Women using headset and laptop

Capture Leads from Anywhere with the Exciting ChildcareCRM Telephony Integration

By Hope Dasher on May 3, 2022 6:00:00 AM

Did you know almost 25% of inquiries for your childcare business come from phone calls? 

But busy, overloaded staff are often unavailable to answer these calls. When they can, contact information for follow-up is scattered across sticky notes and spreadsheets. And this makes timely follow-up almost impossible – ultimately leading to an inconsistent parent experience. Plus, disorganized lead information creates confusion for new employees. 

To combat this, see how the CRM/CRM+ Telephony feature accurately captures phone leads and stores them in one place. Follow up faster and review calls to train staff easily.  

What Is Telephony?    

It’s hard to keep track of all your leads coming from Facebook, email, text, and phone calls. Opportunities slip through the cracks and training new staff is a challenge when you don’t know if key talking points are being relayed to inquiring families.  

The CRM/CRM+ Telephony feature provides a dedicated phone line and records phone calls and voicemails, then stores them on the family record for review. All inbound and outbound calls and voicemails with families to and from your dedicated number are recorded and saved.  

How Does Telephony Help Me Grow My Business? 

21% of a Millennial's (your #1 parent demographic) day is spent on their mobile phone 

It’s vital that you understand how your inquiring parents like to communicate. You need to grow enrollment by building meaningful relationships with families early in the enrollment journey. 

CRM/CRM+ provides easy access to all your family communications from phone calls to emails in one organized, central hub. Seamlessly grow your childcare business and capture leads from anywhere, with less work. 

1. Never miss another opportunity - capture new calls as leads. 

With the CRM/CRM+ telephony feature, each center location gets a dedicated phone number for both inbound and outbound calls.  

All calls to and from your dedicated number are recorded and saved to an existing family record. Or, if a new family calls to inquire and either speaks with a team member or leaves a voicemail, their phone number and recording are automatically stored as a ‘Pending Lead’ in CRM/CRM+. Follow-up faster and from anywhere, whether you’re at the center or not – ensuring each family receives a quick response. 

2. Organize all your communications with families in one place. 

Manage phone, text, email, website, landing page, and Facebook leads all from CRM/CRM+. Quickly send follow-up communications to move leads from inquiry to enrollment. Guide families through each enrollment stage, starting with the initial phone inquiry.

Example call recordings in CRM/CRM+ 

Example call recordings in CRM/CRM+ 

3. Easily Coach and Train New Staff Members

Review phone recordings to make sure staff are using key talking points to create a positive parent experience across every center. Plus, you can save and review recordings – so new staff can listen to inquiry phone calls and easily learn from them. 

Telephony integration benefits

Telephony integration benefits

Must-Have Telephony Features  

  • Dedicated phone number: Get a dedicated phone number for inbound and outbound calls. 

  • Call forwarding: Calls to your dedicated phone number get automatically forwarded to your existing center location phone number.  

  • Call recording: All inbound and outbound calls plus voicemail on your dedicated phone number are recorded and saved to an existing family record or created as a pending lead with the call recording attached. 

  • Click to Dial: Click phone numbers directly in your CRM to make and record outbound calls. 

  • Analyze your telephony data to increase efficiency and see what’s working to guide families towards enrollment. Track calls made by center directors and center staff - ensuring every family receives a best-in-class enrollment experience.  

Example guardian click to dial functionality in the family hub

Example guardian click to dial functionality in the family hub

How Can I Get Started? 

From recording outbound calls to gaining a designated phone number for each center location – the CRM/CRM+ telephony feature ensures you’re prepared to... 

  • Equip staff with the phone call training they need to succeed 

  • Provide a high-quality enrollment experience across locations 

  • Increase efficiency by having the ability to track all calls made 

Interested in Using ChildcareCRM?  

Schedule a demo to see how you can use the CRM/CRM+ telephony feature to increase efficiency across your center locations. 

Schedule a Demo

Already Have ChildcareCRM?

Learn more about how the CRM/CRM+ telephony feature lets you capture leads from anywhere in our knowledge base article. 

Hope Dasher

Written by Hope Dasher

Hope Dasher is a marketing professional with years of SEO content writing and social media strategy experience. With a bachelor's degree from The University of Texas at Dallas in Psychology and Child Development and an emphasis in language, she has extensive knowledge in the childcare system, effective marketing strategies, and copywriting. Hope serves as a copywriter for ChildcareCRM’s marketing team.

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