CRM Connect provides you with important information about the customer before you even answer the call. Here's how to get started with the service.
ACTIVATE CRM CONNECT PLUG-IN IN CHROME/EDGE
To activate CRM Connect in Chrome, you first need to add the service as an extension. Click on the three dots in the upper right corner of the browser. Then select Extensions and then Visit Chrome Web Store.
For Microsoft Edge users, you can download the extension directly via the Chrome Web Store here.
For Mozilla Firefox users, you can download the extension here.
DOWNLOAD CRM CONNECT
Search for Dstny SE CRM Connect in the search field on the right. Click on Dstny SE CRM Connect that appears in the search results, and then click on the blue Add to Chrome button.
LOG IN
Once CRM Connect is installed, you need to log in. Click on the telephone receiver icon in the upper right corner of your browser. Log in with the same credentials you use for your switchboard connection. If you want to log in with Single Sign-On, click on the Microsoft logo and enter your Microsoft credentials. Once logged in, the service is active and will, among other things, display contact information for incoming and outgoing calls if the numbers are found in either the CRM you specified when ordering or in Hitta.se.
SET UP CRM CONNECT ACCORDING TO YOUR NEEDS
If you want to adjust how CRM Connect appears for you, you can click on Settings. There are settings for whether CRM Connect should pop up automatically for incoming and/or outgoing calls, whether the window should only be displayed if a contact is found, and more. There is also an option to receive popups via system notifications and an option to choose whether you want a dark or light window when CRM Connect is displayed.
NOTE! CRM Connect's popup windows do not work on Google's homepage. This is due to settings that Chrome has made.
CRM CONNECT FEATURES
A - At the top of the box, you can search for a contact.
B - Contact information for the incoming caller or the person you are calling is displayed here.
C - If the contact is in your CRM system, there is an option to quickly open the current customer profile.
D - This shows the call history between you and the person calling in or the person you are calling.
E - Depending on the CRM system, there is the possibility to create tickets.
F - Depending on the CRM system, there is the possibility to see the latest tickets from the company.