crm addon dial it ecast
TRANSCRIPT
Learn IT Webinar featuring Dial IT
Get the Most Out of Your CRM AddOn Products
March 24, 20091:00 pm CST
Your Presenters
• Patrick McCulloch, Sales & Marketing Manager for CRM AddOn U.S.
• Ben Meredith, ACT! Certified Consultant – B & B Consulting
And here in the States:• Ingo Lange –President, CRM AddOn Factory.
What You Need- Running Dial IT for ACT!
• ACT! for Web (client)• Phone with TAPI driver or Skype• At least 1.5G of RAM
• ACT! 2005 - 2009
What is TAPI?
• TAPI - Telephony Application Programming Interface
• Developed jointly by AT&T and Microsoft • Provides computer telephony integration running
Microsoft Windows• Interface for dialing and disconnecting• Phone system hardware provider provides driver
TAPI Diagram
TAPIDriver
TelephoneHardware
SKYPE
Headset
TAPI Diagram1 Party Link
Workstation
Telephone Switchboard/ Network
TAPI Link
TAPI DiagramNetwork Link
Telephone Switchboard/ Network
WorkstationWorkstation
TAPI Server
Will Your Phone Work with TAPI?Ask your phone systems integrator
If, Yes If, No
• Install Driver• Configure Settings
• Arrange for Upgrade, or• Use Skype
Dial IT for ACT! - Why you need Dial IT
How does it make you more efficient?What will Dial IT do for you?Identify incoming callsDisplay a pop-up windowIdentify and record external and internal callsDisplay a secondary contact
Dial IT for ACT! - Why you need Dial IT
How does it make you more efficient?Create a scheduled call listAutomatically clear activitiesCreate activities for unanswered calls
Dial IT for ACT! - Why you need Dial IT
How will this streamline your workflow?
Sending directly to PDASmart scheduling
Dial IT Comparison
Call can be made from Contact, Contact list, Tasklist with the option of clearing the activity
Calls can only be generated from the Contact view or the Contact list
Dial IT Comparison
Looks up contacts and history when dialed by hand
Not supported
Dial IT Comparison
Not supported Popup with up to 3 user-defined fields
Dial IT Comparison
Not supported History pops up as soon the call is established
Dial IT for ACT!Highlights
Dial IT for ACT!- Inbound Call Window
Create contacts, jump to contacts and insert new phone numbers from inbound call window.
Dial IT for ACT!- TAPI Activity ListCreate and complete a list of ‘Call’ type
activities.
Dial IT for ACT!- Contact Jump BackQuickly switch back to a previous contact after
a phone call.
Thank You