VOIP is now more widely embraced but no vendors are tailoring a solution to advisors. However, some A4A users have had success with VOIP.
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I’ve written about the benefits of my company’s VOIP phone system
. We integrated the VOIP system with our CRM, so recordings of all client calls automatically are saved in our CRM.
This feature keeps everyone honest—our clients as well as our staff. But this is only one of the features with great benefits derived from our VOIP system.
Other notable benefits include cutting the monthly phone bill (12 lines) in half from about $900 to $400, adding extensions in remote locations—including foreign countries, and a web-based dashboard for forwarding incoming calls to my cell or home phone and getting all my messages emailed to me. I can also monitor any calls to or from my staff without them knowing I am listening and have many other benefits from the VOIP system.
But my company is not an advisory firm. Advisor Products and Advisors4Advisors have much more technology expertise than advisory firm. While my experience with VOIP indicates what could be done, it is not typical of what advisory firms actually do.
Please post a comment with the name of your VOIP phone experience and a short description about what’s good or bad about it.
I’ll use that as a starting point for researching a detailed story about VOIP phone systems in which I report on ideas that can save you money and make your life easier.
Are you using a hosted VOIP system or hosting it yourself? Tell us about it.
Have you integrated your VOIP system with a CRM? Did you hire a consultant to switch to VOIP?
If you know the name of your your carrier or SIP trunk provider, please also share that.
Would greatly appreciate guidance from A4A members on this issue.