StreamTelecom AlfaAuto, Integration of AlfaAuto StreamTelecom, Integration with Virtual ATC "Stream Telecom" for BAS configurations on managed forms (Small business, KUP, ERP, UT 3, UNF, AlfaAuto 6, СRM 3.0, Accounting)
- The ability to call from the customer card.
- Getting information about the client with the active call (by pressing the key combination "Ctrl+1").
- Saving the history of conversations in the customer card.
- the ability to play a conversation recording;
- 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 BAS to CRM StreamTelecom:
- the ability to synchronize the nomenclature of BAS and CRM "StreamTelecom".
- Information about missed calls for a specified number of days, the organization of the chime.
- Synchronization of BAS clients with StreamTelecom clients:
- regular unloading of modified and new customers from BAS to StreamTelecom;
- transfer from BAS in "StreamTelecom" binding the client to the manager.
- the ability to play a conversation recording;
- automatic filling of the source of information according to the established correspondence of our telephone numbers to the sources of information;
- the ability to call another internal line;
- the ability to transfer the current active call to another extension.
- the ability to synchronize the nomenclature of BAS and CRM "StreamTelecom".
- regular unloading of modified and new customers from BAS to StreamTelecom;
- transfer from BAS in "StreamTelecom" binding the client to the manager.
List of additional module functionality:
- 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 (additional paid functionality).
Why should you choose our solution?:
- More than 200 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" (in the "BAS Small Business" configuration) ;
- 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. For configurations "BAS Small Business", "AlfaAuto 6" it is implemented as an extension, without changing the main configuration;
- The solution works directly with the StreamTelecom virtual PBX cabinet, no additional services are used between the BAS product (or AlfaAuto 6, CRM 3) and StreamTelecom, from the requirements - only access to crm.streamtele.com from the server where the "BAS" product is deployed;
- Additional services are available for full integration with "StreamTelecom". Some are listed here...
The module is compatible with standard products:
- BAS Small Business (implemented as an extension);
- BAS KUP. BAS Comprehensive Enterprise Management;
- BAS UT 3.2. BAS Trade Management 3.2;
- BAS ERP. BAS Enterprise Resource Planning;
- BAS Accounting;
- UT 3.1. Trade Management 3.1;
- UNF. Small Business Management (starting from version 1.6.8, implemented as an extension);
- Alpha-Auto 6: Auto Service + Auto Parts;
- Beauty Salon 2.0;
- CRM 3;
- 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.
2. Dialing from a partner card.
3. Saving the history of conversations in the partner's card.
The ability to automatically download incoming and outgoing calls to BAS 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.
4. Information on the status of internal telephone lines, a call to the internal line.
5. Information about lost calls, working out lost calls.
Fig.5. 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.
7. Synchronization of contacts in BAS and StreamTelecom. Synchronization of BAS users with users in StreamTelecom.
The function allows you to synchronize the partner, contacts of BAS 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.
The list of functions for synchronizing partners (Figure 7) and employees of BAS:
- "Synchronize employees"; performs a comparison of employees BAS 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 BAS to "StreamTelecom", this operation is performed once during the implementation of the module "Integration with StreamTelecom"
8. Quick creation of a lead with an incoming call.
The configuration is implemented as a separate subsystem "Lead Management", which is not included in the main delivery of the Integration 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.
9. Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty (additional paid functionality).
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.9) , the order book for this counterparty can also be opened (Fig. 10), if the corresponding setting is enabled in the settings of this module.
Fig. 9. Creating a customer order document for a given customer.
Fig. 10. Opening a customer order journal for a given customer.
Implementation Approach for Settings
There are two ways to technically implement the settings for our module:
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By making minimal changes to the standard configuration, in the form of a separate subsystem "StreamTelecom" and "Lead Management," if the module is included in the package.
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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.
The solution is localized for Ukrainian and Russian languages.
Requirements for the BAS platform: release 8.2.19.121 or later.
Integration of accounting system with "StreamTelecom", configuration "Trade management, version 3.0"
Cost of the solution, UAH.
1. |
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) |
3000 |
2. |
Module «Lead management» |
3000 |
3. | Integration work into the customer's configuration. (4 hours if the customer's basic configuration is one of the typical configurations listed above). | 3600 |
4. |
Installing modules on a working database, filling in the initial settings, consulting on setting up access rights and on how modules work. |
900 |
Total: | 10500 | |
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) | 3000 |
2. | Module «Lead management» | 3000 |
3. | Consultation on installing the extension and filling in the initial settings in the customer's configuration. (2 hours) | 1800 |
Total: | 7800 | |
Integration time 2 days. |
Additional module functionality:
|
|
Price, UAH |
1. | Automatic raising of a client card and loading calls (with http-service) | 8000 |
2. | Organization of automatic chimes for missed calls | 10000 |
3. | Creating a buyer's order when receiving information about the current call. Opening an order journal for the current counterparty | 3000 |
4. | Opportunity to work under several contracts with a virtual ATC within the same BAS database | 18000 |
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