ProCTIProvaria
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Related Products
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About
OneTeam integrates opportunity data for extensive company and division-level insights, allowing BD & pipeline managers to focus on driving business growth. Track tasks, maintain notes, capture contact plan, and capture document library. Maintained contacts, logged phone conservations, and integrated with Outlook. Search for intelligence on competitors, perform SWOT analysis, record customer concerns, and build a strategy based on quantitive data. Schedule changes, assignments, tasks, updates, notes, and more are available in the notification panel for all opportunities. Each opportunity has an activity feed to track all changes/updates. Integrate with Microsoft Team for secure virtual meetings and Outlook for schedule integration. Securely email the team with communication templates. Create custom data call templates for NDAs, TAs, and info requests. Send thru workflow in the data call dashboard.
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About
Connect your Skype for business (formerly Lync) or TAPI-enabled PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV get the data on each incoming and outgoing call. Determine individually and flexibly which stored information should on each call in ProCTI. Access your contact information, service cases, e-mail addresses, current contracts with only one click! Create leads, contacts, tasks, notes, e-mails and activities in connection with the caller. Initiate or forward calls, see and start your open appointments, search for leads, contacts and companies – everything directly in ProCTI. Simple and intuitive user management allows different access rights to your data. The standard version of ProCTI connects the following versions of Microsoft Dynamics or Uniconta and Computer Telephony Integration (CTI). Make use of the endless possibilities such as displaying contact data, company name, notes/activities/service cases, e-mail address, credit blocks, running contracts, etc.)
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises wanting a tool to reduce manual processes and manage their workflows
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Audience
Companies that want to connect Skype for Business or their PBX with Microsoft Dynamics
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$829 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationOneTeam
Founded: 2015
United States
www.oneteam.net
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Company InformationProvaria
Austria
www.proaddon.com/en/addons/procti/
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Categories |
Categories |
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Integrations
GovWin IQ
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Teams
Microsoft Word
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Integrations
GovWin IQ
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Teams
Microsoft Word
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