In almost every customer record the landline number comes first – the form dates from a time when the office made the calls. Today the mobile phone calls.
What your team experiences when only the first field counts
- The customer is in the CRM – and still only a number appears, because they are calling from a mobile.
- Someone searches by hand while the phone rings.
- Contacts get created twice, because the existing one was not found.
- Nobody notices: "not found" looks exactly like "not in there".
How Haus iT Caller ID does it
On every call, Haus iT Caller ID searches landline and mobile at the same time – wherever your CRM allows it, and while the phone is still ringing. Whether your customer calls from the office or from a mobile on the road: their name appears in the Webex sidebar before you answer.
- The phone ringsthe number is a mobile number
- Both fields are searchedlandline and mobile at the same time
- The name is thereeven though the first field holds the landline
| Searching the first field only | With Haus iT Caller ID | |
|---|---|---|
| Call from the office | recognised | recognised |
| Call from a mobile | just a number | recognised |
| What your team does | search, guess, create duplicates | answer and greet by name |
What we check before every connection
Not every CRM can be queried this way: some only search a single phone field per request. Whether your system can do both, we check against the vendor's documentation before every connection. Systems that cannot search by phone number at all are not on offer.
In short
Your customers call from their mobiles. With Haus iT Caller ID their name still appears – without anyone searching.
Frequently asked questions
Why is searching the first phone field not enough?
Because it usually holds the landline number – but people call from their mobiles. At one site, 98.6 per cent of recognised callers used a mobile number.
Does Haus iT Caller ID also find customers who call from a mobile?
Yes. It searches landline and mobile at the same time, wherever your CRM allows it. You do not have to rearrange your contacts.
What if my CRM can only search one phone field?
We check that against the vendor's documentation before every connection. Ask us before you decide – we will tell you plainly what your system can do.
Do I have to restructure my contacts?
No. All that matters is that the mobile number is in the mobile field and not in a note.