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Seamless Dynamics CRM telephony integration for all telephone systems
Dynamics Telephony Toolbar
Dynamics Telephony toolbar blends beautifully, and actually results in MORE space for Dynamics CRM
Embedded Telephony Controls
2. Inbound Call Controls 1. Pre screen pop notification
3. Lead/Contact/Account screen pop
Incoming Screen Pop –Single match
If only one matching item is found, the application assumes it is correct and it will select this item automatically. The underlying phonecall activity created for the call will be updated using the matched entity as the “From Party” of the phone call. Clicking on the CallTab will answer the call and the matching CRM entity will be displayed.
Incoming Screen Pop –Multiple matches
If more than one match is found, a list of matches is presented to the agent. The agent can click on the relevant one from the list to answer the call and navigate to that entity. If the agent is unsure which match is the relevant one, they can click on the CallTab to answer the call, and then after talking to the client, can decide which matching item to select.
Inbuilt Contact Directory
Directory can be set up for group Directory can be set up per person Shows presence if available from PABX
Custom Call Outcomes
Tracked & reported in the CRM
Call outcomes can trigger events e.g email, FAX
Call Outcome Settings
Shared lists of contact/account/lead/phone-call entities thatDynamics Telephony embedded CRM progressive dialler feeds to teams of users
Dynamics CRM Queues – Outbound Dialler
SOURCES
Web Leads
Email box
Marketing Lists
Renewals
Collections
IM, SMS, Webform
Dynamics CRM Queues Agent Teams
marketing
sales
admin
sales
admin
supportsupport
Reporting
Comes with a suite of Dynamics Telephony Dashboards
Personal, real-time view of results progress through the Dialer List and projected completion time.
Agent Dashboard
- See all agents realtime status, including who they are talking to- Colour coded when thresholds exceeded.
Realtime Agent Status Dashboard
Call Activity Dashboards
CRM Dashboards show call activity
Architecturedynamicstelephony.com• Install Server• Licence Server
• Run locally• Telephony
toolbar• Tabbed
CRMbrowsing
• ANY Telephony - cloud or on premises• For Skype-for-business, TAPI, Cisco or Avaya, use Phone or Headset• For SIP, use Headset twinned with Phone
• CRM online, IFD or on premises• Dynamics Telephony entities• No modification of standard entities
All Features: http://dynamicstelephony.com/res/index.php/all-features/
Contact: Europe
Tel: +442034326850
Email: [email protected]
Website: www.dynamicstelephony.co.uk
Contact: US
Tel: +1 603 769 3041
Email: [email protected]
Website: www.dynamicstelephony.com
