Communication is the key factor for successful Customer Relationship Management.
Link your business communication directly with your CRM system – and benefit from significantly leaner processes.
XPhone Connect integrates fully into the Microsoft Dynamics CRM interface and provides all telephony functions. One click is enough to start a call.
All CRM contacts are available via free text search in the XPhone Client and are identified directly upon incoming calls. Not only the name and company of the caller are displayed: you can automatically display any data from the CRM system or even have certain input masks started – exactly tailored to your needs.
Do your employees regularly work in the field? With the Mobile App, you can access all CRM contacts on the go while they are protected on your server in compliance with data protection regulations. Incoming callers are also reliably identified on the smartphone.
In the Dashboard Designer, ready-made Dashboard templates are
available for a variety of CRM versions. Through these dashboards, CRM actions
(e.g., open contact masks, call notes, appointments, tasks, e-mail, fax,
letter) can be made available directly when an incoming call is received. The
scope of the dashboard templates depends on the CRM version you are using.