The ability to automatically download incoming and outgoing calls to "1С:Підприємство" 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.
The source of information is determined by the specified correspondences for our telephone numbers in the information register "Correspondence of our telephone numbers to information sources" . This register introduces correspondence to the information sources 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.
Fig. 5. Filling in the correspondence of our phones to information sources in the main form of processing "Virtual ATC" of the "Settings" menu.
The function allows you to synchronize counterparties, contact persons of counterparties "1С:Підприємство" with clients of Phonet, and also bind clients of Phonet to responsible managers, whose phones will receive calls. "Phonet". Counterparty data that is transferred to the "Phonet":
The list of functions for synchronization of contractors (Fig. 6) and employees of "1С:Підприємство":
The setting is implemented as a separate subsystem "Lead Management" , not included in the main delivery of the "Integration "1С:Підприємство" 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 “Counterparties” 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 entered into contact of any counterparty.
This functionality is turned on in the "Open:" setting, which is located at the bottom of 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, if the current call is active, 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 (Fig. 8) of the counterparty the order book for this counterparty can 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 a customer order journal for a given customer.
Technically, the configuration is made as a separate subsystem. However, the typical configuration changes only in a few places where it is necessary.
The setting can be integrated into any "1С:Підприємство" configurations, where there are phone numbers and the type of document that can play the role of a Phone Call document, for example, an Event document or Phone Call document. There are solutions for typical configurations:
Module "Integration with 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)
Module «Lead management»
|3.||Integration work into the customer's configuration. (4 hours if the customer's basic configuration is one of the typical configurations listed above) .||3200|
Installing modules on a working database, filling in the initial settings, consulting on setting up access rights and on how modules work.
|Integration time 4 days.|
The cost of the solution, if the modules are supplied as an extension ("UNF 1.6.8" and higher, "BAS Small business"), UAH.
|1.||Extension of the module "Integration with virtual ATC "Phonet". (We provide instructions for users and the administrator, instructions for installing the extension. Video instructions for filling in the initial settings)||2000|
|2.||Module «Lead management»||3000|
|3.||Consultation on installing the extension and filling in the initial settings in the customer's configuration. (2 hours)||1600|
Integration time 2 days.
Automatic raising of the client’s card and call download (via http service)
||Organization of automatic chimes for missed calls||4000|
|3.||Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty||2000|
Opportunity to work under several contracts with a virtual ATC within the same "1С:Підприємство" database