Contact data integration

Free text search over all business contacts - whether on the computer or mobile

 
 

Deeply integrated

Microsoft Lync is a very good tool for communicating with people whose contacts are in Active Directory or in personal Outlook contacts. But even more important for you is communication with your customers, suppliers and partners whose contacts are typically saved in a wide variety of applications such as your CRM or ERP system, for example.

XPhone Essentials enables you to close the gap in missing contact data. You have real-time access to all of your company contacts, even if they are distributed across various locations, data bases, special applications, public Outlook contact folders or cloud services. 

The solution allows you to access all company contact data directly via all Lync clients, even those with mobile end devices.

All data sources connected can be browsed directly with a free-text search such as "Taxi Munich", for example, directly using your Microsoft Lync Clients on the PC, Mac or mobile phone, and used for communication. 

A wide variety of data sources is searched simultaneously. Contacts can also be found by entering company names, department names, places or other criteria such as customer numbers, for example. And searches can also be restricted using a "search term" if the list of hits is too long. 

Integration of the search function is entirely server-side with the result that no client extensions are required. All functions are therefore available just the way you are accustomed to having them. No additional views or windows are faded in. 

XPhone Essentials für Microsoft Lync
 

Caller ID

The data from your business applications (e.g. CRM, ERP) and data bases is utilised for caller ID. Once the phone rings, you can see who is calling and greet your contact personally.

Data base prioritisation

Company data usually has a higher relevance for communication than public directories such as a phone book, for example. XPhone enables you to prioritise the connected data sources accordingly. Hits and caller ID are shown based on your prioritisation.

Real-time access

A special data index ensures a high-performance searches and caller ID, minimising the strain on connected systems. Data records found are read directly from the original system which means they are always up to date. 

 
 
 

Access permissions

You can specify the contacts or contact details each user or individual user group may access and which ones are not to be available. The permissions can be assigned based on your Active Directory users and security groups. This also enables you to easily implement individual data protection guidelines. 

Phone number conversion

You can define individual dialling parameters for caller ID for each individual data source. Phone numbers are therefore converted automatically into a format which can be dialled by Lync without obliging you to change the original data. All employees in your company can benefit from this.

Access with other applications

XPhone Essentials enables you to supply contact data not only in Microsoft Lync. Many other applications and end devices supporting the LDAP standard also benefit from the access options to your contact data. For the first time, consistent contact management is now possible for all of your directories, applications and end devices – even outside the Lync Client.

 
 
 

Client Add-Ons

 
 

Click-2-Conversation

If you select an e-mail address or a name in a document or application and press the defined hotkey, you will immediately reach the respective contact in your Lync Client and can start communication right away.

Phone number conversion

Integrated phone number conversion recognises various call formats and automatically converts phone numbers into a format which Lync can dial.

TAPI-Dialer

XPhone Essentials provide you with a TAPI interface which you can use in 32-Bit and 64-Bit as well as in terminal server environments in order to make phone calls at a click of the mouse from your application via the Lync Client. 

Existing applications such as CRM or ERP systems, for example, can be easily and swiftly integrated in your Lync environment and your business processes optimised.

Hotkey

Phone numbers can be found practically anywhere, even outside the Lync Client, e.g. on Web sites or in applications and documents. Use the new hotkey control to make phone calls from practically any application. All this requires is pressing a self-defined key or key combination, a so-called hotkey. 

The selected phone number is then transferred to the Lync Client and the connection is set up to the requisite contact. You save time typing in phone numbers and avoid unnecessary typing errors.

 
 
 

Connect your PBX

Enhance the value of your existing communication infrastructure.

 
 

XPhone Essentials PBX Bridge for Microsoft Lync is a software-based Remote Call Control Gateway which links your Lync infrastructure via TAPI or CSTA with your existing PBX system. This upgrades your prevailing communication infrastructure thereby protecting the investment in your PBX system.

You can use your Microsoft Lync Client to control existing system phones and make phone calls directly from your PC at a click of the mouse. Your office phone then sets up the desired call. And you can accept calls just as easily as well as forward them or set up conference calls.

XPhone Essentials PBX Bridge also ensures that you can see in your Lync Client which colleagues are currently on the phone and which ones are available.

 

Extensive telephony featur

  • Caller ID for incoming calls
  • Accepting and making calls
  • Redirecting calls before or after accepting them
  • Consultation calls, putting calls on hold, swap hold (switching between callers)
  • Conference calls
  • Activating and deleting call forwarding
  • Caller journal in Outlook
  • E-mail notification of missed calls

Depending on the PBX system, the scope of telephony features can be restricted.

Telephony status display

See which colleagues are currently on the phone even if a PBX system from Cisco is installed at one location and PBX systems from Avaya, Alcatel or Unify are installed at other locations. 

XPhone Essentials supplies the phone status for all employees in the company. And your colleagues will only ring you when they know you are available thereby dispensing with wasted attempts to reach you.

Supported PBX

  • Aastra
  • Alcatel-Lucent
  • Avaya
  • Cisco
  • Deutsche Telekom
  • Innovaphone
  • Ericsson-LG
  • NEC
  • Nortel
  • Panasonic
  • Unify 
 
 
 

Multi-PBX-support

XPhone Essentials PBX Bridge for Lync enables you to integrate any number of PBX system models made by various manufacturers using a single XPhone Essentials server in a uniform company-wide Lync infrastructure – without requiring additional licensing of individual PBX systems or locations.

Central administration

The solution is implemented on the server side and is available immediately to all users without necessitating any modifications to individual employee workstations. Installation is swift and the system is administrated via a Web-based interface.

Active Directory Connector

The integrated Active Directory Connector ensures that all users are automatically created in the system. 

Manual creation of users is also possible. 

 

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