Wether from SAP, Salesforce or industry solution:
The dashboard displays the most important data for each caller.
Think of the Dashboard like a cheat sheet.
As soon as the phone rings, you know what a customer ordered last or whether there are any outstanding invoices.
Something to do? Link the Dashboard to your central applications and start new actions with one click.
Without any hurdles or loss of time.
All data at a glance
You have a lot of valuable information about your customers – but do you also have this data to hand when the phone rings? The XPhone Connect Dashboard builds the bridge between your applications and your communication. You never have to search for a customer number or the last orders of the person you are talking to again.
You can display any information stored in applications such as your CRM or ERP system directly in the Dashboard during the call. You decide which data this is.
Your benefits?
With the XPhone Connect Dashboard, every employee has exactly the information they need when talking to a customer, supplier or business partner. And they can start an action in the required application with a single click.
Take advantage of the synergies that arise when communication & business applications become one:
- significantly streamlined processes
- considerable time savings
- optimal customer service
- higher employee satisfaction
Elegant shortcut
Our tip for an efficient working day: create shortcuts! One click is all it takes to start actions in the connected applications directly from the client: create a new sales opportunity, a telephone note, an appointment or open the contact data record in the original source.
You can also flexibly integrate web links into your dashboard and, for example, have a route to the contact calculated directly with one click. Everything according to your needs.
Every target group in view
Each department has a different perspective. For sales, for example, the CRM system is the decisive tool, for service the ticket system. Tailor your dashboards precisely to the needs of individual departments or teams. If a customer calls the sales department, the employee is shown the customer number and payment deadline, for example.
If the same customer calls support, the Dashboard provides information on the ticket history. The actions can be tailored just as precisely: while sales can create a new sales opportunity, service can open the last ticket with a single click.
Dashboard Designer
The Dashboards are created centrally by the administrator. Any number of dashboards can be defined in the Dashboard Designer – a visual design tool based on the "WYSIWIG" principle ("What you see is what you get"). Components such as address blocks or actions can be conveniently put together using drag & drop.
In addition, the administrator has predefined modules (display address of a contact, display address in map, embed any website, etc.) and out-of-the-box Dashboards (Outlook, Microsoft Dynamics CRM and Salesforce) at their disposal.
Example dashboard
Dealer-Management-System CROSS
XPhone can be integrated with numerous industry solutions. Take the example of the car dealership software CROSS to see the advantages of deep integration of communication with your central business application.
- A customer advisor is shown the name of the caller on the first ring and can greet them personally.
- In the XPhone Dashboard, an employee sees the most important information about the customer as soon as the call is answered.
- The Dashboard in the XPhone Client can be customised. You decide which information from CROSS should be displayed in the XPhone Client.
- Team-specific Dashboards: does your sales department need different data than accounting? No problem. You can design a separate Dashboard for each team.
- A customer advisor therefore has all relevant customer information immediately to hand and can help the customer more quickly and specifically.
Example dashboard
GDPR: Data protection made easy
Whether the purpose of processing, the right to lodge a complaint or the storage period: the EU General Data Protection Regulation stipulates a comprehensive obligation to provide information. Don't create a bureaucratic monster that only eats up time and resources! With the Dashboard, you can fulfill your duty to provide information easily, quickly and unbureaucratically.
All personal data at a glance
A caller wants to know what data you have stored about them? No problem. In the Dashboard, you can clearly display all personal data that is stored in your CRM system, for example. This means you can provide information in a matter of seconds during the call.
Direct information
The Dashboard not only shows you all your caller's data. You can also send it to them in just a few seconds. You can create links in the Dashboard to open an email or letter template, for example. All of your caller's GDPR-relevant information is automatically inserted into the template. Just send it. That's it.
Obtain consent in a targeted manner
With the General Data Protection Regulation, there is no more laissez-faire. You need your customers' consent for every communication channel. With the Dashboard, you can see what consent you have directly during the customer meeting. And – even more importantly – which consent you currently lack.
Update contact
If you discover that data or consent is still missing, you can also open your contact person's contact record directly from the Dashboard. And enter new data in no time at all.
Screen Sharing
Business Chat
Contact Integration
Dashboard
