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CTI Integration With Dynamics CRM .pdf



Original filename: CTI Integration With Dynamics CRM.pdf
Title: SugarCRM CTI and ActiveCRM integration with ActivePBX Telephony - ActivePBX | Phone Systems > Evolved

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(866) 330-4678



Enhances company productivity through simpler outbound calling, superior relationship
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monitoring, follow-up activity, lead generation, and innovative analytics.
Call Popups

Real-time Analytics

Click to Dial

CRM Task Creation

Automatic Call Logging

CRM Records Creation

Request a Quote

Calls
We sync your entire list of inbound and outbound phone calls.
ActiveCRM will even tell you who in your company answered the call. We
will let you know who spoke to your lead or customer and what they
spoke about about.

Emails
We will sync your last customer emails from SugarCRM. You’ll never have
to guess what that last conversation was with the customer. Start where
you left off and gain more efficiency.

Notes
Take notes and they will be displayed in the activities slider. Quickly
check your latest notes. Have the necessary intelligence to close those
deals and help customers all from one place.
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@mentions
It’s easy to share you call notes with team members; just type @ and the
username (e.g. @john). Your call notes and record will get emailed
directly to that user. This assures that important information is not only
entered into SugarCRM but also emailed to your teammate.

Task Follow-up
Natural language processing lets you type familiar phrases like “Followup next tomorrow” and ActiveCRM will create a task in SugarCRM to
remind you to follow up with your caller on a specific date!

Indicators
ActiveCRM will show a green indicator on the right corner for both
@mentions and task follow-ups so that you know what activities will be
processed after the call is completed.

Features your users will love, ActiveCRM is not your traditional CTI

Previous calls and notes are pulled in real time directly from

connector.

SugarCRM and displayed in the popup.

All calls are automatically logged. You don’t even need your SugarCRM

The ActiveCRM popup shows entered call notes on all browser tabs.

open or your computer on for ActiveCRM to work.

You’ll never need to remember what tab you were using in order to

Turn on Gamification and encourage engagement with your team.

log your calls.

Click-to-Dial lets your users click any phone number on any website.

Full call history both through ActiveDial and through our Call Center

Salesforce reports, online inboxes and spreadsheets, Linkedin, etc.
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control panel reporting suite.
Easily share notes using the @mention syntax.

No training needed. Easy to use interface.
Need to make lots of calls quickly? Forget those other power dialers,
auto-dialers, progressive and predictive dialers, get our ActiveDialer!
Call center agents take advantage of call popups on every browser
tab. Agents can ad notes and log calls from any website even if they
are not logged into SugarCRM.

Handle multiple calls (Call Waiting) all from the popup, never lose a
call note.
Automatically relate calls to Opportunities and Cases if dialed from
SugarCRM.
Multiple contacts from one number are easy to match right from the
popup.

Quickly open lead / contact names and account information directly in
SugarCRM by clicking a link in the pop up.

Gamification makes sales fun again by rewarding active users.
Popups can hide in an unobtrusive way on the side of your browser.
Easy to understand call metrics.

OUR COM PAN Y
ActivePBX® is a cloud-based business

Everything your business
needs, and then some…

phone system that saves you money
while increasing productivity and
mobility. The system works with your

EXPLOR E OUR FEATUR ES

existing broadband Internet
connection, which eliminates the need
for costly telecom hardware and
traditional phone services.
Phone Systems Evolved ™

Mobility
Intelligence

R ECEN T BLOG POSTS
How to Leverage
Salesforce CRM
and Grow Your
Business

ActivePBX®

October 18, 2016

1-866-330-4678

Why Using Zoho
CRM Will Save
You Money

786-718-1821

Unification

September 6, 2016

Continuity

Magnify Your
Business by
Integrating
SugarCRM with
WordPress

Expertise
Global Reach
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CON TACT IN FO

1444 Biscayne Blvd., Suite 313
Miami, FL 33132

http://activepbx.com

August 31, 2016

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