CRM Enhanced Caller ID For Your Phone System

Enhance your caller ID with information from your internal systems and be refreshed on your last contact before you answer the call. Customer information can be retreived from any of you internal systems by matching the caller-ID to your custsomer account. This allows your employees to be prepared for the call before they even lift the handset.

3CX phone system has made available robust integration with leading CRM (Customer Relationship Management) packages that pop up enhanced customer information when your phone rings. Information can be displayed from any of your internal systems that expose a programming interface often called a SDK or an API.Display enhanced caller id with and incoming call

Call information can be customized depending on what department the call is destined for.

  • When destined for the accounting department the call can be delivered with recent payment history and outstanding balance.
  • For sales bound calls open orders can be displayed with order history and notes from recent calls.
  • Service department can have current service history and warranty issues presented as the call starts ringing.
Each of these option allows your organization to handle more calls and be better prepared prior to taking care of customers, making your customers happier and your workplace a more enjoyable place to be. Custom programming required for special integration can be provided by Helia.

Learn More

Call our Specialist. He can be reached at:

Picture of Dar ZuchDar ZuchBusiness IT Specialist - CalgaryHelia Technologies(403) 698-0700

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