Toastar for Teams
Direct insights into the available customer information
Toastar for teams
Callers information ready when you need it
Get your 360-degree customer view
Toastar for Teams integrates your Microsoft Teams voice-calling platform and your CRM system to provide an instantaneous, 360-degree client view from the moment you receive a phone call.
Incoming calls are automatically matched to your customer database and the information is immediately available across all of your existing systems. This information gives your first-line workers the 360-degree view that they need to provide outstanding customer service.
Seamless integration into Microsoft Teams
The ROGER365.io platform is designed to make communication as easy as possible for your employees and give them the tools they need to succeed. The integration does not stop at WhatsApp for Business, Webchat and social media; ROGER365.io also integrates with Microsoft Teams voice- calling. When using Microsoft Teams as your telephony platform, the platform looks up and displays the callers’ address and other CRM information, even before the call is answered. The contact card of the customer can be opened directly, allowing your agents to provide quality customer service that feels personalized.
Get all the details right
In addition to basic contact information, you can also retrieve real-time data such as new and outstanding invoices. Toastar for Teams integration allows your organization to become more efficient and productive while increasing customer engagement.
Making it part of you Line of Business application
By using low/no-code solutions like Power Automate, you can trigger actions within your CRM or other business application, updating timelines, adding call records in the system, or gathering details for sales opportunities. The integration with Microsoft Power Automate enables “unlimited” Robotic Process Automation (RPA) or Line of Business application (LOB) scenarios.
Toastar for Teams has out-of-the-box integration with TOPdesk enterprise and Microsoft Dynamics 365 but can also integrate with any other CRM system using the application programming interface (API).