Selecting a record based on an incoming phone call.

Does anyone have details of a phone system that allows the user to 'select' a Company, Person or Opportunity based on the incoming phone number that will move Sage CRM to the selected record within the users open CRM session.

Many thanks for any possible solutions!!

Parents
  • 0

    If I recall, the CTI integration out of the box only worked with a couple of systems which are probably no longer in existence these days. What you needed to do was get a 3rd party module that allowed CRM to work with a standard TAPI stream for many systems. The problem with TAPI is that it is supposed to be a standard but sadly everyone seems to have a different standard of TAPI with their systems in my experience. You need to look at getting QGate's intelli-CTi although looking at their website now they're called QWare. If you can't get a VOIP system to connect to Sage CRM using this software, then I'd walk away from it

Reply
  • 0

    If I recall, the CTI integration out of the box only worked with a couple of systems which are probably no longer in existence these days. What you needed to do was get a 3rd party module that allowed CRM to work with a standard TAPI stream for many systems. The problem with TAPI is that it is supposed to be a standard but sadly everyone seems to have a different standard of TAPI with their systems in my experience. You need to look at getting QGate's intelli-CTi although looking at their website now they're called QWare. If you can't get a VOIP system to connect to Sage CRM using this software, then I'd walk away from it

Children
No Data