XPhone Connect for Skype for Business

How can you save time while simultaneously improving your customer service? Easy: by automatically availing of all relevant information during each conversation.

The XPhone 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.).