PowerPoint Presentation

Seamless Dynamics CRM telephony integration, for all telephone systems.

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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 have a budget of $150 per user annually?4. Do you want enhance productivity by stream lining processes and automating workflows?5. Do you want to improve your bottom line- while improve your customer relationship- while reducing your operating costsDynamics Telephony is for you

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What functionality do you get?Inbound CRM screen pop based on your customers telephone numberClick to dial from anywhere in your CRMCall-back calendar management tool to ensure no appointments are missedAutomatic logging of all telephone activity in the CRM All statistics stored in the CRM using standard CRM toolsA suite of real time dashboards to monitor telephone activityA suite of management reports that capture both inbound and outbound activityCRM embedded dialler for organising your outbound list campaignsNo Server hardware required

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Dynamics Telephony toolbar blends beautifully, and actually results in MORE space for Dynamics CRM

Dynamics Telephony Toolbar

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Call log, screen pop & Click-to-dial

1. Pre screen-pop notification

3. Telephony Controls2. Lead, Account, Contact Screen-pop

Click-to-dial

Call Log

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Built-in Contact Directory

Supports conference & transfer (blind or consult)Personal OR group directory of favorite contactsAd-hoc dialingCall controls and handy directory panel built in to CRM.

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Call Outcome SettingsAll outcomes tracked and reported IN CRM

Unlimited outcomes can be defined & customised

ExamplesTrigger workflow to send email with attachment AND set up callback for 2 days timeAutomatically call the customer back in 30 minutesBusy & No Answer are automatic retries no need for agent to select them.Managed callbacks

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Shared, or personal, lists of contact/account/lead/phone-call entities thatDynamics Telephony EMBEDDED PROGRESSIVE DIALER auto-feeds to a user, or a team of users

Web leads

Customer Lists

Web CallbacksAdvanced FindFile importMarketing AutomationWorkflowsEtc.Dynamics CRM QueueAgent Team

sales

Marketing queueauto-feed

Contact SourcesProgressive Dialer Based on CRM QueuesPROGRESSIVE DIALERAuto-load the next recordPreview time - configurableAuto-dial the phone callAuto-reschedule no answers, busiesOutcomes customizable, unlimitedWrap time - configurableCallbacks same agent or group

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Reporting, in CRMComes 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.

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Architecture

dynamicstelephony.comInstall ServerLicence ServerRun locallyTelephonytoolbarTabbedCRMbrowsing

ANY Telephony cloud or on premises

For Skype-for-business, TAPI, Cisco or Avaya, use Phone or HeadsetFor SIP, use Headset twinned with Phone

CRM online, IFD or on premisesDynamics Telephony entitiesNo modification of standard entities

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Contact

Dynamics Telephony U.S. & CanadaTel: +1 (603) 769 3041 Email: sales@dynamicstelephony.comWebsite: www.dynamicstelephony.com

Dynamics Telephony EMEA Tel: +44 203 432 6850 Email: dt_sales@dynamicstelephony.co.ukWebsite: www.dynamicstelephony.com.uk

All Features: http://dynamicstelephony.com/res/index.php/all-features/

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