Databases and CRM systems are at the heart of all modern
organisations. Whether they contain details of customers,
suppliers or prospects, they are a central store of communication
between your business and others. Telephone usage and
conversations can be integrated with these systems to provide a
whole host of features.
Screen popping is the most common form of requested
integration. Phone Client offers off the shelf screen popping
to a range of applications. Find out more about Screen Popping.
Call Data History
In an ideal world it would be great to keep a record of
every contact with a customer or distributor; that way you have a
history of any interaction and can plan marketing and track costs
Phone Client can automatically create a log of calls to or from
a client. It can log how long the call was, what the result
of the call was (account code), what line the call came in on and
it can even log a hyperlink to a recording of the call.
Initiating a call from the desktop using a short cut key or
mouse click is a great deal quicker and easier than typing a number
out on a telephone. Not only does it save time for the user
but it also cuts down on any misdials.
Phone Client presents the user with a number of ways to dial
from a desktop application:
- TAPI - Any
applications that support 1st party TAPI will be able to dial
- Highlight & Dial - Most
applications support our highlight and dial feature
integration - For custom in-house applications, outbound
dialling can be implemented easily using one of our APIs
For CRM application that have user calendars, Phone Client can
automatically place the user in and out of DND on their telephone
depending on whether they are in a meeting or not.
Call Recording Links
When the Call Data History feature is used in conjunction with
the Xarios Call
Recorder it is possible to store a hyperlink directly to a
playback window for the call. This allows users with call
recording access to play calls back straight from within a CRM
package without having to go searching for the recording on the
To check which features work on which telephone
system / CRM package, please reference our Integration
Compatibility matrix above.