Telephony for Startups: How to Quickly Launch Outbound Sales
A franchise model can differ significantly from a company’s core operations – often functioning as a startup within an existing business. Launching a franchise frequently requires rethinking internal processes and adopting new tools.
That was the case for our client – a chain of coffee shops in Budapest. Initially, the company relied on mobile numbers, email, and various messenger group chats for corporate communications and occasional contact with B2C clients. Interactions with suppliers and other operational processes were recorded in an electronic document management system (EDM) and standard Excel spreadsheets.
When the company entered the B2B market, it established a franchise sales department and implemented a CRM system. Shortly thereafter, it became clear that the telephony system also needed modernization. Managers were losing calls while manually entering data into the CRM, and there was no effective way to monitor conversations.
Client Request and Solution
The client’s main telephony requirements were:
- Call recording and easy CRM integration
- Quick connection of remote employees
- Minimal equipment costs and setup within a few working days
We proposed implementing our “Telephony for Startups” solution, which includes a multi-channel phone number, Virtual PBX, and ready-made integrations with external systems.
Since the company’s name contained numbers, we recommended choosing a memorable local phone number that repeated the same numerical combination – a marketing tactic that enhances brand recognition and company image.
The sales department’s number was activated in just 15 minutes. Installation of the softphone software on managers’ computers, remote connection of all users to the cloud-based Virtual PBX, and CRM integration took one business day in total.
Because the “All Inclusive” PBX plan was selected, the call recording function was automatically included, with no need for additional activation. To store the recordings, the client purchased extra disk space.
Results
As planned, the sales department was able to fully transition to IP telephony within two working days.
No hardware purchases were required — the softphone application was installed directly on employees’ laptops.
Thanks to the CRM integration, managers didn’t need to learn a new tool: all calls are made directly from the CRM interface.
Conversations are recorded automatically and stored in the CRM. The sales manager can easily filter contacts by employee and selectively review recordings. Based on the analysis of these dialogues, the company plans to refine call scripts and conduct targeted training sessions.
The client was pleased with the speed and simplicity of the “Telephony for Startups” implementation and is now planning to expand IP telephony to other departments.
