Wednesday, October 13, 2010

DialPad The long awaited GoldMine Voice/Phone Connection

W-Systems has created an awesome and cost effective solution that addresses the need to connect many Voip or Tapi compliant phone systems to GoldMine. It's called DialPad!

Since the early days of GoldMine, when integration to the modem on your desktop the ability to call contacts right from GoldMine has been a great feature. Unfortunately computers today are modem-less and the current SIP integration in recent versions of Goldmine has been somewhat of an enigma.

We've been trying DialPad with Skype, and I am very impressed. The following screen shots give you an idea of the simple yet powerful interface that makes it easy to increase caller productivity while filling in the important blanks in GM.

Enjoy the walk through below....

Start with your call list, pulled directly from GoldMine.
Dial from here or double click to open up the Call Out screen.


The Call Out screen lets you enter notes, complete the call, schedule a follow up, 
go to the GoldMine record, play a pre recorded file, and even record the call. 
Check out the Survey Fields on the right. You can include any fields from GoldMine 
for your caller to update right from DialPad.


Instant targeted call lists! The groups tab connects with contact groups from GoldMine. 
There's the list, click to call, enter your notes on this targeted list!

Need a little refresher on the customer before you call?  Click the history button and there is a
complete history of all the call notes from GoldMine!

At the end of the day, click the Call Log tab for a complete listing of all the calls any user made. Includes time of call and a direct link back to GoldMine to check notes and updates.


This is one very cool program! It's new and depending on your phone system it may take some tweaking, but once in place, WOW!. 

DialPad costs $295 per user for a one time license fee, plus 20% annual maintenance. Set up is additional. 

If your interested give us a call at 847-382-4500.  Download literature here.



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