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 Synergy Card Linked to the Contact Person � Outgoing calls are clicked from Phone Number in Synergy Card
Incoming Phone Call Integration:
Incoming Calls Discussion Points � 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
Account Card Call is Received by Phone System, Either the Account or Contact Card is Recognized and Pulled into the Employees Web Browser
Contact Card Call is Received by Phone System, Either the Account or Contact Card is Recognized and Pulled into the Employees Web Browser
Employee Working in Synergy An Employee May Be Working in Synergy or Other Software, Such as in This Example – They are Using a New Workflow Request.
Phone Call to Workstation (Contact Pop-Up) In this Example, Our Interface Recognizes That This Contact Person is On The Line, Awaiting Assistance. It Opens in a New Browser Screen, Not Affecting the Work That is Being Completed.
Phone Call to Workstation (Account Pop-Up) 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.
Phone Call to Workstation (Contact Pop-Up) Our CRM Application Provides a Button on the Screen “Notes” – That Allows a Single Keystroke to Begin Entering Notes and Scheduling Future Actions.
Notes or Other Activities Created (Contact) Our CRM Application Allows Employees to Begin Entering Notes and Scheduling Future Actions from This Screen and Tabs.
Review of Notes from Contact Card When Viewing a Contact Card, It is Easy to View Previous Interactions and Activities.
Review of Notes from Contact Card Example of Previous Interactions and Activities.
Review of Documents from Contact Card When Viewing a Contact Card, It is Easy to View Documents Linked to this Contact / Account.
Review of Documents from Contact Card Example of Documents. Click to View.
Phone Number Not Recognized Screen Screen That is Displayed When Phone Number is Not Found in Synergy Database. This is also Displayed in a New Browser Window.
Go to Account Search (Screen 1) Clicking the Account Search will Display This Screen.
Go to Account Search (Screen 2) Allowing Your Resources to Select an Existing Account.
Go to Account Search (Screen 3) If No Account is Found, Click on the Create Link to Add a New Account to Synergy.
Go to Contact Search (Screen 1) Clicking the Contact Search will Display This Screen.
Go to Contact Search (Screen 2) Allowing Your Resources to Select an Existing Contact to Add a New Phone Number.
Incoming Call Implementation Process � 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
Outgoing Phone Call Integration:
Outgoing Call Discussion Points � “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.
Account Card Phone Call to This Account Can Be Dialed From This Phone Number Without Keying of Digits on Handset.
Contact Card Phone Call to This Contact (Multiple Numbers Available) Can Be Dialed From These Phone Numbers Without Keying of Digits on Handset.
Outgoing Call Implementation Process � Conversation with Phone Partner � Agreement to Move Forward with Project � Installation of Phone Provider’s API Tool � Testing of Application � Training � Go-Live
Synergy Enterprise Phone Integration For More Information: Contact Dave Kloepfer 866-799-3485 dkloepfer@SynergyExpert.com
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