2. CRM Integration
• Improved Sales Efficiency- With click-to-dial employees save 15-30 seconds a dial and
never dial a wrong number. That means more calls per day and more opportunities to
sell.
• Personal Service- Inbound screen pops let agents know who's calling before they pick up
the phone, making it easy to provide immediate, personal service.
• Accurate Record Keeping- When CRM Link is used to take or make a call, entering call
notes into is automatic. Your team can focus on customer interaction, yet records will
always be complete and up to date.
• Adoption- Integration increases adoption because it becomes part of the process of
making the call, not something that needs to be updated later.

3. Integration Users Enjoy
• Works in a browser, no software to download
• Click-to-Dial
• Incoming Call Screen Pops
• Integrated Dial pad
• Automated Call Logging with Notes
• Easy to Set Up and Configure
• Supports PC and Mac

4. Setting Your Users
 Update the Extension
 Now the user is setup to use Click to Call

5. Click to Call
 Click on Icon beside the number to place the Call
 After call is placed user see the page as Call Connected

6. Update the Notes
 After Call is Completed this Screen pops up
 User can update the notes and Click on Submit