Integration with a virtual ATC "Phonet" for configurations on conventional forms

Integration with a virtual ATC "Phonet" for configurations on conventional forms

UAH 3 000 and more
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Интеграция с виртуальной АТС “Phonet” (Фонет) для конфигураций на обычных формах (УТП, УПП, УТ, редакция 2.3, Бухгалтерия, редакция 1.2 и другие)

List of additional module functionality:


Why should you choose our solution?:

  • More than 200 integrations in 10 years;
  • We have been engaged in this area since 2013, more than 600 hours of work of specialists have been spent on the development and debugging;
  • The solution is maximally integrated with a typical configuration - objects of a typical configuration are used: documents "Event" or "Phone call", directories - "Contractors", "Contact persons", "Partners", directory "Leads";
  • The solution is fully optimized with minimal changes to the typical configuration; where possible, everything is done by program code, highlighted with comments, even if, by negligence, we rewrite all our changes in the standard configuration code, then only the "Call" buttons from the contact information of directories and the details from the "Event / Phone call" document will disappear, which immediately will be noticeable and will be quickly restored. 
  •  The solution works directly with the Phonet virtual PBX cabinet, no additional services are used between the "1С:Підприємство" product and Phonet, from the requirements - only access to phonet.com.ua from the server where the "1С:Підприємство" product is deployed;
  • Additional services are available for full integration with "Phonet". Some are listed here...
We provide a powerful and reliable solution that will save your time and resources, ensuring optimal customer interactions and process improvements in your business. Trust our expertise and quality of work!

The module is compatible with standard products:

  • UTP. Managing a Trading Enterprise; 
  • UVP. Managing an Industrial Enterprise; 
  • UT 2.3. Retail Management 2.3; 
  • CRM 1.4 by Rarus; 
  • Alfa-Auto, edition 5;
  • Other configurations: The availability of our solution among other standard products can be clarified with our specialists. We are always ready to customize our module to meet your unique needs.

 

More about features


1. Getting information about the client with the active call.


Fig.1. The main panel of the "Integration with Phonet" module. Information on the current call, contacts of employees, leads, contacts of contractors, call log, missed calls.

The ability to open a customer card and a contact person during dialing or an active phone call by clicking the "Information on an active call" button or a quick button "Num+". Pay attention that the counterparty card can be opened during an incoming call until the phone is picked up.
The ability to automatically create an “Event” or “Phone call” document with the filling of the business partner and contact person, in which you can make records of the phone call. After the end of the call from this document, you can open the audio recording of the conversation, the recording opens in the browser and is not stored in the database.

Fig.1.2. The appearance of the document "Event". Button "Listen to the recording of conversation".

2. Dialing from the counterparty card. 


Fig. 2. Counterparty card, "Call" button.

3. Saving the history of conversations in the counterparty card. 

The ability to automatically download incoming and outgoing calls in the form of documents “Event” with the definition of the counterparty, contact person and responsible person of “our” organization. From the counterparty card or contact person, you can view the call history and listen to audio recordings of conversations.


Fig. 3. Counterparty card. Call History.

4. Information about missed calls, working off missed calls.


Fig.4. Information about missed calls. Card missed call, the ability to call back.

5. Filling the source of information in documents "Events (phone calls), as well as in lead cards".

The source of information is determined by the specified correspondences for our phone numbers in the information register "Correspondence of our phone numbers to information sources". This register introduces correspondence to the sources of information of our telephone numbers connected to the Virtual ATC.  According to the given correspondences, the source of information is filled in in the documents "Events (phone calls)", as well as in the lead card.  

Configuring the correspondence of our telephone numbers to information sources is set in the "Settings" menu of processing "Virtual ATC", on the tab "Correspondence of our phones to information sources" (Fig. 5).

Fig. 5. Filling the correspondence of our phones to information sources in the main form of processing "Virtual ATC" of the "Settings" menu.



6. Synchronization of contacts Phonet. Synchronization users in Phonet.

The function allows you to synchronize counterparties, contact persons of counterparties with clients of Phonet, and also bind clients of Phonet to responsible managers, whose phones will receive calls. When you change data on counterparties, the data is updated "Phonet". Counterparty data that is transferred to the "Phonet":

  • name;
  • phones;
  • responsible manager to whom transfer calls.

Fig. 6. Synchronization with Phonet employees, synchronization of counterparties.

 

The list of functions for synchronization of contractors (Fig. 6):

  • Employee synchronization; performs a comparison of employees with managers in the "Phonet", for which contractors are assigned.
  • "Uploading changed counterparties"; performs unloading of modified or new counterparties. Processing is also performed in the routine task every 10 minutes, by default.
  • "Full unloading contractors"; performs full unloading of all counterparties to Phonet, this operation is performed once when thewith Phonet Integration module is implemented


7. Quick lead creation for incoming call.


Fig. 7. Journal "Leads". Lead card (potential client).

The setting is implemented as a separate “Lead Management” subsystem, not included in the main delivery of the "Integration with Phonet” module. The setting allows you to keep records of potential buyers who have not bought anything yet. Leads are classified into: hot, warm, cold, unpromising. If a lead becomes a customer, then on the basis of the lead card, an element of the "Counterparts" directory is created and the lead card closes automatically.

Thus, contacts remain in active leads that have never become buyers or the phone number is not brought into contact with any counterparty. 



8. Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty (additional paid functionality).

This functionality is enabled in the "Open:" setting, which is located below the "Current call" tab of the "Virtual ATC" panel, a menu item has been added: "New customer order" to the list of "What to open when an active call" ("Do not open anything," "Customer Card", "Event (phone call)"). Thus, with an active current call, if the option "Open a new customer order" is enabled, then when you click the "Information on the current call" or the key combination "Num+", a new document "Customer order" opens with the counterparty filled out and the contact person of the counterparty (Fig. 8) , the order book for this counterparty can also be opened (Fig. 9), if the corresponding setting is enabled in the settings of this module.


Fig. 8. Creating a customer order document for a given customer.



Fig. 9. Opening of the journal of documents "Buyer Orders" for this client.


Implementation Approach for Settings

There are two ways to technically implement the settings for our module:

  1. By making minimal changes to the standard configuration, in the form of a separate subsystem "Phonet" and "Lead Management," if the module is included in the package.

  2. As an extension of the main configuration of the standard product. The way the module is implemented for different standard products is described at the beginning of the page here.


The solution is localized for Ukrainian and Russian languages.

Requirements for the platform: release 8.2.19.121 or newer.


Filling in the settings of the module "Integration with Phonet"


   

Solution cost, UAH.

1.   Module "Integration with a virtual ATC "Phonet". (We provide instructions for users and the administrator, video instructions on how to fill in the initial settings to start using the module)  3000
2. Lead Management Module      3000
3. Work on integration into the customer’s configuration. (3 hours if the customer’s basic configuration is one of the typical configurations listed above).  2700
4. Consultations, if you need help updating the working configuration of the database and oral consultations on the modules, minimum time: 1 hour.
We credit it to the deposit and write it off further as consultations are provided.
 900
  Total:  9600  

Integration Time 4 days.


Additional module functionality:




The rights to the module are reserved (certificate No. 76364). We provide favorable conditions for cooperation for partners.
Developer: NCT
www.nct.ua
info@nct.ua
 











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LLC "Awards and Souvenirs", manufacturing enterprise
Victoria, Company "Vidznaki and Suveniri". Integration of IP-telephony into "1C:Підприємство" is a very convenient service. Everything works fine, since we can immediately observe all incoming and outgoing calls, edit events without constant search in "1C:Підприємство" by counterparties, everything is generated automatically.
Special thanks to Sergey for configuring the module and supporting further use. Will answer all your questions!



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