Pop the caller's CRM record automatically when you receive incoming calls
Dialing
Make calls directly from your applications and web site
Address Book
Search for contacts directly from within Teams
Microsoft Teams
Microsoft Teams is a collaboration app built for hybrid work so you and your team stay informed, organized, and connected — all in one place. It can be used as a full telephony and meeting platform or as a complement to an existing telephone system.
CallSights + Teams
Connect your business application or CRM to your Teams environment with CallSights for the following benefits:
Activity Logging
Add Contact
Click-To-Dial
Contact Popping
Two possible integration methods are possible with Teams:
ScreenPop mode - This is a very easy to configure method that offers popping for incoming PSTN (telephone) calls only. All of the above features are supported subject to this limitation but there is less control of the features. See the grid below for more details.
Professional mode - This is a sophisticated mode. Configuration takes longer and requires more understanding of Teams administration. Inbound and outbound calls plus meetings are supported.
Watch the video below for a demonstration of Screen Pop in action
To use Screen Pop:
1) Download and install CallSights for Teams 2) Run CallSights and sign in (using Teams credentials) 3) Configure Microsoft Teams to point to: https://www.callsights.com/screenpop?tel={phone} The above video explains how to do this 4) Configure CallSights to integrate with your CRM