CRM integration

Our predictive dialing and call recording solutions integrate fully with your CRM systems.

Predictive dialler integration

We know that to get the most from our solutions , it is important that our dialer works seamlessly with your existing business applications. We have therefore  tightly integrated it with the major CRM and ERP platforms which include: Salesforce.com, Saleslogix, Siebel, Microsoft CRM, Netsuite, Onyx, Pivotal, Chordiant, SAP, Fair Isaac Debt Manager and numerous other platforms.

Integration toolkits are provided FREE of charge to all customers  to enable you to  integrate any current in-house business systems that you have . You can create screen-pops within them so that when calls are delivered, Maximise auto-pops the right customer's details into your software, enabling  your teams to offer the best customer experience possible.

Maximise OnDemand offers three levels of CRM integration to your software:

1.  Active-X & XML Desktop integration -  for Screen pops to popular CRM, ERP and Debt Management
     applications and in-house systems.
2.  XML Services interface -   for automated provisioning of new users in large centers, to deliver automatic 
     statistical reporting in to your existing data warehouses.
3.  Realtime Data XML API - for the integration of realtime reporting systems and tools .                  

Call recording integration

Optimise, our call recording platform, can also tightly integrate to your business systems. It can tag calls with various information elements relevant to the customer including account numbers, billing and other CRM or ERP system references.

The main benefit of this is that it helps to increase the true value of the call recordings that you make.  Just think of the advantages of being able to search for all the calls related to a particular customer order or a support case? With Optimise OnDemand, this is a reality. We are able to  store up to ten items of data that you supply to us with every single call that is recorded. This enables you not only to search by order by also by many other variables including customer type or value.  So you could, for example,  do a search on  ‘all orders from Platinum Card customers that had a value over $1000.’ Optimise OnDemand with CRM integration makes this easy.

  • Protects and grow your business with network based call recording
  • Set up is quick and painless and activation easy            
  • You won’t have to worry about IT problems or issues with our simple web-browser and highly secure access
  • You can rapidly search for calls-  by the calling number, duration, dialled number, and more       
  • More than 60 reports straight out of the box
    Because its hosted you can work from anywhere and monitor multiple business locations remotely.

Integration choices

We are specialists at integrating call recording platforms to major CRM and ERP platforms including Salesforce.com, Sage,  Sales Logix, Oracle, Netsuite, Peoplesoft SAP, and more.

Open APIs use industry standard technologies including XML Services and Active X and COM objects to get your integration project up and running as quickly as possible. Our integration support team will help you to decide on the best plan to integrate your software to our platforms. They will also help you to plan how to get the maximum impact for improving business processes and speeding up customer service and order management. 
 

     

 

Get in touch 

Need more information? For further details about how our solutions can integrate with your CRM, please get in touch with us now.

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