XRMFusion
by itk communications GmbH
Provide a pop up with caller information from the CRM to the Microsoft Teams user.
Are you missing caller information when receiving Microsoft Teams calls and not having the Teams client opened at that moment? Do you need a short cut to open the contact in your CRM?
Would you like to try it out right now? You are one step away, just click the "Get it now" button and order the SaaS for dedicated users. You can extend the service at any time for additional users or cancel monthly.
Key benefits
- Be prepared with all the relevant information about the caller and the company the caller belongs before you pick up the call.
- Open the relevant CRM sites to this caller or company like support tickets, sales opportunities or call history.
- Get the caller information as a first level pop up - even if the Microsoft Teams client is closed
- Customize user actions based on the caller information.
Supported CRM platforms
- Microsoft Dynamics 365 CRM
- Salesforce CRM
Supported Client platforms
- Microsoft Windows 7, 10 and 11 with .NET Desktop Runtime 6 or higher
- macOS in Q2 FY2024
How to get started
The XRMFusion is a multi-tenant cloud service that can be seamlessly connected to your Microsoft Teams tenant. If you are using one of the supported CRM platforms mentioned above, you just need to click the "Get it now" button to start the on-boarding process. For the clients a local installation is required.
About us
For already 20 years we have been working together with renowned sales partners worldwide. ITK Communications GmbH, based in Berlin Germany, offers Communication solutions such as Direct Routing for Microsoft Teams and Teams Contact Center to optimize Modern Work. With over 5,000 customers, you can rely on excellent service and know-how. With the XRMFusion as SaaS, we now offer a significant contribution to actively improve corporate communication.