You have a lot of valuable information about your customers - but do you have this data to hand when the phone rings? With XPhone Connect you never have to search for a customer number again, or for your call partner's most recent orders. You can view any information stored in applications such as your CRM or ERP system directly during the call.
How can you save time while simultaneously improving your customer service? Simple. By having all the information you need for customer contacts automatically in view during every call.
Connect Dashboard bridges the gap between your applications and your
communications system: any information stored in your CRM or ERP system, such
as customer numbers or payment terms, can be displayed directly in your Client.
You determine what that data is.
Our tip for an efficient work day: create shortcuts. Our shortcut is called AppLink.
With AppLinks you can launch actions directly from your client: create a new opportunity, a call alert, a meeting or open the contact data in the original source.
You can just
as flexibly integrate web links into your dashboard and thus e.g. directly
calculate a route to the contact with a click. Everything just as you need it.
Every department has a different perspective. For Sales e.g. the CRM system is the crucial tool, for Service the ticket system. You can tailor XPhone Connect dashboards exactly to the needs of individual departments or teams. If a customer calls in Sales, for example, the customer number and payment terms are displayed to the employee. If the same customer calls in Support, the dashboard contains information on the ticket history. It is also possible to precisely tailor the actions: while Sales can create a new opportunity, Service opens the last ticket with a click.
The dashboards are created centrally by the administrator. In the Dashboard Designer - a visual design tool following the "WYSIWIG" principle ("What you see is what you get") - any number of dashboards can be defined. Components such as e.g. address blocks or actions can be conveniently compiled via drag & drop. In addition, predefined modules (display address of a contact, display address in map, embed any desired website etc.) and out-of-the-box dashboards (Outlook, Microsoft Dynamics CRM and Salesforce) are available to the administrator.
Very few companies lack data. The big challenge is to make this data available. And without great effort and laborious searching.
With the XPhone Connect Dashboard, every employee has exactly the information he needs when he talks to a customer, a supplier, or a business partner. And he can create an opportunity or open an order with a click.
Use the synergies that arise when communication &
business applications become one: