Computer Telephony Integration (CTI) with Maximizer CRM

For sales and service staff to collaborate effectively, capturing details of phone conversations is a critical piece of customer history. With computer telephony integration (CTI), using Maximizer CRM with a phone system maximizes productivity on incoming and outgoing calls.

For inbound calls:

• Maximizer CRM detects the caller and automatically displays the corresponding record in the system
• Get immediate access to the client record to review details and simultaneously make notes on the current conversation
• Make inbound call center, sales or service staff more efficient while improving customer satisfaction

For outbound calls:

• Improve productivity and call accuracy by never having to manually dial calls again
• Simply select the customer in Maximizer CRM and engage the call directly from there – your staff are ready to sell, service, and keep accurate communications history on that client

To use CTI with Maximizer CRM:

• Your phone system (driver, hardware) must be enabled for telephony application programming interface (TAPI)
• You must have caller ID service from your phone service provider and hardware that is compatible