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Just imagine, your desk phone rings and on your screen pops up the details of the customer who was calling, their name, last communication you had with them, what they said and any open queries they had with you- all without touching you mouse.  This is achieved through integration of CTI compliant phone systems and Microsoft Dynamics CRM.  Often also referred to as ‘Screen popping’.

Business Mechanix is able to integrate your CTI complaint phone system with Microsoft Dynamics CRM- you just tell us what you want to come up on the screen and as long as its in your CRM, more than likely we can do it for you- assuming that is the caller has not blocked their caller ID!

Our Experience 

Business Mechanix provided screen pop functionality on the IAG CRM implementation project worked on with their Broker Channel.  Business Mechanix worked with IAG’s Avaya Phone system support company and IAG’s IT support team and outsource IT vendor to achieve the phone system integration with CRM.  This enabled IAG to know who was calling them, before the customer even realised IAG were aware of it.  This functionality eventuated in providing a much better service to IAG’s broker channel.

Provide us the details of your phone system and we’ll be able to tell you if you will be able to integrate with Microsoft CRM and provide screen pop functionality.  We will work with your phone system supplier, IT department or outsourced vendor to achieve this result.  Talk to us today for a free 1 hour consultation about what might be involved. 

Business Mechanix Services

  • CTI integration with Microsoft Dynamics CRM
  • Advice and support for CTI integration
  • Design of Screen pop screens when phone rings
  • Data cleaning assistance and phone number formatting prior to integration
  • On-going support and upgrades