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Welcome to our in-depth guide on Intelli CTI for Microsoft Dynamics CRM. In this article, we will explore what Intelli CTI is, how it works, and how it can benefit your business. Intelli CTI is a powerful tool that allows users to make and receive calls directly from their Dynamics CRM solution, streamlining the sales process and improving customer communication.
What is Intelli CTI?
Intelli CTI is a computer telephony integration (CTI) software that seamlessly integrates with Microsoft Dynamics CRM. CTI technology allows users to manage all of their customer interactions directly from their CRM platform, including making and receiving phone calls, sending SMS messages, and managing voicemail. With Intelli CTI, users can improve their response times, increase customer satisfaction, and streamline their sales process.
How does Intelli CTI work?
Intelli CTI works by integrating with your Microsoft Dynamics CRM solution to provide a complete CTI experience. The software uses a desktop client that connects to your phone system, allowing users to make and receive calls, send SMS messages, and manage voicemail. The user interface also provides a host of features, including contact management, call forwarding, and call recording. By integrating with your CRM platform, users can access important customer data and history, allowing them to provide a personalized and streamlined customer experience.
What are the benefits of using Intelli CTI?
Intelli CTI can provide a range of benefits for any business, including:
- Improving response times: With real-time call notifications and access to customer data, users can respond quickly to customer queries and issues.
- Increased efficiency: By streamlining communications, users can spend more time on important tasks, such as closing deals and managing customer relationships.
- Enhanced customer experience: By providing a personalized and streamlined customer experience, users can improve customer satisfaction and loyalty.
- Improved call management: With features such as call forwarding, call recording, and voicemail management, users can manage their calls more effectively.
What are the features of Intelli CTI?
Intelli CTI provides a host of features aimed at improving communication and efficiency:
| Feature | Description |
|---|---|
| Contact Management | Access customer data and history directly from your CRM platform. |
| Real-time Notifications | Receive notifications of incoming calls, SMS messages, and voicemail. |
| Call Recording | Record important calls and save them directly to your CRM platform. |
| Call Forwarding | Forward calls to other team members or devices as needed. |
| SMS Messaging | Send and receive SMS messages directly from your desktop client. |
| Voicemail Management | Manage voicemail directly from your desktop client and save important messages to your CRM platform. |
Intelli CTI FAQs
1. How does Intelli CTI integrate with Microsoft Dynamics CRM?
Intelli CTI integrates with Microsoft Dynamics CRM using a desktop client that connects to your phone system. The software provides a seamless integration, allowing users to manage all of their customer interactions directly from their CRM platform.
2. Can I make and receive phone calls with Intelli CTI?
Yes, Intelli CTI allows users to make and receive phone calls directly from their Dynamics CRM solution.
3. Can I send SMS messages with Intelli CTI?
Yes, Intelli CTI provides SMS messaging functionality, allowing users to send and receive SMS messages directly from their desktop client.
4. What is call recording, and how does it work with Intelli CTI?
Call recording allows users to record important calls and save them directly to their CRM platform. With Intelli CTI, users can easily enable call recording and save recordings directly to the relevant customer record.
5. Can I forward calls to other team members or devices with Intelli CTI?
Yes, Intelli CTI provides call forwarding functionality, allowing users to forward calls to other team members or devices as needed.
6. Can I manage voicemail with Intelli CTI?
Yes, Intelli CTI provides voicemail management functionality, allowing users to manage voicemail directly from their desktop client and save important messages to their CRM platform.
7. How does Intelli CTI improve the customer experience?
Intelli CTI improves the customer experience by providing users with real-time call notifications, access to customer data and history, and the ability to respond quickly to customer queries and issues.
8. How does Intelli CTI improve efficiency?
Intelli CTI improves efficiency by streamlining communications, allowing users to spend more time on important tasks, such as closing deals and managing customer relationships.
9. How does Intelli CTI help with call management?
Intelli CTI helps with call management by providing features such as call forwarding, call recording, and voicemail management.
10. Can I customize Intelli CTI to fit my business needs?
Yes, Intelli CTI is highly customizable, allowing users to tailor the software to fit their specific business needs.
11. Is Intelli CTI compatible with all phone systems?
Intelli CTI is compatible with a wide range of phone systems, including Cisco, Avaya, and Mitel.
12. Can I try Intelli CTI before I buy it?
Yes, Intelli CTI offers a 30-day free trial, allowing users to try the software before making a purchase decision.
13. How much does Intelli CTI cost?
Pricing for Intelli CTI varies based on the number of users and features required. Please contact Intelli CTI for a personalized quote.
Conclusion
Intelli CTI is a powerful CTI solution that can help businesses streamline their sales process and improve customer communication. With features such as contact management, call recording, and SMS messaging, users can manage all of their customer interactions directly from their Microsoft Dynamics CRM platform. We highly recommend giving Intelli CTI a try to see how it can benefit your business.
Thank you for reading our guide on Intelli CTI for Microsoft Dynamics CRM. If you have any further questions or would like to learn more about Intelli CTI, please don’t hesitate to contact us.
Closing/Disclaimer
The information in this guide is provided as-is, and we make no guarantees as to its accuracy or completeness. The use of Intelli CTI may require additional hardware or software, and we recommend consulting with a qualified IT professional before implementing any new technology. Intelli CTI is a registered trademark of Intelli CTI Ltd. All other trademarks and registered trademarks are the property of their respective owners.
