Solutions
CRM Integrations
Click-to-dial and screen-pop with your CRM stack
Click-to-dial and screen-pop with your CRM stack
PLATON® supports integration with popular CRM systems on the market, including Microsoft Dynamics 365, SuiteCRM, SalesForce, vtiger, and SugarCRM. With PLATON's click-to-dial and screen popping features, agents can easily access client information, maximizing their performance and call efficiency for inbound and outbound calls.
Work Flow of CRM Integration
- 1
Agent Login to CRM Integration software.
- 2
Software setting will record Agent account setting and telephone extension for pop-up and data transfer features.
- 3
Pop-up windows will appear while ACD distribute call to agent.
A customized pop-up window shows caller’s name and information while receiving inbound calls, caller’s inquiries will be saved in CRM system. Agents can check and report latest work progress to callers in real time.
Information input to pop-up screen will automatically transfer to CRM system. For example, Call Subject, Service type, description, etc. Agent could also retrieve data from CRM to answer client’s inquiry and questions.
PLATON currently supports several major brand CRM including Microsoft Dynamics, vTigerCRM, Salesforce...etc. other CRM or self-developed systems can also be integrated by web-based API.
Ready to modernize your phone system?
Talk to our team about sizing, deployment options, and integration with your CRM or Microsoft Teams environment.