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Desktop Telephony
Automation At Your
Finger Tips
CRM Telephony
Automation Made
Easy
Core Component
Of All Xarios
Modules
Voice
Documentation
Simplified
• A Windows desktop tool
• Designed specifically for your phone
system
• It connects you and your phone to
anyone or anywhere you want
• As a result, it improves productivity
efficiency and speed of interaction
between you, your colleagues, and
your clients
• Colored Status Indicators
• Yellow – Wrapping Up
• Blue – Unavailable
• Green – Available
• Red - Busy
• Manage Calls From The Marquee
• See What’s Most Important To You
• Caller ID
• Company
• Contact Name
• Account Information
• Status Window Shows Availability
• Color Based Status
• Organized Based On
 Group
 Location
 Type
• Attributes May Be Customized
• Agent Availability
• Colleague Status
• Easy Application Access
• Features Of Phone System
• CRM Contact Launch
WWW.XARIOS.COM
FEATURES SHOW CONTACT
MR. BIGGROUP STATUS
• Fast
• Efficient
• Standard Feature
For more information about
our amazing new Get-In-
Shape quick formula call
801-647-6367
801-647-6367
• Fast Efficient Access To
– Speed Dials
– Outlook Contacts
– Imported Contacts
• Standard Feature
Jason King (Mobile)
• Advanced Plug-In’s
• Automated
– Record PoP
– Call Log
– Automation Options
• Optional Embedded
Recordings
Application Server Campaign Manager IVR Professional Services
salesforcecrm
Desktop Telephony Automation Made Easy
Desktop Telephony Automation Made Easy

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Desktop Telephony Automation Made Easy

  • 1.
  • 2. Desktop Telephony Automation At Your Finger Tips CRM Telephony Automation Made Easy Core Component Of All Xarios Modules Voice Documentation Simplified
  • 3.
  • 4. • A Windows desktop tool • Designed specifically for your phone system • It connects you and your phone to anyone or anywhere you want • As a result, it improves productivity efficiency and speed of interaction between you, your colleagues, and your clients
  • 5. • Colored Status Indicators • Yellow – Wrapping Up • Blue – Unavailable • Green – Available • Red - Busy • Manage Calls From The Marquee • See What’s Most Important To You • Caller ID • Company • Contact Name • Account Information
  • 6. • Status Window Shows Availability • Color Based Status • Organized Based On  Group  Location  Type • Attributes May Be Customized
  • 7. • Agent Availability • Colleague Status • Easy Application Access • Features Of Phone System • CRM Contact Launch WWW.XARIOS.COM FEATURES SHOW CONTACT MR. BIGGROUP STATUS
  • 8. • Fast • Efficient • Standard Feature For more information about our amazing new Get-In- Shape quick formula call 801-647-6367 801-647-6367
  • 9. • Fast Efficient Access To – Speed Dials – Outlook Contacts – Imported Contacts • Standard Feature Jason King (Mobile)
  • 10. • Advanced Plug-In’s • Automated – Record PoP – Call Log – Automation Options • Optional Embedded Recordings Application Server Campaign Manager IVR Professional Services salesforcecrm

Notas do Editor

  1. Welcome and thank you for joining me for this quick Xarios Web Nugget. Let’s take a quick overview of the Xarios Phone Manager Client as part of the Xarios Telephony Enablement Suite. Which consists of ….. Next slide …
  2. The host software for all our modules, we call the Applications Server The Call Recording Module The Campaign Manager And the topic of our presentation today …. The Xarios Phone Manager Client
  3. I. For This Session I’ll Will Outline some Key Phone Manager Tools. First, let me point out the three basic variations of the Phone manager. (Start Animation) 1. The Phone Manager Standard – Out of the Box 2. The Professional – For users needing more robust desktop tools 3. And Finally The Team Leader – For users in managerial, operator or support roles
  4. Simply put, the Phone Manager is a windows desktop productivity tool designed specifically for your phone. It connects you and your work phone to anywhere, or anyone you want, quickly and efficiently Through the use of this simple tool you will find yourself reducing and or eliminating repetitive tasks such as account look up, manual dialing, transferring calls or just trying to figure out where people are The end result is ………. You get more done by the end of the day.
  5. Let’s have a look at some of the basic tools you can take advantage of right at your desktop
  6. The Phone Manager Button Tool Bar saves time. See availability of groups of Users, Individuals, Pin Applications, Phone System features and other time saving activities under a single button. For example when a call is made or received you can request information from your Contact Manager (Such As OutLook, SalesForce, MSD, GoldMine, Sage CRM and More) automatically without having to spend the time doing it manually.
  7. Preview Dialing or Highlight-&-Dial is quick and easy to use. Basically, any phone number you can highlight, you can save time from keying it into your phone just by clicking the Marquee or pressing a pre defined hot-key on your computer keyboard. Best of all, Preview Dialing is a Standard Feature.
  8. Quick Dial makes locating contacts fast and easy. With Quick Dial you can easily access Phone System Speed Dials, Outlook Contacts, Imported contacts and Colleagues in an instant. Best of all, Quick Directory is a standard feature.
  9. Computer Telephony Integration (or CRM Telephony Enablement) is an integral part of the Phone Manager Professional. When you enable CTI you gain two, key time saving benefits such as: The ability to automate various components of the “Contact Look-Up” process saving Time Money Automated Data Inclusion within the “Contact Call Record” Time Money Gather Useful Market Data Conversation History 3. By Simply Enabling this feature alone will bring immediate positive results to any organization
  10. Here is just a sample of some of the Industry Leading Relationship Management Packages we work with and the tools at our disposal to provide additional integration.