Keep the history of conversations in the customer card.
Possibility to play a recording of a conversation.
Information on the status of internal lines.
Synchronization of "1s8" clients with "StreamTelecom" clients.
Fast creation of "Lead" with an incoming call.
Automatic unloading of transactions from "1s" to "StreamTelecom".
Synchronization of goods in "1s" and products in "CRM StreamTelecom".
More about features
1. Receiving customer information with active call.
Fig.1. The main panel of the module. Information on the current call, the status of the internal lines.
The possibility of opening a customer card and contact person during a phone call, by pressing the button "Information on an active call" or a combination of keys "Ctrl + Q".
Possibility of automatic creation of the document "Event" or "Phone call" with the filling of the counterparty and the contact person , in which it is possible to 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 the database is not stored in the 1C database.
Fig.2. Appearance of the document "Event". Button "Listen to the recording of a conversation".
2. Dialing from a counterparty card.
Fig. 3 Counterparty card, "Call" button.
3. Preservation of the history of calls in the counterparty card.
The ability to automatically download incoming and outgoing calls to "1C" in the form of documents "Event" with the definition of the counterparty, contact person and the responsible person of "our" organization. From the counterparty card or contact person, you can view the call history and listen to the audio recordings of conversations.
Fig. 4. The counterparty card. Call history.
4. Information on the status of internal telephone lines, transfer of a call, a call on an internal line.
Fig. 5. Information on the status of internal telephone lines, transfer of calls, calls to internal lines.
5. Synchronization of 1C 8 counterparties with "StreamTelecom" customers.
The function allows you to synchronize counterparties, 1C 8 counterparty contacts with StreamTelecom customers, and also link StreamTelecom clients to the responsible managers whose phones will be addressed to the phone. If you change the data on the counterparties, the data is updated in Stream Stream. Data of the counterparty that are transferred to StreamTelecom:
responsible managers on whom to translate calls.
Fig. 6. Synchronization of employees 1C and StreamTelecom, synchronization of counterparties.
The list of functions for synchronizing counterparties (Fig. 6) and employees "1C 8":
«Synchronize employees "; Performs a comparison of employees "1C 8" with managers in StreamTelecom, which are assigned counterparties.
«Unloading the changed counterparties "; Performs unloading only changed or new counterparties. Processing is also performed in the scheduled task every 10 minutes, by default.
«Full unloading of counterparties "; Performs full unloading of all counterparties from "1С 8" to "StreamTelecom", this operation is performed once when the module "Integration 1C with StreamTelecom" is implemented
6. Quick creation of a lead with an incoming call.
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. Leads 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" configuration 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:
Managing a trading enterprise;
Managing a manufacturing enterprise ;
Trade Management, Edition 2.3;
Trade Management, Edition 3.0;
Managing a small business ;
Accounting, Revision 1.2;
СRМ from Rarus;
СRМ from 1С;
Customization is implemented on conventional and managed forms.
Fig.8. The StreamTelecom panel on conventional forms.
Requirements for the 1C platform: release 220.127.116.11 or newer.
Cost of the solution, UAH:
The cost of the module "Integration with a virtual automatic telephone exchange" Stream Telecom "