Customers expect you to answer quickly and get straight to the issue. They expect you to recognise them instantly and resolve their question without multiple transfers. That’s the baseline for customer service people trust—and come back to.
Go ERP solves this with an ip telephony solution for the Sales app in Dynamics 365 that enables click-to-call, inbound screen pops, automatic call activity logging, and real-time reporting and wallboards.
What do you gain from integrating IP telephony with Dynamics 365 Sales?
Enhanced productivity for sales and service teams
- Work becomes faster and cleaner with crm phone integration, as contacts stay in sync between the Sales app in Dynamics 365 and your IP telephony platform.
- With phone integration with crm, you can launch calls directly from your Sales app in Dynamics 365 with one click.
- Inbound screen pops surface the right record instantly, so calls (and chats, where enabled) don’t get missed or mishandled.
- Match inbound caller IDs to the correct lead, contact, or account in the CRM record—without switching screens.
A consistent experience across devices
- Keep your contacts synchronised with your telephony directory.
- Use the same interface and call controls whether you’re on desktop or mobile.
- Inbound and outbound calls automatically logged
- Calls are logged in the CRM and remain accessible on mobile.
- View recent calls as Phone Call activity records in the timeline, linked to the matched lead, contact, or account.
- Review call dates and durations while you’re on the go—without switching systems.
- The solution supports GDPR-aligned call recording practices, including permission and retention controls (where configured).
Flexible enough to fit your operating model
- Add users quickly so your team can start using IP telephony inside your CRM workflow.
- Add new employees whenever needed.
- Choose your call setup: one shared company number or a dedicated number per employee.
- Scale capacity by adding as many lines as you need.
- Enable additional features—queues, call routing, call recording, wallboards—so the ip telephony solution fits your requirements.
We have prepared a DEMO presentation. Make a reservation and we will contact you immediately: +44(0)330 6600 484, info@goerp.lt
