XPhone Connect can not only be deployed as a stand-alone-solution. Thanks to the modularity and interoperability of the platform, XPhone Connect can also be deployed to enhance 3rd party solutions such as Skype for Business.
XPhone Connect enables you to extend Skype for Business to include numerous valuable functions. Connect various data sources such as ERP or CRM systems: All contacts are available directly in the Skype client via free text search and are simultaneously used for caller identification.
Or go even a step further and use so-called dashboards to integrate virtualy any contact related information stored in the connected data sources such as ERP, HR or CRM system into your conversations. Deploy application integration in your organisation and provide your employees with relevant information when they need it: XPhone Connect turns Skype for Business into a Swiss Army Knife of application integration and a powerful contact search engine.
How can you save time while simultaneously improving your customer service? Easy: by automatically availing of all relevant information during each conversation.
Connect Dashboard bridges the gap between your business applications and your
communication. Enabling you to display any information such as customer
number or payment term stored in your CRM or ERP system directly
in your XPhone Connect dashboard. You decide which data this is.
Dashboards can be automatically displayed for incoming and outgoing calls and chats.
You don’t just want to talk. You want to act, too! Fast and without detours. Our tip: make use of shortcuts.
Start actions immediately from you dashboard: Create a new sales opportunity, automatically fill a Word template with the caller's data or open the contact record in the original source.
It is just as easy to integrate web links in your dashboard to plan the
route your contact´s address at a single click or to jump right to the LinkedIn profile of your interlocutor. Everything tailored to your needs.
Each department has a different perspective. While the CRM system may be the decisive tool for Sales, your Customer Service team may apply its own ticket system. And even if the same software is the most important tool, it is usually the data that counts.
You can tailor
the XPhone Connect Dashboard exactly to the requirements of individual
departments or teams. When a customer rings Sales, the customer number and
payment term, for example, are displayed to the Sales Rep. If the same customer calls support, the dashboard provides information about the ticket history and the product version used instead. The actions can also be tailored to fit perfectly. While the sales department can create a new sales opportunity directly from the Dashboard, the customer service opens the caller´s last ticket with a single click.
Dashboards are set up centrally by the administrator. In the Dashboard Designer – a visual design tool based on the “WYSIWYG” principle (“What you see, is what you get”) – any number of dashboards can be defined. Components such as address blocks or actions can be easily compiled via Drag & Drop.
To get you started, we provide a wide range of predefined elements (show contact's address, show address on map, embed web site or iFrame, etc.). Additionally, out-of-the-box standard dashboards are available for Microsoft Outlook, Microsoft Dynamics CRM, Microsoft Dynamics NAV, SAP and Salesforce with various actions (create call notes, task, appointment, open contact mask, etc.).
Using the XPhone Connect Directory, practically any data source can be connected to Skype for Business. The result: whether ERP, CRM or cloud service – all data sources are available directly in the Skype client via free-text search, whereby both advanced searches can be carried out and exclusion criteria defined. The original file is always accessed; data is not replicated. The permissions can be assigned based on Active Directory users and security groups. Applications are integrated without programming: via Drag & Drop, any data fields can be assigned in the XPhone Connect Directory and made available centrally for all Skype clients (Windows, MAC & mobile).
But not only company contacts are of relevance for everyday tasks.
Whether you are looking for a hotel or a car hire company, XPhone permits
access to the entire Telefonbuch Deutschland, thereby making more than 30
million official contact data items available in the Skype client. This data is
simultaneously used as caller ID: for reliable identification even of callers
who have not been previously stored in any company data base.
1 - On LDAP-enabled
phones, access to personal contacts is only possible when user authentication
is supported by the device.
2 - Compatibility and functional scope are dependent on the LDAP phone used.
1 - On LDAP-enabled phones, access to personal contacts is only possible when user authentication is supported by the device.
Contact data integration
Skype for Business 2019
Skype for Business 2016
Skype for Business 2015
Skype for Business (Mobile)
1 The Skype for Business Mobile Client (Android) displays the presence information under a search result. If, however, the result is from the XPhone Connect Directory, "update running" is permanently displayed. This behaviour has been investigated and is caused by the Skype for Business Mobile Client (Android).