CRM Connect
Setera partners with CloudCTI to offer off-the-shelf, 100% cloud, native Teams-CRM integrations
By example, within Teams this allows users to
- make calls to external contacts
- recognise and display incoming calls in Teams
- keep track of their call history
- perform a ‘screen pop’ on a screen in the CRM application
Benefits
- Click-to-call: from Teams, calls with contacts from the CRM application can be set up with one mouse click
- Name display: When an incoming call arrives and the phone number is recognised, a notification with the callers’ name from the CRM application will appear in Teams
- Contact details: A mouse click on the notification opens a screen with contact details. Display of up to 4 additional fields of your choice from the CRM application
- Screen pop: The ‘Open Contact’ button opens a screen of your choice in the CRM application with the caller’s details
- Additional actions: Optionally, additional buttons can be configured, for example to automatically generate a callback message or open various CRM applications
- Conversation history: All conversations are recorded in the conversation history in Teams
- The conversation list shows, when recognised, the contact name from the CRM application. It can also be filtered on incoming or outgoing calls
- ‘Screen pop’ contact details into the CRM application directly from the contact in Teams
- Contacts from the call history can be added to the Teams speed-dial list
- TeamsQ support: the CloudCTI app shows the caller details as soon as a call from this queue is answered
Licences Required
Cloud CTI CRM Connect
Countries served
Setera’s global calling coverage provides a wide range of served areas and advanced technologies, covering over 60 countries. Our solutions ensure high-quality connectivity, meeting communication needs worldwide.
If you would like more information, please complete the enquiry form.
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