When was the last time you memorized a phone number? Thanks to smartphones and internet, you can stuff hundreds of numbers and email and mailing addresses into your pocket without a second thought. But these contacts can quickly get disorganized as you rack up duplicate entries and miss up personal & business contacts.
Worse still, initiating business calls to those contacts often require the switching between softphone, IP phone, or other applications – if you don’t have a sophisticated business telephony integration at hands.
Yeastar is here to fill the gaps.
By offering native Contacts management as part of its hugely inclusive business phone system – S-Series VoIP PBX (S50, S100, S300), Yeastar Cloud PBX, and K2 IP-PBX – we make it far easier for SMEs to organize contacts efficiently and unify communications in one platform, freeing you from integration troubles.
How Yeastar native Contacts feature can help your business:
The Contacts feature provides free phone-system-native phone book in which you can easily keep details of your Company/Personal contacts, organize shared directory, sync to softphone, benefit from caller ID match, and facilitate speed dial – all in one platform. With it, you will be able to:
1. Create a Central, Company-Shared Contacts List
Many businesses require a shared internal/external contact list that is accessible by all users or certain members of the organization to streamline resources and facilitate business tasks. For example, a manager of a car dealership might require to import and share a list of vendor and manufacturer support numbers to all its sales reps.
Yeastar fulfills the needs with intuitive Contacts management console on the PBX’s web interface. Administrator can easily create or import a list of Company Contacts and designate privilege for certain extension users to access/manage the list. The details of each contact entries could include Name, Company, Email, Address, and up to 9 numbers for you to efficiently distinguish business/personal/mobile/desk/home/fax number and streamline the management of contact details. Better yet, all the new intakes, whether it be the add, delete or update of the entries, will be automatically synced to the users with permission in real-time, ensuring that your employees are always up-to-date.
2. Build Exclusive Personal Directory for Speed Dial
Contacts are vital business asset and having an extension-exclusive contacts list not only helps individuals to customize their own work bucket, avoid long list of unneeded entries, facilitate quick dialing – but secure the entire business from contacts leakage in a larger scope. Yeastar native Contacts features grant you with such power.
Apart from the shared Business Contacts, individual extensions are allowed to create and manage Personal Contacts exclusive to themselves. They can easily manage their own list on the PBX web interface or their Linkus Mobile Client. The list will be auto-synced across the two devices, so users can search and connect with customers easier and faster, either via direct dialing on Linkus Mobile Client or via the Select & Dial with Hokey feature of Linkus Desktop Client, eliminating the need to switch back and forth between applications.
3. Empower Mobile Workers with Real-time Contact Info Access
In an era of truly mobile and portable data, Yeastar Linkus Mobile Client (iOS & Android) equips you with the ability to effortlessly access and dial both internal and external contacts – in one place and no matter where you are.
On Linkus Mobile Client, directory is sub-divided with 3 tabs: Extension for internal company contacts, Phone for local phonebook, and Contacts for the customer contacts entries. With the clear group and visual presentation, mobile workers can swiftly search and reach their clients or their co-workers using office phone system. When receiving calls on Linkus Mobile Client, they will also be able to recognize a known caller and communicate more effectively.
4. Know Who is Calling before Answering
Besides allowing easy access and dialing of contacts, the Contacts feature on Yeastar PBX System enables you to match incoming calls to contact names so that callers are shown with their name, rather than their caller ID. This way you will be able to know instantly who is calling before jumping into the conversation. You can be better prepared and decide whether to answer or send the call to voicemail, which is especially helpful for the sales or support sector to make an impeccable impression on a caller and craft personalized greetings that wow.
The incoming Caller ID match of the Contacts is supported on all endpoints, including Linkus UC Softphone and desk phone (IP Phone).
5. Optimize CDR for Better Call Tracking and Analysis
Keep track of all your contact communications with clearer and intuitive call logs. No matter it’s outgoing or incoming call, as long as the call is associated with one of your Contacts, you can pull CDR with contact name matric to increase the speed and precision of call data analysis. For example, call logs pertinent to a customer can be easily sorted with name – regardless of how many number the contact has – and be used to analyze the customer’s behavior, past call history, and preferences.
6. Ease of Use is Paramount
Providing the right balance between practical functionality, usability and simplicity, Yeastar native Contacts feature boasts rich features to maximize the ease of use for both PBX admin and extension users. The followings are some highlights.
- Save Time with Contacts Import & Export
Both PBX admin and extension user can import and export Contacts info to the Contacts via PBX web interface – if they have the permission to manage the Contacts list.
- Better Security with User Privilege Control
PBX admin can decide who to manage, who to view, and who cannot access the shared Company Contacts with the hierarchical user privilege control. And Personal Contacts are open only to the individual extensions.
- Quick Search Contacts
swiftly search Contacts with Name, Email, or Phone number, or group of contacts with Company Name in Linkus Mobile Client or PBX Web Interface. Just enter a word or a number in the search field and search.
- Auto Sync Contacts on Multiple Devices
Every contact update will be automatically synced between the PBX web interface and Linkus Mobile Client now. And in the near future, Linkus Desktop Client and IP Phone will also be supported. Stay Tuned!
- Reach Contacts Easier the Way You Like
The consolidated directory on Linkus Mobile Client joins the PBX’s robust telephony capacity with the email and text functionality of your mobile phone to enable users to quickly reach Contacts the way they like. You can easily launch click-to-call, click-to-text and click-to-email on the Contacts Details with a simple touch on your phone system.
And There is More Coming…
The Contacts feature support on Linkus Desktop Client will come in the next major update and the support for IP Phone will coming soon. Stay tuned!
How to Configure the Contact feature on Yeastar PBX System
Configure and manage the Contacts feature on Yeastar PBX system is a piece of cake. Here are step-by-step configuration guides and common feature FAQ to help you get started in minutes.
Experience the Feature Now
Upgrade your Yeastar PBX System and Linkus Mobile Client to the latest version to experience and embrace all the benefits of the native Contacts management!
Not having a Yeastar PBX System yet? Start for free with Yeastar Cloud PBX 30-day free trial. No credit card required. No long-term commitment. You can make full use of the free trial to experience how the feature work in Yeastar PBX System and access Yeastar full Unified Communications Solution in no time!