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Ooma Office for Square makes businesses more efficient October 7, 2024 | 2 min read
Key Points • Learn how Ooma and Square work together.
• See how Ooma Office for Square can make your business efficient.
• Find out use cases for your business.
Two essential parts of any customer-facing business are communication and point-of-sale payment. If a small business can’t easily communicate with customers and customers can’t efficiently pay for goods and services, business becomes difficult.
When both are working together in harmony, you can make your business more efficient. Ooma Office for Square allows you to bring together these two vital services. This means you can use Caller ID Pops for incoming and outgoing calls to pull and display client information that’s stored in the Square Customer Directory. That includes recent transactions and upcoming appointments in the Ooma Office desktop application.
How that can help depends entirely on what kind of business you run, so let’s take a look at a few examples of Ooma Office for Square in action.
Salons, spas and massage therapists If you run a salon or spa, you can use Ooma Office’s Virtual Receptionist and scheduling features so customers can book their own appointments. After the appointment is done and the client is happy, you can process payments through Square.
Ooma Office will make sure call handling and appointment confirmations are seamless. Ooma Office for Square offers a complete path from booking to payment. This control over the customer journey will help improve customer satisfaction and loyalty.
Pop-up shops Got a pop-up store or a food truck? Maybe you sell your produce at a farmer’s market every weekend? With Ooma Office, you can handle communications no matter where you are through the mobile app. You’ll even get professional voicemail and call forwarding to pitch in when you’re busy engaging with customers. You can also easily use Square to handle payments on the go.
The one-two punch of handling communications, like customers calling in orders, and then easily processing the payments when they pick them up, is great for retail businesses and makes operations more efficient. Even better, you’ll have easy access to information about your regular customers to speed up orders with the Square Customer Directory.
Real estate Real estate agents are on the go, hosting open houses and meeting clients all over the place. That makes Ooma Office and its mobile app an ideal companion to schedule property tours and keep clients in the loop.
Square can be used to accept deposits, rental payments and other fees during visits. Business is simplified when two apps share information on your most important clients, giving you the edge in a fast-moving, competitive field.
Home repair, plumbers, electricians Field service pros already use Ooma Office on their mobile phones to manage calls, schedule appointments and communicate with customers. With Square, they can easily use the same device to process payments right away. Two apps, one device.
With the combined power of Ooma Office and Square tucked in your back pocket, you’ll be prepared to communicate and accept payment right at the jobsite. This saves time and worry, which can be better spent fixing your clients’ problems.
The perfect pair Operating a business is hard enough, so take advantage of technology to communicate clearly with customers and make it easy for them to pay. With Ooma Office for Square, you can make running a business easier on yourself and those you serve.
Ready to give your business and customers a better experience? You can use Ooma Office for Square free with an Ooma Office Pro Plus subscription . Learn more about the other integrations that you can use with Ooma Office .
Learn more about how Ooma Office can help your business. Talk to one of our Ooma Office experts today!
Mike Butts, director of product marketing for Ooma, Inc., has more than 20 years of experience helping launch and market services and products for the telecommunications and contact center industries. Throughout his career, he has created and implemented strategies to build awareness for cloud-based unified communications, contact centers, AI technologies and smart security solutions.
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