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Shorter Microsoft Dynamics CRM Integration Application for CRM VERSION 4.x Installation and Usage Documentation Shorter Professional Services 8/12/2011 Shorter MS Dynamics CRM Integration (V4.x) Page

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What is shortel integration with crm?

Shoretel integration with CRM refers to the process of connecting a Shoretel phone system with a CRM (Customer Relationship Management) software. This integration allows for the seamless transfer of data and information between the phone system and the CRM, enabling better communication and data management within an organization.

Who is required to file shortel integration with crm?

There is no specific requirement for filing Shoretel integration with CRM. It is a technical process that can be implemented by businesses or organizations that use both Shoretel phone system and a CRM software. The decision to integrate Shoretel with CRM is based on the specific needs and requirements of the organization.

How to fill out shortel integration with crm?

Filling out Shoretel integration with CRM involves various technical steps, including configuring the Shoretel phone system and setting up the integration within the CRM software. The specific steps may vary based on the CRM software being used and the integration capabilities of the Shoretel phone system. It is recommended to consult the documentation or technical support of both Shoretel and the CRM software for detailed instructions on how to fill out the integration.

What is the purpose of shortel integration with crm?

The purpose of Shoretel integration with CRM is to streamline communication and enhance data management within an organization. By integrating the Shoretel phone system with CRM, organizations can easily access customer information, track communication history, and improve the overall customer experience. This integration helps in creating a unified platform for managing customer interactions and improving productivity.

What information must be reported on shortel integration with crm?

The specific information that needs to be reported on Shoretel integration with CRM may vary based on the requirements and goals of the organization. However, generally, it involves reporting information related to call logs, customer interactions, call recordings (if applicable), and any other relevant data that needs to be synchronized between the Shoretel phone system and the CRM software.