Whether You Choose Hosted, Hybrid or Premise PBX We Can Integrate ANY CRM, Its Easy!

Do you want to screen pop customer accounts or automatically create a new activity, link the recorded call in a profile or track call statistics? If you answered yes to any of these then let’s meet and we will show you how!

CRM integration helps your business connect with customers quickly and collaborate efficiently, bolstering productivity and reducing costs.

  • Sage ACT!
  • AMS 360
  • SalesforceZendesk
  • MIcrosoft Dynamics CRM
  • NetSuite
  • ShoreTel Universal CRM Connector
  • Custom CRM Integration

ShoreTel for Salesforce

Sell, Service, and Market better with actionable business intelligence.

  • Compatible with ShoreTel On-Premise and Hosted PBX service platforms
  • Compatible with Sales, Service, and Marketing Clouds
  • Richly featured embedded Salesforce Softphone
  • Platform independent web application – No desktop install
  • Workgroup Agent controls
  • Workspace Transfer in Service Console
  • Off-line and Mobility Call Reporting in Salesforce.com®
  • Call Recording playback from Salesforce.com records
  • Real-time telephony presence
ShoreTel Salesforce.com™ Integration

Microsoft Dynamics CRM Integration

Seamlessly integrate Microsoft Dynamics CRM with your ShoreTel system to gain automated access to customer records each time you talk — enhancing caller satisfaction and agent productivity while reducing call response times and duration.

The ShoreTel Microsoft Dynamics CRM Integration brings a new level of customizable, highly personal communication to customer interactions by combining voice capabilities with immediate access to comprehensive customer data.

ShoreTel ACT! Integration Application

The ShoreTel ACT! Integration Application provides highly customizable screen pops and dialing integration with Sage ACT™ allowing agents to efficiently handle their business communications and manage their customer relationships. Screen pops display ACT! records that are associated with a calling number (incoming call) or called number (outgoing call). The dialing integration provides single click-to-dial control within ACT! Company and Contact records. Furthermore, call control features including Call Transfer with Note and automatic ACT! History creation support agent collaboration and promote seamless customer service.

  • Efficient business communications & customer relationship management
  • Highly configurable screen pop of:
    • Contact information for a unique match
    • Contact list for multiple matches
    • New contact record for no match
  • Embedded links and convenient call controls
  • Dial control of single click-to-dial from ACT! records
  • Call Transfer with Note
  • ACT! History
  • Integration with ACT! client only

NetSuite® Integration Application

The ShoreTel NetSuite Integration combines two industry leading products into a single interface. The integration brings enhanced productivity, shorter response times, and greater flexibility to companies that rely on these important business tools. With the customers’ records at their disposal, system users can rapidly identify callers and field calls more effectively.

ShoreTel AMS 360 Integration

ShoreTel’s AMS 360 screen pop integration application (STAms360) provides a screen pop integration to Vertafore’s AMS 360 office management system for independent insurance agencies.

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