TeamsLink CRM Connect
Bridge the gap between TeamsLink and your CRM of choice.
Teamslink & Collaboration
Boost customer satisfaction and increase agent efficiency
Integrating TeamsLink with your CRM or business systems can provide significant productivity gains with simplified operational processes, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically dial the number.
TeamsLink CRM Connect
TeamsLink CRM Connect is a unified communications client that comes packed with features that allow instant access to relevant information and provides integration to contact orientated business systems and CRM applications, offering a standard set of integration features with over 80 popular cross vertical and vertical-specific applications. This provides significant productivity gains, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically dial the number. TeamsLink CRM Connect can save you both time and money.
Features
Contact popping
Pop the caller’s contact record within the integrated CRM automatically on incoming call, or manually via a single click.
Activity logging
Manually or automatically create an activity record of a call received within the integrated CRM and allows additions of notes.
Add contact
Add a new record to the integrated CRM from the live call Preview window, Call history and Missed calls pop up.
Address book
Search the contact directories of multiple integrated CRM(s) simultaneously, and call or pop a contact from the results.
Click-to-Dial
A wide range of rapid click to dial tools are available including webpage, clipboard, application, screen read or simple TAPI.
Screen read
Dial a telephone number within images such as webpages, email signatures, documents, via a quick key sequence.
Caller Preview
Preview who is calling before the call is answered, and view additional caller details, including notes, all from the unobtrusive Caller Preview window.
Duplicate contact
Add an existing contact’s details from one integrated CRM to another integrated CRM.
