www.dynamicstelephony.com

- “Click to Call”- Screen Pop- Outbound Campaign Management

… embedded in Microsoft Dynamics CRM

• Screenpop the customer record with incoming call– Reduced call handling time– CSR’s are aware of who is calling –superior customer service– Automatic entry of call record in CRM- call history per contact

• Call Controls embedded in the CRM– Call answer, call transfer, in call timers available as part of the CRM screen– Internal customised directory available to ease of transfer.– “click to dial” functionality on any telephony number within the CRM

• Dashboards and reporting– A suite of CRM dashboards provide full real time activity information– All call statistics are stored in the CRM database providing a historical view of call

activity

Key Functionality

• Improve call completion rate– Up to 100% agent productivity improvements

• Control outbound operations–Management reporting on all inbound & outbound activity

• Energise your agents– Less repetitive actions, more results, less staff turnover

All embedded in Microsoft Dynamics CRM

Key Benefits

Dynamics Telephony Toolbar

Dynamics CRM with NO Dynamics TelephonyDynamics Telephony toolbar blends beautifully, and actually results in MORE space for Dynamics CRM

Embedded Telephony Controls

Inbound Call Controls and screen pop

Custom Call Outcomes

Tracked & reported in the CRM

Call Activity Dashboards

CRM Dashboards show call activity

Dynamics CRM embedded Dialer

Create an outbound campaign with just 2 clicks

Dynamics CRM Queues

Shared lists of contact/account/lead/phone-call entities thatDynamics Telephony feeds to teams of users via our Progressive Dialer

SOURCES

Web Leads

Email box

Marketing Lists

Renewals

Collections

Dynamics CRM Queues Agent Teams

marketing

sales

admin

sales

admin

Contact: Eddie Steede

Tel: +1 (603) 769 3041

Email: e.steede@dynamicstelephony.com

Website: www.dynamicstelephony.com