Making calls with BrokerStar / iOffice

The com­plete solu­tion
In addi­tion to the WMC soft­ware, as a cus­tomer you need a tele­phone con­nec­tion and a 3CX tele­phone sys­tem. This can be pro­vid­ed by you or by a tele­phone provider. WMC offers the entire solu­tion from a sin­gle source. In addi­tion to the con­ve­nience and great reli­a­bil­i­ty, you ben­e­fit from sig­nif­i­cant­ly reduced tele­phone costs. The co-oper­a­tion with sip­call and WMC have been in exis­tence for around 20 years.

Call­ing with Bro­ker­Star and iOf­fice is now avail­able.
Not only does dialling a tele­phone num­ber in the pro­gramme auto­mat­i­cal­ly cre­ate the con­nec­tion. For incom­ing calls, the sys­tem also recog­nis­es a saved num­ber and auto­mat­i­cal­ly opens the cor­re­spond­ing cus­tomer win­dow. The solu­tion cur­rent­ly works exclu­sive­ly with the pop­u­lar 3CX tele­phone sys­tem. The low costs make this use­ful option a highlight.

 

The three com­po­nents of the solution

1. voice over IP (VoIP)

Since 2019, tele­pho­ny in Switzer­land has been made exclu­sive­ly via the inter­net. New meth­ods recog­nise whether calls or data are involved. In most cas­es, all com­mu­ni­ca­tion is trans­mit­ted via the same connection.

2. com­put­er inte­grat­ed telephony

Just as com­put­er data can con­tain a link to a web­site or an e‑mail address, direct links to a tele­phone num­ber are also avail­able. Click­ing on them cre­ates a con­nec­tion direct­ly to the VoIP-based tele­phone net­work or via a tele­phone sys­tem. This can be locat­ed any­where on the Internet.

3. the CTI soft­ware solution 

WMC pro­grammes such as Bro­ker­Star or iOf­fice have inte­grat­ed tele­pho­ny. The only link required is a com­pat­i­ble tele­phone sys­tem. Con­nec­tion to a 3CX is avail­able as stan­dard. This con­nec­tion option is also rec­om­mend­ed for Teams tele­pho­ny. Inter­faces to oth­er sys­tems can be cre­at­ed if required.

What does digitalisation actually mean

Dig­i­tal­i­sa­tion is the gener­ic term for the dig­i­tal trans­for­ma­tion of soci­ety and the econ­o­my. It describes the tran­si­tion from the 20th cen­tu­ry, which was char­ac­terised by ana­logue tech­nolo­gies, to the age of knowl­edge and cre­ativ­i­ty, which is shaped by dig­i­tal tech­nolo­gies and dig­i­tal innovations.

Dig­i­tal­i­sa­tion is the most impor­tant social and eco­nom­ic devel­op­ment of our time. But what do terms like: Dig­i­tal change, dig­i­tal trans­for­ma­tion, dig­i­tal disruption?


What dig­i­tal skills will we need in the future? What are dig­i­tal busi­ness models?

Com­pa­nies and organ­i­sa­tions are mak­ing progress with dig­i­tal trans­for­ma­tion at dif­fer­ent speeds. While some lim­it them­selves to dig­i­tal­is­ing exist­ing busi­ness process­es, oth­ers proac­tive­ly devel­op dig­i­tal con­cepts and busi­ness mod­els. The deci­sive fac­tor for suc­cess in dig­i­tal­i­sa­tion is the so-called „dig­i­tal matu­ri­ty lev­el“. This is a sci­en­tif­i­cal­ly based 360-degree instru­ment that is used to analyse all the fac­tors that are impor­tant for change.

Digi­ti­sa­tion explained simply

Over the past 20 years or so, var­i­ous dig­i­tal tech­nolo­gies (mobile inter­net, arti­fi­cial intel­li­gence, inter­net of things, etc.) have been dras­ti­cal­ly devel­oped and have made the leap from expert appli­ca­tions to every­day life. Just as the inno­va­tion of the steam engine has changed soci­ety, so too has the dig­i­tal transformation.

Dig­i­tal­i­sa­tion is dri­ven by tech­nol­o­gy. Dig­i­tal inno­va­tions are cre­at­ed on the basis of the dig­i­tal tech­nolo­gies devel­oped: New use cas­es dri­ven by exist­ing com­pa­nies and start-ups with ven­ture cap­i­tal. This leads to dif­fer­ent speeds. While pub­lic admin­is­tra­tion, for exam­ple, often only accepts paper doc­u­ments and works with files, mar­kets are chang­ing much faster. All sec­tors are now affect­ed by dig­i­tal­i­sa­tion. Dig­i­tal­i­sa­tion is also influ­enc­ing the future of the finance and insur­ance indus­try. New forms are only pos­si­ble thanks to dig­i­tal­i­sa­tion tech­nolo­gies, which will con­tin­ue to spread in the future.

Dig­i­tal­i­sa­tion is chang­ing the future of tra­di­tion­al pro­fes­sions. In future, doc­tors will be increas­ing­ly sup­port­ed by e‑health appli­ca­tions, espe­cial­ly in diag­nos­tics. Legal ser­vices (cur­rent­ly pri­mar­i­ly pro­vid­ed by lawyers) will be sup­ple­ment­ed or replaced by dig­i­tal ser­vices from the legal tech sec­tor. And the term Insuretech has already been established.

In the future, dig­i­tal­i­sa­tion will make new demands on schools, edu­ca­tion and train­ing in all areas. It is the task of busi­ness, asso­ci­a­tions and pol­i­tics to pre­pare soci­ety for the com­ing changes.

Dig­i­tal­i­sa­tion and companies

Dig­i­tal­i­sa­tion has an impact on com­pa­nies of all sizes. On the one hand, com­pa­nies are using dig­i­tal tech­nolo­gies to dig­i­talise their busi­ness process­es, i.e. for process opti­mi­sa­tion and process inno­va­tion. This is also being dri­ven by dig­i­tal trans­for­ma­tion and in some cas­es realised by start-ups. The chal­lenge for com­pa­nies in dig­i­tal­i­sa­tion is to iden­ti­fy new cus­tomer needs that arise due to the grow­ing spread of dig­i­tal ser­vices and apps.

The so-called „dig­i­tal natives“ have also cre­at­ed new tar­get groups. Com­pa­nies often need dif­fer­ent mar­ket­ing and sales strate­gies to increase their cus­tomer focus on these tar­get groups. Action must be adapt­ed in order to be suc­cess­ful in the dig­i­tal trans­for­ma­tion Com­pa­nies must address the ques­tion: How do we want to reach cus­tomers tomor­row? What role do new trends play? How do we deal with the increas­ing­ly indi­vid­u­alised needs of our customers?

Devel­op­ment of dig­i­tal work­flows and process­es: Say­ing good­bye to paper files by intro­duc­ing process­es and work­flows in the com­pa­ny, some of which need to be rad­i­cal­ly rethought as a result of dig­i­tal­i­sa­tion, such as the han­dling of data that is gen­er­at­ed with­in the com­pa­ny, in con­nec­tion with a company’s activ­i­ties and by cus­tomers. Data can be used to devel­op new ser­vices and busi­ness mod­els. Dig­i­tal­i­sa­tion presents us all with the chal­lenge of per­ma­nent­ly chang­ing and adapt­ing. Com­pet­i­tive advan­tages from the past only exist to a lim­it­ed extent. To achieve this, com­pa­nies need to dri­ve dig­i­tal trans­for­ma­tion with­in the organ­i­sa­tion and increase their dig­i­tal readiness.