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CRMConnect
CRMConnect-Overview
CRMConnectisanOptusloopapplicationforDesktopthatintegratesyourexistingCRMapplicationintoyourOptusLoopservice,allowinguserstoaccessadvancedvoicefeatures.
TheCRMConnectsolutionwillenableenterpriseuserstointegratetheBroadCloudVoIPplatformdirectlyintotheircustomerrelationshipmanagement(CRM)applications,allowinguserstoaccessclick-to-dial,recorded-calllogging,andotheradvancedvoicefeatures,suchas
FullcontrolofyourphonehandsetfromyourPC
SearchandeditLoopdirectories
ViewthePresenceofotherSiteusers(seewhoisonacallorwhoisavailable)
Allowsuserstomanagetheircallsettings
AllowsuserstoeasilyaddnotesorotherCRMactivitieswhileoncall.
LocateandquicklydialcontactsfromCRMdatabases,otherintegratedapplications,recentlydialledandcallhistorylists
Knowwhoiscalling(beforethecallisanswered).
ThesupportedCRMapplicationsthatintegratewithOptusLoopCRMConnectcanbesearchedatthefollowinglink:
/?language=en
Commonelementsoftheintegrationinclude
CallerPreview–thisdisplaysthecaller’sdetailsbeforethecallisanswered
ContactPopping–locatesanddisplaysthecaller’sfulldetailsasstoredinthePPL,directories,orintegratedapplication(s)
ContactSearching–theabilitytodoasinglesearchforacontactacrossthePPL,directories,Outlook,LotusNotes,GoogleContacts,andanyintegratedapplications.
Click-to-dial–theabilitytodialanumberfromwithinthesearchresultsscreen,withouthavingtojumpacrosstothePPL,directory,orintegratedapplicationwherethenumberisactuallystored.
InstallingCRMConnect
TheCRMConnectsoftwareissuppliedasanInternetdownload.Itisaself-containedinstallerthatcontainsthefilesneededtoinstallacopyofCRMConnect.
Beforeyoustart,pleasecheckyouhavethefollowing:
Asuitablecomputertoinstalltheclient(pleasecheckminimumrequirements)
LogintoMyPhoneNextPortal
EntertheURL.au/myphonenext
EnteryourUsernameandPassword(providedtoyoubyOptus)
ClickLogIn
MyApps–CRMConnect
GototheMyAppstab
SelectDownloadunderCRMconnect
ClicktheDownloadiconforeitherPCorMAC
CRMConnect
Installation
WhenyoufirstinstallCRMConnect,ittakesyouthroughaninstallationphasewhereyouneedtotellityourBroadCloudCRMConnectURLserver'saddressandyourlogincredentialsorextensionnumber.Whenitdoesthis,itpresentstheTelephonysettingspageoftheConfigurationwindow.
Username:CRMConnectAG
Password:cannel5781
ClickSave
UC-OneMode
CRMConnectcanalsobeusedinUC-Onemode.
ThismodeisdesignedsothatCRMConnectworksco-operativelywithUC-One.ThismeansthatcertainfeaturessuchasPresence,callsettingsandCallHistoryareremovedfromCRMConnectasthesearealsoavailablefromUC-OneCommunicator.ItisalsodesignedtoworkexclusivelythroughtheAPIavailable,withUC-OneCommunicatoreliminatingtheneedforCRMConnecttomakeanydirectconnectiontotheBroadworksXSPplatform*.
CRMConnect
*InsomeinstanceanXSi/OCIcallmaybemadewhenCRMConnectstartstocheckauserislicensedtouseCRMConnect.
UC-Onemodewillalsosupressthepop-upwindownormallyshownbyUC-Oneandinstead,justthenormalCRMConnectPreviewwindowwillbeshown.IntegrationandcallcontroloptionswillbeavailablefromthePreviewwindowasnormal,excepttherangeofcallcontroloptionswillbelimited.
FeatureComparison
BroadCloudCRMConnectFeature
NormalMode
UC-OneMode
Phonewindow
Yes
Yes
Presence
Yes
No
Callsettings
Yes
Yes
AddressBook
Yes
Yes*
CallHistory
Yes
No
Recent
Yes
Yes
Features
Yes
No
CommPilotExpress
Yes
No
BroadWorksDirectorySearching
Yes
No
Previewwindow
Yes
Yes
CallControl
Full
Answer,Hangup,Hold
Dialingoptions
All
All
CRMintegrationfeatures
All
All
XSIconnectionrequired
Yes
No
UC-OnemodereliesontherequiredAPIbeingavailablefromUC-OneCommunicator.Thisisenabledbycertaincustomtagsbeingconfiguredagainsttheuser'sBroadClouduserprofile.ContactyourBroadWork
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