CRM AddOn Dial IT eCast

Learn IT Webinar featuring Dial IT

Get the Most Out of Your CRM AddOn Products

March 24, 20091:00 pm CST

CRM AddOn Factory Germany (Developer/ Support)

CRM AddOn U.S.St. Louis, MO (Sales & Fulfillment)

CRM AddOnSupport Suite

www.crmaddon.com/support

Your Presenters

• Patrick McCulloch, Sales & Marketing Manager for CRM AddOn U.S.

• Ben Meredith, ACT! Certified Consultant – B & B Consulting

And here in the States:• Ingo Lange –President, CRM AddOn Factory.

What You Need- Running Dial IT for ACT!

• ACT! for Web (client)• Phone with TAPI driver or Skype• At least 1.5G of RAM

• ACT! 2005 - 2009

What is TAPI?

• TAPI - Telephony Application Programming Interface

• Developed jointly by AT&T and Microsoft • Provides computer telephony integration running

Microsoft Windows• Interface for dialing and disconnecting• Phone system hardware provider provides driver

TAPI Diagram

TAPIDriver

TelephoneHardware

SKYPE

Headset

TAPI Diagram1 Party Link

Workstation

Telephone Switchboard/ Network

TAPI Link

TAPI DiagramNetwork Link

Telephone Switchboard/ Network

WorkstationWorkstation

TAPI Server

Will Your Phone Work with TAPI?Ask your phone systems integrator

If, Yes If, No

• Install Driver• Configure Settings

• Arrange for Upgrade, or• Use Skype

Dial IT for ACT! - Why you need Dial IT

How does it make you more efficient?What will Dial IT do for you?Identify incoming callsDisplay a pop-up windowIdentify and record external and internal callsDisplay a secondary contact

Dial IT for ACT! - Why you need Dial IT

How does it make you more efficient?Create a scheduled call listAutomatically clear activitiesCreate activities for unanswered calls

Dial IT for ACT! - Why you need Dial IT

How will this streamline your workflow?

Sending directly to PDASmart scheduling

Dial IT Comparison

Call can be made from Contact, Contact list, Tasklist with the option of clearing the activity

Calls can only be generated from the Contact view or the Contact list

Dial IT Comparison

Looks up contacts and history when dialed by hand

Not supported

Dial IT Comparison

Not supported Popup with up to 3 user-defined fields

Dial IT Comparison

Not supported History pops up as soon the call is established

Dial IT for ACT!Highlights

Dial IT for ACT!- Inbound Call Window

Create contacts, jump to contacts and insert new phone numbers from inbound call window.

Dial IT for ACT!- TAPI Activity ListCreate and complete a list of ‘Call’ type

activities.

Dial IT for ACT!- Contact Jump BackQuickly switch back to a previous contact after

a phone call.

Contact UsCRM AddOn U.S.866-558-6208www.crmaddon.us

Thank You