Learn how to transform your CSP or telco from simply being the guy that sells the phone system to a partner that delivers value to the business beyond the phone.
- Improve efficiency of sales team by enabling click-to-dial from virtually any popular CRM – no more manual dialing and errors
- “Inbound call pop up” immediately shows the relevant customer info – no more asking customer for “account ID”; increase the customer experience and save time
- Give your customers access to call recordings or ability to supervise calls in progress
- Allow SMB/Enterprises without a CRM to have company-wide address/phonebook
- Give your customers the flexibility to use the CRM of their choosing. Some currently supported CRMs include Salesforce, Zoho, Dynamics, ConnectWise, Sage, SugarCRM. But if it’s not yet supported, it can be added
- Reduce costs by making/receiving calls in Teams without paying for “phone system” to MS
What to expect
This webinar will be a joint venture between PortaOne and our partner Mondago who has developed this software which can be accessed through Add-on Mart.
The webinar will consist of 3 parts:
- Introduction and overview
- Demo by Mondago
- Q&A session
Some of the key features you’ll be learning about:
- Client configuration through Cloud Discovery for user-friendly provisioning to end users, such that it can be performed by non-technical staff/business personnel
- Comprehensive CRM integration with a wide range of products
- Presence: the app shows BLF/presence availability of colleagues similar to a virtual attendant console (showing BLF without having to look at your deskphone)
- MS Teams integration which allows the app to read/set Team status while on a call in another app
- Bluetooth Mobile integration (beta in first release)
- Cloud Contacts integration
