Why Custom Integration with CRM?

MINIMIZE INTERVENTIONS

CTI, quick dialing and blending powers of a computer with a telephone to keep you armed with real-time information.

Hybrid Analytics

Enabling CTI and CRM integration for a consistent flow of information to know your customers fully.

DATA MANAGEMENT

Integrating your CRM with business software maximizes your productivity.

SPEED

Blend in cloud telephony with CRM that enables more speed and higher employee productivity.

CTD Integration

Click-to-dial numbers from the CRM records to save more of your time and eliminate manual errors.

Custom Integration with CRM Process

Our Tried and Tested CRM Integration Process

Custom CRM integration in your current telephony system will first need you to get the cloud. This way, it makes custom integration more agile. We start the process with API authorization keys on your organization’s account. It needs us to create the virtual PBX and run the setup wizard. Once completed, our engineers work to enable PBX extension lines with call recording depending on the CRM users and incoming call scenario. The idea
is to get the URL address based on the telephony set up and validate the link to the CRM that receives authorization keys, call notifications, all stored in CRM. The CRM experts from our end will start working on setting up the page that has functions to use Telephony settings. Here, the custom field configuration is necessary that helps us link up the telephony module in the CRM. We then move to set up multiple interfaces with current CRM settings and customize the fields in the CRM for your employees to get the most out of our implemented telephony system.

Our Custom CRM integration Services

SINGLE PLATFORM

Integrate help desk, CRM, and other tools with CSE using an interface to access customer data.

CALL LOGGING

With CSE’s CRM Application Integration, your workforce won’t need any manual input into their CRM system again.

INFORMATION TRACKING

Enabling your team with telephony solution tools that help to track information from multiple sources.

REPORTING

Helping you leverage the power of call tagging and custom fields to improve the team's reporting.

INVESTIGATE INCIDENTS

Track call recording that you need to listen to when investigating incidents.

AUTOMATION SETUP

The integration allows helps save time for both the customer and the agent.

STAFF MANAGEMENT

Our team of expert will help with data in optimizing staffing requirements & monitoring.

WHY CSE

Our years of CRM experience and partnership with Microsoft means you will get the top-notch systems for business. And even with the telephony systems, we are fuelled by Cisco to offer unmatched communication solutions that your team needs. With CSE’s expertise and commitment to deliver pre-built integrations with leading CRM solutions. Our CRM offerings are fully customizable and backed by Microsoft, empowering your agents to nurture leads and retain customers. We also create a custom desktop toolkit that leverages the extensive framework set up by REST APIs.

The Most Popular Partner for Microsoft consulting.
Microsoft cloud partner since the year 2006.
Offering top-notch expertise and customer service for an array of Microsoft Gold services.
A trusted name in the business fraternity for office 365 consultancy for over a decade.

Success Stories

Our cloud solutions help the global enterprise achieve business goals.

Neil Hoosier & Associates

We work to identify the clients IT problem and offer the best solution. Time and again,we face a situation that demands agility and the right set of talent that can solve technology issues.

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DPSI

Not all projects are about innovation. Some are those that add a feather in our cap no matter what we deliver and how. It was typically a government project that involved a lot of roadblocks right.

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Central Florida HIDTA

Being an expert IT solutions partner in the US and worldwide, we are committed to delivering results that drive business growth. Our team recently worked with Neil Hoosier & Associates to resolve.

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