CTI Data Connector
Overview
TechExcel CTI Data Connector provides integration between TechExcel Customer Suite and your existing phone system infrastructure. CTI integration provides service engineers and sales agents on-screen telephone interfaces, one-click dialing, and incoming and outgoing call event automation. The CTI agent allows service and sales users to view current call-queues and missed calls.
The TechExcel CTI Data Connector serves as an integration layer between TechExcel Customer Suite and one or more phone systems. Call tracking events within TechExcel Customer Suite allow managers to report on total call events, even if multiple locations use different phone systems.
Benefits
- Improve response time and customer interactions by automatically loading customer data based on incoming calls.
- Queue multiple incoming calls automatically in the background.
- Attempts to identify all incoming calls and adds them to the call list.
- Maintain customer data quality with fast user entry when an incoming number is not identified.
Features and Functionality
- On screen dialing from within TechExcel Customer Suite applications with a Hotkey or right mouse click.
- On-screen caller identification based on existing accounts, contacts and leads.
- Improve data acquisition activities with the option to create new customer at the incoming call.
- Multiple phone system support for single TechExcel Customer Suite projects for aggregate call information across multiple locations using different phone systems.
