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Improve your conversion rates through better customer interactions.
Please your customers with intelligent service using an efficient workflow.
Be ready to assist your callers with their information at hand.
Makes it possible to dial directly from the business application. The exact method varies between business applications.
Displays the caller's name in the Preview or Phone window when a match against it is found in the integrated business application(s). In addition, the CRM's Notes field is displayed, where available.
Click the business application's icon in the Phone or Preview window and the caller's contact record is opened directly in the integrated business application.
Manually or automatically creates an activity record of a call received within the integrated business application and allows addition of notes.
Add a record to the integrated business application(s) directly from the client Address Book, Call History page or Preview Window.
Works with contact entities, including custom ones even when Dynamics is not loaded in your browser.