intelli-CTi for Infor CRM Features

intelli-CTi for Infor CRM Features include:

  • Incoming caller recognition (screen-pop) displaying customer information (Account and Contact) from Infor CRM
  • Outbound calls can be made with one-click dialing of Infor CRM Accounts, Contacts an Leads
  • Post call wrap-up feature for managing post call activities, such as note taking, Activity management, Ticket management and Opportunity management.
  • Seamlessly managing complex CRM entity relationships to ensure quality data captured across multiple related CRM entities.
  • Automatic logging of telephone call statistics together with associated customer data to enable valuable analysis and business intelligence.
  • Associate Activities, Cases and Opportunities with a few clicks
  • Seamless connectivity to your CTI-enabled telephone systems through intelli-CTi’s support for standard telephony interfaces (TAPI, TSAPI, CSTA, MiTAI, OAI), including Voice Over IP (VOIP).
  • Telephone system independent with a wide range of telephone systems supported, see our intelli-CTi  Telephone System Compatibility list for full details.
  • Seamless integration into Infor CRM
  • Desktop integration with dynamic active sidebar display.
  • On-screen call display (soft-phone) for call handling capability.
  • Multiple call support.
  • New In-call “Call Assistant”.
  • Outbound dialing support from key CRM entities.
  • In-call note capture capability minimizes information loss
  • Rapid implementation.
  • Flexible and extendable framework solution – intelli-CTi has been future-proofed with it’s open and flexible design. For example, if the environment changes, i.e. the phone system is upgraded, the solution will not need re-engineering.
  • Citrix/Terminal Server support.
  • Multi-site CRM deployment with multi-telephone system support.
  • Supports for Google Chrome.
  • Support for Infor CRM (formerly Saleslogix).  Details on Version support can be found in the Release Notes.

Further details can be found in the Product Overview.

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Further Information:

See the intelli-CTi Help Center User Guidelines for important considerations of use.