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Introducing Paribus and Intelli-CTi for SalesLogix

PARIBUS

Paribus for SalesLogix is a server level product which identifies matching information within specified corporate data when importing, integrating or cleaning data. It has the ability to identify similar or matching information regardless of misspelling, case, phonetics, sequence and content, and in donig so provides the means to compare similarities in formation such as company names, contact names, addresses, telephone numbers and other related information.

Non-matching data can cause businesses many unnecessary problems. Duplicated information increases costs and degrades your markets perception of your business. An organisations Staff tend to spend a large amount of undesirable time retrieving records and systems that have no means of exchanging key data. Whether you need to de-duplicate, reassign or import data, consolidate or integrate systems: the intelligent matching of Paribus delivers. Matched data gives increased efficiency and effectiveness. Records are matched irrespective of spelling errors or sequence.

Paribus provides the ability to match corporate information, allowing it to identify matching data within single systems or across multiple systems for the purpose of de-duplication, consolidation and system integration.

FEATURES

  • Keeps a repository of data after merging so you don't have to lose any information and can make ad hoc changes
  • Generates reports and Notes & History entries so you have precise details of how you have treated a record
  • Enables intelligent fuzzy matching on conditional fields for highly granular duplicate searches
  • Supports iterative data processing so large projects are managed in increments, either by using filters or by targeting particular fields
  • Can match and merge custom tables and display additional information it hasn't matched on for a more complete review

Intelli-CTi

CTI (Computer Telephony Integration) is coordinating telephone technology with computer systems. The technology has been in existence in commercial form, since the late 1980's. However it has only recently become more simplified and cost effective, which has now stimulated the growth of this industry. CTI allows your computer and telephones systems to work in tandem, communicating effectively together. CTI manages incoming and outgoing calls more effectively enhancing performance and improving customer care and management.

CTI in CRM systems - Combining your computer and telephone systems enables the management and synchronisation of data and customers. CTI plays a key role in delivering customer care strategies. It enables the creation of an image of professionalism and efficiency by providing call handlers with the information they need to provide well communicated services for your customers.

Integrate your CRM and telephony systems with intelli-CTi to generate an increase in productivity, accurate project billing and better reporting and activity management. By integrating this infrastructure, you are able to extend the value of your CRM system and make your business even more customer focused. Identify and search contacts without viewing SalesLogix with intelliConnect and intelli-CTi Directory Services. Intelli-CTi delivers easier access to contacts in your SalesLogix database. Call them at the touch of a button or identify a caller before you even pick up the phone. Productivity will clearly increase along with your management and understanding of customers and future prospects.

FEATURES

  • Generates call data against contacts and accounts that can be analysed with any BI tool
  • Can co-exist with switch / phone system software (eg softphone) so you get the best of the phone system and SalesLogix integration
  • Enables contact / account identification before you pick up the phone
  • Logs missed calls and enables quick dialling from the call log without going into SalesLogix
  • Has a Directory Services tool which integrates with Outlook so you can search for and contact people by email or phone outside SalesLogix