CRM AddOn Dial IT eCast


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  • Moderator Thank you for joining us for CRM AddOn’s Learn IT eCast – a monthly presentation with comprehensive Information and Education about ACT Add On products.
  • CRM AddOn Dial IT eCast

    1. 2. Learn IT Webinar featuring Dial IT <ul><li>Get the Most Out of Your CRM AddOn Products </li></ul><ul><li>March 24, 2009 </li></ul><ul><li>1:00 pm CST </li></ul>
    2. 3. CRM AddOn Factory Germany (Developer/ Support)
    3. 4. CRM AddOn U.S. St. Louis, MO (Sales & Fulfillment)
    4. 5. CRM AddOn Support Suite
    5. 6. Your Presenters <ul><li>Patrick McCulloch, Sales & Marketing Manager for CRM AddOn U.S. </li></ul><ul><li>Ben Meredith, ACT! Certified Consultant – B & B Consulting </li></ul><ul><li>And here in the States: </li></ul><ul><li>Ingo Lange –President, CRM AddOn Factory. </li></ul>
    6. 7. What You Need - Running Dial IT for ACT! <ul><li>ACT! for Web (client) </li></ul><ul><li>Phone with TAPI driver or Skype </li></ul><ul><li>At least 1.5G of RAM </li></ul><ul><li>ACT! 2005 - 2009 </li></ul>
    7. 8. What is TAPI? <ul><li>TAPI - T elephony A pplication P rogramming I nterface </li></ul><ul><li>Developed jointly by AT&T and Microsoft </li></ul><ul><li>Provides computer telephony integration running Microsoft Windows </li></ul><ul><li>Interface for dialing and disconnecting </li></ul><ul><li>Phone system hardware provider provides driver </li></ul>
    8. 9. TAPI Diagram TAPI Driver Telephone Hardware SKYPE Headset
    9. 10. TAPI Diagram 1 Party Link Workstation Telephone Switchboard/ Network TAPI Link
    10. 11. TAPI Diagram Network Link Telephone Switchboard/ Network Workstation Workstation TAPI Server
    11. 12. Will Your Phone Work with TAPI? <ul><ul><li>Ask your phone systems integrator </li></ul></ul>If, Yes If, No <ul><li>Install Driver </li></ul><ul><li>Configure Settings </li></ul><ul><li>Arrange for Upgrade, or </li></ul><ul><li>Use Skype </li></ul>
    12. 13. Dial IT for ACT! - Why you need Dial IT How does it make you more efficient? What will Dial IT do for you? Identify incoming calls Display a pop-up window Identify and record external and internal calls Display a secondary contact
    13. 14. Dial IT for ACT! - Why you need Dial IT How does it make you more efficient? Create a scheduled call list Automatically clear activities Create activities for unanswered calls
    14. 15. Dial IT for ACT! - Why you need Dial IT How will this streamline your workflow? Sending directly to PDA Smart scheduling
    15. 16. Dial IT Comparison Call can be made from Contact, Contact list, Tasklist with the option of clearing the activity Calls can only be generated from the Contact view or the Contact list
    16. 17. Dial IT Comparison Looks up contacts and history when dialed by hand Not supported
    17. 18. Dial IT Comparison Not supported Popup with up to 3 user-defined fields
    18. 19. Dial IT Comparison Not supported History pops up as soon the call is established
    19. 20. Dial IT for ACT! Highlights
    20. 21. Dial IT for ACT! - Inbound Call Window <ul><li>Create contacts, jump to contacts and insert new phone numbers from inbound call window. </li></ul>
    21. 31. Dial IT for ACT! - TAPI Activity List <ul><li>Create and complete a list of ‘Call’ type activities. </li></ul>
    22. 41. Dial IT for ACT! - Contact Jump Back <ul><li>Quickly switch back to a previous contact after a phone call. </li></ul>
    23. 49. Contact Us <ul><li>CRM AddOn U.S. </li></ul><ul><li>866-558-6208 </li></ul><ul><li> </li></ul>
    24. 50. Thank You