Cisco Cisco Unified CRM Connector 8.5 User Guide

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  Multiple Call Controls—acts on two calls at once: 
• 
Swap—between held and active calls 
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Reconnect—drop the active call and retrieve held call from 
hold. 
Note:  Multiple call controls require two lines or multiple line 
appearance.  These controls are most commonly used while 
transferring calls or setting up a conference, but can be used 
whenever there are two calls present. 
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  Drop (“hang up”) a call. 
 
Agent Productivity Features 
In addition to call control and ACD session control, the Cisco Contact 
Center includes a number of productivity tools.  These make working 
customer contacts easier. 
•  Screen pop:  Screen pop opens a contact record into the Contact 
Center Contact Data area.  It uses call information to look up the 
customer in the Microsoft CRM customer records and populate it into 
the Contact Center.  This supports these screen pop scenarios. 
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  Screen pop on in-coming or answered calls.  Executes an 
automatic screen pop of a contact record into Contact Data.  The 
contact is identified based on selected call information such as 
contact calling number (ANI) or dial number, or a key customer 
associated CRM business object such as a service request, quote or 
order. 
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  Launch customer search; this is used when a customer record 
cannot be identified from call data or is not present, or should the 
wrong record screen pop. 
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  Delayed or manual screen pop allows agents to receive and answer 
a new call while working on an open record within Contact Data.  
This allows agents to finish after call work and still handle an 
inbound ACD call or to answer a direct dialed call while working 
with a customer.  After finishing with the first record, the agent 
selects the new contact and presses the Contact Data “Load” 
button to execute the screen pop. 
•  Multiple Contacts:  Multi-line / multi-appearance handles more than 
one phone call at the same time.  This allows agents to switch 
between calls.  
•  Contact Information:  displays key information about each call and 
its associated contact. 
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  Contact information displays the contact’s name, title, and type 
(whether a customer or a fellow agent).  
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  Active call information shows information about the current 
contact call: 
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Call state and times.  The controller displays total call times 
and the current call state. 
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