Connect Eloquant to your Microsoft Dynamics 365 CRM (Microsoft CRM)

Reduce the number of clicks you need to make and automate some of your agents’ actions. The main features of Eloquant & Microsoft Dynamics integration are :

• Automatic contact synchronization: Eloquant’s contact center and CRM directories are automatically synchronized.
• Caller record editing: the caller’s CRM record is automatically presented to the agent during the call. The customer’s details appear on the screen, along with all the data concerning the phone call (number called, reason for call…), enabling the agent to familiarize himself with the information (call history, emails sent…) before starting the conversation, and avoiding the need to ask the caller for his customer code and the reason for his call. At the end of the conversation, the agent can enter a comment that will be archived with the call history in the customer’s file.
• Automatic dialing (click to call): enables an advisor to make a call simply by clicking on the telephone number of a contact record… There’s no need to juggle between different screens or applications, everything is done in the same place.
• Scheduling and recording of calls and actions: such as web call back functionalities (scheduling of calls to be made by agents from a web page, a callbot, etc.), or native CRM task management functions.
• Automatic recording of all interactions in your Microsoft Dynamics CRM records: with the day of the call, the reason, the campaign… it is possible to archive a summary of conversations (modifiable by the agent), to reduce processing time but also to enrich records with a summary of the exchange, the actions to be taken by the company, the actions decided upon. The audio recording of the conversation can also be archived.
• Automation of actions and processes: such as the creation of a callback request when a customer gives a poor rating in a satisfaction survey….

The Eloquant & Microsoft CRM connector allows you to centralize contact center data in your CRM, as well as data from Eloquant’s customer and prospect satisfaction surveys, regardless of the collection channel (email, SMS, voice, web…).

For example, when a customer responds to a satisfaction survey, the score and answers are archived in the customer’s file, enabling staff to assess the customer’s level of satisfaction and adapt their approach accordingly.

Not only do you benefit from integration between the two tools, but you also get a real performance lever that boosts the efficiency of your day-to-day customer service.

Our connector integrates seamlessly with your Microsoft Dynamics 365 CRM, transforming the way your agents manage your contacts and calls on a daily basis.

The Eloquant Microsoft Dynamics 365 connector is quickly set up, using standard entities by default for simple, efficient synchronization.

Our teams of experts can go even further by customizing the connector to your specific needs. Whether you need to manage your contracts, products or any other entity specific to your company, we adapt the connector to take account of your specific requirements and developments.

The Microsoft CRM connector adapts perfectly to your internal processes, optimizing your productivity.

Read below how the GIE CCI Paris Ile de France integrated the Eloquant solution with Microsoft CRM.

The implementation of the integration between Eloquant and Microsoft CRM was particularly interesting because the CCI Paris was using several distinct CRM databases between the different CCIs (Paris-Ile de France, Marne…), with duplicate management or multiple contacts in several CRM databases.

Watch the testimonial from BDR Thermea France (De Dietrich, Chappée…) on the use of Eloquant with Microsoft Dynamics 365.

The connector between the two applications gives advisors direct access to customer information and history, via the file lift.

As a result, customers are better taken care of, and the responses they receive are faster and more personalized.