CTI telephony with Step Ahead
CTI telephony integrated in the Steps Business Solution ERP system
Communicate sympathy, personality and trust easily on the phone. Take advantage of the estos ProCall CTI software integrated in the Steps Business Solution and immediately greet your callers personally:
- For incoming calls, the contact data of the caller opens.
- In addition, an information mask (sales, support or individual information) with links to the last documents and actions of the customer opens. This includes offers, opportunities, service orders, UHD messages, activities, etc.
That way, you have all the important information at a glance.
For incoming calls, the contact data of the caller and an additional info mask (sales, support or individual information) open with links to the last documents and actions of the customer (e.g. offers, opportunities, service orders, UHD messages, activities). When calling, the desired info mask, e.g. for sales or support, is displayed with linked data.
- Save time by directly dialing the telephone numbers from Steps Business Solution or Steps Premium CRM
- Reduce transfer errors when tapping the phone number
- Immediately identify the caller and the company
- Info mask with important data and recent activities
- Open data record of the business partner with a mouse click
- Continue work directly in the ERP/CRM system
- Direct dialing (Click2Call) from the CRM contacts
- Central and/or local connection of contact data via MetaDirectory (for better search performance)
- Individual adaptation of the call window
- Adaptation of ProCall menu via free estos SDK
- Open (automatically or with a mouse click) the original contact form before, during or after the call
- Create new leads, companies or contacts with automatically corrected and formatted call number
- Direct contact transfer from the 'Das Telefonbuch' CD
- Contact display for incoming calls
- CRM contact search via ProCall
With the new ProCall 5 Enterprise, you can improve your cooperation in the company using federation even beyond company borders. Integration via Bluetooth is now available with ProCall 5 Enterprise audio & video communication as well as computer smartphones.
By the way, in 2014 unified communications and collaboration (UCC) software from estos won the reader's choice of the renowned journal funkschau for the first time!
With Release 5, estos presented another important innovation: computer smartphone integration via Bluetooth. With it, users can also use the most important CTI features such as hotkey dialing via smartphones (iPhone and Android) and other Bluetooth-enabled mobile phones.