Features of Avaya Integration:
- Learn who calls you before you start talking (pop-up notification on incoming call)
- Dialing number as easy as one-mouse-click (click-to-call)
- Save your customer's time from IVRs and secretaries (smart transfer to assigned employee)
- Listen to conversation record directly from client page (audio records of phone talks).
Add on supports integration with Avaya IP Office, it requires Avaya CTI Link Pro license and Avaya VoiceMailPro license for audio recording.
You can use click-to-call feature on Dashlets, Contacts List and Contact Detailed View, Accounts List and Account Detailed View, Leads List and Lead Detailed View. All-In-One CTI transforms all the phone numbers into links. Click the link to dial the number:
Phone number must contain all the meaningful digits in order to dial. All-In-One CTI ignores blank, bracket, comma and other special characters.
Your desk phone should dial the number instantly.
2. Screen Pop-up on Incoming Call
Screen pop-up appears in SugarCRM when you receive an incoming call. It will match on your phone numbers in any account, contact, or lead:
If the number is unknown you can create new Lead, Contact or Account by clicking the link:
You can log a call by clicking "Phone" icon near the record's name:
3. Calls history
All-In-One CTI plugin saves calls history for every SugarCRM user.
It's not necessary to have SugarCRM opened in browser when you make or receive phone calls. If user made or received phone calls when she was logged-off in SugarCRM, then SugarCRM plugin saves the calls history next time user logs-in.
You can view the calls history on "Calls" sub-panel on Lead, Contact or Account Detailed View:
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