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Average Ratings 0 Ratings
Description
Integrate your Skype for Business (previously known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to capture details regarding every incoming and outgoing call. You can selectively and flexibly determine what stored information is displayed for each call within ProCTI. With just a single click, access your contact details, service cases, email addresses, and current contracts! You can create leads, contacts, tasks, notes, emails, and activities in relation to the caller. Additionally, initiate or redirect calls, view and manage your upcoming appointments, and search for leads, contacts, and companies – all seamlessly within ProCTI. The user-friendly management system allows for varied access rights to your data depending on user roles. The standard version of ProCTI is compatible with various Microsoft Dynamics versions, Uniconta, and Computer Telephony Integration (CTI). Take advantage of the vast functionalities available, including the display of contact information, company names, notes, activities, service cases, email addresses, credit restrictions, and active contracts, among others. This integration enhances productivity and streamlines communication within your organization.
Description
Connect your CRM platform, like Salesforce or Microsoft Dynamics 365 Sales, seamlessly with your ERP system, such as Microsoft Dynamics 365, using Rapidi for a swift and uncomplicated integration process. Our data integration solution is designed to facilitate the connection between Salesforce and any Microsoft Dynamics ERP or CRM application effectively.
With pre-built templates available for immediate use, you can also tailor them to fit your specific needs without requiring any coding skills. Managing any integration project involving Microsoft Dynamics and Salesforce is hassle-free, ensuring that your business experiences minimal disruption, no matter the size or complexity of the integration. This streamlined approach allows you to enhance operational efficiency and improve data accuracy across your systems.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Provaria
Country
Austria
Website
www.proaddon.com/en/addons/procti/
Vendor Details
Company Name
Rapidi
Founded
1987
Country
Denmark
Website
www.rapidionline.com
Product Features
Integration
Dashboard
No
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No
Product Features
Integration
Dashboard
No
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No