Cloud Phone System For Modern Businesses

Why You Need VoIP Integration to Empower Your Business and How?

Why You Need VoIP Integration to Empower Your Business and How?

If you’re adopting an IP-based telephony system, you must have experienced the simplicity and flexibility that a VoIP phone system offers compared with some outdated landline services, and you probably think that’s the best you could get from a telephony system. But actually, the best is yet to come. As Unified Communications and cloud-based services surging in recent years, VoIP alone could no longer fully meet the current business needs. Take your business, for example, you need a CRM platform to manage your clients’ information, a telephony system to deliver and receive phone calls, a team collaboration tool to boost work efficiency between your co-workers. Without VoIP integration, you need to manage these platforms respectively, and managing them would increase your workload a lot. So the sad thing is most of the businesses are busy dealing with one system and another, trying not to mess things up before they could really benefit from them.

But with VoIP integration, things would be totally different. Your telephony system would be connected seamlessly to other business-enhancing platforms, making things much easier for you and your team when dealing with all kinds of daily work issues. Here we’ll guide you through how VoIP integration would empower your business for higher work efficiency and more satisfying services.

VoIP Integration with CRM

CRM, Customer Relationship Management, a tool that records customer or potential customers’ data, from personal information to all his previous interactions with your business. With a VoIP-CRM integration, your account management team would never need to fumble the contacts, searching for who the incoming caller is and how far they’ve gone from their last conversation. Instead, all the information they’ve collected about the contact would show up right in front of them when the call comes in, giving them time to recall their memory before they start the conversation, ensuring a smoother communication with the incomer. The integration enables your team to have a highly personalized conversation with each contact, making resolving customer issues less challenging and more efficient.

Yeastar PBX Integrates with ZOHO CRM, Microsoft Dynamics 365, Google Contacts, etc.

Coordinated with Yeastar Cloud PBX or S-Series VoIP PBX (on-premises), Yeastar Linkus desktop/mobile softphone supports seamless 3rd party CRM Integration on Windows desktop client. Currently, ZOHO CRM, Bitrix24 CRM, Microsoft Dynamics 365, and Google Contact are supported to give users more visibility into caller information while also increasing their preparedness for spontaneous interactions with important leads.

Blog VoIP & CRM Integration: a Good Match to Supercharge Business

VoIP Integration with CTI

CTI, Computer Telephony Integration, a technology that integrates computers with telephony in a way that the two can interact and communicate with one another, is actually now widely applied in business communications.

With CTI, tasks that were previously performed on the telephony system could be carried out from your computers and laptops. Holding calls, warm transferring them, queuing them, and communicating with each other through the same interface could be realized easily, creating a more efficient call funnel with shorter waiting times and fewer dropped or missed calls for the callers. This technology is often applied for a more flexible and scalable way of managing phone calls so as to increase call efficiency for businesses.

Yeastar CTI with Linkus UC Solution for higher work efficiency

  • Yeastar Linkus for Google Chrome Extension for A Smoother Calling Experience

Yeastar has made calling much effortless for you! Just in a click, you can call any of the phone numbers that appeared on your computer screen from your desk phone. You don’t have to spend time to save contact information or manually enter the number on your physical desk phone. The integrated Linkus Directory, Contacts, Select & Dial with Hotkey, and Yeastar Linkus for Google Chrome Extension allow the search and dialing of phone numbers fast, easy and error-free.

  • Easy call transfer, hold, retrieve, record, and more

Yeastar CTI enables you to turn Linkus Desktop Client to the visual control panel for your desk phone and make call operations easier on Linkus graphical user interface. Actions like call transfer, hold, retrieve, record, and so on could be achieved simply with a click, so you would never need to remember multiple feature codes.

Blog Yeastar PBX New Firmware Adds CTI, Updated Contacts Support, and More

VoIP Integration with Collaboration Tool

As collaboration and teamwork becoming more and more essential in today’s business working scenarios, tools like Microsoft Teams that enable team workers to have everything they need for work in a single application with an intuitive interface. Co-workers can manage projects, communicate, and find files without having to bounce from one folder or application to another. No more shared drives, lost notes in someone’s hard drive and no more searching endlessly through an email inbox to find accurate information.

And when this business collaboration kit is integrated with a VoIP telephony system, users could enjoy another suite of functions that the phone system provides, creating a unique and truly collaborative workplace were written and voice communication are combined perfectly together. Things you could expect from the integration between your VoIP Phone system and Microsoft Teams:

  • Bridge your business phone system with the collaborative features of Microsoft Teams
  • Turn your Microsoft Teams users into your phone system extension users
  • Keep your existing phone numbers and make and receive calls on any devices from anywhere
  • Record all your work-related information, written or spoken, documents and presentations into the same workplace
  • Unified communication and collaboration for easier remote working

Yeastar Telephony System + Microsoft Teams

Yeastar PBX System, including S-Series VoIP PBX, Cloud PBX, and K2 IP-PBX, can fully integrate with Microsoft Teams to make Teams users regular extensions on Yeastar PBX System so that they can make and receive internal and external calls directly on the Teams App while enjoying a variety of advanced calling features.

Benefits at a Glance:

  • Place and receive calls from anywhere on any device via the Teams App
  • Keep the existing phone numbers and any SIP endpoints on Teams
  • Set up customized IVR scripts to suit specific business needs
  • Support advanced call management to forward, transfer, hold, and mute calls
  • access more calling features such as call recording, ring group, voicemail to email, etc.
  • Consolidate business communications and collaboration on a single platform
  • Simplify configuration and administration with the easy setup process

Learn more about Yeastar for Microsoft Teams integration here.


One Plus One Outperforms Two

To wrap up, VoIP integration is a technology – a bridge to gap your VoIP phone system with other work-related platforms so as to maximize the value of each of your current applications. Staff should work together for higher work efficiency, so do the technologies.

Interested in integrating your current VoIP PBX system with other business-enhancing platforms? Please contact us for a more detailed and specialized solution.

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User Login

Instantaneously receive user login credentials via email once the extension has been deployed by the adminstrator.

Log in conveniently via any web browser for access to the user portal.

Integrations

Integrate various CRM software for better customer service and satisfaction.

Enable transcription of audio messages into text with integration of third-party transcription service.

Enable API for integration with various third-party integrations for advanced performance such as call center and hotel reception services.

System

Provision email SMTP and template settings for event notifications to be sent out.

Manage storage allocation and duration of various types of data being stored on the PBX.

Determine the types of event notifications to be sent out, and the parties receiving them.

IVR

Add various audio voice prompts to be played according to different call scenarios.

Add voice prompts on multiple levels for more effecient and precise inbound call routing.

Voicemail

Customize default voicemail settings for each user extension.

Add various voicemail messages for allocation to different call scenarios and users.

Provision specific rules to how voicemail messages are played over the PBX system for better caller experience.

Reports and CDR

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Use intuitive visual call reports, to check various call statistics over extensions, trunks, queues, ring groups, and more.

Call reports can be viewed and downloaded directly from the PBX, or scheduled to be sent via email to respective parties.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Limit the number of otbound calls users are allowed to make within a time period to protect against toll fraud.

Restrict certain country codes for outbound calls either company-wide or on certain extensions.

User Login

Determine extension ranges for different functions.

Define use of different voice prompts depending on call scenarios or intended function.

Provision basic and advanced SIP settings to be used on the PBX.

Recordings

Record all calls made on specified trunks, including inbound and outbound calls.

Recordings

Record all calls made on specified extensions, conferences, or call queues.

Paging and Intercom

Create different types of paging and intercom broadcast groups for selected extensions.

Set a time schedule to automatically start your broadcast.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Conference

Pre-set conference settings and dial-in passwords for security, and allow internal users to send conference invites to external parties.

Speed Dial

Create multiple speed dial numbers to respective external numbers frequently used for outgoing calls.

Speed dial is activated when the set prefix (default or customized) is dialed.

Ring Group

Create multiple ring groups and determine custom ring strategies and failover settings for each.

Call Queue

Create different call queues with specific ring strategies and failover settings.

Static agents permanently answer calls in queue, while dynamic agents can log in and out. Allocate different extensions to each group.

Determine what actions are to be allowed for Mangers or Agents to manage on the Queue Panel.

Call Control

Have calls received on specific SIP trunks routed to designated extensions or destinations within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Organize company contacts into dedicated phonebooks and determine accessibility rights to extension groups for each.

Bulk import a list of contacts instead of having to key details in individually.

Role and Client Permission

Pre-defined user roles within the PBX are conveniently available for allocation, or create your own set of permissions.

Restrict users from viewing specific extensions, departments, or extension groups with Extension Visibility.

Allow or resrict specific users from managing or viewing certain company contacts

Auto Provision

Pre-defined setting parameters specific to respective IP phone models are conveniently available for easy set-up.

IP Phones can be quickly provisioned to your Yeastar PBX with just the pre-defined template and device MAC address.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Different types of trunks can be created, Caller ID can be customized.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Configure default call and user settings for individual extensions.

Customize allocation of user extensions to specific ring groups.

Portal Login Page

Receive your administrator log-in credentials and set-up guide via email.

Log-in on any web-browser to get started with PBX set-up.

Installation Wizard will guide you through basic configurations.

User Login

Access all company contacts made available to you by the administrator.

Create your own personal contacts list for easy reference and dialing.

Bulk import contact details for convenient data entry.

User Login

Access and manage user settings for softphone application and voicemail.

Manage call routing and presence status for your individual extension.

Retrieve or download your personal call logs and recordings.

User Login

Receive your log-in credentials and set-up guide via email, sent by your admin.

Log-in on any web-browser to get started with PBX set-up.

Configure contacts and personal settings from the web portal.

Auto Provision

Add, remove, or modify IP phone settings from your web interface.

Upgrade IP phone firmware conveniently from your PBX.

Upload various default setting parameters specific to respective IP phone models for greater convenience during set-up.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Have detailed contact information for your vendors and clients conveniently stored .

Bulk add a list of contacts instead of having to key details in individually.

PBX Monitor

Monitor the status extensions, whether they aren idle, in use, or unavailable.

Know whether your SIP Trunk running properly, or experiencing problems.

Monitor the number of call conferences currently running on your PBX, and their individual durations.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Call Detailed Report

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Filter by date, time, or extension number to retrieve specific call logs or recordings

Playback call recordings directly from the PBX or download to store externally.

Event Center

Determine what events and logs are to be recorded and/or have notifications sent.

Specify particular notifications to be sent to respective authorized personnel.

User Permission

Set up vaious groups of users for allocation to certain sets of access rules.

Determine what features a certain group of extensions can or cannot access.

Determine if users can access, play-back, or download call logs and recordings from the pbx.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Determine specific the range of SIP ports for connection between your PBX and endpoints.

Restrict country codes for outbound calls either company-wide or on certain extensions.

Voice Prompt

Upload and designate customised audio recordings at multiple levels of a call journey.

Upload recorded music to fill the silence that would be heard by callers on hold.

Upload customised voice prompts to create a professional call experience.

General

Customize general call preferences either company-wide or for individual extensions.

Set-up feature dial codes for convenient user navigation to specific call features.

Determine how voicemails are retrieved, and also upload custom voicemail recordings.

Call Features

Add multiple automated responses to be played at different phases of a call journey.

Designate specific extensions to ring concurrently based on an external caller's dial pattern.

Customize messages and waiting times to keep external callers engaged when put on hold.

Call Control

Have calls received on specific SIP trunks routed to designated extensions within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Provision SIP trunk settings and dedicate them to particular extensions.

Bulk add DDIs on each SIP trunk, for allocation to an individual or groups of extensions.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Allocate and deploy specific extension numbers to respective users via email.

Set-up default ring and presence status settings for individual users.

Deal One View

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Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.

Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.