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ERP integration with XPhone

From process thinking to a hands-on mentality

Your tools out of sync? XPhone Connect gets them working together.


From quotation to delivery – your ERP holds everything you need to know about customers, products and processes. 

XPhone Connect brings this knowledge exactly where it matters most: into the conversation. Whether it’s click-to-dial straight from the ERP interface, automatic display of order status during a call, or smart dashboards for sales and service – XPhone integrates seamlessly into your workflows. 

The result: faster response times, improved customer service and less workload for your employees. And the best part: the connection works without any system breaks – via API, standard interfaces or tailored connectors.

With the integration of XPhone Connect in Abas ERP, your corporate communication is seamlessly integrated into the business processes. Incoming calls are automatically recognized and the XPhone Dashboard directly displays relevant information such as customer master data, open orders or current projects - even before the call is answered. Thanks to the seamless connection, employees can start calls directly from Abas ERP and use all telephony functions efficiently. With the XPhone Mobile App, you also have access to all important contact data on the move, so that you are always able to provide information.

Our services

  • Automatic caller identification based on contact data from Abas ERP

  • Display of ERP information such as customer master data and open orders in the XPhone dashboard before the call is answered

  • Direct call control and logging within Abas ERP

Interfaces

  • ODBC
  • CSV (export)

Your added value

  • Improved customer communication through immediate access to relevant information More efficient workflows through seamless integration of telephony and ERP Increased flexibility and accessibility through mobile access to Abas ERP contact data

When the phone rings, XPhone Connect delivers the decisive facts from Infor COM - even before someone picks up. Whether delivery status, customer conditions or the current order value: all relevant information is directly available in the XPhone Dashboard. This not only saves time, but also makes your communication more targeted, well-founded and professional. Calls can be started and documented from Infor and assigned to the appropriate customer or process. And thanks to the mobile app, these functions are always at hand, even when on the move - ideal for sales, technology or field service.

Our services

  • Dynamic caller identification with display of order status, payment terms and customer classification from Infor COM Immediate access to ERP core information in the XPhone dashboard for call optimization Recording and tracking of call activities directly in the ERP system

Interfaces

  • ODBC

Your added value

  • Well-founded decisions on the phone thanks to direct insights into customer-related processes Higher service quality thanks to context-related information without wasting time Mobile efficiency: access to ERP data even outside the workplace
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central

With XPhone Connect you can make calls directly from Business Central without having to type in numbers. Callers are recognized automatically and relevant data is displayed immediately. Thanks to the mobile connection, you always have your Business Central contacts to hand - whether on your PC, smartphone or system phone.

XPhone Connect is deeply integrated into your Microsoft Dynamics 365 Business Central and guarantees more convenience and sustainable time savings: thanks to Computer Telephony Integration (CTI), you can make calls or send faxes directly from Microsoft Dynamics 365 Business Central.

All Business Central contacts are available to you in the XPhone Client in a flexible free text search. Incoming callers are not only identified: you can also display virtually any information stored in Dynamics about the caller in the XPhone Dashboard . Precisely tailored to your needs.

With XPhone you have access to your Business Central contacts everywhere. Whether via smartphone, system telephone, intranet or various other LDAP-enabled applications & systems: every contact is now just a click away. Your data is stored on your server in compliance with GDPR at all times.

Our services

  • Live caller ID with access to invoices, orders and customer history from Business Central

  • One-click calls without entering numbers from Business Central

  • Mobile access to Business Central contacts

  • Logging of calls directly within the ERP interface

  • High-performance contact data search

Your added value

  • No time-consuming search for data records
  • Applications are opened automatically
  • Efficient customer support by eliminating media discontinuities between telephony and ERP
  • High mobility and transparency in sales thanks to location-independent access to Business Central

Supported versions

  • Microsoft Dynamics 365 Business Central Cloud*
  • Microsoft Dynamics 365 Business Central on-premises
  • Microsoft Dynamics NAV

* Only possible in use with CSV or a customer-specific ODBC interface.

Interfaces

  • API

The combination of XPhone Connect with Myfactory creates an end-to-end digital communication solution for medium-sized companies. When a call is made, XPhone automatically identifies the call partner and displays relevant ERP data such as payment status, order situation or contact persons from merchandise management directly in the dashboard. This allows your employees to maintain an overview at all times - without having to switch interfaces. The XPhone mobile app ensures that all contacts and information are also available outside the office.

Our services

  • Real-time caller identification with access to debtor information, order details and contact persons Direct display of commercial data from Myfactory in the XPhone dashboard for call support Integration of call notes and activities directly into the customer context of the ERP solution

Interfaces

  • CSV (Export)

Your added value

  • Shorter response times thanks to centralized information display at the first ring Fewer clicks, more focus: communication and ERP data at a glance Flexible customer support thanks to mobile access to ERP contacts and processes

XPhone Connect and the Proalpha ERP connect to your company's communication center. Incoming calls are automatically recognized and the XPhone Dashboard displays relevant information such as customer master data, open orders or current projects directly - even before the call is answered.

Thanks to the seamless connection, employees can start calls directly from Proalpha and use all telephony functions efficiently. The XPhone Mobile App also gives you access to all important contact data when you are on the move, so that you are always able to provide information.

Our services

  • Automatic caller identification based on contact data from Proalpha

  • Display of ERP information such as customer master data and open orders in the XPhone dashboard before the call is accepted

  • Direct calls as well as call control and logging within Proalpha

  • Presence management display of availability

  • Intelligent voicemail system with time & presence-controlled announcements

Interfaces

  • ODBC

Your added value

  • Improved customer communication through direct access to information
  • More efficient workflows thanks to seamless integration of telephony and ERP
  • Flexibility and accessibility through mobile access to Proalpha contact data
  • No time-consuming searching or transferring of data records
  • No incorrect typing of telephone numbers and addresses
  • Required applications are opened automatically

In combination with XPhone Connect, this becomes a smart communication solution: when calls are received, XPhone automatically displays suitable master data from the ERP system (customer number, open orders, payment target, etc.) directly in the user cockpit.

Employees can start actions in Sage ERP with just one click via app links - for example, a new order, invoice details or order history. Teams from sales, warehouse or accounting benefit from efficient caller identification and quick access to relevant business information, which significantly streamlines workflows and reduces errors.

Our services

  • Integration of customer data and contact persons in the XPhone user interface

  • Display of ERP information for incoming and outgoing calls

  • Transfer of call notes for further processing in the ERP

Interfaces

  • ODBC
  • CSV (export)

Your added value

  • Quick access to important customer data during the call
  • Improved service quality thanks to better information
  • Optimized workflows through integration of telephony and ERP

When customers call, time is of the essence. XPhone Connect, in conjunction with SAP Business One, quickly provides decisive answers. Employees see central ERP data such as quotations, open items or current orders in the XPhone client . No tedious looking up, no delays, immediately on topic.

Sales opportunities can also be created directly in the system from the call - without switching systems or duplicate data maintenance. With the XPhone mobile app , customer information is always at hand - in the warehouse, on the factory premises or at an external appointment.

Our services

  • Immediate caller identification with display of relevant SAP data such as documents, customer status or contact persons

  • Direct call control, call history and note function within the SAP interface

  • Mobile access to Business One contacts and processes

Interfaces

  • ODBC
  • CSV (export)

Your added value

  • All relevant information immediately available
  • Greater professionalism in initial contact thanks to context-related information
  • Optimized workflows thanks to seamless call documentation and ERP integration

SAP is more than just an application: In many companies, the ERP software is the heart of the IT landscape. This makes deep integration of SAP into communication all the more important. XPhone enables you to link SAP with all communication channels - whether telephone, fax or e-mail.

With Computer Telephony Integration (CTI), calls can bestarted directly from SAP - without the hassle of typing in the number. Every incoming caller recorded in SAP is displayed directly with all the relevant SAP data, so you have all the information you need at your fingertips. Even before you pick up the phone. Your employees can also access all SAP contacts on the move via the mobile app. The data itself is stored on your server at all times in compliance with GDPR and protected against theft.

Our services

  • Live caller ID with access to SAP R/3 data such as customer account, dunning status or invoices

  • Display of business-relevant information in the XPhone Client for targeted call management

  • Direct dialling, call notes and callback organization within the SAP environment

  • Caller recognition and contact data also on mobile devices

  • Making calls from SAP (Hot-Key & SAPphone)

  • Sending and receiving faxes directly from SAP

Interfaces

  • ODBC

Your added value

  • Time savings thanks to immediate access to SAP data during the call
  • Better call quality thanks to sound information in real time
  • Increased transparency and documentation thanks to SAP-related telephony processes
  • No time-consuming search for data records
  • Required applications are opened automatically Data is transferred automatically

React in real time instead of searching - with XPhone Connect, SAP S/4HANA becomes the control center for smart communication. As soon as the phone rings, the XPhone Dashboard automatically displays business-relevant information: e.g. open sales documents, credit limits, contact persons or service histories. Your employees know immediately what the issue is without having to click through complex transactions.

Incoming and outgoing calls can also be managed and logged directly from the SAP interface and linked to the appropriate business object. The XPhone app ensures maximum flexibility - all SAP contacts at your fingertips , even when you're on the move.

Our services

  • Context-related call recognition with display of real-time data from SAP S/4HANA (e.g. sales status, deliveries, contact persons)

  • Control and documentation of telephone calls directly from the S/4HANA interface or via Fiori apps Mobile

  • Access to central SAP communication data via the XPhone Connect app

Interfaces

  • ODBC

Your added value

  • Faster response times thanks to transparent data when entering a call
  • Communication without media discontinuity thanks to direct SAP telephony integration
  • Greater efficiency in day-to-day business thanks to automated call documentation and call linking

With XPhone Connect, STEPS ERP becomes the control center for your customer communication. Incoming calls are automatically recognized and the XPhone Dashboard displays relevant information such as customer master data, open orders or current projects directly - even before the call is answered.

Thanks to the seamless connection, employees can start calls directly from STEPS ERP and use all telephony functions efficiently. The XPhone app also gives you access to all important contact data when you are on the move, so that you are always able to provide information.

Our services

  • Automatic caller identification based on STEPS ERP contact data Display of ERP information such as customer master data and open orders in the XPhone dashboard before the call is answered Direct call control and logging within STEPS ERP

Interfaces

  • ODBC

Your added value

  • Improved customer communication through immediate access to relevant information More efficient workflows through seamless integration of telephony and ERP Increased flexibility and accessibility through mobile access to STEPS ERP contact data

The combination of VARIO ERP and XPhone Connect makes your customer communication more efficient and targeted. Incoming calls are automatically recognized and the XPhone Dashboard displays relevant information such as customer master data, open orders or current projects directly - even before the call is answered.

Thanks to the seamless connection, employees can start calls directly from VARIO ERP and use all telephony functions efficiently. The XPhone Mobile App also gives you access to all important contact data when you are on the move, so that you are always able to provide information.

Our services

  • Automatic caller identification based on contact data from VARIO ERP Display of ERP information such as customer master data and open orders in the XPhone dashboard before the call is answered Direct call control and logging within VARIO ERP

Interfaces

  • ODBC

Your added value

  • Improved customer communication through immediate access to relevant information More efficient workflows through seamless integration of telephony and ERP Increased flexibility and accessibility through mobile access to VARIO ERP contact data

ERP systems compatible with XPhone

All ERP connections at a glance

Software

Category

ODBC

CSV (Export)API

Abas

ERP

Infor COM

ERP

Microsoft Dynamics 365

CRM and ERP

Microsoft Dynamics 365 Business Central

ERP

 

Myfactory

ERP

 

Proalpha

ERP

Sage

CRM and ERP

SAP Business One

ERP

SAP R/3

ERP

SAP S4/HANA

ERP

STEPS

CRM and ERP

VARIO

ERP

Connecting what

belongs together

Some requirements simply don’t fit into a box. 

No problem: with our Professional Services, we work with you to develop a tailor-made communication solution – from the dashboard right through to full system integration.