You can focus on your counterpart
If you want to call
someone, just click on the phone number. ERM-CTI connects you immediatly. And if
you find a phone number in a document, on a website or an email:
mark it and dial via ERM-CTI. This makes calling easy and speeds up
your daily workflow. The most important win: you can completely
concentrate on the conversation with the partner at hand. Typing phone numbers
or searching clients in your CRM system leads to lacking in
concentration.
GoldMine, infor CRM (SalesLogix), MS-CRM supported
Now you can use one TAPI interface for the most interesting CRM
systems - and you can use them parallel at the same time.
Incoming calls - be quick and informed!
Incomming calls often
innitiate internal processes. You have to store and link information and
transfer them to your colleagues. ERM-CTI helps you to be efficient: opens
the contact in your CRM system and initiates an "incoming call" record. So all
information are linked to the proper contact in your central CRM or ERP
system. Your colleagues are automatically informed and can process the
request.
Support yourself and your colleagues with necessary information
You
know this situation: a client calls and new colleague does
not understand the importance or the call: ERM-CTI shows important
information about your client BEFORE you take the call. The information are
displayed in an ERM-CTI pop-up-window and you are prepared before you answers
the call.
Call lists with redial function
Coming back to your desk
you can check missed calls and linked contact information from your CRM
system. One click and ERM-CTI innitiates the call back.
Every call is documented.
Due to the link of phone system and your
CRM system all incoming and outgoing can be documented very easy. One click
opens the "complete call"record and assits cyou on your workflow.
Fuzzy search - recognise existing relationships.
You
cannot store all client numbers in your CRM system! But ERM CTI can search for
similar numbers cutting away the last digits. So ERM CTI finds the company
record and displays related contacts. Every ERM CTI user can
manage its own "fuzziness" if the direct number is not in your system. Even
if your client is calling from another desk you will see who is calling before
you answer the call.
And if you type a number manually?
Even if you type a
number on your phone ERM-CTI searches the number in your CRM system and displays
the proper record.
