After each telephone call is complete, intelli-CTi provides the complete ability to wrap-up the telephone call and to action any post-call follow-up processes within Microsoft Dynamics 365 / Dynamics CRM.
The intelli-CTi Call Wrap-up feature provides a concise summary of the telephone call, including:
- Statistical information about the call
- Details of the related caller (e.g. CRM Account/Contact)
- Notes captured during the call
- CRM Activity management
- CRM Case/Opportunity management
The intelli-CTi Wrap-up provides the ability to continue capturing notes together with options to further manage the call within Dynamics 365 / Dynamics CRM.
- On the completion of each telephone call, intelli-CTi provides a post-call wrap-up capability
- Summarizing the telephone call and capturing the in-call notes, this feature enables further call options
- Provides the ability to further manage CRM activities, related Cases and/or Opportunities.
- The intelli-CTi call wrap-up feature provides the ability to directly manage CRM Cases
- Resolve the CRM Case directly from within the call wrap-up