ShoreTel

Streamline the entire Call to CRM process, being able to track phone calls and then automatically schedule follow-ups, all from within Sugar.

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About ShoreTel

ShoreTel offers organizations of all sizes more than VoIP services: rather, ShoreTel delivers a complete VoIP business phone system that integrates voice, unified communications (UC), and contact center capabilities. Unlike many providers, ShoreTel’s VoIP telephone system is an all-in-one business communications solution; one that combines a distributed communications platform, intuitive user applications, IP phones, and an easy-to-use management system that integrates with leading business information systems.

About Faye Business Systems Group

Faye Business Systems Group ( FayeBSG ) is an award winning Southern California-based technology consulting firm and Software Company with over 25 years of experience helping growing companies become more profitable by working with them to optimize their financial and business systems. FayeBSG uses SugarCRM, Sage 100 ERP (formerly MAS 90), QuickBooks, and a variety of custom software solutions to meet client needs. Services include software development, project management, packaged software implementations, custom software implementations, integration, consulting, training, and support. Faye Business Systems Group has completed hundreds of successful CRM projects, specializes in Sugar Integration, and is one of SugarCRM's leading North American Platinum Partners.

FayeBSG SugarCRM ShoreTel Integration Application

We've designed this integration to be powerful in that it streamlines the entire Call to CRM process, but is still easy to install, easy to configure, and easy to use. Purchase of the FayeBSG SugarCRM ShoreTel Integration Application includes all integration software, a detailed installation and operating guide, and phone and email support. Your Integration Application is kept up to date with all updates and upgrades as they occur within Sugar and ShoreTel. Additionally, our SugarCRM ShoreTel Integration Application subscription includes future updates and upgrades as we make our integration more powerful over time.

Every single call you make or receive can be documented, categorized and shared by any user. The FayeBSG SugarCRM ShoreTel Integration Application launches the Calls module actions and enables users to automate their usage in Sugar.

For Outgoing Calls, Sugar users can:

  • Initiate Click to Dial Functions with the click of a mouse
  • Automatically launch a Log Call screen after the Click to Dial screen to easily record the results of the call
  • Easily identify and track the outgoing call recipient as a contact, account or lead in Sugar
  • Smoothly schedule a reminder or follow-up call to touch base with the contact or lead in the future

For In-coming Calls, Sugar users can:

  • Receive a pop-up message from within Sugar alerting you to an in-coming call
  • Pop-up messages remain active while working in other programs or windows
  • Automatically launch a Log Call screen to easily record the results of the in-coming call
  • Easily add the in-coming call details as a contact or account or lead in Sugar
  • Effortlessly schedule a reminder or follow-up call to touch base with the contact or lead at some time in the future

Why ShoreTel and Faye Business Systems Group

We develop innovative and expandable custom business software that is tailored to our clients’ unique business processes. We develop long-term relationships, and believe the key to our success, is the success of our clients. We partner with industry innovators, to provide off-the-shelf and customized software solutions, that work for you, not the other way around.

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