• The ability to call from the customer card.
  

• Getting information about the client with the active call (by pressing the key combination "Ctrl+1").

• Saving the history of conversations in the customer card:
• the ability to play a conversation recording;
• preservation of the history of sms-messages received on our phone numbers in Binotel, as well as those sent from Binotel;
• automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
  

• The state of user internal lines (active, talking, offline) on Binotel:
• the ability to call another internal line;
• the ability to transfer the current active call to another extension.

• Information about missed calls for a specified number of days, the organization of the chime.

• Synchronization of BAS clients with “Binotel” clients:
• regular unloading of modified and new customers from BAS to Binotel;
• transfer from BAS in "Binotel" binding the client to the manager.

• 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 (optional paid module).

 

More about features

1. Receiving customer information with active call.

2. Dialing from the customer card. 

3. Storing the history of conversations in the client card. 

The ability to automatically download incoming and outgoing calls to BAS in the form of documents "Interactions.Telephone calls"with the definition of the client, the contact person and the responsible person of "our" organization. From the client card or contact person, you can view the history of calls, listen to the audio recordings of conversations and download the conversation record file.

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

5. Information about lost calls, working out lost calls.

Fig.5. Information about lost calls. Lost call card, the ability to call back.

6. 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. 6).

7. Synchronization of contacts in BAS and Binotel. Synchronization of users BAS with users in Binotel.

The function allows synchronization of clients, contact persons of BAS clients with customers of "Binotel", and also bind customers of "Binotel" to responsible managers whose phones will be addressed with calls. When you change the data for clients, the data is updated to "Binotel". Customer data that is sent to "Binotel":

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

The list of functions for synchronizing clients (Fig. 7) and employees BAS:

• "Synchronization of employees"; performs comparison of employees BAS with managers in "Binotel", behind which the contractors are assigned.
• "Unloading of changed counterparties"; performs unloading only changed or new counterparties. Processing is also performed in the routine every 10 minutes, by default.
• "Full unloading of counterparties"; performs full unloading of all counterparties from BAS to "Binotel", this operation is performed once when the module "Integration BAS with Binotel"

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

The configuration is implemented as a separate Lead Management subsystem, which is not included in the main delivery of the Integration BAS with Binotel 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.

9. Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty (optional paid module).

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 "Ctrl + 1", a new document "Customer order" opens with the counterparty filled out and the contact person of the counterparty (Fig. 9) , the order book for this counterparty can also be opened (Fig. 10), if the corresponding setting is enabled in the settings of this module.

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 BAS configuration where there are telephone 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: Enterprise Management, edition 2.0;
• BAS Trade Management, edition 3.2;
• BAS Integrated enterprise management;
• BAS Small business - implemented on the extension;
  
• Management of trade, edition 3.1;
  
• Managing a small business, edition 1.4;
• Managing a small business, edition 1.6;
• Management of a small company, edited from 1.6.8 to 1.6.11 implemented on the extension;
• Management of a small company for Russia, edition 1.6.20;
• Beauty Salon, edition 2.0;
• СRМ from Rarus;
• Other configurations.

The solution is localized for Ukrainian and Russian languages.

Requirements for the BAS platform: release 8.2.19.121 or newer.

 

Integration BAS with Binotel, configuration "Beauty Salon, rev. 2.0"

Integration BAS with Binotel, configuration "Management of a small company, version 1.6", implemented on extension.

Solution cost, UAH.

1.	Module "Integration with virtual ATC "Binotel ". (We provide instructions for users and the administrator, a video tutorial on how to fill in the initial settings to start using the module)	3000
2.	Lead Management Module	3000
3.	Integration work into the customer's configuration. (3 hours if the customer's basic configuration is one of the typical configurations listed above) .	2700
4.	Installing modules on a working database, filling in the initial settings, consulting on setting up access rights and on how modules work.	900
	Total:	9600
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 automatic telephone exchange" Binotel ". (We provide instructions for users and the administrator, instructions for installing the extension.video instructions for filling in the initial settings)	3000
2.	Lead Management Module	3000
3.	Consultation on installing the extension and filling in the initial settings in the customer's configuration. (2 hours)	1800
	Total:	7800
Integration time 2 days.