Software offers single interface for CRM and call control.

Press Release Summary:



Promoting efficient workflows and streamlined business processes, ShoreTel Microsoft Dynamics CRM Integration application seamlessly integrates call management and control capabilities with immediate access to customer data. It automatically links incoming call to existing customer record or one of several record creation screens. Customizable, personal communications promote user effectiveness and minimize response times to improve account management and customer satisfaction.



Original Press Release:



ShoreTel Announces Microsoft Dynamics CRM Integration Application



Single interface for CRM and call control delivers more efficient workflows, streamlined business processes

SUNNYVALE, Calif., Jan. 28 -- ShoreTel(R), Inc. (NASDAQ:SHOR), a leading provider of Pure IP Unified Communications solutions, today announced ShoreTel Microsoft Dynamics CRM Integration application. Made possible by ShoreTel's open and extensible architecture, the new application seamlessly integrates ShoreTel's call management and control capabilities with immediate access to comprehensive customer data, helping to create a more collaborative and productive enterprise. ShoreTel Microsoft Dynamics CRM Integration application introduces a new level of customizable, highly personal communications, designed to provide increased user effectiveness, shorter response times, and improved account management and customer satisfaction.

ShoreTel Microsoft Dynamics CRM Integration application enhances the ability to capture and keep customers by seamlessly integrating two of the most important business applications: phone communications and customer tracking. ShoreTel Microsoft Dynamics CRM Integration application automatically links an incoming call to either an existing customer record or one of several new record creation screens. Users can dial out directly from the Microsoft Dynamic(TM) CRM application using the embedded ShoreWare(R) Web Dialer application, or they can dial out using ShoreTel's flexible ShoreWare Call Manager and have an associated CRM record open immediately.

To address the diverse needs of Microsoft Dynamics CRM users, ShoreTel provides comprehensive out-of-the-box functionality and extensive configurability. Organizations can customize search settings to enable lookup of both standard and custom CRM entities and attributes, and each user can control exactly how the integration software responds to calls and lookup results. ShoreTel Microsoft Dynamics CRM Integration application is easy to install and configure, and because it communicates via web services, it does not require any modifications to any Microsoft(R) components, eliminating the need to coordinate product updates.

"Our primary marketing tool is direct mail, so our performance is directly tied to our ability to efficiently manage inbound calls and track leads over time," said Jason Seedig, director of IT at Vertex Financial Group, residential mortgage specialists headquartered in Denver. "ShoreTel Microsoft Dynamics CRM Integration application has given us the ability to automatically capture customer information from inbound calls, route calls to the appropriate loan officer, and eliminate unanswered calls and lost leads. The integrated applications work together seamlessly and will allow us to capture more information more quickly, and maintain a complete history of client contact. We believe these capabilities will increase Vertex's 2008 revenue by 20 to 30 percent."

ShoreTel's integrated applications, which also include ShoreTel Salesforce.com Call Center Adapter, ShoreTel NetSuite Integration application, ShoreWare Emergency Notification application, and Legal & Professional Cost Recovery Integration, deliver on the promise of unified communications by embedding sophisticated call management and control directly into a business's most important processes, leading to greater efficiency, productivity and collaboration.

"ShoreTel is delivering innovative unified communications solutions that seamlessly integrate voice capabilities into core business processes for more efficient workflows," said Steve Timmerman, vice president of marketing at ShoreTel. "With ShoreTel Microsoft Dynamics CRM Integration application, businesses can differentiate their services and become more competitive through faster response times, automatic lead capture, and more efficient account management."

Pricing and Availability

The ShoreTel Microsoft Dynamics CRM Integration application is available immediately in the United States. For beta trials outside the United States, please call ShoreTel's Professional Services. Pricing is (US Dollars) $165.00 per client seat.

About ShoreTel, Inc.

ShoreTel, Inc., (NASDAQ:SHOR) is a leading provider of Pure IP unified communications systems. ShoreTel enables companies of any size to seamlessly integrate all communications-voice, data, messaging-with their business processes. Independent of device or location, ShoreTel's distributed software architecture eliminates the traditional costs, complexity and reliability issues typically associated with other solutions. ShoreTel continues to deliver the highest levels of customer satisfaction, ease of use and manageability while driving down the overall total cost of ownership. ShoreTel is headquartered in Sunnyvale, California, and has regional offices in the United Kingdom, Sydney, Australia and Munich, Germany. For more information, visit www.shoretel.com/ or call 1-877-80SHORE.

All Topics