Welcome and thank you for joining me for this quick Xarios Web Nugget. Let’s take a quick overview of the Xarios Phone Manager Client as part of the Xarios Telephony Enablement Suite.
Which consists of ….. Next slide …
The host software for all our modules, we call the Applications Server The Call Recording Module The Campaign Manager
And the topic of our presentation today …. The Xarios Phone Manager Client
I. For This Session I’ll Will Outline some Key Phone Manager Tools. First, let me point out the three basic variations of the Phone manager.
1. The Phone Manager Standard – Out of the Box
2. The Professional – For users needing more robust desktop tools
3. And Finally The Team Leader – For users in managerial, operator or support roles
Simply put, the Phone Manager is a windows desktop productivity tool designed specifically for your phone. It connects you and your work phone to anywhere, or anyone you want, quickly and efficiently
Through the use of this simple tool you will find yourself reducing and or eliminating repetitive tasks such as account look up, manual dialing, transferring calls or just trying to figure out where people are
The end result is ………. You get more done by the end of the day.
Let’s have a look at some of the basic tools you can take advantage of right at your desktop
The Phone Manager Button Tool Bar saves time. See availability of groups of Users, Individuals, Pin Applications, Phone System features and other time saving activities under a single button.
For example when a call is made or received you can request information from your Contact Manager (Such As OutLook, SalesForce, MSD, GoldMine, Sage CRM and More) automatically without having to spend the time doing it manually.
Preview Dialing or Highlight-&-Dial is quick and easy to use.
Basically, any phone number you can highlight, you can save time from keying it into your phone just by clicking the Marquee or pressing a pre defined hot-key on your computer keyboard.
Best of all, Preview Dialing is a Standard Feature.
Quick Dial makes locating contacts fast and easy. With Quick Dial you can easily access Phone System Speed Dials, Outlook Contacts, Imported contacts and Colleagues in an instant. Best of all, Quick Directory is a standard feature.
Computer Telephony Integration (or CRM Telephony Enablement) is an integral part of the Phone Manager Professional. When you enable CTI you gain two, key time saving benefits such as:
The ability to automate various components of the “Contact Look-Up” process saving Time Money
Automated Data Inclusion within the “Contact Call Record” Time Money Gather Useful Market Data Conversation History
3. By Simply Enabling this feature alone will bring immediate positive results to any organization
Here is just a sample of some of the Industry Leading Relationship Management Packages we work with and the tools at our disposal to provide additional integration.
Xarios Phone Manager Overview Presentation
Automation At Your
Of All Xarios
• A Windows desktop tool
• Designed specifically for your phone
• It connects you and your phone to
anyone or anywhere you want
• As a result, it improves productivity
efficiency and speed of interaction
between you, your colleagues, and
• Colored Status Indicators
• Yellow – Wrapping Up
• Blue – Unavailable
• Green – Available
• Red - Busy
• Manage Calls From The Marquee
• See What’s Most Important To You
• Caller ID
• Contact Name
• Account Information
• Status Window Shows Availability
• Color Based Status
• Organized Based On
• Attributes May Be Customized
• Agent Availability
• Colleague Status
• Easy Application Access
• Features Of Phone System
• CRM Contact Launch
FEATURES SHOW CONTACT
MR. BIGGROUP STATUS
• Standard Feature
For more information about
our amazing new Get-In-
Shape quick formula call
• Fast Efficient Access To
– Speed Dials
– Outlook Contacts
– Imported Contacts
• Standard Feature
Jason King (Mobile)
• Advanced Plug-In’s
– Record PoP
– Call Log
– Automation Options
• Optional Embedded
Application Server Campaign Manager IVR Professional Services