NETSUITE CRM INTEGRATION

When a customer calls, Enconvo’s telephony integration triggers a subtle, non-intrusive notification that pops up with live data directly from NetSuite. This notification is fully configurable, allowing you to display any relevant information you need – whether that’s the caller’s name, license plate, patient ID, recent order, or other industry-specific details. Up to four lines of information are shown by default, with the ability to include even more fields depending on the data length.

With a simple click, agents can open a full screen showing the caller’s detailed profile within NetSuite in real time. You can also configure up to five action buttons to streamline workflows – whether that means opening a new ticket, composing an email pre-filled with the caller’s info, launching another CRM, or pulling up additional NetSuite screens. All of this happens seamlessly without interrupting the agent’s current work.

When a team member transfers a call to a colleague or another team, the screen pop will also appear for that recipient. Meaning all areas of the customer journey are covered with relevant information at your teams fingertips.

Outbound calls are equally easy with Enconvo’s NetSuite integration. Agents can initiate calls directly within NetSuite using built-in call buttons – no more manual dialling or switching between apps. Simply click on any phone number within a contact record or ticket, and the call connects instantly.

The integration comes preconfigured in the CTI Wizard, so setup is fast and straightforward, allowing your team to focus on what matters most: delivering outstanding customer experiences.

A FLEXIBLE, FUTURE-READY APPROACH

Most screen popping solutions restrict you to a single CRM or charge extra for each additional integration. With Enconvo’s solution you can… 

• Connect to multiple CRMs simultaneously, allowing teams to continue working in the systems they know best. 
• Support different platforms across departments without any workflow disruption. 
• Enable a single agent to access multiple platforms at once, ensuring a complete view in every conversation. 
• Avoid costly, time-consuming migrations by allowing each department to continue using the CRM that best suits its needs. 

Imagine Customer Support on Zendesk, Sales on HubSpot, and Finance on NetSuite:  all connected and fully screen popping ready. 

NetSuite integration is fully included within the Enconvo CTI Wizard, making installation quick and hassle-free. Most settings come preconfigured, so you only need to enter a few customer-specific details to get started. A clear, step-by-step manual is also provided to guide you through the process.

This integration is set up once for your entire company – no need for repetitive configurations per user or department. Managing CTI has never been easier!

The integration works by reading export files directly from NetSuite, ensuring seamless synchronization of data between your telephony system and CRM.

Our CTI solution is a fully cloud-based solution, making it easy to deploy anywhere with minimal setup. It supports all major operating systems including Windows, MacOS, and Chromebook via its web client, ensuring your team can work on their preferred devices without restrictions.

All data is securely cached during use, and the integration meets the highest industry security standards to keep your customer information safe and compliant.