Mscrm Telephone Application

Mscrm Telephone Application

Mscrm and Telephone cases

Business Process: advertising investment; incoming calls; clues (potential customers); business opportunities; prospective customers; students report to Alibaba Cloud.

Ad tracking

 

1. After advertising, the affected groups can respond in three ways: Phone, network, and school.

These situations can be tracked. As follows:

To view the effect of an advertisement, for example, Shandong Education TV station, you can find the advertisement "Shandong Education TV station:

 

2. on this page, we can see how many calls are made and how many calls are made. The call is successful. In case of busy calls, the main call is suspended, and so on. For example:

 

3. Check the number of people affected and the clues, such:

After the first communication, I learned about the situation of the other party and can carry forward the information.

 

4. Progressive situations that affect the demographic: And the business opportunities here, after the initial release, follow the communication with students to this stage, for example:

 

5. The following figure shows how business opportunities reach prospective customers:

 

6. How many of these groups win and come to school, such:

 

 

7. On this advertisement, we can see the cabling personnel: for example:

 

8. Check QC personnel

These people refer to the communication of the quality control information and the timely return visit to learn the progressive information in a timely manner, and the advertising tracker, such:

The tracking of these data is mainly based on the contact method of advertising. This is the phone number. This is only an advertisement, and each advertisement will have such a set of data.

Data Analysis (Part)

With the above data, the report can show the effect of an advertisement, such as the coverage of the advertisement, the cross coverage between the advertisements, and the effect of the Advertising channel within a period of time, use various graphical reports. The following figure shows the number of clues obtained through the 12 channels on the 13-15. Similarly, business opportunities and customers can all be presented in this way.

 

This is the report of Baidu source information, a subreport;

You can perform Perspective Analysis and graphic analysis on incoming calls.

 

 

Agent software features

Main client interface:

 

 

Call panel:

The following controls are displayed from left to right in the phone number input box, outbound call button, hanging up button, keep/reply button, listener button, keypad, do not disturb, automatic response, and pre-call forwarding settings, listen to the voice mailbox, Feixin

Set the panel for the agent. For example, after logging on to the system, register the login user to the voice server.

 

Various entity pages: Data and phone operation buttons in the red box: save, save and close from left to right, save New, answer, phone keyboard, and hang up, enter the employee ID box for transfer after calling, transfer after calling, save/restore, batch call pause, batch call previous, next, and second batch call; these buttons are the same on the forms of other entities.

 

Batch outbound call parameter settings page:

 

 

 

Call Center client, well integrated with MS-CRM, and MS-CRM permissions, views, relationships between entities, into dynamic interactions,

Telephone functions include:

1. Call the pop-up screen. Based on the progressive call in the sales phase, information entities of different sales stages are displayed when the call is made. If the phone information is not found in the system, a clue is automatically created, the phone information is displayed on the pop-up screen form. Select the agent to be displayed based on the incoming call number. The pop-up page is as follows:

Clue:

Business Opportunities:

 

2. dial up the phone number. You can click the button in the red box in all areas with phone or mobile phone numbers;

3. Listening means that they can listen to their voice when the agent calls. For example, enter the monitored employee ID in the red box, press the button in the basket to enter the listener agent status;

 

4. Call recording refers to recording the call content into an audio file, generating a call ticket, and recording the information of each call;

 

5. Call a message, that is, a voicemail, that is, ask the caller to leave a message when no one answers the call or the call is busy;

6. Voice mail management. Users can use key-based operations as language mailboxes, such as deletion and storage. This is done by ivr interaction. You can use the buttons to implement it. For example:

 

7. Call the phone before receiving the call, and then transfer it to the specified call after receiving the call, after receiving the call, it is transferred to the specified phone number according to the actual situation;

8. automatic response, no disturbing. The system automatically starts to respond when a call is sent to the client. Without disturbing, the client has been registered, but does not want to answer any phone call;

9. A teleconference or teleconference invitation is a meeting of multiple people. You can also invite others to the meeting;

10. Batch Manual calls and automatic outbound calls. This means that multiple outbound calls can be made. manually, you can save the data and click the next or previous one to see the information call, automatically, the next message is automatically called every time the system sets the length after your phone is hung up and saved. The operation is as follows:

11. The DTMF function is the button function;

12. Phone reservation/reply

13. Smart outbound calls: the system automatically and timely as needed;

14. Simple Apsara Client;

15. ivr and man-machine interaction Functions;

16. AMI functions: Agent management functions, such as checking the agent's online status;

 

For internal calls, the sip operator does not charge fees, including two calls and teleconference calls,

As long as the phone number or agent that can access the voice server goes through the Intranet;