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Description
Integrate your Skype for Business (previously known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to capture details regarding every incoming and outgoing call. You can selectively and flexibly determine what stored information is displayed for each call within ProCTI. With just a single click, access your contact details, service cases, email addresses, and current contracts! You can create leads, contacts, tasks, notes, emails, and activities in relation to the caller. Additionally, initiate or redirect calls, view and manage your upcoming appointments, and search for leads, contacts, and companies – all seamlessly within ProCTI. The user-friendly management system allows for varied access rights to your data depending on user roles. The standard version of ProCTI is compatible with various Microsoft Dynamics versions, Uniconta, and Computer Telephony Integration (CTI). Take advantage of the vast functionalities available, including the display of contact information, company names, notes, activities, service cases, email addresses, credit restrictions, and active contracts, among others. This integration enhances productivity and streamlines communication within your organization.
Description
InGenius Connector Enterprise seamlessly integrates existing telephone systems into top CRMs using an enterprise-proven solution. Upland InGenius adapts to specific contact center requirements by using innovative computer telephony Integration (CTI). InGenius is backed by 20 years of experience in enterprise telephony and superior customer service. It helps contact centers improve productivity and the customer experience.
InGenius Connector Enterprise provides contact centers with features such as screen pop, click to-dial, automated call logging, and call reports. Agents can use the solution to efficiently serve customers, and they can see a complete view of interactions for intelligent decision making.
Supported CRMs: Microsoft Dynamics 365, Salesforce, ServiceNow
Supported Phone Systems: Asterisk, Avaya, Cisco, Genesys, Mitel
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Salesforce
Salesforce Agentforce Service
Integrations
Microsoft Dynamics 365
Salesforce
Salesforce Agentforce Service
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Provaria
Country
Austria
Website
www.proaddon.com/en/addons/procti/
Vendor Details
Company Name
Upland Software
Founded
2010
Country
United States
Website
uplandsoftware.com/ingenius/
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Call Center
Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics
Call Tracking
CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Telephony
Auto-Dialer
Call Center Management
Call Monitoring
Contact Management
IVR / Voice Recognition
Inbound Reporting
Outbound Reporting
Predictive Dialer
Telemarketing Management
VoIP
Voice & Data Integration