• For government, military, and commercial power users.
    Seamless
    CRM
    Integration
    with
    Teo UC
  • TLS and SRTP encryption, IPv4 and IPv6 protocols.
    Streamline
    Inbound /
    Outbound
    Call
    Environments
  • 8030X Button Expansion Module
    Built-In
    Solution
    for
    Best
    Integration

The Teo CRM connector allows seamless integration of your CRM application with the capabilities of the Teo Unified Communications System. This allows for increased productivity where there is substantial inbound or outbound calling and record keeping managed in your CRM.

Users have their choice of using Teo desk phones or Teo PC Softphones to make and receive calls via their CRM package.

Features

Screen Pops

Save time and improve customer service by providing agent information on incoming calls from CRM record.

Click-to-Dial

Avoid agent distraction and save time by dialing from within CRM.

Integrated Call Control

Answer, Hold, and End calls from within the CRM.

Heads Up CRM

Enter/edit CRM information easily by keeping it in front of agent.s

Selective Match (Smart Caller ID)

Appropriate record can be selected from multiples displayed after caller is verbally identified.

Call Logging

Use Auto Call Logging to add/log notes for contacts with each call.

Specifications

System Requirements

  • A CRM Connector license must be assigned to the user extension
  • Either a Teo PC Softphone or Teo desk phone is needed for voice communication
  • Teo CRM connector application must be installed on the PC

PC Requirements

  • Windows 8 Pro/Enterprise 32/64-bit
  • Windows 7 Pro/Enterprise/Ultimate 32/64-bit
  • Windows Vista Business/Enterprise/Ultimate 32/64-bit
  • Windows XP Pro SP2 64-bit
  • Windows XP Pro SP3 32-bit

Videos & Documentation

On-Demand Webinars