By industry

Swiftpage - ACT! Premium Cloud

  • Standard Integration: A range of globally established cross-vertical CRM and DB applications with support for the standard integration features available with Xchange. The integration add-in is available by default within the Xchange client (see required license type below). Installation can be completed by the reseller / end user using the provided add-in guide.
  • Partner Integration: A range of cross vertical or vertical specific CRM and DB applications where a close collaboration or agreement is maintained with the application developer. Enhanced features might be available in some instances. The integration add-in is available by default within the Xchange client (see required license type below). Installation can be completed by the reseller / end user using the provided add-in guide where applicable.
  • Other (previously known as Advanced): A range of cross vertical or vertical specific CRM and DB applications where integration has been undertaken on a customer project basis and integration features may vary by application. Either a limited agreement or no agreement is maintained with the application developer and support for future versions might not be available. The integration add-in is not available by default within the Xchange client and must be enabled by the Xchange developer at the time of installation.

INTEGRATION CLASSIFICATION

Other
Manufacturer: Swiftpage
Application: ACT! Premium Cloud
Market: General CRM
Manufacturer web site: www.swiftpage.com
Product web site: www.act.com/
   Supported CRM Version
This is the version/s of the application that is known to be supported by Xchange for the "Supported Features" listed below. The version/s of Xchange supporting integration to the application is also shown.
Supported CRM Version: 
Version Xchange
2.32.42.52.6
N/A
 

Category

  • Supported: Integration with this application has been successfully implemented on multiple occasions. Please check supported versions and features before completing a quote.
  • Beta: Initial testing has been completed with this application. A pilot site is required to test integration features in a production environment.
  • Specialist: Integration with the application has previously been achieved but details are only partially documented or integration is under active review. Requests for integration will be reviewed on a case by case basis.
  • Not Supported: This application has been previously reviewed and is not supported.
Category:  
Supported
Notes: We are only able to offer integration with Companies as there is currently no method within ACT! Premium Cloud available to screen pop ContactsInternational numbers are not supported due to limitations of the ACT! Premium Cloud API.For address book searching there are the following limitations• When searching by name, only searches with one word or full name are possible.• Searching by Address, email or notes are not possible
 

Supported Features (related to version 2.6)


  • Address Book Search: This feature allows the contact directory (address book) of an integrated application to be searched from the Xchange system tray menu. A contact can be "dialled" or "popped" from the search results.
  • Click to Dial via Xchange: Allows users to dial database Contacts from the Xchange Address Book. Also allows users to dial from Call History, Web Pages + On Screen Copy / Paste via Clipboard Dialling.
  • Click to Dial via application: Allows users to dial directly from the application.
  • Caller Details Preview: Incoming caller details will be displayed in an on-screen toast pop-up preview window, for either inbound or outbound call, when a match is found for the telephone number in the application contact database.
  • Manual Screen Pop: A small Database icon will be displayed in the preview window. When pressed it will pop the Database contact page.
  • Auto screen pop of contact page: The Contact database screen will pop automatically when the user's extension either rings or is answered.
  • Features provided by the application vendor: Integration features are provided within the application. Please refer to application provider or documentation for further details.
Supported Features:
(related to version 2.6)
  Feature Address Book Search Click to Dial via Xchange Click to Dial via Application Caller Details Preview Manual Screen Pop Auto Screen Pop of contact page
  Status
 
  • Standard Integration: A range of globally established cross-vertical CRM and DB applications with support for the standard integration features available with Xchange. The integration add-in is available by default within the Xchange client (see required license type below). Installation can be completed by the reseller / end user using the provided add-in guide.
  • Partner Integration: A range of cross vertical or vertical specific CRM and DB applications where a close collaboration or agreement is maintained with the application developer. Enhanced features might be available in some instances. The integration add-in is available by default within the Xchange client (see required license type below). Installation can be completed by the reseller / end user using the provided add-in guide where applicable.
  • Other (previously known as Advanced): A range of cross vertical or vertical specific CRM and DB applications where integration has been undertaken on a customer project basis and integration features may vary by application. Either a limited agreement or no agreement is maintained with the application developer and support for future versions might not be available. The integration add-in is not available by default within the Xchange client and must be enabled by the Xchange developer at the time of installation.
Classification: 
Other
 

Xchange supports the following integration methods

  • Client side Add-in: Integration can be configured from within the Xchange client. Integration features are a function of Xchange.
  • Server side SDK or TAPI connection: Xchange server middleware application enabling the CRM / Database application to receive and send CTI commands from and to the telephone system. Integration features are a function of the application not Xchange.
  • Client side SDK or TAPI connection: Desktop middleware enabling the CRM / Database client application to receive and send CTI commands from and to the telephone system via a Xchange server. Integration features are a function of the application not Xchange.
  • Client side IPC API: Proprietary API available from Xchange when licensed for Integrator.
  • Events: Uses the Call Events / Events feature from the PC / Mac client to launch a customer provided program with required available telephony data as a parameter.
Integration Method: 
Client Add-in
  Installation Options
  • Remote Install: Remote installation provides support for resellers' engineers who are attending site to set up integration. Remote installation is optional for standard / partner CRM / Database integrations and mandatory for other CRM / Database integrations. Typically, two users' PCs are installed. The first will normally require extended (two hours) remote access, the second PC is used to demonstrate how to deploy remaining users.
Install Options:
Mandatory remote installation required
  Licence Types

The Xchange licence type/s that support integration with this application.

Licence Types: 
Integrator
Operating Systems Supported: Windows