US CRM Communicator

CRM Communicator

Unleashing the power of your Mitel MiVoice Business telephony platform with CRM Communicator.

Customer service excellence is demanded by all organizations, in all industry sectors, in all circumstances: The ability to know details of your calling party prior to speaking to them enables your call handling team to deliver enhanced customer service levels quickly and easily.

Integration out-of-the-box

This Windows application from Xarios Technologies is designed to create the link between your Mitel MiVoice Business telephony platform and your CRM system to allow quick and simple access to advanced features. CRM communicator supports the following key functions as standard:

Screen Pop Calling Party Details

Displays the caller’s name in the Preview or Phone window when a match against it is found in the integrated application(s).

Screen Popping Contact Record

Click the application’s icon in the Phone or Preview window and the caller’s contact record is displayed directly in the source application.

Click to dial

Find the number and dial directly from the application. The exact method varies between applications.

Customer Directory Record Search

Enables you to concurrently search many supported CRMs plus the built-in Shared Address Book and click to dial from the results.

 

Xarios CRM Communicator integrates ‘out-of-the-box’ with 22 of the most popular CRM packages including Microsoft Dynamics CRM Netsuite and Salesforce.com.

An up to the minute list of out-of-the-box integrations visit crmcommunicator.xarios.com

However integration does not stop there

Most CRM applications can be ‘telephony enabled’: our web site enables you to add details of your CRM package and see what integration is available – the Xarios Technologies specialist team can offer varying degrees of customization to meet the individual needs of the user.

Screen-Pop

A ‘screen-pop’ for inbound calls gives your team a heads-up before answering and for outbound staff, direct-from-database and ‘click to dial’ outbound dialing is quick and accurate. Together they combine to improve the efficiency and effectiveness of call handling helping to deliver a better customer experience.

The Toolbar

The Toolbar gives fast, easy access to your most common tasks. You can attach the toolbar to the top, bottom, left or right of your screen - it’s up to you. You can set the buttons to perform straightforward tasks such as; answer, call, dial or even tag a recording – more complex tasks can be programmed using executable commands.

Xarios TAPI

Many CRM applications are ‘TAPI compliant’ which means that they can integrate to a phone system via an industry standard interface and provide some basic functionality such as screen popping and dialing from a database – Users who require this basic integration level can specify the CRM TAPI communicator – they can add the advanced features of the CRM communicator at a later date.

CRM Integration Request Form

To progress an enquiry regarding CRM Integration using either Phone Manager or CRM Communicator to an application not on our integration list, we need the following information as a minimum.




The CRM Vendor

We will need to contact the CRM vendor / developer to confirm our ability to inter-operate. We will need:

Vendor Details

Details of a contact person at the CRM vendor:

Reseller Details