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- “Click to Call” - Screen Pop - Outbound Campaign Management … embedded in Microsoft Dynamics CRM www.dynamicstelephony.com.

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Presentation on theme: "- “Click to Call” - Screen Pop - Outbound Campaign Management … embedded in Microsoft Dynamics CRM www.dynamicstelephony.com."— Presentation transcript:

1 - “Click to Call” - Screen Pop - Outbound Campaign Management … embedded in Microsoft Dynamics CRM

2 Key Functionality 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

3 Key Benefits Improve call completion rate Control outbound operations
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

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

5 Embedded Telephony Controls
Inbound Call Controls and screen pop

6 Custom Call Outcomes Tracked & reported in the CRM

7 Call Activity Dashboards
CRM Dashboards show call activity

8 Dynamics CRM embedded Dialer
Create an outbound campaign with just 2 clicks

9 Dynamics CRM Queues Shared lists of contact/account/lead/phone-call entities that Dynamics Telephony feeds to teams of users via our Progressive Dialer SOURCES Web Leads box Marketing Lists Renewals Collections Dynamics CRM Queues Agent Teams marketing sales admin

10 Email: e.steede@dynamicstelephony.com
Contact: Eddie Steede Tel:    +1 (603)     Website:


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