Help with Softphone please

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Customer Services Manager



We are a very small contact centre offering inbound customer service calls and outbound sales calls solutions.

Curently we use PBX lines, manual dialling and desk 'phones, using set prefixes for dialling out to differentiate between different clients for MI etc.

I am interested in looking at a softphone solution to help with call results logging as the crm system for some of our clients don't support this (I know, don't even get me started on this!) Currently we have to log calls and results on a seperate reporting system which is very basic and relies on agents remembering to log information after each contact.

Can anyone point me in the right direction? We're not looking for a dialler solution as we do not have the capacity to support this at the moment.

Any advice on this topic would be greatfully received (low tech talk is poss too please as I'm still learning!)

Many thanks in advance.

Telemarketing Manager


You should be able to get a softphone through the telephone system, it really depends how old it is as to how much it will cost to upgrade. For Avaya you would have a desk phone or a softphone, called a OneX communicator.

Check the branding on the PBX then go onto Google and look up softphones for that manufacturer. The softphones can be integrated to the CRM solution for logging purposes, however this could be expensive. It may be easier to tag the prefixes and report on productivity through a call logging solution, like Oak.

Merry Xmas


Telemarketing Manager


By the way, is Stuart Baggs now the most hated man on the Isle of Mann or just a love able idiot!


Customer Services Manager


I'd have to say no comment on that last one! ;)

Thanks for the information on the softphone.

Head of IT and Telecoms

Hmmm, I did something similar a while back. The proprietary softphones were poor so we ended up using free softphones coupled to the PBX via a free softswitch... this allowed us to script into each CRM.

The beauty of this approach was:

1. Absolutely free and no licensing worries

2. Tight blended integration with clients CRMs even those not considered possible under the commercial solution (ick)

3. Client screen-pops on inbound and blended

4. Fully self-documenting call flow with dispositioning on hangup

5. better management instrumentation than the commercial PBX allowed

How to best accomplish what you're after would depend on the CRMs, the PBX and your license restrictions (if your PBX is commercial) but usually can be solved without additional costs.

Truthfully, the softphone shouldn't be an issue at all. There's nothing you can do on a softhone+PC that you can't do on any hard phone+PC. It really isn't difficult to make the agents PC aware of the telecoms or to tie in screen-pops, Dispositioning and active CRM.

You say you don't want a dialler but a free progressive dialler (as opposed to predictive) would be easy to justify regardless of how many agents you have. Actually, if your numbers are coming through excel or web then one of two solutions (macro/greasemonkey) can mean you have free click-to-call for your agents even WITHOUT a central dialler.

Like I said, what options you have depends very much on the specific circumstances, but I'll stand kicking if there isn't a free solution to tie everything in over multiple client campaigns and multiple CRMs.

I'd give you my contact details but I'd get accused of advertising again so, unfortunately, all I can do is advise you to talk to your IT guy/girl about how free solutions (macros, greasemonkey, softswitches and free sip clients) can be leveraged to provide what you need in terms of CRM/Call integration.

or... call your PBX vendor and get bent over.

-Gary (TheITGuy)

Customer Services Manager


Thanks Gary, I'll pass that on to my IT guy and see what he makes of it all.

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