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Learn IT Webinar featuring  Dial IT ,[object Object],[object Object],[object Object]
CRM AddOn Factory  Germany   (Developer/ Support)
CRM AddOn U.S. St. Louis, MO  (Sales & Fulfillment)
CRM AddOn Support Suite www.crmaddon.com/support
Your Presenters ,[object Object],[object Object],[object Object],[object Object]
What You Need -  Running Dial IT for ACT! ,[object Object],[object Object],[object Object],[object Object]
What is TAPI? ,[object Object],[object Object],[object Object],[object Object],[object Object]
TAPI Diagram TAPI Driver Telephone Hardware SKYPE Headset
TAPI Diagram 1 Party Link Workstation Telephone Switchboard/ Network TAPI Link
TAPI Diagram Network Link Telephone Switchboard/ Network Workstation Workstation TAPI Server
Will Your Phone Work with TAPI? ,[object Object],If, Yes If, No ,[object Object],[object Object],[object Object],[object Object]
Dial IT for ACT!  -  Why you need Dial IT How does it make you more efficient? What will Dial IT do for you? Identify incoming calls Display a pop-up window Identify and record external and internal calls Display a secondary contact
Dial IT for ACT!  -  Why you need Dial IT How does it make you more efficient? Create a scheduled call list Automatically clear activities Create activities for unanswered calls
Dial IT for ACT!  -  Why you need Dial IT How will this streamline your workflow? Sending directly to PDA Smart scheduling
Dial IT Comparison Call can be made from Contact, Contact list, Tasklist with the option of clearing the activity  Calls can only be generated from the  Contact view or the Contact list
Dial IT Comparison Looks up contacts and history when dialed by hand  Not supported
Dial IT Comparison Not supported  Popup with up to 3 user-defined fields
Dial IT Comparison Not supported  History pops up as soon the call is established
Dial IT for ACT! Highlights
Dial IT for ACT! - Inbound Call Window ,[object Object]
 
 
 
 
 
 
 
 
 
Dial IT for ACT! - TAPI Activity List ,[object Object]
 
 
 
 
 
 
 
 
 
Dial IT for ACT! - Contact Jump Back ,[object Object]
 
 
 
 
 
 
 
Contact Us ,[object Object],[object Object],[object Object]
Thank You

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CRM AddOn Dial IT eCast

  • 1.  
  • 2.
  • 3. CRM AddOn Factory Germany (Developer/ Support)
  • 4. CRM AddOn U.S. St. Louis, MO (Sales & Fulfillment)
  • 5. CRM AddOn Support Suite www.crmaddon.com/support
  • 6.
  • 7.
  • 8.
  • 9. TAPI Diagram TAPI Driver Telephone Hardware SKYPE Headset
  • 10. TAPI Diagram 1 Party Link Workstation Telephone Switchboard/ Network TAPI Link
  • 11. TAPI Diagram Network Link Telephone Switchboard/ Network Workstation Workstation TAPI Server
  • 12.
  • 13. Dial IT for ACT! - Why you need Dial IT How does it make you more efficient? What will Dial IT do for you? Identify incoming calls Display a pop-up window Identify and record external and internal calls Display a secondary contact
  • 14. Dial IT for ACT! - Why you need Dial IT How does it make you more efficient? Create a scheduled call list Automatically clear activities Create activities for unanswered calls
  • 15. Dial IT for ACT! - Why you need Dial IT How will this streamline your workflow? Sending directly to PDA Smart scheduling
  • 16. Dial IT Comparison Call can be made from Contact, Contact list, Tasklist with the option of clearing the activity Calls can only be generated from the Contact view or the Contact list
  • 17. Dial IT Comparison Looks up contacts and history when dialed by hand Not supported
  • 18. Dial IT Comparison Not supported Popup with up to 3 user-defined fields
  • 19. Dial IT Comparison Not supported History pops up as soon the call is established
  • 20. Dial IT for ACT! Highlights
  • 21.
  • 22.  
  • 23.  
  • 24.  
  • 25.  
  • 26.  
  • 27.  
  • 28.  
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  • 30.  
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Editor's Notes

  1. Moderator Thank you for joining us for CRM AddOn’s Learn IT eCast – a monthly presentation with comprehensive Information and Education about ACT Add On products.