The company

CapTrader is an online brokerage for investors and traders who want the best in global stock market trading and offers modern technology for trading in stocks, options, derivatives, and futures among others. Based in Germany, CapTrader offers customers 150 exchanges in 33 countries. The services feature awarded support as well as low costs. 
https://www.captrader.com/en

The challenge

CapTrader was seeking to improve their customer friendliness and efficiency in their telephony communication with clients and relations. For customer relationship management the Zoho CRM application was already in use. To establish an integration between the Swyx telephony system and Zoho, CapTrader implemented the fully embedded CloudCTI integration between these essential business tools.

"Thanks to the CloudCTI telephony integration between Swyx and Zoho our 35 sales people gain a lot of time handling their phone contacts every day"

Captrader case
Konstantinos Chalkias
Senior Sales Manager and System Administrator at Captrader

The result

Konstantinos Chalkias, Senior Sales Manager and System Administrator at Captrader, says: “Thanks to the CloudCTI telephony integration between Swyx and Zoho our 35 sales people gain a lot of time handling their phone contacts every day. The truly cloud based and embedded Zoho integration works very smoothly and offers a lot of insight in our business process since calls are registered automatically in the customers file and are visible in a chronological view. Also outbound calls can be set up with a mouse click which saves a lot of time and errors.

Summary

Company
Captrader
Telecomsystem
CRM
Features
Caller recognition
Screen pop caller's file
Call registration
Software
CloudCTI Embedded integration
Advantages
Time efficient
Customer friendly
Business process improvement
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