Hi everybody,
can anybody give me a good substitute for the former Sage CRM CTI-component?
not only my customer is thinking, that a modern CRM system must have such a functionality ;-)
Cheers
Hardy
Dependant on the telephone system, most now allow you to hook into their API one way or another.
Something like this can be achieved quite quickly and at a fraction of the Q-Gate or Greytrix CTI Framework cost.
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That is brilliant Sean and exactly what we had hoped would happen. Have you created this as a 'product' or is this available only via consultancy?
That is brilliant Sean and exactly what we had hoped would happen. Have you created this as a 'product' or is this available only via consultancy?
Hi Jeff, Its an existing product, part of our wallboards and a free extension for any users of Sage CRM who we provide 3CX to.
There are a couple of Sage200 Partners we work with who have already rolled this out.
We also have a few sites that just use our platform to automatically create Phone In / Phone Out Sage CRM Communications against recognised Customer/Prospect/Supplier callers id's along with duration (start / end times) and user based on the call data records.
Obviously we don't record the conversation of the call (we can if needed though through call recording - not encouraged), but they have the visibility of call traffic by company and person and can view certain KPI's within Sage CRM reports. Such as "Give me a list of all customers we haven't spoken to within a set period" or Show me all customers that have dialled the support line more than X times or for more than X hours".
We know how difficult it is to get users to manually add telephone call times into CRM.
If anyone needs any pointers, feel free to drop me a message.
*Community Hub is the new name for Sage City