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Workflow Integrations

InGenius® Connector Enterprise provides a deeper integration between telephony and the CRM to unlock the power of your contact center. Out of the box, InGenius lets you define the agent experience and customize the user interface in just minutes, but some organizations want to take their CRM integration even further. That’s why InGenius provides workflow integrations. InGenius puts you in control of what to search for, what to screen pop, and which objects to create and log.

InGenius has hundreds of happy customers located in over 30 countries. We have customers across every industry, all with workflow requirements that go beyond screen pop, call logging and click-to-dial. That’s why we created InGenius Connector Enterprise to provide a deeper integration between telephony and the CRM – to unlock the power of your contact center.

Out of the box, InGenius lets you define the agent experience and customize the user interface in just minutes. It lets you create speed dials and call logging templates that can drop in useful items like the date, time, phone number and dialed number. Our standard functionality lets you pick the search criteria for inbound and outbound calls, so you can screen pop the right objects, in the right order.

Agents can also use our InGenius click-to-create feature to create, pre-fill and save a new case, all with just one click and all out of the box.

Some organizations want to take their CRM integrations even further. That’s why InGenius provides workflow integrations.

For example, our banking agents want InGenius to look for an account number and screen pop the related contact so they can greet their customers warmly. Our customer support agents want InGenius to search on a caller ID and pop the associated case. That way they can read up on why someone might be calling and get right down to business. IT agents want to screen pop an incident from IVR-entered digits and log the interaction as a custom object.

InGenius workflow integrations let you unlock the power of your contact center with the combination that drives productivity. It puts you in control of what to search for, what to screen pop, and what objects to create and log.

Interested in unlocking the power of your contact center? With the InGenius team, the engagement process couldn’t be easier. We’ll book a conference call with you to understand what you’re trying to achieve. Many customers are focused on things like reducing clicks, improving customer satisfaction and boosting agent productivity across the board.

InGenius workflow integration eliminates the risk, cost and effort needed to align with your specific business process needs. And, we can typically deliver this level of custom integration with a standard license. Unlock the power of your contact center by getting in touch today. Welcome to InGenius workflow integrations. For more information, visit us at ingenius.com.