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    Cloudya enables you to communicate from anywhere by phone, video and screen sharing, or conferencing. Here’s what’s included:

    • Telephony
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    Learn more about which products you use to integrate NFON into your existing systems and tools to improve productivity and customer experiences.

    • CRM Connect
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    Enablement

    Benefit from the advantages of the cloud while keeping your existing telephone system.

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1. General

  • Home
  • Service
  • NFON Insights
  • Documentation
  • Manuals
  • Software
  • Windows
  • NCTI premium / CRM for Windows manual
  • F. CRM Integration
  • 1. General
A. General Information
  • 1. Introduction
B. Quick start
C. Compatibility and version
D. Initial operation
  • 1. Requirements
  • 2. Software Installation
  • 3. Configuration CTI Client
E. Range of functions
  • 1. Make And Receive Calls
  • 2. Presence Management
  • 3. Address Book
  • 4. Call History
  • 5. Messenger
F. CRM Integration
  • 1. General
  • 2. Outlook
  • 3. Salesforce
G. Where to get help for your telephone system?
Download

Integration into modified CRM systems upon request.

The NCTI premium CRM Client allows for the integration of various customer relationship management tools.

There are two types of integration: standard integration and custom integration. Below is a brief overview of the most important standard integrations:

  • DATEV
  • GoldMine
  • Google Contacts
  • Lotus Notes
  • Maximizer
  • Microsoft Access
  • Microsoft Dynamics CRM
  • Microsoft Dynamics NAV
  • Microsoft Dynamics 365 Customer Engagement
  • Microsoft Outlook
  • NetSuite
  • ODBC
  • Sage 50 Accounts
  • Sage ACT!
  • Sage CRM
  • Salesforce CRM
  • Sugar CRM
  • SuperOffice CRM
  • vtiger
  • Zendesk
  • Zoho CRM

Custom integrations make it possible to integrate over 200 additional 3-party systems.

The integration enables for connecting contact databases to your CTI client.

The integration of CRM will be displayed with Outlook and the Internet on the following pages.

Manual_Integrationen
5. Messenger 2. Outlook
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