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Category: Actcessories
Written by Ken Quigley
July 24 2017

Can My VoIP System Integrate with CRM? Absolutely!

Have you been wondering, “Can my VoIP system integrate with CRM?” If so, then you’ll be pleased to know that our new tool, Telephony4Act!, is a VoIP addon for Act! that connects your Act! database with Skype, Nextiva, Vonage Business, or Simple Signal. It’s a simple but powerful solution that allows you to make and receive calls, as well as seamlessly update contact histories. Here’s an overview of how it works.

Making Calls
After the installation of Telephony4Act!, you’ll see that each contact has a call button next to the Phone field. When you want to make a call, simply navigate to the contact of interest, and click on the call button. While your call is being connected, a small window will appear that has various options related to the call. You can select your Type (Appointment, Marketing Call, Meeting, etc.) and Result (Call Attempted, Call Completed, etc.).

The time, date, and duration of the call are pre-populated, editable fields. The “Link To” field shows the record in Act! to which the call is linked, but you can link to more records if you wish. Telephony4Act! will save a history to all records that are specified in the “Link To” field. Any of these records can be removed from the list in case you make a mistake or change your mind.

You also have the option to “Link to Open Opps in Selected Contacts” and/or “Link to Associated Companies.” From the “Regarding” dropdown list, you may select the nature of the call or add a new topic if it doesn’t appear in the list. In the “Details” box, you can enter any information that you’d like to include in the record’s history. Finally, there’s an option to schedule a follow-up call, and all of the above information will be added to the history upon clicking the OK button.

Receiving Calls
When you receive a call, a window will appear in the lower right corner of your screen. Click on the “Answer Call” button at the top to answer the call. Alternatively, you may reject the call or send it to voicemail. If you answer the call, then a “Hang Up” button will appear.

The window that pops up when receiving a call has all of the same fields that you would see when making a call, such as Type, Result, Link To, and Details. In other words, Telephony4Act! brings up the pertinent data about the person who’s calling you, and you can edit the information while on the call. Since this happens in a separate window, you don’t have to leave your current place within Act! or any other application that you happen to be using.

Get the Demo
Another nice feature of Telephony4Act! is that it need not be used just for making and receiving calls. Call 1-833-ACT-BOLD to learn more about how Telephony4Act! can help you with your day-to-day CRM tasks for only $5month/activation.

Feel free to play around with the demo, too. The free trial is good for 30 days, and we don’t ask you to provide your contact information in order to download it. The demo is compatible with Act! 2010 for Windows and greater. Telephony4Act! is a Windows application, and does not support Act! for Web.

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