1C 8: Integration with Virtual ATC "Stream Telecom"

  • Возможность позвонить с карточки клиента.
  • Получение информации о клиенте при активном звонке.
  • Сохранение истории разговоров в карточке клиентов.
    • возможность воспроизведения записи разговора;
    • сохранение истории sms-сообщений, полученных на наши номера телефонов в «СтримТелеком», а также отправленных из «СтримТелеком»;
    • автоматическое заполнения источника информации по установленному соответствию наших номеров телефонов источникам информации;
  • Состояние внутренних линий пользователей (активный, разговаривает, вне сети) на «СтримТелеком»:
    • возможность позвонить на другую внутреннюю линию;
    • возможность перевести текущий активный звонок на другую внутреннюю линию.
  • Выгрузка заказов покупателей из 1С в СРМ «СтримТелеком»:
    • возможность синхронизации номенклатуры 1С и СРМ «СтримТелеком».
  • Информация о пропущенных звонках за указанное количество дней, организация перезвона.
  • Синхронизация клиентов «1С 8» с клиентами «СтримТелеком»:
    • регулярная выгрузка измененных и новых клиентов из 1С в «СтримТелеком»;
    • передача с «1С» в «СтримТелеком» привязки клиента к менеджеру.


Industry ATP, transport management  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Additional settings  Controlled forms  IP-telephony  
Type Management Accounting  
Cofigurations Trade Management3  Management of a small company  Accounting for Ukraine2.0  СRМ from 1С  ERP: Enterprise Management 2.0  Beauty Salon 2.0  СRМ 2.0 from Rarus  
1C 8: Integration with Virtual ATC "Stream Telecom"
UAH 2 000
Buy
Full description

The list of functions of the module "Integration with a virtual ATC "StreamTelecom" for 1C configurations on managed forms:


  • The ability to call from the customer card.
  • Getting information about the client with the active call.
  • Saving the history of conversations in the customer card.
    • the ability to play a conversation recording;
    • preservation of the history of sms-messages received on our phone numbers in StreamTelecom, as well as sent from StreamTelecom;
    • automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
  • The state of user internal lines (active, talking, offline) on StreamTelecom:
    • the ability to call another internal line;
    • the ability to transfer the current active call to another extension.
  • Uploading customer orders from 1C to SRM StreamTelecom:
    • the ability to synchronize the nomenclature of 1C and CPM "StreamTelecom".
  • Information about missed calls for a specified number of days, the organization of the chime.
  • Synchronization of 1C 8 clients with StreamTelecom clients:
    • regular unloading of modified and new customers from 1C to StreamTelecom;
    • transfer from "1C" in "StreamTelecom" binding the client to the manager.
  • Quick creation of "Lead" with an incoming call (if available Lead Management Module).

 

 

More about features

1. Receiving customer information with active call.

Fig.1. The main panel of the module. Information on the current call.

Opportunity to open a partner's card and contact person during a phone call, by pressing the button "Information on an active call" or a key combination «Ctrl+Q».
The ability to automatically create a document "Phone call" with the completion of a partner and contact person, in which you can make entries about the phone call. After the end of the call from this document, you can open an audio recording of the conversation, the record is opened in the browser and 1C is not stored in the database.

Fig.1.2. Appearance of the document "Phone call". Button "Listen to the recording of a conversation".

2. Dialing from a partner card. 

Fig. 2. Partner card, "Call" button.

3. Saving the history of conversations in the partner's card. 

The ability to automatically download incoming and outgoing calls to "1C" in the form of documents "Interactions.Telephone calls" with the definition of a partner, contact person and the responsible person of "our" organization. From your partner or contact card, you can view your call history and listen to your conversations.

Fig. 3. Partner card. Call history.

4. Information on the status of internal telephone lines, a call to the internal line.

Fig. 4. Information on the status of internal telephone lines, calls to internal lines.

5. Filling the source of information in documents "Events (phone calls), as well as in lead cards".


The source of information is determined by the specified correspondences for our phone numbers in the information register "Correspondence of our phone numbers to information sources". This register introduces correspondence to the information sources of our telephone numbers connected to the Virtual ATC. According to the given correspondences, the source of information is filled in in the documents "Events (phone calls)", as well as in the lead card.  

Configuring the correspondence of our telephone numbers to information sources is set in the "Settings" menu of processing "Virtual ATC", on the tab "Correspondence of our phones to information sources" (Fig. 5).
Fig. 5. Filling in the correspondence of our phones to information sources in the main form of processing "Virtual ATC" of the "Settings" menu.

6. Synchronization of contacts in 1C and StreamTelecom. Synchronization of 1C users with users in StreamTelecom.

The function allows you to synchronize the partner, contacts of 1C 8 partners with StreamTelecom customers, and also link Stream Stream customers to responsible managers whose phones will be addressed with calls. If you change the data for partners, the data is updated in Stream Stream. Data of the partner, which are transmitted in StreamTelecom:

  • name;
  • phones;
  • responsible manager, to whom to translate calls.
Screenshot_4.jpg

Fig. 6. Synchronization of employees 1C and StreamTelecom, synchronization of partners.

The list of functions for synchronizing partners (Figure 6) and employees of "1C 8":

  • "Synchronize employees"; performs a comparison of employees "1C 8" with managers in StreamTelecom, for which customers are assigned.
  • "Unloading the changed counterparties"; performs unloading only changed or new counterparties. Processing is also performed in the scheduled task every 10 minutes, by default.
  • "Unloading all counterparties"; performs full unloading of all counterparties from "1С 8" to "StreamTelecom", this operation is performed once during the implementation of the module "Integration 1C with StreamTelecom"

7. Quick creation of a lead with an incoming call.

Screenshot_5.jpg

Fig. 7. The panel "Virtual ATC". Lead card (potential buyer).

The configuration is implemented as a separate subsystem "Lead Management", which is not included in the main delivery of the Integration 1C with StreamTelecom module. The setting allows you to keep track of potential buyers who have not bought anything yet. Lida classified into: hot, warm, cold, unpromising. If the lead becomes the buyer, then on the basis of the lead card an element of the directory "Accounts" is created and the lead card closes automatically.

Thus, in active leads there are contacts that never became buyers or the telephone number is not brought into contact with any counterparty.

 How to configure, for which configurations is appropriate

Technically, the configuration is in the form of a separate subsystem. In this case, the typical configuration changes only in a few places where it is necessary.

The configuration can be integrated into any "1C 8" configurations, where there are phone numbers and the kind of document that can play the role of the "Phone Call" document, for example, an "Event" document or a "Phone Call" document. There are solutions for typical configurations:

  • Trade Management, Edition 3.0;
  • Trade Management, Edition 3.1;
  • Managing a small business;
  • Accounting, Revision 1.2;
  • CRM from Rarus;
  • CRM from 1C;
  • Other configurations.

 

The solution is localized for Ukrainian and Russian languages.

Requirements for the 1C platform: release 8.2.19.121 or later.


Cost of the solution, UAH:

1.     The cost of the module "Integration with the virtual ATC "Stream Telecom"  2000
2.
 The cost of the module «Lead management»        2000
3.      Integration work in the customer configuration (2 hours, if the customer's basic configuration is one of the typical configurations listed above)   1400 (2 hours for 700 UAH)

 
Integration Time 4 days. 


Additional module functionality:



                                                                
 Price, UAH

 1.  Opportunity to work under several contracts with a virtual ATC within the same 1C database      3000
 2.  Create customer order when retrieving information on current call   1000



The rights to the module are reserved (certificate No. 76364). We provide favorable conditions for cooperation for partners.



Developer: NCT Company
www.nct.ua
info@nct.ua



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