Seamless Dynamics CRM telephony integration, for all ...dynamicstelephony.com/Dynamics Telephony...
Transcript of Seamless Dynamics CRM telephony integration, for all ...dynamicstelephony.com/Dynamics Telephony...
Seamless Dynamics CRM telephony integration, for all telephone systems.
Why would you want CRM telephony integration?
1. Do you want all your telephone activity properly tracked in your CRM?
2. Do you want to increase your outbound talk-time by 50% ?
3. Do you want enhance productivity by stream lining processes and automating workflows?
4. Do you want to improve your bottom line- while improve your customer relationship- while reducing your operating costs
Dynamics Telephony is for you
What functionality do you get?
1. Inbound CRM screen pop based on your customers telephone number
2. Click to dial from anywhere in your CRM
3. Call-back calendar management tool to ensure no appointments are missed
4. Automatic logging of all telephone activity in the CRM
5. All statistics stored in the CRM using standard CRM tools
6. A suite of real time dashboards to monitor telephone activity
7. A suite of management reports that capture both inbound and outbound
activity
8. Optional CRM embedded dialler for organising your outbound list campaigns
9. No Server hardware required
Dynamics Telephony toolbar blends beautifully, and actually results in MORE space for Dynamics CRM
Dynamics Telephony Toolbar
Call log, screen pop & Click-to-dial
1. Pre screen-pop notification3. Telephony Controls
2. Lead, Account, Contact Screen-
pop
Click-to-dialCall Log
Built-in Contact Directory
Supports conference & transfer (blind or consult)
Personal OR group directory of favorite
contacts
Ad-hoc dialing
Call controls and handy directory panel built in to CRM.
Call Outcome Settings
All outcomes tracked and reported IN CRM
Unlimited outcomes can be defined & customised
Examples…
Trigger workflow to send email with attachment
AND set up callback for 2 days time
Automatically call the customer back in 30
minutes
Busy & No Answer are automatic retries – no
need for agent to select them.
Managed callbacks
Shared, or personal, lists of contact/account/lead/phone-call entities that
Dynamics Telephony EMBEDDED PROGRESSIVE DIALER auto-feeds to a user, or a team of users
Web leads
Customer Lists
Web CallbacksAdvanced Find
File importMarketing Automation
WorkflowsEtc.
Dynamics CRM Queue Agent Team
salesMarketing queue auto-feed
Contact Sources
Progressive Dialer – Based on CRM Queues
PROGRESSIVE DIALER• Auto-load the next record• Preview time - configurable• Auto-dial the phone call• Auto-reschedule no answers, busies• Outcomes – customizable, unlimited• Wrap time - configurable• Callbacks – same agent or group
Reporting, in CRM
Comes with a suite of Dynamics Telephony Dashboards
Display in CRM
Historical & Real-time
See all agents real-time status, including who they are talking to
Colour coded when thresholds exceeded.
Architecture
dynamicstelephony.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
Contact
Dynamics Telephony U.S. & Canada
Tel: +1 (603) 769 3041
Email: [email protected]
Website: www.dynamicstelephony.com
Dynamics Telephony EMEA
Tel: +44 203 432 6850
Email: [email protected]
Website: www.dynamicstelephony.com.uk
All Features: http://dynamicstelephony.com/res/index.php/all-features/