intelli MSDynCRMV1.3(US)

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Version 1.2

intelli-CTi™ for Microsoft Dynamics CRM enhances profitability through increased productivity and customer satisfaction This new release of our intelli-CTi product includes new features and enhancements:  New extended dialer support (click-to-dial from many more CRM entities)  Enhanced incoming caller recognition and lookup  Extended and enhanced CRM relationship management of call related process and data  New in-call “CRM Assistant” feature  Enhanced Call Wrap-Up features  Improved Internet Explorer integration

Connect Microsoft Dynamics CRM with your telephone system Are you still manually dialing telephone numbers, looking up Contacts

Benefits 

Streamlined telephony activity within your business

intelli-CTi for Microsoft Dynamics CRM instantly improves the effectiveness of your customer interaction and the productivity of your users. intelli-CTi enables dialing Contacts directly from within Microsoft Dynamics CRM with just a single click and automatically identifies incoming calls showing contact information before you even answer the telephone.



Improved customer relationships, service levels and customer satisfaction



Increased telephone call efficiency and throughput

intelli-CTi provides the ability to manage the entire call flow process while freely interacting with Microsoft Dynamics CRM. intelli-CTi provides assistance throughout the telephone call lifecycle with easy interaction with CRM (with our new Dynamics Call Assistant), note capture capability, followed by a complete call wrap-up process.



Personalized telephone interaction—identifying CRM callers automatically



Seamlessly leverage the power of CRM relationships with minimal effort

Whether building solutions for call centers, support desks or customer service, intelli-CTi together with Microsoft Dynamics CRM, will increase productivity and efficiency of your operation while enhancing customer satisfaction and bottom line profitability.



Increased business productivity and ease of use



Reduced development costs with ease of deployment and implementation



Flexible deployment capabilities across multiple sites

and capturing telephone call information by hand?

Key Features 

Telephone system independent



Seamless integration into Microsoft Dynamics CRM



Desktop integration with dynamic active sidebar display



On-screen call display (soft-phone) with full call handling capability



Multiple call support



Incoming caller recognition (screen-pop) displaying customer information from Microsoft Dynamics CRM

intelli-CTi for Microsoft Dynamics CRM significantly enhances your investment in CRM by connecting you even closer to your customers:

 Delivering great customer service by the instant retrieval of CRM Account and Contact information in Microsoft Dynamics CRM when a telephone call is received.



Outbound dialing support (any CRM related entity)



New In-call “Call Assistant”



In-call note capture capability



Enhanced post-call wrap-up capability

 Call wrap-up capability for managing post call operations in CRM such as note

Recording of call history within Microsoft Dynamics CRM

 Seamlessly managing complex CRM entity relationships to ensure quality data





Rapid Implementation



Flexible and extendable framework solution



Citrix/Terminal Server support



Multi-site CRM deployment with multi-telephone system support

 Increasing productivity by improving the speed and accuracy of outbound calling with one-click dialing of Microsoft Dynamics CRM Accounts, Contacts and Leads.

 Assisting the call flow process with rich detailed information from CRM via the Dynamics CRM Call Assistant, to streamline the use of CRM to deliver fast efficient customer interaction.

taking, Activity management, Case management, and/or Opportunity management.

captured across multiple related CRM entities.

 Automatic logging of telephone call statistics together with associated customer data to enable valuable analysis and business intelligence.

 Seamless connectivity to your CTI-enabled telephone systems through intelli-CTi's support for standard telephony interfaces (TAPI, TSAPI, CSTA, MiTAI OAI), including Voice Over IP (VOIP).

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