Cloud communications integration for Microsoft Dynamics

CALLING CONTACTS CRM CALL LOGGING 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.