgoing calls, users simply need to fill out a straightforward integration form. The system administrator enters the Datera login credentials and assigns a specific employee to the account – only that employee will have access, and their phone number will be automatically integrated to ensure data consistency.
Benefits of integrating with Datera in Aura Business
- Ability to make calls to customers directly from the CRM system
- Convenient call reception and handling of recognized customers
- Increased sales – thanks to advanced telecommunication features
- Improved customer service quality
- Budget savings – no need for maintenance, telecommunications specialists, etc.
- Easy management of multiple offices
Want to see how the Aura Business system can meet your company’s needs?
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