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Integration with Virtual ATC "Stream Telecom"

  • Возможность позвонить с карточки клиента.
  • Получение информации о клиенте при активном звонке (по нажатию комбинации клавиш "Ctrl+1").
  • Сохранение истории разговоров в карточке клиентов.
    • возможность воспроизведения записи разговора;
    • автоматическое заполнения источника информации по установленному соответствию наших номеров телефонов источникам информации;
  • Состояние внутренних линий пользователей (активный, разговаривает, вне сети) на «СтримТелеком»:
    • возможность позвонить на другую внутреннюю линию;
    • возможность перевести текущий активный звонок на другую внутреннюю линию.
  • Выгрузка заказов покупателей из "1С:Підприємство" в СРМ «СтримТелеком»:
    • возможность синхронизации номенклатуры "1С:Підприємство" и СРМ «СтримТелеком».
  • Информация о пропущенных звонках за указанное количество дней, организация перезвона.
  • Синхронизация клиентов "1С:Підприємство" с клиентами «СтримТелеком»:
    • регулярная выгрузка измененных и новых клиентов из "1С:Підприємство" в «СтримТелеком»;
    • передача с "1С:Підприємство" в «СтримТелеком» привязки клиента к менеджеру.


Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Controlled forms  Virtual ATC Integration  
Type Management Accounting  
Cofigurations BAS Trade Management, редакція 3.2  Management of a small company  Accounting for Ukraine, edition 2.0  СRМ 2.0 from Rarus  ERP: Enterprise Management, edition 2.0  СRМ 2.0 from "1C:Підприємство"  BAS Integrated enterprise management  Trade Management for Russia, edition 11  Medicine. Dental Clinic, revision 1.0  BAS Small business  
Integration with Virtual ATC "Stream Telecom"
from
UAH 2 000
Buy
Full description

The list of functions of the module "Integration with a virtual ATC "StreamTelecom" for "1С:Підприємство" configurations on managed forms:


 

 

More about features


1. Receiving customer information with active call.


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

Opportunity to open a partner's card and contact person during a phone call, by pressing the button "Information on an active call" or a key combination «Ctrl+Q».
The ability to automatically create a document "Phone call" with the completion of a partner and contact person, in which you can make entries about the phone call. After the end of the call from this document, you can open an audio recording of the conversation, the record is opened in the browser and "1С:Підприємство" is not stored in the database.

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


2. Dialing from a partner card. 

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


3. Saving the history of conversations in the partner's card. 

The ability to automatically download incoming and outgoing calls to "1С:Підприємство" in the form of documents "Interactions.Telephone calls" with the definition of a partner, contact person and the responsible person of "our" organization. From your partner or contact card, you can view your call history and listen to your conversations.

Fig. 3. Partner 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 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 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.  

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


6. Synchronization of contacts in "1С:Підприємство" and StreamTelecom. Synchronization of "1С:Підприємство" users with users in StreamTelecom.

The function allows you to synchronize the partner, contacts of "1С:Підприємство" partners with StreamTelecom customers, and also link Stream Stream customers to responsible managers whose phones will be addressed with calls. If you change the data for partners, the data is updated in Stream Stream. Data of the partner, which are transmitted in StreamTelecom:

  • name;
  • phones;
  • responsible manager, to whom to translate calls.
Screenshot_4.jpg

Fig. 6. Synchronization of employees "1С:Підприємство" and StreamTelecom, synchronization of partners.

The list of functions for synchronizing partners (Figure 6) and employees of "1С:Підприємство":

  • "Synchronize employees"; performs a comparison of employees "1С:Підприємство" with managers in StreamTelecom, for which customers are assigned.
  • "Unloading the changed counterparties"; performs unloading only changed or new counterparties. Processing is also performed in the scheduled task every 10 minutes, by default.
  • "Unloading all counterparties"; performs full unloading of all counterparties from "1С:Підприємство" to "StreamTelecom", this operation is performed once during the implementation of the module "Integration "1С:Підприємство" with StreamTelecom"


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

Screenshot_5.jpg

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 "1С:Підприємство" with StreamTelecom module. The setting allows you to keep track of potential buyers who have not bought anything yet. Lida 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 + 1", 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 "1С:Підприємство" 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:

  • ERP: Management of Production, revision 2.0;
  • BAS Management of Trading, revision 3.2;
  • BAS Complex management of enterprises;
  • BAS Small business - implemented on the extension;
  • Management of trade, edition 3.1;
  • Management of a small company, revision 1.4;
  • Management of a small company, revision 1.6;
  • Management of a small company (UNF), revisions from 1.6.8 - to 1.6.11 implemented on the extension;
  • CRM from Rarus;
  • CRM from "1С:Підприємство";
  • Other configurations.


The solution is localized for Ukrainian and Russian languages.
Requirements for the "1С:Підприємство" platform: release 8.2.19.121 or later.

 


Solution cost, UAH.

1.   Module "Integration with virtual ATC "StreamTelecom"". (We provide instructions for users and the administrator, video instructions for filling in the initial settings to start using the module)

  2000
2. Module «Lead management»    

  3000
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
4. Installing modules on a working database, filling in the initial settings, consulting on setting up access rights and on how modules work.
    800
  Total:   9000  
     
    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 “StreamTelecom”". (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
  Total:       6600
     
    Integration time 2 days. 
 



Additional module functionality:




 Price, UAH

 1.  Automatic raising of a client card and loading calls (with http-service)   6000
 2.  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
 4.  Opportunity to work under several contracts with a virtual ATC within the same "1С:Підприємство" database   3000



The rights to the module are reserved (certificate No. 76364). We provide favorable conditions for cooperation for partners.



Developer: NCT Company
www.nct.ua
info@nct.ua



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