InGenius Connector Enterprise Microsoft Dynamics CRM 2014

Our Customers

Reputation for Quality InGenius Overview Proven Experience 20 years experience with CTI Over 50,000 active CTI users around the globe Delivered critical CTI solutions for major enterprise customers Support for top enterprise PBX platforms Reputation for Quality Long term OEM partnerships TMC 2011 Product of the Year for Unified Communications

InGenius Connector Enterprise (ICE) NO Desktop Install Dynamics CRM Click-to-Dial & Screen-Pop Solution Handles both inbound and outbound calling Automatic and detailed call logging and reporting inside Microsoft Dynamics CRM

InGenius Connector Enterprise Unified Service Desk Support

Key Differentiators & Value The ICE Difference Value to the Business No Desktop Install Reliable Operation Works in any enterprise environment Works where other software has failed Eliminates unreliable components Avoids all desktop clients Server-based Software Rapid Deployment & Easy Maintenance 1 hour to deploy; simple IT architecture Server Admin UI allows instant updates Eliminates complex IT architecture Single, dedicated connection to phone switch 1 Server (or Virtual Machine) Full Dynamics CRM Integration Familiar & Efficient UI Clear & concise while feature rich Fast, responsive interface Dedicated CTI Architecture No 3rd party components Provides more reliable operation

Key Features Phone System Synchronization High Speed Search Returns phone number searches faster than other solutions Pop records while call is ringing High Speed Search User’s desk phone or soft phone always in synch with InGenius UI Enables all phone switch features: dial, hold, conference, transfer, etc. Phone System Synchronization Any custom object can be screen-popped or used as a pre-fill new item Custom object integration is included as part of deployment Custom Object Integration Any phone number type field can be dialed Dial control accounts for leading/trailing digits and area code needs Advanced Dialing Control

Easy to Deploy Windows 2003/2008 Entire process takes about an hour. STEP 1 Enable CTI Users On Your Switch STEP 2 Setup Your ICE Server or VM STEP 3 Enable CTI for your Users in Microsoft Dynamics CRM Windows 2003/2008 Entire process takes about an hour. Installation guidance and support included in purchase price. Pilot Program available

ICE - Server Requirements Physical Machine or VM Windows 2003/2008 2G RAM 1GB Hard Drive Minimum 2 Core Processor GigE Network Interface This will support up to 500 users

Configure and Capture Data Map To Your Process Automatically Capture Consistent Data: Call – Duration, Type, Result, Agent… Capture – Notes, Follow-ups, Tasks… Auto-Populate – Subjects, Dates, Times… Logged Against– Contacts, Leads, Cases… Use Server UI Update end-users instantly

ICE purchase :: What’s included? Server Based Software No desktop install Uses server or VM Requires 1 hour to setup Deployment Support & Guidance Server deployment MS-CRM install Custom object integration Switch integration Installation verification test Software Assurance Switch version updates O/S updates Browser updates MS-CRM updates License management Key Productivity Features Click-to-dial Screen-pop Full call logging CRM Enables reports and dashboards for call activities Deployment Team Dedicated deployment Manager Telephony/Switch engineer Software support team IT & Networking system engineer Support Break-fix for issues Email & phone support Business hours eastern Custom support contracted Admin Console Software System management console Process integration options Customization & configuration controls Documentation Installation Guide Administration Guide User Guide Installation Readiness Guide Account Management Named account manager Technical Account Manager

Demo

Sr. Manager, Channel and Direct Sales Contact Jeff Knight Sr. Manager, Channel and Direct Sales jeff@ingenius.com 613-591-9002 x3480 613-297-9623 cell