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1stream represents the most powerful, voice platform integration available to the ConnectWise Manage ecosystem. 1stream is developed exclusively for the channel by bvoip. 1stream is designed to streamline engagement between sales, service, and operations by integrating and automating key communications data directly into ConnectWise Manage. 1stream’s primary purpose is to enhance key customer interactions while greatly expediting the tedious tracking process.
Background:
Let’s face it, prospects and customers will always call into your companies for anything: from a printer jam to critical error messages on their screen to inquiries on pricing and more. 1stream has bridged the gap between your phone system and the ConnectWise Manage to streamline the documentation trail, automate tasks, and get you onto the next thing rapidly. This saves you time which in turn saves you money! This integration will also make sure that events make it into “the system” because “If it’s not in ConnectWise then it didn’t happen.”
General Benefits:
Speed Up Your Sales, Support, and Customer Service Teams
You’re not a robot so stop logging your calls like one! 1stream puts an end to the chore. Each call made on your Phone will be logged into ConnectWise Manage automatically as a "Call". Each call record will include information such as the duration, who made the call, which leads/contacts/companies/opportunities/and tickets are related, and any user entered call notes.
Make More Calls
Our click to dial works on any webpage whether you’re on a detail or list view in ConnectWise Manage, your inbox, or in spreadsheet. If there’s a phone number, you can click it. While it’s ringing, productively review your history or if they're not already in the CRM add them with ease by creating a new lead/contact/company in ConnectWise Manage right from the popup!
Start recognizing your callers
Start each call off with context. No more: “What’d you say your name is?”, “What company are you with?”, or “Where’d we leave off?”. The 1stream popup will load relevant information from ConnectWise Manage such as who it is, your previous activities (calls, emails, notes, etc).
Better Follow Ups
Always know the next step by keeping yourself and colleagues in the loop. With our intelligent note box, you can make following up and collaborating incredibly easy. Typing something like "Follow up next week" will create a new "Task" in ConnectWise Manage. You can even @mention one of your users that were imported from ConnectWise Manage, and 1stream will automatically create an event for you and anyone included in the note.
Call Analytics
1stream automatically syncs your team's call activity into ConnectWise Manage, ensuring that data entry into your ConnectWise Manage is maximized across your team when it is time to generate high value reports; you have all of the pieces to the picture. All data is stored within ConnectWise Manage so that actionable insights can be gained.
More Features
ConnectWise Manage
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BVoIP's ConnectWise Manage Integration is certified via the ConnectWise Invent Program. If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise Manage support team can assist. For any other questions with this integration, please contact the BVoIP team directly to resolve any issues.
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