Integrating CRM and IP-PBX in an education company

A leading educationl company specializing in exam preparation and career guidance services for secondary and high school students has relied on Microsoft Dynamics CRM and the Asterisk-based office telephony for years.

However, the analysis of the call center activities revealed several weaknesses:

• Managers kept on preparing numerous reports manually by filling in disparate files

• Ineffective processes of recording information were resulting in its chaotic evaluation

• The company’s management were unable to fully analyze the results of the specialists’ work, track the call center load and assess the effectiveness of interaction with customers

The company needed a single information space where all processes of communications with customers and partners would be extremely transparent, and routine operations would be minimized.

This was done by installing a WaveAccess's connector that allowed them to configure the integration of Microsoft Dynamics CRM with Asterisk. Which made the following CRM system’s functionality available:

• Specialists can make a call from the CRM system in one click (Click-to-Call)

• The system retrieves the customer card, already in the CRM, based on the incoming number — a user receives full information about the caller directly in the CRM interface

• If the number is unknown, the system automatically starts creating a new customer card

• The full call log is stored in the system: an incoming/outgoing call, call date and duration, with a link to the audio recording

Our client gained the ability to automatically record information on calls and efficiently manage its processing. Process automation made it possible to reduce routine operations when servicing incoming and outgoing calls and relieve the call center specialists of unnecessary actions.

We integrated the CRM philosophy into our business processes a long time ago, and the WaveAccess's connector has become the last missing element in this structure. The project helps our call center cope more efficiently with the growing flow of requests without compromising the quality of communications. Since the WaveAccess's solution was implemented, we have seen a significant increase in customer satisfaction and positive dynamics in the requests conversion rate

CPO of the education company

Experience shows that in order to benefit most from using CRM, it is important to keep in mind the need to integrate the system with already existing business applications and services of the company. This helps get a complete solution where communication with customers is efficiently implemented in the organization’s key business processes. One of the major advantages of our solution for integrating CRM with PBX is a soft iterative setup that does not interrupt the employees’ duties. The connector can be implemented within 5 working days on average, the duration may vary depending on the type of telephony and nuances of the user process in the CRM system. The connector is applicable in both Microsoft Dynamics 365 (Online) and Microsoft Dynamics 365 (On-Premises), and suitable for businesses of any size

Ilya Feigin

founder and CTO at WaveAccess

One of WaveAccess's competencies is the development, customization and implementation of CRM systems — solutions based on Microsoft Dynamics CRM and fully customized solutions. The company also integrates Microsoft Dynamics CRM with various phone systems, including Asterisk, Elastix, Avaya. The WaveAccess's solution for integrating telephony with CRM is also compatible with virtual PBXs.