首页扩展程序 tuvis for WhatsApp and Dynamics 365 CRM

tuvis for WhatsApp and Dynamics 365 CRM

提供方： tuvis

效率 125 位用户

插件简介

Create leads, view contact details and automatically sync chats into Microsoft Dynamics 365.

Tuvis™ for Personal or Business WhatsApp and Microsoft Dynamics 365 CRM. 

- - - An official Microsoft Dynamics partner - - -
https://share.tuvis.com/msd

Tuvis helps companies to improve the engagement with their clients on Direct-to-Customer WhatsApp chats and significantly boosts customer-facing teams’ productivity.

With Tuvis, sales teams can create leads/contacts, view known customer details in real-time and log thier chats as activities, tasks and cases in Microsoft Dynamics with just one click without ever leaving the WhatsApp Web screen.

Tuvis works on the browser version of WhatsApp (the Web App) and enables Sales, Customer Service and Support teams to communicate with customers while automatically syncing the chats into Microsoft Dynamics. 


Key Features
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✓✓ 20 seconds installation
✓✓ Automatic chat syncing- (Coming Soon)
✓✓ Integrates effortlessly between Microsoft Dynamics
✓✓ 1-Click to WhatsApp Chat - to start a new chat simply click the Tuvis Chat Now button showing up when hovering phone numbers in Microsoft Dynamics.
✓✓ Supports WhatsApp Classic and Business (web version)
✓✓ Fields customization
✓✓ Support Microsoft Dynamics custom domain or sandbox implementation
✓✓ Add new people to mobile contacts list
✓✓ Dynamic message templates- (Coming Soon)
✓✓ Send WhatsApp chat via emails- (Coming Soon)
✓✓ Fields customization
 
  
Additional Features:
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✓ View known lead/contact data in real-time
✓ Review related activities, tasks, cases and opportunities (opportunity bar will show for contacts)
✓ Log chats and media files as an activity/task/case
✓ Send an email
✓ Navigate with Google Maps
✓ Create new leads or contacts
✓ Schedule a event- (Coming Soon)
✓ Add new people to mobile contacts list
✓ Search on LinkedIn
✓ Search on Facebook
✓ Search on Google
✓ Chat on Messenger
✓ Group your conversations on WhatsApp using filters
 
Marketplace: Tuvis partners with top brands to enrich agents experience and efficiency 

Tuvis doesn't do:
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✗ Any type of bulk/automated messaging
✗ Auto-responses or any type of automated engagement (i.e chatbot)
✗ WhatsApp calls using desktop
✗ Messaging through a single (company) number
We're completely following WhatsApp's terms of use (see: https://www.WhatsApp.com/legal/)!


Fees
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Contact us for other multi-user subscription options
 
Permissions & Privacy
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Once you install the Extension we request the following permissions:
• "storage" - Allows us to store, retrieve, and track changes to user data. We use it to store your settings and user info.
• "activeTab" - Allows us a temporary access to the currently active tab when the user invokes the extension. We use this to operate almost everything Tuvis enables you to do. We only use this permission on the specific and relevant websites.
• For the authentication and validation process we are capturing and storing your Microsoft Dynamics user information (no password or API keys), WhatsApp user ID and phone number.
• You will be asked to connect with your Microsoft Dynamics user
• You will be asked to provide your Microsoft Dynamics username (no passwords!) for login validation
• WE DO NOT STORE ANY OF YOUR LEADS/PROSPECTS/CONTACTS/CUSTOMERS DATA
 
See our Privacy Policy (https://tuvis.com/privacy-policy/) and terms of use (https://tuvis.com/terms-conditions/)
 
For any questions/concerns, please don't hesitate to contact us at support@tuvis.com or book a demo at https://tuvis.com/demo/

Discover what our happy customers say: https://www.capterra.com/p/237749/Whatslly/  
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LEGAL
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Tuvis is an independent solution developed by Tuvis Solutions Ltd, an official Microsoft Partner, and has no relationship to WhatsApp™ or Meta™