Advisors Assistant Adds Vonage Business Solutions Auto Dialer
Click the mouse and dial the phone from inside Advisors Assistant. This new enhancement not only saves time and improves accuracy, but it date and time stamps the call with the user's name and keeps track of how long the call took.
Online, March 6, 2014 (Newswire.com) - Client Marketing Systems, Inc., parent company of the highly popular CRM program - Advisors Assistant® - is pleased to announce its Voice Over IP (VOIP) dialing integration with Vonage Business Solutions, previously known as Vocalocity. This allows Advisors Assistant users who subscribe to the Vonage Business Solutions phone service to dial any phone number stored in Advisors Assistant.
"We have live, local Tech Support and they spend lots of time on the phone helping our users," says Patrick Dempsey, CEO of Client Marketing Systems, Inc. "We wanted a quick and easy way to both dial the phone and make notes in our clients' records. With just a couple mouse clicks, the phone gets dialed and you're ready to start typing notes into the contact's record."
Advisors Assistant® believes that Interoperability is quickly becoming a hallmark of high-performance organizations. This new enhancement not only saves time and improves accuracy, but it date and time stamps the call with the user's name and keeps track of how long the call took. It also encourages the user to make notes about the call by putting a note form right on the screen after dialing the phone. Notes become part of the phone call workflow.
"We chose Vonage Business Solutions as our first VOIP integration because they specialize in small and medium size businesses and, except for the phones themselves, all of the equipment is in their data centers," adds Dempsey.
In addition to Vonage Business Solutions, Advisors Assistant also provides click-to-dial service for its users who are Skype subscribers.
To learn more about this latest integration between Advisors Assistant and Vonage Business Systems as well as Skype, please contact Shannon Dempsey, Client Marketing Systems Vice President of Sales, at 800-799-4267 or by email at Shannon@climark.com.
About Client Marketing Systems, Inc.
Client Marketing Systems, Inc. has provided software for the financial services industry for 29 years. Advisors Assistant® is a powerful yet easy to use Client Management System. It combines CRM with optional Portfolio Management and Insurance Management modules. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users' suggestions. More information is available at the company website at www.AdvisorsAssistant.com or by phone at 800-799-4267. Advisors Assistant is on Facebook: Advisors Assistant, LinkedIn: Advisors Assistant, and on Twitter: @AdvisorsAssist.
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