ShoreTel Sage ACT!

ShoreTel Sage ACT! Integration

The ShoreTel ACT! Integration Application provides highly customizable screen pops and dialing integration with Sage ACT! for users to efficiently handle their business communications and manage their customer relationships. Screen pops display existing ACT! contact details or a link to create a new contact. The call control integration allows users to "click to dial" from within ACT! records. Moreover, the contact pop-ups link to extended ACT! data and ShoreTel call control features support user collaborations and promote seamless customer service.

At-a-glance pop-up screen

Key data display for immediate customer engagement. Color-coded background shows status of the contact.

Layered data organization

Embedded links to drill down from Contact records, or from any individual item in History, Activity, Opportunity and Call Notes.

Call controls

Answer, hang up or transfer calls within contact records. Call transfer with notes that appear at the transferred-to station.

Easy re-pop

Double-click to re-display the last screen pop

Map providers

Clicking at any address link opens a browser showing the map of the address

System requirements

The ShoreTel ACT! Integration is a Microsoft desktop application and works with Sage ACT! 2010 or later client version only.