You make phone calls directly from PisaSales CRM with a click of the mouse. For incoming calls, the stored contact data record is determined in PisaSales CRM on the basis of the telephone number transmitted by the caller. Via a popup you can immediately see who is calling, you can jump to the customer file with one click, open a key figure cockpit for the customer, create a service ticket and much more. If desired, the connection data for the individual telephone calls can be logged and evaluated.
A graphical status bar informs you, for example, whether escalated service notifications or open quotations from the customer exist. The customer cockpit provides you with current key figures at company level from the dimensions of marketing, sales, and service. If the system is not able to identify the caller uniquely by telephone number, a selection is automatically offered for searching for the caller in the database. The telephone history of all incoming, outgoing, and missed calls is also recorded.
The PisaSales CRM is already prepared for the use of Skype for business. The server component for Skype4B is already implemented in the standard version. This provides a CTI variant for telephony with Skype4B. By dialing a phone number in PisaSales CRM the Skype mask pops up and the call can be made over it. For incoming calls the Skype mask shows the contact if he is registered in the system.