Direct access to your customer data. During the call in Microsoft Teams.
You often need quick access to relevant customer information during a Microsoft Teams call. And preferably without having to switch applications. With the "Insights" feature of Contacts by XPhone, you get a complete overview of your counterpart directly in Microsoft Teams. The feature shows you CRM and ERP data, status information and links to systems in real time and securely.
How "Insights" strengthens your conversation skills
- You can see the contact immediately: Name, customer group, service level or open invoices
- No switching between tools, no interruption of the call flow
- Higher response speed, better call preparation, stronger customer loyalty
- Particularly suitable for sales, service hotlines and support teams
How the dashboard works in the Teams call
- A PSTN call runs in Microsoft Teams
- The Contacts by XPhone app is activated in the Teams window
- The dashboard opens automatically and shows relevant information about the call number and contact
- You get access to name, company, contract status, CRM link, loaded from your Virtual Directory
- The data is up-to-date, structured and directly available in your call context
Customizable to your processes
- The feature is based on a flexible solution that you can tailor precisely to your company's requirements
- Front end freely customizable with HTML, JavaScript or framework of your choice
- Interactive elements such as links or buttons directly control actions (e.g. "Show ticket", "Open contract")
- Hosting in your infrastructure or e.g. with Azure Static Web Apps
- Centrally configurable via the Contacts by XPhone administration tool
What data can Insights display in MS Teams?
- Manually selectable information such as name, address, e-mail, telephone number
- Cross-system: CRM/ERP fields such as service level, customer group, last activities
- Service info: Invoices, contract status, support tickets, notes, object and project data
- Source: Your virtual directory or connected databases. No data copy required on the end device
Your next steps
- Arrange a demo and see "Insights" live in action
- Check your data sources (CRM, ERP, AD, etc.) together with us
- Decide whether you want to design the dashboard yourself or have us implement it for you
- Start with the integration in Microsoft Teams. Without media discontinuity, directly in conversation
Request a consultation
Would you like us to prepare Insights tailored to your needs? We can implement this as part of our Professional Services. Our experts will take care of the design, connection and technical integration.
