Improve the way you handle customer calls. Now with 3CX Phone System v12.5 and Office 365 integration, you can take advantage of accurate automatic activity reports that will allow customer service personnel to handle business effectively and efficiently. Also, with automatic call pop-ups no time is lost looking for the customers record.
Contact details automatically resolved for inbound calls
All the information you need, when you need it. When a call is received the contact record will automatically open in your browser. This record includes a detailed call history listing all calls with that contact along with date, time, and duration of the call.
New contacts are automatically created if not resolved
Never miss a contact! If an inbound call is received and a contact is not resolved, a new contact will be automatically created and call information will be saved.
Call information saved in Contact notes
As a detailed call log is saved for every contact, you are always kept informed and up to date about when your customers come in contact with you. You can also view if you missed a call from your customers and call them back thus enhancing their customer service experience with your company.
Launching Calls from Office 365
You can launch outbound calls directly from Office 365 using the "hotkey dialing" feature. This is an already existing feature available when installing 3CXPhone for Windows. The Office 365 plugin for 3CX Phone System does not add any additional functionality for outbound calls, because it is not needed.
In order to enable the hotkey dialing functionality, please refer to the Make Calls Using Hotkey Functionality section in the 3CXPhone for Windows manual.
Once the hotkey dialing has been configured, you just need to select the phone number and press the hot key. The number will be pasted on your 3CXPhone for Windows dial-pad screen and you can launch a call by just pressing the call button.
