List of functions of the module "Integration with a virtual ATC" Binotel "for 1C configurations on managed forms:
- Receiving customer information when an active call is in progress.
- Dialing from a customer card.
- Save the history of conversations on the customer's card.
- The ability to play a conversation record.
- Switching calls to other extensions.
- Extension status information.
- Information about lost calls, the organization of a chime.
- Ability to fill the source of information.
- Synchronization of 1C 8 clients with Binotel clients.
- Quickly create "Lead" when you receive a call.
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 internal lines, the ability to translate a call, contacts of employees, leads, a log of calls (interactions), lost calls.
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 key combination "Ctrl+1". We pay attention: the client's card is opened when the phone was picked up, that is, with an active call.
Possibility of automatic creation of the document "Phone call" with the filling of the client and the 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.2. Appearance of the document "Phone call". Buttons "Listen and save a conversation record".
2. Dialing from the customer card.
Fig. 3 Customer card (partner), "Call" button.
3. Storing the history of conversations in the client card.
The ability to automatically download incoming and outgoing calls to "1C" in the form of documents "Interactions.Telephone calls"with the definition of the client, the contact person and the responsible person of "our" organization. From the client card or contact person, you can view the history of calls, listen to the audio recordings of conversations and download the conversation record file.
Fig. 4. Customer 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 (online, offline, busy), call transfer, calls to internal linesи.
5. Information about lost calls, working out lost calls.
Fig.6. Information about lost calls. Lost call card, the ability to call back.
6. 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. 7).
Fig. 7. Filling in the correspondence of our phones to information sources in the main form of processing "Virtual ATC" of the "Settings" menu.
7. Synchronizing users "1C 8" with employees of "Binotel".
The function allows synchronization of clients, contact persons of "1C 8" clients with customers of "Binotel", and also bind customers of "Binotel" to responsible managers whose phones will be addressed with calls. When you change the data for clients, the data is updated to "Binotel". Customer data that is sent to "Binotel":
- responsible manager, to whom to translate calls.
Fig. 8. Synchronization of employees 1C and Binotel, synchronization of clients.
The list of functions for synchronizing clients (Fig. 8) and employees "1C 8":
- "Synchronization of employees"; performs comparison of employees "1C 8" with managers in "Binotel", behind which the contractors are assigned.
- "Unloading of changed counterparties"; performs unloading only changed or new counterparties. Processing is also performed in the routine every 10 minutes, by default.
- "Full unloading of counterparties"; performs full unloading of all counterparties from "1C 8" to "Binotel", this operation is performed once when the module "Integration 1C with Binotel"
8. Quick creation of a lead with an incoming call.
Fig. 9. Lead card (potential buyer).
The configuration is implemented as a separate Lead Management subsystem, which is not included in the main delivery of the Integration 1C with Binotel 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" configuration where there are telephone 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:
- ERP: Enterprise Management, Revision 2.0;
- Trade Management, Edition 3.0;
- Trade Management, Edition 3.1;
- Managing a small business;
- Accounting, Revision 1.2;
- СRМ from Rarus;
- СRM from 1C;
- Other configurations.
Requirements for the 1C platform: release 126.96.36.199 or newer.
The solution is localized also for the Ukrainian language.
The possibility of automatically raising the customer's card and downloading calls is developed. Cost: 3400grn (turnkey, via web service).
Cost of the solution, UAH.
The cost of the module "Integration with a virtual ATC "Binotel "
The cost of the module "Lead Management"
Work on integration into the configuration of the customer. (2 hours, if the basic configuration of the customer is one of the typical configurations listed above) .
Integration time 2 days.
Developer: NCTwww.nct.ua firstname.lastname@example.org