Cloud communications integration for Microsoft Dynamics
CALLINGÂ Â CONTACTSÂ Â CRMÂ Â CALL LOGGINGÂ Â CUSTOM FLOWS
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Overview
Spoke Phone’s Microsoft Dynamics integration enables agents, sales reps, and marketers to streamline their call workflows, increase productivity, and track your customers through the whole customer journey from marketing, to sales, and success.
Know before you answer
See real-time customer information from Microsoft Dynamics as people call
When a call comes in, Spoke Phone dips into your Microsoft Dynamics data to display the latest up-to-date and relevant customer and lead information, so you are armed before you answer the call.
Better employee experiences
Search and call Microsoft Dynamics contacts from within the company phone system
Your up-to-date Microsoft Dynamics contacts are always available in Spoke Phone so no matter where your employees are, or what Microsoft Dynamics access they have (or don’t have), they can easily search, find and call Microsoft Dynamics contacts from within Spoke Phone.
Better customer outcomes
Automated call logging to Microsoft Dynamics gives 360 degree customer conversation visibility
Keep everyone up to date with customer conversations occurring across the team. 100% of customer calls on traditional desk phones in the office, mobile phones out in the field, and 3rd party softphones on a computer, are now automatically logged against the customer record in Microsoft Dynamics so everyone is kept up to date
Increased productivity, happier employees
AI voice-to-text transcription saves hours by automatically writing up call notes
No one likes writing up call notes in the CRM. On average, 80% of call notes are never recorded, and those that are, are usually done late at night when key information is already forgotten. With Spoke Phone’s AI voice-to-text and Microsoft Dynamics integration, employees simply keep talking once their call ends to dictate thoughts and follow up notes. Spoke Phone transcribes their dictation into text and adds it to Microsoft Dynamics.
Get the full picture of who is doing what
Use Microsoft Dynamics call reporting to see who is making calls, for how long, and who is not
Calls made on Spoke Phone populate Microsoft Dynamics native call reports and charts. If you are a Microsoft Dynamics Reports user you can also include call charts and reports on dashboards for sharing within the organization.
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