• Quick creation of "Lead" with an incoming call (if available Lead Management Module).
• Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty (optional paid module).

Why should you choose our solution?:

• More than 570 integrations in 10 years;
• We have been engaged in this area since 2013, more than 600 hours of work of specialists have been spent on the development and debugging;
• The solution is maximally integrated with a typical configuration - objects of a typical configuration are used: documents "Event" or "Phone call", directories - "Contractors", "Contact persons", "Partners", directory "Leads";
• The solution is fully optimized with minimal changes to the typical configuration; where possible, everything is done by program code, highlighted with comments, even if, by negligence, we rewrite all our changes in the standard configuration code, then only the "Call" buttons from the contact information of directories and the details from the "Event / Phone call" document will disappear, which immediately will be noticeable and will be quickly restored. 
•  The solution works directly with the Binotel virtual PBX cabinet, no additional services are used between the "1С:Підприємство" product and Binotel, from the requirements - only access to my.binotel.ua from the server where the "1С:Підприємство" product is deployed;
• Additional services are available for full integration with "Binotel". Some are listed here...

The module is compatible with standard products:

• UTP. Managing a Trading Enterprise; 
• UVP. Managing an Industrial Enterprise; 
• UT 2.3. Retail Management 2.3; 
• CRM 1.4 by Rarus; 
• Alfa-Auto, edition 5;
  
• Other configurations: The availability of our solution among other standard products can be clarified with our specialists. We are always ready to customize our module to meet your unique needs.
  

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 the call, contacts of employees, leads, contacts of counterparties, call records, missed calls.

Fig.1.2. Appearance of the document "Event". The buttons "call, listen and save a conversation record".

2. Dialing from a counterparty card. 

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

3. Saving the history of conversations in the counterparty card. 

The ability to automatically download incoming and outgoing calls 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 history of calls, listen to the audio recordings of conversations and download the conversation record file.

Fig. 3. Counterparty card. Call history.

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

Fig. 4. Information on the status of internal telephone lines (online, offline, busy), call transfer, calls to internal lines.

5. Information about missed calls, working off missed calls.

Fig.5. Information about missed calls. The missed call card, the ability to call back.

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

The source of information is determined by the specified correspondences for our telephone numbers in the information register "Correspondence of our telephone numbers to information sources". This register introduces correspondence to the sources of information 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. 6).

Fig. 6. Filling in the correspondence of our phones to information sources in the main form of processing “Virtual ATC” of the “Settings” menu.

7. Synchronization of contacts in Binotel. Synchronization of users with users in Binotel.

The function allows you to synchronize counterparties, contacts of counterparties with customers of "Binotel", and also bind customers "Binotel" to responsible managers whose phones will be addressed to calls. When you change the data on the counterparties, the data is updated in the "Binotel". Data of the counterparty, which are transferred to "Binotel":

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

Fig. 7. Synchronization of employees Binotel, synchronization of counterparties.

The list of functions for synchronizing counterparties (fig. 7) and employees:

• "Synchronization of employees"; performs comparison of employees 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 to "Binotel", this operation is performed once when the module "Integration with Binotel"

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

Fig. 8. The magazine "Leads". 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 with Binotel 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.

9. Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty (optional paid module).

Implementation Approach for Settings

There are two ways to technically implement the settings for our module:

1. By making minimal changes to the standard configuration, in the form of a separate subsystem "Binotel" and "Lead Management," if the module is included in the package.

2. As an extension of the main configuration of the standard product. The way the module is implemented for different standard products is described at the beginning of the page here.

This solution is localized for Ukrainian and Russian languages. 

Platform requirements for BAS: release 8.2.19.121 or newer.

Filling in the settings of the module "Integration with Binotel"

Solution cost, UAH.