1. InGenius Connector Enterprise Microsoft Dynamics CRM
2014

2. Our Customers

3. 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

5. 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

6. InGenius Connector Enterprise
Unified Service Desk Support

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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
& 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

13. Demo

14. Sr. Manager, Channel and Direct Sales
Contact
Jeff Knight
Sr. Manager, Channel and Direct Sales
x3480
cell