Phone System Integration with Synergy Enterprise Phone Integration - - PowerPoint PPT Presentation
Phone System Integration with Synergy Enterprise Phone Integration This Phone Integration allows a VOIP phone system to link with Synergy. The phone system may be either an on-premises or a hosted service. Incoming Calls pull up the
This Phone Integration allows a VOIP phone system to link with Synergy. The phone system may be either an on-premises or a hosted service. Incoming Calls pull up the Synergy Card Linked to the Contact Person Outgoing calls are clicked from Phone Number in Synergy Card
A Contact Card will Display (in a New Window) if the Caller ID is Found in our Database Table under Contacts. An Account Card will Display (in a New Window) if the Caller ID is Found in our Database Table under Accounts. 1 - Additional Phone Number on Account Card (2 Total) 2 - Additional Phone Numbers on Contact Card (4 Total) Synergy Allows Multiple Windows to Appear with all Browsers Ease to Enter New Phone Numbers Ease to Edit Phone Numbers
Call is Received by Phone System, Either the Account
Recognized and Pulled into the Employees Web Browser
Call is Received by Phone System, Either the Account
Recognized and Pulled into the Employees Web Browser
An Employee May Be Working in Synergy or Other Software, Such as in This Example – They are Using a New Workflow Request.
In this Example, Our Interface Recognizes That This Contact Person is On The Line, Awaiting
New Browser Screen, Not Affecting the Work That is Being Completed.
In this Example, Our Interface Recognizes That This Account is On The Line, Awaiting Assistance. It Opens in a New Browser Screen, Not Affecting the Work That is Being Completed.
Our CRM Application Provides a Button on the Screen “Notes” – That Allows a Single Keystroke to Begin Entering Notes and Scheduling Future Actions.
Our CRM Application Allows Employees to Begin Entering Notes and Scheduling Future Actions from This Screen and Tabs.
When Viewing a Contact Card, It is Easy to View Previous Interactions and Activities.
Example of Previous Interactions and Activities.
When Viewing a Contact Card, It is Easy to View Documents Linked to this Contact / Account.
Example of Documents. Click to View.
Screen That is Displayed When Phone Number is Not Found in Synergy
Displayed in a New Browser Window.
Clicking the Account Search will Display This Screen.
Allowing Your Resources to Select an Existing Account.
If No Account is Found, Click on the Create Link to Add a New Account to Synergy.
Clicking the Contact Search will Display This Screen.
Allowing Your Resources to Select an Existing Contact to Add a New Phone Number.
Discussion with Your Phone Partner and Our Organization
Verify Caller ID Availability Ensure your Phone Supplier can Receive URL from Synergy (Discussions with Phone Providers (On-Premises & Hosted) will Confirm your System is Compatiable)
Agreement to Move Forward with Project Installation of our Incoming Phone Integration Tool Testing of Application Training Go-Live
“Click to Call” Functionality is Available for Installation for Resources Viewing Synergy Pages from Many Suppliers. This Tool will Place a Click to Dial Icon (or Underline) Next to Each Set of Numbers that Look Like a Phone Number. This Needs to Be Explored With a Conversation with Your Phone Partner and Additional Costs may be Required. No Modifications Should Be Made to the Synergy Enterprise ASPX Page.
Phone Call to This Account Can Be Dialed From This Phone Number Without Keying of Digits on Handset.
Phone Call to This Contact (Multiple Numbers Available) Can Be Dialed From These Phone Numbers Without Keying of Digits on Handset.
Conversation with Phone Partner Agreement to Move Forward with Project Installation of Phone Provider’s API Tool Testing of Application Training Go-Live