More about features
The ability to automatically download incoming and outgoing calls to "1С:Підприємство" 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.
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.
The function allows you to synchronize the partner, contacts of "1С:Підприємство" 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:
The list of functions for synchronizing partners (Figure 6) and employees of "1С:Підприємство":
The configuration is implemented as a separate subsystem "Lead Management", which is not included in the main delivery of the Integration "1С:Підприємство" 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.
This functionality is turned on in the "Open:" setting, which is located at the bottom of the "Current Call" tab of the "Virtual ATC" panel, a menu item has been added: "New customer order" to the list of "What to open when an active call" ("Do not open anything" , "Customer Card", "Event (phone call)"). Thus, with an active current call, if the option "Open a new customer order" is enabled, then when you click the "Information on the current call" or the key combination "Ctrl + 1", a new document "Customer order" opens with the counterparty filled out and the contact person of the counterparty (Fig.8) , the order book for this counterparty can also be opened (Fig. 9), if the corresponding setting is enabled in the settings of this module.
Fig. 8. Creating a customer order document for a given customer.
Fig. 9. Opening a customer order journal for a given customer.
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 "1С:Підприємство" 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:
Module "Integration with virtual ATC "StreamTelecom"". (We provide instructions for users and the administrator, video instructions for filling in the initial settings to start using the module)
Module «Lead management»
|3.||Integration work into the customer's configuration. (4 hours if the customer's basic configuration is one of the typical configurations listed above).||3200|
Installing modules on a working database, filling in the initial settings, consulting on setting up access rights and on how modules work.
|Integration time 4 days.|
The cost of the solution, if the modules are supplied as an extension ("UNF 1.6.8" and higher, "BAS Small business"), UAH.
|1.||Extension of the module “Integration with virtual ATC “StreamTelecom”". (We provide instructions for users and the administrator, instructions for installing the extension. Video instructions for filling in the initial settings)||2000|
|2.||Module «Lead management»||3000|
|3.||Consultation on installing the extension and filling in the initial settings in the customer's configuration. (2 hours)||1600|
Integration time 2 days.
|1.||Automatic raising of a client card and loading calls (with http-service)||6000|
|2.||Organization of automatic chimes for missed calls||4000|
|3.||Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty||2000|
|4.||Opportunity to work under several contracts with a virtual ATC within the same "1С:Підприємство" database||3000|