Get the most out of your call center with Softone's CRM.
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Enhance your business communication with NorthCom Technologies' state-of-the-art plugin that integrates your phone system with Soft1 CRM. Designed to boost communication efficiency and team productivity, this plugin ensures superior customer support.
Key Features
Automatic Call Recognition
- Instantly recognize callers through Soft1 CRM.
- Display customer details on your screen during incoming calls.
Call Logging and Recording
- Automatically log all incoming and outgoing calls in Soft1 CRM.
- Include details such as phone number, date, time, duration, and call notes.
Call History
- Access the complete call history of each customer instantly.
- Track communication and improve customer service.
Call Scheduling
- Schedule callbacks and set reminders for future calls.
- Ensure timely and consistent communication with your customers.
Integration with Sales Scripts
- Follow predefined sales and customer support scripts.
- Standardize and optimize sales and support processes.
Importance of Integration
Improved Customer Service
- Provide fast and targeted support with instant access to customer information.
Increased Productivity
- Reduce manual data entry time, allowing your team to focus on more important tasks.
Comprehensive Communication History
- Maintain a complete communication history for better understanding of customer needs and preferences.
Optimized Sales Processes
- Ensure employees follow effective procedures, increasing sales success rates.
Choose NorthCom Technologies' plugin and discover how integrating your phone system with Soft1 CRM can transform your business communication and support.
Upgrade the functionality of Soft1 CRM and enjoy the benefits of immediate and efficient customer communication!
You can view the product documentation by clicking here.
Plugin Features.
- Direct number registration to the corresponding Softone entity, customers, suppliers, etc
- Direct registraton of contact and association with the business partners.
- Instant entry of CRM action in the order of your choice
- Automatic recording of calls in the CRM call
- Direct user assignment with reminder capability
- Direct order entry
- Direct entry of an offer (with or without a draft counterparty) in case we want to make an offer to a contact and not to a customer.
- Direct view of customer's financial record.
- Direct view of fixed data of a trader.
- Instant view of pending orders.
For the interface you only need TAPIDrivers, for Asterisk-type call centers there is a special program with a very low cost that does this job (Xtelsio).
When the application is opened for the first time, it will ask you to define which interior the computer you are on belongs to.
**For each computer we also define an internal one.
The next step is to define general parameters that apply generally to the entire application and not per computer.
Window pop up in the lower right part of the screen during the incoming call or during the outgoing call.
Double-clicking on the contact's name opens the call details window where the user can mark, assign, create an action in CRM, since if the number is unknown, he will be able to register it directly to the transaction or a contact.
Example of assigning the call to a user to call back to the phone.
And the user's message on his computer a few seconds later….
Call Log
These are some of the features of the program….
The program is also available in a 30-day trial version, ask your partner to contact us so we can demonstrate it to you.
Special prices for Softones partners.
