Millennia and Customer Relationship Management Services

Customer Relationship Management (CRM) software should work with your on-site, cloud-hosted, general purpose, and or industry-specific phone system needs.
Millennia’s Partnering with Mitel brings about integrations that act as a conduit to the CRM software. Mitel works to integrate with many of the most popular CRMs as well as a few of the specialized ones. We invite you to take a look at a selection of some of our integrations.
Salesforce CRM
Salesforce is one of the largest cloud-based CRMs. Mitel’s adapter runs inside the Salesforce.comWeb client. It can match incoming records, provides “click-to-dial” out of Salesforce pages and allows Workgroup agent state control.
Sage ACT!

ACT! is a pioneer in the CRM industry and has millions of registered users. Mitel’s ACT! Up integration provides incoming screen pops showing various (configurable) data points from the caller’s ACT! contact record. A “click-to-dial” control also allows dialing out of the ACT! client application.

Microsoft Dynamics CRM
The Mitel Integration provides telephone number lookups into the Microsoft Dynamics CRM data store and automatic or user driven navigation to related records. It provides an easy configuration of the search settings to allow lookup of both standard and custom CRM entities and attributes. A rich set of user settings combine to allow each user control over exactly how to respond to calls and lookup results.

Mitel’s NetSuite integration allows for screen pops with options for displaying records, logging the phone call, creating a new user note or creating a new contact if one does not exist. You can choose to search customer, contact, partner or vendor records when matching phone numbers.

LexisNexis Time Matters

Catering to law firms serving individuals and small businesses, Time Matters allows Mitel’s integration to display a client record and, optionally, start a phone call timer on incoming calls.

Vertafore AMS360

Thousands of independent insurance agencies use Vertafore’s AMS360 agency management software. Mitel’s integration provides incoming screen pops of customer and policy data as well as displaying the customer record in the AMS360 application.

Mitel EasyPop

For homegrown and other CRMs, Mitel offers a screen pop client application called EasyPop. EasyPop can execute a user-configured target such as a batch file, application executable or Web URL on the appearance of a phone call. Specific call related parameters (caller ID, DNIS, etc.) can be passed to the target, as configured.
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