QGate intelli-CTi™ for Microsoft Dynamics - CRM & Telephony Integration

QGate intelli-CTi™ for Microsoft Dynamics CRM integrates your CRM and telephony systems providing integration for your Microsoft Dynamics CRM solution. QGate intelli-CTi for Microsoft Dynamics CRM enables you to optimize your investment in your Microsoft Dynamics CRM and Telephone infrastructure providing a seamless telephony integration with Microsoft Dynamics CRM delivered in a cost effective and user friendly manner.

intelli-CTi for Microsoft Dynamics CRM enhances profitability through increased productivity and customer satisfaction

QGate intelli-CTi Family benefits:

• Streamlined telephony activity within your business
• Improved customer relationships, service levels and customer satisfaction
• Increased telephone call efficiency and throughput
• Personalized telephone interaction - identifying callers automatically
• Increased business productivity
• Reduced development costs with ease of deployment and implementation
• Flexible deployment across multiple sites

Further information can be found on the Computer Telephony Integration with QGate's intelli-CTi Solution Family page.

QGate intelli-CTi for Microsoft Dynamics CRM key features include:

• Delivering great customer service through the instant retrieval of Account and Contact information in Microsoft Dynamics CRM when a telephone call is received.
• Automating the dialing of Microsoft Dynamics CRM Accounts, Contacts and Leads.
• Increasing productivity by improving the speed and accuracy of outbound calling with one-click dialing from within Microsoft Dynamics CRM.
• Assisting the call flow process with rich detailed information from CRM via the Dynamics CRM Call Assistant, to streamline the use of CRM to deliver fast efficient customer interaction
• Call wrap-up capability for managing post call operations in CRM such as note taking, Activity management, Case management, and/or Opportunity management.
• Seamlessly managing complex CRM entity relationships to ensure quality data captured across multiple related CRM entities.
• Automatic recording of telephone call statistics, combined with associated customer data to enable valuable analysis and business intelligence.
• Automatic logging of telephone call information within Microsoft Dynamics CRM for audit tracking, performance analysis and complete CRM call history management.
• Telephone system independence with a wide range of telephone system compatibilities; including Avaya, Cisco and a whole host of other systems by supporting all the major phone event protocols. See our intelli-CTi Phone System Compatibility List for full details .
• Seamless integration into Microsoft Dynamics CRM.
• Elegant desktop integration with dynamic, active sidebar display.
• On-screen call display (soft-phone) with essential call handling capability.
• Multiple telephone call support.
• In-call note capture capability.
• Rapid implementation.
• Flexible and extendable framework solution - intelli-CTi has been future-proofed with its open and flexible design. For example, if the environment changes or the phone system is upgraded, the solution will not need re-engineering.
• Multi-site CRM deployment with multi-telephone system support.

intelli-CTi CRM Relationship Management

By the very nature of CRM, the importance of relationship management is at the heart of your customer interactions. Microsoft Dynamics CRM provides many key aspects and features in support of customer interaction, with the key being to harness these aspects through relationships to leverage the true power and success of good Customer Relationship Management. During the lifecycle of a telephone call and your use of Microsoft Dynamics CRM, you can touch upon many aspects of CRM during telephone interaction with your customers. A telephone call can often relate to many entities within your CRM solution, such as CRM Accounts, Contacts and/or Leads; together with possible relationships to CRM Activities, History, Opportunities and/or Cases.

intelli-CTi for Microsoft Dynamics CRM provides extensive support to manage these important complex CRM relationships across the multitude of CRM entities that may relate to a telephone call. Ensuring that each call-related CRM entity, and their relationships to each other are duly linked and recorded within the CRM system. Thus providing a complete 360º historical record within CRM of all telephony activity and all related CRM entities.

Deployment Compatibility Matrix

The table below shows the compatibility of intelli-CTi for Microsoft Dynamics CRM with the following CRM deployments:

	CRM 4				CRM 2011
Client	Online	Shared Partner Hosting	Dedicated Partner Hosting	On Premise	Online	On Premise
Internet Explorer 6 (SP1)
Internet Explorer 7
Internet Explorer 8 (32-bit)
Internet Explorer 8 (64-bit)
Internet Explorer 9 (32-bit)
Internet Explorer 9 (64-bit)
Outlook 2003 (SP3 or above)
Outlook 2007 (SP2 or above)
Outlook 2010 (32-bit)
Outlook 2010 (64-bit)

   = Not Available or planned      =Available Now       = Future development - date to be confirmed

QGate intelli-CTi Free Download

Find out for yourself how intelli-CTi can help your business - click on the Download Free Trial button on the right of this screen to get a free download of intelli-CTi for Microsoft Dynamics CRM.