by MarkC
17. May 2011 11:41
As part of our ongoing growth at Data8, we have recently invested in a new telephone system. To get the most out of the new system, we integrated it with our Microsoft Dynamics CRM system to take advantage of the telephone number data stored there.
Because we have a consistent, accurate set of telephone numbers against accounts and contacts in Microsoft Dynamics CRM, we were able to add a number of added-value features to our telephone system including:
- caller ID name from telephone number
- intelligent routing of incoming calls to the account manager
- automatic call logging
- click-to-dial
These features allow everyone at Data8 to work more efficiently and serve our customers better. We could only add these services because of our position as a Microsoft Silver ISV partner to develop the required plugin code, and because we have accurate telephone number data in our CRM database.
If you want to add similar functionality to your own system, we can help by appending telephone numbers to records that are missing them, and standardising the format of the telephone numbers you already have to make them easier to search. If you're using Microsoft Dynamics CRM, we can even integrate our data cleansing and validation services directly into the CRM system so you don't have to worry about exporting and re-importing your data after we have processed it. For more details about any of these services, please get in touch on 0151 355 4555.