Know who is calling - and why
CTI - Computer Telephony Integration
CTI - linking the telephone system with customer data
All important information about the caller at a glance
Nothing is as important as talking to the customer or business partner, even if it is "only" on the phone. Our CTI solution is the ideal tool to take communication with your customers to a new level and to significantly optimize it.
CTI stands for the integration of telephony and EDP (Computer Telephony Integration). Simova's CTI links telephone (numbers) with any data on your business partners. When a contact is called, all relevant data, such as B. sales, open items, existing orders, etc. are displayed directly in Business Central. The employees are always well informed without having to search for the necessary data records in the company software.
What makes CTI a useful tool
Caller ID and display of contact information
Complete integration into your CRM system enables the logging of telephony entries and calls to be made directly from Business Central or NAV
Faster response and information options
Increase in productivity and customer satisfaction
Record call notes for the call directly on the call card
High return on investment thanks to short implementation times
Clear and convenient information provision for incoming or outgoing calls thanks to the direct display in Business Central
More time to concentrate on the essentials
Integration of Skype for Business and all TAPI-enabled telephone systems
All information at a glance with caller cards
The caller cards integrated in Microsoft Dynamics 365 Business Central provide you with an overview of the business information directly from and in your system. A caller card opens automatically for incoming or outgoing calls and shows call information as well as all relevant information about the caller. In addition, calls can be started, hung up or put on hold from the caller card, i.e. in Business Central.
Tray application for an immediate overview
If you want to see caller and call information from the Business Central system outside of the ERP system, CTI offers the option of displaying information separately and independently of Microsoft 365 Business Central with the so-called CTI Tray application.
The CTI Tray application shows you up to five individually defined pieces of information, each from the contact, debtor or creditor area. In addition, the CTI Tray application can accept call control functions (hang up or hold).
Complete integration with Business Central
If you want to call a contact, customer or vendor, the CTI by Simova also makes this process much more convenient by offering the option of starting a call directly from Microsoft Dynamics 365 Business Central at the push of a button.
Conventional CTI systems offer the option of connecting to Microsoft Dynamics 365 Business Central and displaying simple contact information - with the CTI by Simova you have a solution that is directly integrated in Business Central!
Easy connection to existing telephone systems or Skype for Business
CTI by Simova is compatible with all TAPI-enabled telephone systems and can be quickly and easily integrated into your existing infrastructure via this standard interface. The connection of Skype for Business is also possible. We are working flat out on a Microsoft Teams connection in order to offer you maximum integration options.
Conversation notes directly in Business Central
During the call or after the call, important notes can be recorded on the caller card directly within Microsoft Dynamics 365 Business Central. The notes are saved in the Business Central activity log items for each contact.
The user does not want to look for information about the call from an external program. The CTI by Simova therefore records information about the type of call, telephone number, time and duration directly on the contact in Business Central CRM. The overview of all conversations is also recorded in a separate list of minutes. This also enables transparent tracking of communication.
Is your ERP system compatible with our solutions?
Our solutions are available for both Microsoft Dynamics 365 Business Central and Dynamics NAV. More information about compatibility can be found here.