You badly need our module, if you want:

• Not to lose new customers.
• The ERP system stores data about the phone number of the lead, which itself called to your sales department.
• To prevent the database of clients from accidental ending on your competitor’s desk.
• The phone numbers’ data of the clients, who you carry out negotiations with, is stored only in the ERP system, the export of such data can be prohibited to ordinary users - ordinary managers.
• Not to lose current opportunities (deals).
• Even if communication with the client is suspended for some reason, the manager may, if necessary, restore in his memory the details of the negotiations with the client, after listening to the recording of the last conversation with him.
• Conduct an analysis of reasons for deal refusals.
• By filtering lost deals, you can listen to the conversations attached to them, analyzing the reasons for lead refusals.
• To successfully train new managers the mastery of negotiating.
• By filtering out the won deals, you can use the attached conversation records to train new sales staff.

Role	Benefits
Leader (Head)	Can track all calls from the sales department directly to the ERP system: listen to any call; view the number of made calls by each manager; see which of the managers is online / offline
Salesperson	Works right in the ERP system without switching between it and the software of another telephony. It can also immediately attach the call to the scheduled activity, marking it as done.

The module allows you to see the status of calling operators (online / offline).

Integration with other software

Tend ERP Telephony and Zoiper

This module enables the ERP system to store and use all information about calls made through softphones, including Zoiper.

Tend ERP Telephony and Hard Phone

Making calls from your Hard Phone, you can be sure that the information about them will fall into the ERP system, will be saved there and will also be used for the needs of system users.

How is it implemented in the system?

The following ways to make a call from the system are available:

1. Open telephony by clicking the handset in the top right of the main window and enter the number.

2. By clicking the phone number in any entity of the system (click2Dial function).

Before you can make calls to your manager, you must be logged in. The operator must enter his internal number in the Asterisk telephony. You set the rights and restrictions for operators depending on your requirements (for example, restrictions on calls to a specific country).

When you click the button with the image of the handset, an access window opens which includes 4 tabs:

• Recent (stores information on recent calls made for the current day).
• Active Calls (shows all active calls / channels).
• Contacts (list of all contacts from the contact database).
• Info (CDR) (stores information about the contact and the lead which the current user worked with).

Active calls. This function is implemented when installing the Tend ERP Telephony module and allows you to see the activity statistics of managers at any time of the working day.

Made calls are automatically attached to the activities performed from any entity of the system.

The module allows you to see the status of calling operators (online / offline).

 

New functionality will allow:

• To make calls directly from the ERP system without switching between it and the software of another telephony.
• To automatically attach made calls to activities in the system's entities.
• Track and listen to employee calls right in the system.
• See analytics and statistics on made calls.