Dynamics CRM Integrated Solution
Seamless integration between Salesforce and your IP Telecom Hosted Phone System
Integrate your Hosted Phone System with Dynamics CRM to create customer experiences that staff and customers will love
IP Telecom’s Dynamics CRM Integrated Solution provides seamless integration between Dynamics CRM and your IP Telecom Hosted Phone System enabling an exceptional service desk experience for your customers and at the same time empowering agents performance.
Unify your voice communications with Dynamics CRM to produce seamless, impactful processes that revolutionise the way your company does business.
Hosted Phone System + Dynamics CRM = Happy Customers
Make and receive calls directly from Dynamics CRM
Better Agent Experience - Call pop-ups to show who's calling
Better Customer Experience - agent knows the nature of an inbound call is calling before they answer
Automated Call Logging in Dynamics CRM
Improved analytics to help you get the most from your team
To find out more about how IP Telecom’s Dynamics CRM Integrated Solution integrates with Dynamics CRM download the IP Telecom’s Dynamics CRM Integrated Solutions Factsheet.
Supercharged Dynamics CRM Experiences with IP Telecom
Integrate Dynamics CRM with IP Telecom’s Hosted Solutions to create a Superior Experience for customers and staff alike.
Increase Productivity
Empower your agents with seamless Dynamics CRM calling via the IP Telecom’s Essentials Phone System, no matter where the agent is based.
Brilliant Customer Experience
Centralise all customer communications in from the one space, all calls and interactions are logged in Dynamics CRM automatically.
Visualise Activities
Measure KPIs easily and garner in-depth insights on agent/customer relationships utilising Dynamics CRM's reporting suite with all interactions from deskphones, softphones and mobile calls logged.
Enhanced Information
Inbound calls display the latest data, all interactions are logged with agent prompts post-call, and call recordings can be added keeping all customer interactions safe in the one space.
Features of IP Telecom’s Dynamics CRM Integrated Solution
Supercharged Dynamics CRM Experiences Designed Around the Needs of Irish Businesses
Click to Call
Initiate calls within Dynamics CRM in a single click.
Call tracking and logging
All calls are tracked and interactions are auto-generated under the contact profile within Dynamics CRM.
Follow Up
Never miss an opportunity or deadline when follow-up tasks are created as part of each call made or received.
Call Pops
Agents are empowered when caller information is available to the agent from the moment the call is received.
Real-time notification
Real-time information is at hand for every inbound or missed call, all logged automatically into customer records in Dynamics CRM.
All the metrics you need
Get instantaneous access to agent activities with in-depth data to enhance process improvement and agent tracking.
IVR integration
Ensure customer flow is optimised by routing calls to the appropriate teams or colleagues with all interactions across functions tracked via Dynamics CRM.
Hand Off
Share all customer experiences and case history with colleagues if transferring or escalating issues.
Works great with
IP Telecom’s Voice Payment Solution
Taking payments? Make sure your business is compliant across PCI/DSS and GDPR.
Call Centres
IP Telecom’s Call Centre Solution is a powerful, inbound call centre platform designed around the needs of call centres of any scale. Track metrics, agent activity and integrate with CRMs.
Remote Working
Our Phone Systems and solutions are designed to be accessible from anywhere on multiple devices. Wherever you are you can be connected to your customers and records logged in company systems.