Personalized Customer Interactions Made Easy, Thanks to Ooma and Square Integration

By Greg Tavarez June 05, 2024

Businesses seek smart communication platforms to streamline internal and external interactions. Their goal is generally to improve efficiency, create better customer experiences and create a central hub for collaboration – all facilitated by features like centralized data and intelligent communication tools.




A platform that delivers this (based on what I have often seen, especially in the past few months) is Ooma.

Ooma is a smart communications platform for businesses and consumers that creates powerful connected experiences for businesses, consumers and service providers. For businesses, Ooma offers advanced voice and collaboration features including messaging, intelligent virtual receptionists and video meetings.

Ooma Office, for example (available in the U.S. and Canada) is a cloud-based phone and unified communications service offering an extensive set of more than 50 features curated to meet the needs of businesses of various sizes.

Just last month, I wrote an article about how Ooma Office business phone and communications service added new features for engaging with customers and driving team collaboration. Some of the new features included a contact us widget, an auto dialer and a scheduled messages feature. Read more about it here.

Staying on course to enhance the customer experience, Ooma recently integrated its Ooma Office business phone service with Square, the globally trusted software, payments and hardware solution for businesses of all sizes.

There is already a broad range of integrations for Ooma Office connecting to CRM and productivity platforms, including Google Chrome Extension, HubSpot (News - Alert), Microsoft Dynamics 365, Salesforce and Zendesk Support.

What the Square integration specifically means for users is that the Ooma Office desktop app can now be used to view information from the Square Customer Directory. This includes customer names, recent purchase history and upcoming appointments. The information is viewed in a caller ID pop-up when placing or receiving calls.

Because customer information is more easily accessible, users can focus on delivering a better personalized customer experience. Also, users can go to the contact entry in the Square Customer Directory with a single click to make any changes.

“We’ve been working to add integrations to Ooma Office because we know our customers expect their technology tools to work together in ways that enhance productivity,” said Dennis Peng (News - Alert), Senior Vice President of Product Management at Ooma. “Square’s popularity with businesses is a perfect match with Ooma’s focus on providing a leading cloud-based phone service that is simple yet powerful.”

The Ooma Office integration with Square is available now and included at no extra cost in the Ooma Office Pro Plus service plan, priced at $29.95 per user per month.




Edited by Alex Passett
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