More about features
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 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.
Fig. 5. Filling 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. When you change data on counterparties, the data is updated "Phonet". Counterparty data that is transferred to the "Phonet":
The list of functions for synchronization of contractors (Fig. 6) and employees "1С:Підприємство":
The setting is implemented as a separate “Lead Management” subsystem, not included in the main delivery of the "1С:Підприємство" 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.
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.
Technically, the configuration is made as a separate subsystem. In this case, 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 a“ Phone call ”document. There are solutions for typical configurations:
|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)||
|2.||Lead Management Module||3000|
|3.||Work on integration into the customer’s configuration. (4 hours if the customer’s basic configuration is one of the typical configurations listed above).||3200|
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.
|1.||Automatic raising of the client’s card and call download (via 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.||Lead sales funnel. Organization of communication of phone calls with orders. Data on orders, shipments, payments in the report "Statistics on leads"||1000|
|5.||Opportunity to work under several contracts with a virtual ATC within the same "1С:Підприємство" database||
|6.||Automatic scheduling of calls by leads and counterparties. Looping of regular communication with leads and contractors. Customization.||