XPHONE ESSENTIALS for Microsoft Lync Additional telephony functions, access to all company contacts and connection to your existing PBX
XPHONE ESSENTIALS FOR LYNC 3 MODULES TO EXPAND YOUR LYNC INFRASTRUCTURE XPhone Essentials Virtual Directory XPhone Essentials PBX Bridge XPhone Essentials Client Add-ons Access to all contact data in the company with all Lync clients Connection of Microsoft Lync to existing PBX(s) to control the telephones using the Lync client Enhances Lync clients with practical telephony tools 2
Platform Server licensing User licensing LICENCE MODEL XPhone Essential for Microsoft Lync XPhone Essentials Client Add-on User licences XPhone Essentials Virtual Directory User licences XPhone Essentials PBX Bridge User licences + + Expansion of XPhone Essentials Virtual Directory with access to 10 additional data sources (optional) XPhone Essential Server Server licence Platform for providing Virtual Directory (incl. 10 data sources) and PBX Bridge + 3 Note: The three services (Client Add-ons, Virtual Directory, PBX Bridge) can be used individually or in combination. The Client Add-ons do not require an XPhone Essentials server licence.
XPHONE ESSENTIALS VIRTUAL DIRECTORY Contact data integration for Microsoft Lync 4
CONTACT DATA INTEGRATION FOR LYNC Lync contact search is restricted to: Active Directory Personal Outlook contacts First name and last name XPhone Essentials allows Access to all the company's contact data Data bases Applications Cloud services 5 Databases Cloud Services CRM, ERP, Helpdesk..
CONTACT DATA INTEGRATION FOR LYNC XPhone Essentials allows Free-text search * e.g. "taxi Berlin" Parallel search in different data sources Real-time access to original data Control of access permissions Caller ID Data base prioritisation Phone number conversion Search prefixes for selected data sources (e.g. ".") NO changes to Lync client 6
ALL CLIENTS Uniform data access with Lync Windows client Lync MAC client Lync mobile client 7
CENTRAL INSTALLATION AND ADMINISTRATION Server-side installation Graphic admin frontend Add data bases by drag & drop Preconfigured field links Link and share data base fields Adjust field contents by script Advantages Efficient index for high-performance searches and caller ID Parallel processing of search queries Cache for relieving original data sources Well-conceived access control and permission concept Optimised for large installations with several front-end servers No installation of Client components required High scalability 8
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ARCHITECTURE XPHONE ESSENTIALS VIRTUAL DIRECTORY 10 System requirements can be found here»
APPLICATIONS All employees who need access to contact data while on the road without saving the data on the mobile device All employees who need access to contact data to communicate with customers, partners, suppliers etc. Better service through personal greeting on the telephone is enabled by the caller ID. For example, customers, suppliers, partners, applicants - based on contact data from multiple data sources within (CRM, ERP, HR...) or outside the company (public directories, phone book) 11
XPHONE ESSENTIALS PBX BRIDGE Connection to existing PBX(s) 12
PBX CONNECTION FOR LYNC Software-based Remote Call Control Gateway Connection of Microsoft Lync to existing PBXs Support for multiple locations and PBXs Supported PBX vendors Aastra Alcatel-Lucent Avaya Cisco Deutsche Telekom Innovaphone Ericsson-LG NEC Nortel Panasonic Siemens Enterprise Communications and many more.. System requirements can be found here» 13
FEATURES Display of telephony status also supported for DECT devices Control of office phones via Lync clients Extensive telephony functions Caller ID on incoming calls Accept and make calls Transfer a caller before or after call acceptance Consultation calls, call hold, alternate (switching back and forth between callers) Set and delete call forwarding 14
CENTRAL ADMINISTRATION Server-side installation Web-based admin interface Active Directory connector Automatic line assignment Highly scalable for several thousand users No changes to the Lync client and the operating concept 15
ARCHITECTURE XPHONE ESSENTIALS PBX BRIDGE uacsta (ECMA TR/87) 16 System requirements can be found here»
APPLICATIONS Continued use of existing communications infrastructure (PBXs & end devices), when, for example, analogue devices (door intercom systems), DECT or similar environments are in use and can not be/are not to be replaced Continued use of existing communications infrastructure, when contracts are ongoing (investment protection/increase added value) Parallel use of traditional telephony and Lync to expand communication with presence, chat, video, collaboration Migration scenarios - a gentle transition from traditional telephony to Lync (IP telephony) 17
XPHONE ESSENTIALS CLIENT ADD-ONS Telephony functions for the Lync client 18
LYNC CLIENT ADD-ONS Hotkey dialler Phone numbers Email addresses Names (from Lync 2013) TAPI dialler Phone number normaliztion Call waiting management (Busy on Busy) 19
LYNC CLIENT ADD-ONS Client-side installation 32 bit & 64 bit Terminal server MSI rollout (software distribution) Compatible with Microsoft Lync 2010 Microsoft Lync 2013 TAPI interface TAPI 1.4, TAPI 2.0, TAPI 2.1 and TAPI 3.0 20
FREE TRIAL Features Free Licensed Number of users Max. 100 Unlimited Hotkey dialler Phone number normalization Advanced phone number normalization with dialling parameters 30 days TAPI dialler 30 days Call waiting (Busy on Busy) 30 days Support - Email Benefits User Efficient index for high-performance searches and caller ID Very intuitive use High personal advantages Control of personal availability Decision-makers Free basic version No ongoing software maintenance costs Fair, transparent license model High ROI Administrators No intervention in server infrastructure MSI setup for roll-out 21
APPLICATIONS Dial from within any application by highlighting the phone number and pressing the hotkey, for example: Browsers (Firefox, Safari, Chrome, IE) Office programs (PowerPoint, Excel, Word, SharePoint) Telephone directly from your business applications (e.g. CRM, ERP...) that provide TAPI functions 22
ARCHITECTURE XPHONE ESSENTIALS FOR LYNC 23 System requirements can be found here»
XPHONE UNIFIED COMMUNICATIONS more solution modules for Microsoft Lync www.c4b.de
Fax for Microsoft Lync 25
SEND AND RECEIVE FAXES ON PC Integration in Office/Outlook Mail2Fax and Fax2Mail Fax archiving Fax templates Send/receive faxes Cover pages Annotations, stamps Send faxes from applications Fax merges and scheduled faxing 26 I send faxes directly from my business applications.
Application and process integration 27
INTEGRATE APPLICATIONS AND DESIGN WORKFLOWS Integrate local or hosted applications (CRM, ERP, helpdesk ) in communication Design communication processes yourself rules engine for creating actions for incoming and/or outgoing calls Automate processes Open applications Transfer caller data Use templates Examples of applications Support hotline> automatic ticket creation Order taking > retrieve customer screen Sales hotline > open quote screen Accounts > open customer screen / outstanding items Display of the XPhone client can be suppressed in the settings so the user only works with the Lync client. 28 Note: This scenario is only possible with XPhone UC (incl. XPhone Virtual Directory) and XPhone Essentials PBX Bridge with a traditional PBX.