Poltys Assistant

Poltys has developed a hosted business productivity application for Windows that flawlessly integrate with Poltys UC Mobility solution. It represents an Agent productivity alternative to help you increase the employee’s productivity by integrating with the CRM system of choice.

The Agent productivity tool help you manage your incoming calls and customer information easily using screen pops.

Basic call control is provided for your convenience .

You can dial and answer calls from any Windows application by shortcut keys.

 

Internal CRM Customization

Poltys Assistant comes with internal CRM functionality by default.

The internal CRM can be customized at request as follows:

  • Adding new custom fields to the database as required
  • Adding new functionality for custom information flows (e.g. open URL link, execute custom process, etc.)

JUST CONTACT US TO PINPOINT THE BEST WAY TO CUSTOMIZE THE INTERNAL CRM SYSTEM!

 

CRM Integration

Operators can take advantage of direct pop-up screens from the following CRMs:

  • Salesforce
  • MS Dynamics CRM 2013, 2015
  • MS Outlook 2013, 2016
  • ACT! Professional v.16 (non web-based version)
  • ACT! Premium v.16 (non web-based version)
  • IBM Lotus Notes 8.5

crms

Poltys offers direct integration services with the following SQL databases:

  • Oracle SAP
  • IBM DB2
  • MS SQL Server

Poltys has the ability to integrate the productivity tool with virtually any CRM System using any of the methods below:

  • WEB interface
  • Standard integration interface exposed by CRM system
  • Direct access to the CRM database
  • Custom developed interface exposed by proprietary CRM system

JUST CONTACT US TO PINPOINT THE BEST WAY TO INTEGRATE WITH YOUR CRM SYSTEM!

You can further improve on the contact center solution by adding other productivity applications such as CCAgent or Integrated Voice Reponses Unit (IVR), which can be totally customize to fit any environment.

Whether your business is a law firm, medical facility, alarm company or any business that hold security in high regards, Poltys’ Recording Solution will help you secure recordings of all those important calls, with easy access to call reports that can be archived or easily emailed to multiple email addresses.

 

Poltys Assistant Features
  • Minimal application installed on Operator’s PC
  • Designed to deliver comprehensive CRM integration with pop-up contact information
  • Contact Presence (Status and Text) integrated with Poltys UC Mobility
  • Direct control of Operators’ proprietary phones via CTI
  • Built-in Operator Console-like operations (hold, transfer, conference)
  • Click to dial and answer calls from any Windows application by hotkey
  • FWD/ DND settings
  • Provide by default CRM functionality by its internal DB stored in the Cloud

 

Request a Product Trial

 

Support

 

Contact Poltys

 

Related Products

▪ CCAgent

▪ SIP IVR

▪ CCAccounting

▪ CCView

▪ CCRecord Pro

▪ Queue Announcer

 

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