Integrating Your Phone System with Accounting, CRM, POS, and Custom Applications

Leverage your enterprise systems by integrating with your Phone System. Your phone system is highest touch point between your organizations and your customers. Accelerate customer service by making available customer information before the call is answered. 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.

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:

Dar ZuchBusiness IT Specialist - CalgaryHelia Technologiesdar@helia.ca(403) 698-0700