Feature Highlights of intelli-CTi for Microsoft Dynamics CRM
Below is a selection of product features and screenshots of intelli-CTi with integration with Microsoft Dynamics CRM. Please note that the screenshots below represent intelli-CTi working with Dynamics CRM 2011 through the Outlook 2010 client. This is just one of the possible platforms for providing phone integration with Dynamics CRM. For the latest, up-to-date options, click here.
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intelli-CTi Dialing from Dynamics CRM
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intelli-CTi provides the direct ability to quickly and easily dial CRM Accounts, Contacts and Leads from a single click.
intelli-CTi knows exactly what and who you are viewing in Microsoft Dynamics CRM, and provides a list of possible telephone numbers to dial.
This light-touch approach enables the auto-dialing capability from both CRM detail views and CRM summary lists (dial from list).
As you move from entity to entity within CRM, the intelli-CTi dialer on the side-bar will automatically switch context to the current CRM entity being viewed.
Dialing is as simple as selecting the number and clicking the Dial button on-screen. It's faster, easier and no more mis-dialed numbers!
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intelli-CTi Incoming Caller Recognition
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Upon receipt of an incoming telephone call, intelli-CTi instantly provides the ability to answer and manage the call on-screen.
In addition, intelli-CTi presents automatic caller recognition with its integration with Microsoft Dynamics CRM, including presentation of the caller's details. Selection of the caller will then open and allow instant management from within Microsoft Dynamics CRM.
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intelli-CTi Telephone Call Management and Notes
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intelli-CTi includes on-screen call management options, including Dial, Answer, Hold, Reconnect and Hang-up. It also offers the ability to capture notes throughout the call, while still using the full power of Microsoft Dynamics CRM's comprehensive contact management capabilities. |
intelli-CTi Call Wrapup within Microsoft Dynamics CRM
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After each telephone call is complete, intelli-CTi provides the ability to wrapup the call within Microsoft Dynamics CRM.
The wrapup process incorporates any notes taken during the call, which can be quickly and automatically written to a completed Phone Call Activity - or presented to the user in an Open Phone Call Activity where you can continue to manage the user workflow within Dynamics CRM.
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intelli-CTi Phone Call Activity Creation within Microsoft Dynamics CRM
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intelli-CTi can automatically capture every telephone call as an Open or Completed CRM Phone Call Activity within Microsoft Dynamics CRM, with the option to relate the call to any of the related CRM entities.
intelli-CTi's recording of telephone call activity within CRM harnesses the inherent activity management power and process flow of Microsoft Dynamics CRM.
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intelli-CTi Call History Logging
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In addition, intelli-CTi automatically captures the statistics of each telephone call within Microsoft Dynamics CRM as a structured element of call data.
This statistical recording of telephone call information enables detailed analysis of your telephony activity with your CRM system.
The detail of each Call History record contains a comprehensive record of the call, including:
- Call Relationships (CRM related entities)
- Call Timings (dates, times and durations of calls)
- Call Information (call source, direction, result etc)
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