Expediusly will integrate into a variety of CRM systems. It works by linking into a phone book directory and can screen pop, log calls, upload call recordings and notes (Depending on the system).
Below is a guide running through how end users can get the system running on the Expediusly Desktop app. Please note this is after the administrator console has been linked to the CRM system.
‘Best practice’ CRM settings for end users
- Click on the Settings Cog
- Select the “Contacts” option
- Then select;
- Phonebook – Pick the main directory (Or if multiple, select the relevant directory
- Tick the “Show Contact Company Name” button
- Select Pop Linked CRM on Call – “New Tab” or “Same Tab” – (It’s personal preference which one works for you!)
- CRM for Contact Pop – Pick the relevant CRM – i.e. “HubSpot”
- Pop on Answer – Yes
- Pop on Outbound – Yes