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CTI Integration With Dynamics CRM

Enhance your company's productivity through simpler outbound calling, superior relationship monitoring, follow-up activity, lead generation, and analytics.

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CTI Integration With Dynamics CRM

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  1. (866) 330-4678 Login  Enhances company productivity through simpler outbound calling, superior relationship Save web pages as PDF manually or automatically with PDFmyURL

  2. monitoring, follow-up activity, lead generation, and innovative analytics. Call Popups Real-time Analytics Click to Dial CRM Task Creation Automatic Call Logging CRM Records Creation Request a Quote Calls We sync your entire list of inbound and outbound phone calls. ActiveCRM will even tell you who in your company answered the call. We will let you know who spoke to your lead or customer and what they spoke about about. Emails We will sync your last customer emails from SugarCRM. You’ll never have to guess what that last conversation was with the customer. Start where you left off and gain more efficiency. Notes Take notes and they will be displayed in the activities slider. Quickly check your latest notes. Have the necessary intelligence to close those deals and help customers all from one place. Save web pages as PDF manually or automatically with PDFmyURL

  3. @mentions It’s easy to share you call notes with team members; just type @ and the username (e.g. @john). Your call notes and record will get emailed directly to that user. This assures that important information is not only entered into SugarCRM but also emailed to your teammate. Task Follow-up Natural language processing lets you type familiar phrases like “Follow- up next tomorrow” and ActiveCRM will create a task in SugarCRM to remind you to follow up with your caller on a specific date! Indicators ActiveCRM will show a green indicator on the right corner for both @mentions and task follow-ups so that you know what activities will be processed after the call is completed. Features your users will love, ActiveCRM is not your traditional CTI connector. Previous calls and notes are pulled in real time directly from SugarCRM and displayed in the popup. All calls are automatically logged. You don’t even need your SugarCRM open or your computer on for ActiveCRM to work. The ActiveCRM popup shows entered call notes on all browser tabs. You’ll never need to remember what tab you were using in order to log your calls. Turn on Gamification and encourage engagement with your team. Full call history both through ActiveDial and through our Call Center control panel reporting suite. Click-to-Dial lets your users click any phone number on any website. Salesforce reports, online inboxes and spreadsheets, Linkedin, etc. Easily share notes using the @mention syntax. Save web pages as PDF manually or automatically with PDFmyURL

  4. No training needed. Easy to use interface. Handle multiple calls (Call Waiting) all from the popup, never lose a call note. Need to make lots of calls quickly? Forget those other power dialers, auto-dialers, progressive and predictive dialers, get our ActiveDialer! Automatically relate calls to Opportunities and Cases if dialed from SugarCRM. Call center agents take advantage of call popups on every browser tab. Agents can ad notes and log calls from any website even if they are not logged into SugarCRM. Multiple contacts from one number are easy to match right from the popup. Quickly open lead / contact names and account information directly in SugarCRM by clicking a link in the pop up. Gamification makes sales fun again by rewarding active users. Popups can hide in an unobtrusive way on the side of your browser. Easy to understand call metrics. Everything your business needs, and then some… OUR COMPANY RECENT BLOG POSTS CONTACT INFO How to Leverage Salesforce CRM and Grow Your Business October 18, 2016 ActivePBX® ActivePBX® is a cloud-based business phone system that saves you money while increasing productivity and mobility. The system works with your existing broadband Internet connection, which eliminates the need for costly telecom hardware and traditional phone services. 1444 Biscayne Blvd., Suite 313 Miami, FL 33132 EXPLORE OUR FEATURES 1-866-330-4678 Mobility Why Using Zoho CRM Will Save You Money September 6, 2016 786-718-1821 Intelligence http://activepbx.com Unification Phone Systems Evolved ™ Magnify Your Business by Integrating SugarCRM with WordPress Continuity Expertise Global Reach Save web pages as PDF manually or automatically with PDFmyURL

  5. August 31, 2016 Save web pages as PDF manually or automatically with PDFmyURL

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