• Quick creation of "Lead" with an incoming call (if available Lead Management Module).
• Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty (additional paid module).
  

More about features

1. Receiving customer information with active call.

Fig.1. The main panel of the module. Information on the current call.

Fig.1.2. Appearance of the document "Event". Button "Listen to the recording of a conversation".

2. Dialing from a costomer 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 a counterparty, a contact person and the responsible person of “our” organization. From the counterparty card or contact person, you can view the call history and listen to audio conversations.

Fig. 3. Counterparty card. Call history.

4. Information on the status of internal telephone lines, a call to the internal line.

Fig. 4. Information on the status of internal telephone lines, calls to internal lines.

5. Filling the source with information in the documents “Events (phone calls), as well as in lead cards”.

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 sources of information of our telephone numbers connected to the Virtual ATC. According to the given correspondences, the source of information is filled in the documents “Events (phone calls)”, as well as in the lead card.  

6. Synchronization of contacts StreamTelecom. Synchronization with users in StreamTelecom.

The function allows you to synchronize counterparties, counterparty contacts with StreamTelecom customers, and also link StreamTelecom clients to responsible managers whose phones will be addressed with calls. If you change the data on the counterparties, the data is updated in Stream Telecom. Data of the counterparty that are transferred to StreamTelecom:

• name;
• phones;
• responsible manager, to whom to translate calls.

Fig. 6. Synchronization of employees and StreamTelecom, synchronization of counterparties.

The list of functions for synchronizing counterparties (Figure 6) and employees:

• “Synchronization of employees”: performs a comparison of employees with managers in StreamTelecom, which are assigned to counterparties.
• “Unloading the changed counterparties”: only uploads the changed or new counterparties. Processing is also performed in the scheduled task every 10 minutes, by default.
• “Full unloading of counterparties”: performs full unloading of all counterparties from "StreamTelecom", this operation is performed once when the module "Integration with StreamTelecom" is implemented.

7. Quick creation of a lead with an incoming call.

Fig. 7. The panel “Virtual ATC”. Lead card (potential buyer).

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

Thus, in active leads, there are contacts that never became buyers or the telephone 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 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, 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 “Ctrl + Q”, 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 a customer order journal for a given customer.

How to configure, for which configurations is appropriate

Technically, the configuration is in the form of a separate subsystem. In this case, the typical configuration changes only in a few places where it is necessary.

The configuration can be integrated into any configurations, where there are phone numbers and the kind of document that can play the role of the “Phone Call” document, for example, an “Event” document or a “Phone Call” document. There are solutions for typical configurations:

• Managing a trading enterprise;
• Managing a manufacturing enterprise;
• Trade Management, Edition 2.3;
• Accounting, Revision 1.2;
• CRM from Rarus;
• Other configurations.

The solution is localized for Ukrainian and Russian languages.

Requirements for the platform: release 8.2.19.121 or later.