Trivena Telephony
Calls attached to the customer record, in and out.
Telephony connects your phone system to the records. An inbound call shows who is ringing, what they bought, and whether they have an open ticket, before anyone picks up.
- Standalone call centre integration
- Manual call logging
Part of win customers in the suite, included with every plan at no extra cost.
What it does.
Grouped by the part of the job each capability belongs to.
- Inbound screen pop with the full customer context
- Click to dial from any record
- Call logging against deals, tickets and accounts
- Call recordings and notes retained with the record
- Agent and number mapping, so calls reach the right team
Because it is not a separate system.
Trivena Telephony reads and writes the same database as every other application in your Site. These are things it can do only for that reason.
How the platform fits together- A missed call from a prospect becomes a follow-up task in CRM
- A support call opens a ticket with the account already attached
The Sales Agent works in here.
Works the pipeline: qualifies inbound, drafts follow-ups, and tells you which deals are actually moving.
It reads only what the person asking is allowed to read, it drafts rather than acts, and it keeps nothing after the conversation ends.
What the Sales Agent does all day- Which deals above 10,000 euro have had no contact in two weeks?
- Draft a follow-up to Van Dijk Logistics referencing their delivery complaint in March.
- Can we deliver 400 units to Rotterdam before the 15th?
- Summarise everything we know about this account before my call in ten minutes.
