CRM Integration

Staff use a range of application on a day to day basis to conduct business, often repeating tasks or without any integration between applications. Xarios offers a range of integrations, designed to speed up staff/customer interactions and to simplify data access. In addition to our off-the-shelf implementations, Xarios provides APIs and professional services to help business get the most out of their communications platform.

Supported CRMs

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Screen Popping

Screen popping helps users handle customer enquiries quickly, by automatically finding and displaying a customer’s CRM record as soon as a call starts ringing their phone. By using the customer’s phone number or account reference number, CRM records can be located quickly and easily. Saving users time and even giving them the ability to prepare to speak to the customer by reviewing their details before answering a call.

Call History / Recording Playback

Wouldn’t it be great to be able to view a client’s record within a CRM package and see when someone last spoke to them? Even better, what if you could then play the call-back without having to search for it in a separate system? Well now you can! On supported CRMs, our integration creates event histories every time someone speaks to a client, providing details of call duration and the user that spoke to them. If the call was recorded, a playback URL can be provided so that the call can be replayed* without having to spend any time searching in a different application.

* recording playback requires the user to have been assigned permission and is fully audited.

Status Sync

Being able to control availability is great, but many users forget to change status when in a rush to get to a meeting. Status sync provides users with a simple way to keep their status up to date, by checking their diary and automatically setting their status based on their appointments.

Dialing

Providing a one-click way of initiating telephone calls from within a CRM package saves users time and eliminates mis-dials. It can also provide access to other features such as making calls with an account code for tracking or dynamically providing the calling party number to ensure a local branch office’s number is presented.

Depending on the CRM we offer different methods of dialing, including; TAPI, tel:// & callto:// URIs as well as via our own APIs.

Custom Integrations

Many of our customers have their own internal systems and requirements for integration with their telephone system. Our software has a range of APIs available to allow many of the UC features to be accessed directly from an existing system. This provides users with a single interface and allows common tasks to be automated. Integrations include:

  • Make calls from within in-house systems, including specifying the calling party number to display
  • Login users into and out of hunt groups programmatically
  • Control call forwarding and do-not-disturb status
  • Log call history entries against contact records
  • Playback recordings

Xarios provides a full range of professional services to help customers get up and running quickly, whichever integration they require.

For more information on the types of integrations available, please contact our sales representatives…

EMIS

Xarios provides integration to EMIS Health systems for screen popping and dialing on the MiVoice Office and MiVoice Business communications platforms.

Associated Applications

Phone Manager Outbound

Take Control with Outbound Dialling. Improve productivity, simplify management & without compromising customer experience

CRM Communicator

Unleash the power of your MiVoice Business with CRM Communicator

Desktop UC

Take control of your communications and improve productivity