bvoip's 1Stream Multi-CRM Support is now available to all bvoip partners globally.
"We realize that different teams, departments, divisions, and functions within the same organization often lead to multiple tools, systems, and platforms being used at the same time. We tend to find these systems are islanded. The sales team may be using one system, the back office team may be using another, and the support and implementation teams another. With 1Stream's new multi-crm support features you can now connect multiple different systems or even multiple different accounts of the same simultaneously. This 1Stream functionality will empower users to work less, streamline more, and accurately update multiple systems at once!"
- George Bardissi, President & CEO, bvoip
ONE SIZE DOESN'T REALLY FIT ALL
5 Plans or Tiers of integration features to choose from:
New responsive Windows and Mac Clients
New app workflows that streamlines call tagging in one or two steps rather than multiple steps in the previous version
New app icons embedded into call history for call notes, calls tagged to tickets, calls tagged to opportunities
Easy new company or contact creation workflow
New Easier Ticket Status Filtering & Search
New Ticket internal notes fields now available (in addition customer facing note fields)
New Call Re-Association feature
New Second Chance Call Recording Menu
To help users specifically track if call recordings made it into the CRM, ERP, PSA system. If not, then you can choose to attach a call recording on the fly.
New Multi-Screen Pop Functionality
Will pop various systems and screens based on contact or caller ID match that will help speed up calls
Critical to make sure users have all relevant information and access to progress customer calls
Example: Remote Access, RMM, PSA, Documentation, etc
New Smart Call Transfer Option
Ability to trigger Blind or Warm Call and Screen Transfers to other users or call queues
Helps one user to transfer call, notes, and screens to another user so that call handling does not require pulling up various systems again to progress calls
New Call Control and Call Data API
We have released an API for 1Stream that allows you to take advantage of 6 methods between call data, phone statuses, and click-to-dial. These are the top six items that have been requested by our partners and now they are available to use within your own applications!
New Form Template and Snapshot Features
Ability to "snapshot" common forms for re-use across teams or departments to speed up data entry
Ability to set common language, notes, and user responses to speed up workflows
New Business Intelligence Additions to Base Dashboard
In addition to Inbound Calls, Outbound Calls, Unanswered Calls, Call Time, Call Type, Extension, Originating Caller ID Name and Number, Destination, Status, Talk time, and Queue the following information will now be available for managers and supervisors:
Call Notes, Ticket & Opportunity Icons that back link to ERP, CRM, PSA, and option to listen to call recordings within the web portal
New Self Administration Control Menu
For account settings customizations, user creation / deletion, and various other settings
In our more advanced 1Stream plans, we offer more detailed and customized reporting that provide more granular data. We have now added the ability to schedule reports. This is a great feature for internal use as well as a customer facing tool too.