EOS SYnergy
Application Integrations
Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organization, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically make your handset dial the number.
EOS Synergy can provide Application Integration through Add-ins.
Caller Preview
Displays the caller's name in the Preview or Phone window when a match against it is found in the integrated business application(s).
Contact Popping
Click the business application's icon in the Phone or Preview window and the caller's contact record is opened directly in the integrated business application.
Contact Searching
Concurrently searches the integrated business applications and enables Contact Popping or Click to Dial from the results.
Activity Logging
Manually or automatically creates an activity record of a call received within the integrated business application and allows addition of notes.
Click to Dial
Makes it possible to dial directly from the business application. The exact method varies between business applications.
An Add-in is a program that is written to link the EOS Synergy client to a specific business application. The Add-in is included with and configured from within the EOS Synergy client, and provides a range of set integration features from the list below. Up to four Add-ins can be concurrently configured.
Add-in Classifications
Standard Integrations
Standard integrations are available by default within the EOS Synergy client and installation can be completed by the reseller / end user using the add-in guide provided. Standard integrations use open APIs or benefit from partner agreements with the business application developer and it is expected that support for future releases will be maintained.
Controlled Integrations
Controlled integrations have typically been provided on a customer project basis and either a limited agreement or no agreement is maintained with the application developer and support for future releases might not be available. The integration add-in is not available by default within the EOS Synergy client and must be enabled by the EOS Synergy developer at the time of installation.
