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Enobase VoIP · Productivity

Keep the call outcome with the customer.

Prepare the conversation and its next step.

Start with the customer context

Identify the customer, the open request and the reason for the call.

Prepare the conversation and its next step.

  1. Identify the customer, the open request and the reason for the call.

  2. Keep a clear call outcome on the relevant business record.

  3. Identify the next action, its owner and its date so the call leads somewhere.

The details that make the record useful.

Choose the fields that explain the work and the next decision.

See it on your own data

Customer context

Keep the contact and open work together.

A call purpose

State the question to resolve before the conversation.

A useful outcome

Record the decision or information that changes the next step.

A defined follow-up

Keep the responsible person and requested date explicit.

The same starting point, shaped for different teams.

These illustrative configurations show how the unit of work changes with the operation.

See it on your own data

Sales prepares a follow-up

The call concerns an opportunity and a commercial question. Its outcome may be a revised proposal or a meeting to arrange.

Support follows an equipment issue

The call concerns an incident and its equipment. The outcome records what was checked and who owns the next intervention.

Prepare a call from the business record.

Bring the customer, reason and follow-up into a clear record view. The dialer and automatic call synchronization depend on the telephony integration agreed for your workspace.

See it on your own data

Keep the hand-offs explicit.

Start from the records on each side, then agree which actions belong in the configured process.

See it on your own data

Keep the opportunity context

Use the customer and opportunity to prepare the next conversation.

Keep the opportunity context

Keep the service context

Use the incident record to explain the call and its outcome.

Keep the service context

Questions about VoIP

Start with a defined process and its required records. Agree the configuration and connected actions before extending it to other teams.

CRMExplore the connection with CRM.ExploreHelpdeskExplore the connection with Helpdesk.ExploreSalesExplore the connection with Sales.Explore

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marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: Customer context; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: CALL-2026-0031; Delcourt & Fils; contact Sofie Claes; purpose Confirm site visit; outcome Appointment requested; owner Mathilde Renard; date 15 Sep 2026; show Keep the contact and open work together.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: A call purpose; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: CALL-2026-0031; Delcourt & Fils; contact Sofie Claes; purpose Confirm site visit; outcome Appointment requested; owner Mathilde Renard; date 15 Sep 2026; show State the question to resolve before the conversation.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: A useful outcome; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: CALL-2026-0031; Delcourt & Fils; contact Sofie Claes; purpose Confirm site visit; outcome Appointment requested; owner Mathilde Renard; date 15 Sep 2026; show Record the decision or information that changes the next step.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: A defined follow-up; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: CALL-2026-0031; Delcourt & Fils; contact Sofie Claes; purpose Confirm site visit; outcome Appointment requested; owner Mathilde Renard; date 15 Sep 2026; show Keep the responsible person and requested date explicit.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
widget: marketing/asset-activity-list family: asset kind: log frame: sticker subject: Sales prepares a follow-up move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: Illustrative configuration: The call concerns an opportunity and a commercial question. Its outcome may be a revised proposal or a meeting to arrange.; use fictitious Belgian company Atelier Renard; label records consistently; do not present this as a customer testimonial props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/asset-activity-list
widget: marketing/asset-activity-list family: asset kind: log frame: sticker subject: Support follows an equipment issue move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: Illustrative configuration: The call concerns an incident and its equipment. The outcome records what was checked and who owns the next intervention.; use fictitious Belgian company Atelier Renard; label records consistently; do not present this as a customer testimonial props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/screen-event-record
widget: marketing/screen-event-record family: screen kind: screen frame: desktop subject: Prepare a call from the business record. move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: CALL-2026-0031; Delcourt & Fils; contact Sofie Claes; purpose Confirm site visit; outcome Appointment requested; owner Mathilde Renard; date 15 Sep 2026; adapt the record labels and fields to this module; keep the existing screen composition props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/asset-activity-list
widget: marketing/asset-activity-list family: asset kind: log frame: sticker subject: The source and destination of a business hand-off move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: CALL-2026-0031; Delcourt & Fils; contact Sofie Claes; purpose Confirm site visit; outcome Appointment requested; owner Mathilde Renard; date 15 Sep 2026 props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: Keep the opportunity context; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: CALL-2026-0031; Delcourt & Fils; contact Sofie Claes; purpose Confirm site visit; outcome Appointment requested; owner Mathilde Renard; date 15 Sep 2026; relationship to crm; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/asset-activity-list
family: asset; kind: log; frame: sticker; subject: Keep the service context; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: CALL-2026-0031; Delcourt & Fils; contact Sofie Claes; purpose Confirm site visit; outcome Appointment requested; owner Mathilde Renard; date 15 Sep 2026; relationship to helpdesk; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor

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