Sage CRM CTI Framework Is Compatible With Sage CRM 2020

By | January 13, 2021

In the year 2020, Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). This updated version comes up with additional features and compatibilities. Also, most of the minor bugs related to custom entities are being resolved with this updated version. CTI framework will manage the existing Sage CRM environment to allow for a customizable and extensible CTI system. That’s the reason many clients and organizations use Sage CRM CTI Framework to manage their calls with clients and business partners.

New Stuff:  To calculate number of months between two dates

Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made the Sage CRM CTI framework compatible with the latest Sage CRM 2020. Greytrix Sage CRM CTI is helping users to integrate their business process with a telephone so it helps them to get in touch with clients all time. On one click they can connect with the client.

The current Greytrix Sage CRM CTI framework includes below additional features,

1. Compatible with Latest Sage CRM 2020 Version’s.
2. Compatible with Chrome and other browsers.
3. Hyperlinks on all Phone numbers

Below are some key features of Greytrix CTI framework

Inbound / Outbound Calls:
Inbound or incoming calls are the calls which are coming from customer to discuss their query or cases. Using the Greytrix CTI framework user can see the detailed information of the incoming call, also the user can answer calls easily from the CTI menu.
Outbound or outgoing calls are the calls that are done by the sales team to new customers, leads regarding follow-ups. Greytrix CTI framework provides a hyperlink on all numbers of companies or persons with help of that users can call any number from Sage CRM in one click.

Inbound & Outbound Calls
Inbound & Outbound Calls

CTI Menu:
CTI menu provides a piece of all useful information. ‘Status and View’ section provides information related to logged in user and their status. ‘Control’ Section shows CRM and CTI actions like Dial, Hold, Reconnect, etc. ‘CRM View’ section shows the summary of related record data of inbound or outbound calls.

CTI Menu
CTI Menu

Automatic Lead Creation:
CTI framework allows users to create a Lead when an incoming or outgoing call is from unknown contacts or contacts which are not available in the CRM record. On completion of the call, new pop up screen is available which allow users to save call record as Lead.

Automatic Lead Creation
Automatic Lead Creation

Automatic Communication Creation:
CTI framework helps users to create communication after call completion from known users or the persons who are available in CRM. Once call is established and the user clicks and navigates to record which are shown in ‘CRM View’. Once the call is completed pop-up screen is open with call details in which the user can add more details and saves as Communication against the record.

Automatic Communication Creation
Automatic Communication Creation

This how a CTI Framework helps to manage all the calls and call details with the help of predefined modules in it. Also, any telephony system which is available in the below Qgate compatibility list can be easily configured.
Qgate compability list – https://www.intellicti.com/help/compatibility/

Hope this information helps!

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.