Direct client information€¦ · see an overview of previous calls or directly log a new call. ......
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Direct client information When you receive an incoming call or chat, a pop- up will appear, listing the most important customer details. The main difference with the default Skype for Business popup is the inclusion of information from the CRM, while normally Skype only shows information available from Outlook. Quicker solutions for customers You are always well informed with the link between the CRM software wvand Skype for Business. When you receive an incoming call or chat, a pop-up will appear, listing the most important customer details. You will not only see information on the customer’s position and account type; you can also view their previous calls. This way, you have to ask fewer questions and thus help the customer more quickly. Client experience By enabling the immediate recognition of the caller, prevents the employee having to ask redundant questions. Faster service envokes a better experience for your clients, since they are being helped quickly and efficiently. ToastAR 2.0 Including: • Name, address, city of residence • Status • Click through to CRM • Direct access to relevant information Regardless of whether they are working at home or at the office, your customers always expect good service. The link between CRM software and Skype for Business enables you to provide your customers faster and more efficient support. While calling or chatting with a customer, you can see an overview of previous calls or directly log a new call.
Transcript of Direct client information€¦ · see an overview of previous calls or directly log a new call. ......
Direct client informationWhen you receive an incoming call or chat, a pop-up will appear, listing the most important customer details. The main difference with the default Skype for Business popup is the inclusion of information from the CRM, while normally Skype only shows information available from Outlook.
Quicker solutions for customersYou are always well informed with the link between the CRM software wvand Skype for Business. When you receive an incoming call or chat, a pop-up will appear, listing the most important customer details. You will not only see information on the customer’s position and account type; you can also view their previous calls. This way, you have to ask fewer questions and thus help the customer more quickly.
Client experienceBy enabling the immediate recognition of the caller, prevents the employee having to ask redundant questions. Faster service envokes a better experience for your clients, since they are being helped quickly and efficiently.
ToastAR 2.0
Including:• Name, address, city of residence
• Status • Click through to CRM• Direct access to relevant information
Regardless of whether they are working at home or at the office, your customers always expect good service. The link between CRM software and Skype for Business enables you to provide your customers faster and more efficient support. While calling or chatting with a customer, you can see an overview of previous calls or directly log a new call.
Click and callWith the ToastAR you are able to call phone numbers with ease. You can select a phone number from a website, and by pressing the hotkey F8 immediately start the phone conversation. This works from almost any application such as Microsoft Outlook, Internet Browser and of course your CRM software.
About Ask Roger!Ask Roger! is a Dutch ICT- and software-company with two offices in Delft and Houten. As a specialist in communication solutions (telephone, video, online chat) we deliver telephony solutions integrated with Skype for Business, Whatsapp or the web.
RequirementsSkype for Business, Microsoft Lync 2013 On-premise & Office 365 Compatible Windows 2008 R2/2012 Server (Framework 4.5/IIS) Windows 7 / 8 / 8.1 / 10
Quickly search contactYou can quickly search for a contact in the CRM software and Outlook via the quick search bar. You type the name of the person you want to call or chat with and the results appear directly on your screen. It also shows if a contact is online. You can start a phone call or chat with just one click. If the contact uses Skype for Business too, their availability is visible as well.
Ask Roger! DelftMijnbouwstraat 1062628 RX Delft
Ask Roger! HoutenElzenkade 13992 AD Houten
088 - [email protected]
