VIP Integration with Vantage CRM
Vantage Communications customers who use both our Vantage IP Communication Service and Vantage CRM get the best of both worlds: best-of-breed phone and CRM applications that are typically too expensive for small and medium sized businesses and integrated features that can almost do your job for you.
Here are Some Time Saving Scenarios:
- Scenario 1:
- A Vantage CRM user receives an incoming call on their DID number
- A pop-up window appears which contains a new activity
- The user quickly enters notes
- Leads/contacts/accounts associated with the incoming call number are listed and the activity is saved to the record selected by the user
- If the incoming call number is not found, a new record is created and the phone number populated
- Scenario 2:
- A Vantage CRM user receives an incoming call to their DID number
- The call is answered on a mobile phone utilizing simultaneous ring
- The user logs in to Vantage CRM and is notified they have an In Progress activity
- The user enters any relevant notes
- Leads/contacts/accounts associated with the incoming call number are listed and the activity is saved to the record selected by the user
- If the incoming call number is not found, a new record is created and the phone number populated
- Scenario 3:
- A Vantage CRM is following up on a marketing email they sent out
- Using a filter, the user views a list of contacts who received the email
- The user clicks on the telephone icon next to the phone number listed and the call is automatically dialed
- A pop-up window appears which contains a new activity
- The user enters any relevant notes and the activity is saved to the record associated with the contact