ShoreTel Brilliantly simple business communication [Name] [Title] [Date] One brilliantly simple solution for the way you work Business Communication Solution Unified Communications Integrating voice, video, data across any device to streamline collaboration and ShoreTel ShoreTel enhance productivity UC Platform IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. IP Phone System Unifying rich communication capabilities into a modular design that scales and ShoreTel integrates with ShoreTel ease User Applications System Management Contact Center Combining flexible yet sophisticated multimedia contact center capabilities, to ShoreTel ShoreTel empower agents anywhere Open Integration Services 1 One brilliantly simple solution for the way you work Business Communication Solution All-in-One Unified Communications ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. IP Phone System ShoreTel User Applications ShoreTel System Management Contact Center ShoreTel Open Integration ShoreTel Services 2 Overall product vision System Management User Applications IP Phones One user-centric interface to manage all solution aspects Simple and intuitive with access to the right capabilities for each type of user Simple to use and feature rich, with excellent sound and great looks UC platform: embedded, distributed platform with N+1 redundancy Call Control Messaging Contact Center Collaboration Open Integration: APIs for integration and end-user customization ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 3 Unified Communication • Choice and control • Ease of use: voice, video, presence, IM collaboration in one interface • Streamlined information at users’ fingertips • Effortless communications Integrated Communications Business Process Integration Anywhere Intuitive Connectivity Management Capabilities Rich Ergonomic Presence IP Phones • Access on any device: desktop, mobile, home • Native mobility without extra servers • Enhanced customer experience • Valuable time savings • Enterprise applications seamlessly integrated • Enabled with key business information ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 4 IP Phone System • Scalable modular design • Centralized management • Single unified system • Requires fewer IT resources • N+1 reliability Single Image Distributed Architecture Intuitive Intuitive Management Management Capabilities Capabilities Ergonomic IP Phones Rich Ergonomic Communication IP Phones Capabilities • Preconfigured for ShoreTel UC • Unified messaging • Models for all user types and needs ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. • Voice calling • Improved productivity ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 5 Contact Center • One client for the enterprise • Self-service or agent assisted • Voice, text, and email • Improved connectivity Fully Integrated Suite Analysis & Assessment • Rich analytical reporting • Easily customizable ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications Agents Intuitive Anywhere Management Capabilities Flexible Ergonomic Customer IP Phones Contact Handling ShoreTel System Management • Users can work from anywhere: on the road, at home or in the office • Improved customer experience • Open and able to leverage your key business information • Multimedia, integrated ShoreTel IVR, call routing Services ShoreTel Open Integration 6 Overall product vision System Management User Applications IP Phones One user-centric interface to manage all solution aspects Single and intuitive with access to the right capabilities for each type of user Simple to use and feature with excellent sound and great looks UC platform: embedded, distributed platform with N+1 redundancy Call Control Messaging Contact Center Collaboration Open Integration: APIs for integration and end user customization ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 7 UC platform Distributed communication services and call control architecture embedded into the IP network. Accessed anywhere via user interfaces and APIs with a single image across all locations. Voice and Messaging Services • Switch-based modular, N+1 distributed architecture • High availability • Scalable deployment Unified Communications Services • Appliance-based, plug-and play • Presence, IM, audio and web conferencing Contact Center Services • Voice, multimedia, IVR, outbound • Integrated single or multisite redundancy ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 8 Platform software – voice services Distributed Call Control Software • Modular, peer-to-peer architecture • Each node is fully featured and stand-alone • Nodes mesh to create a single system • Unique N+1 redundancy model • Each node backs-up other nodes • Rich features and capabilities • Rich voice calling features • Interoperates via PSTN, ISDN, SIP • Integrated applications • Integrated inbound basic ACD • Integrated, distributed messaging • Call reporting engine with account codes ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 9 Platform software – voice messaging services Voice messaging integrated inside the core software • Mobility options for the road warrior • Notifications, Call Handling, Find-Me • Integrated in the voice switches • Or via distributed voice server • Rich voice messaging features • Compose, reply, forward, • Mark as private or urgent • Integrates into legacy networks • AMIS and SMDI integrations • Integrated automatic attendant • Flexible menus and dial by name ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 10 Platform software – collaboration services Distributed Conferencing and Instant Messaging • Integrated Experience • Integrated into Director and Communicator • One Click Conference Scheduling for Outlook • Unique Distributed Model • • • • Site-based appliance model System-based monitoring and reporting System wide, floating licensing Overload protection and fail-over • Integrated Applications • • • • • ShoreTel UC Platform Scheduled, reservation-less conferencing Immersive audio conferencing Simple desktop sharing Secure enterprise IM Multimedia recording ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 11 Platform software – Office Anywhere • Let’s users locate their “office anywhere” • Reassign your extension to any telephone • Any other telephone in the office • Your home or remote phone number • Your cell phone if you are on the road • Being remote is transparent to the enterprise • Call detail records tracked for remote calls • Presence visible to other people in the enterprise • Barge, monitor, whisper to remote call center agents ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 12 System software – voice features Bridged call appearance Conference: 6-party Multiple emergency numbers Call barge in Conference: blind, consultative Multiple line appearance Call forward: busy, external, no answer Dial number: speed dial Music-on-hold Call hold Directory dialing Operator: “0” Call join Distinctive dial tone On hold reminder ring Call park/unpark Distinctive ringing Office Anywhere Call pickup extension E911 Paging Call pickup group Group paging Pick up night bell Call recording Hunt Groups Redial Call redirect Intercom Ringdown Call transfer: blind, consultative, intercom, mailbox, whisper Integrated voicemail Ring tone personalization Call waiting Night bell Silent monitor Caller ID: name & number Message waiting ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 13 Voice switches A wide range of voice switches that support a rich set of industry-standard voice features and meet the needs of global organizations of all sizes: • Analog Trunking ShoreTel Voice Switch 90V • Digital (PRI) Trunking ShoreTel Voice Switch 220T1A • BRI Trunking ShoreTel Voice Switch 90BRIV • SIP Trunking ShoreTel Voice Switch 50 • High Capacity Analog Extensions ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel Voice Switch 24A ShoreTel System Management ShoreTel Open Integration ShoreTel Services 14 Simplify your IT environment Headquarters Regional Office Server Centric Alternative Headquarters Regional Office 11 7 Call Processing Appliance-based Emergency Notification Paging Collaboration Voicemail Desktop Call Handling Operator Client Integrated System Mgmt Contact Center Total Servers ShoreTel UC Platform 3 ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel Total User Applications 3 ServersShoreTel =4 System Management ShoreTel Total Open Integration ShoreTel Servers = 16 Services 15 Switch on to Brilliant Simplicity Feature Your Benefit Easy-to-manage, fully distributed architecture Low total cost of ownership Simply add new switches to increase capacity for additional users Modular scalability Pay as you grow and minimize upfront investments N + 1 redundancy Help ensure 99.999% “five-nines” availability Voice switches with embedded voicemail Ensures locally survivable voicemail in distributed deployments Call Control provided by appliances Use of Flash memory and embedded OS eliminates most common failure point—mechanical disk drives Power fail transfer Backup analog lines available in the event of a power outage Single image system Centralized management – configuration changes need only be made once, propagating throughout the system saving time and money IP and analog phone support Flexibility and choice to meet business needs Superior energy efficiency Up to 62 percent energy savings compared to server-based solutions (verified in independent tests by The Tolly Group) Space-efficient design Stackable, require less real estate Dynamic echo cancellation, dynamic jitter buffering, lost packet handling, and wideband codecs Superior voice quality ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 16 Simply click to collaborate Feature Your Benefit Easy to deploy and manage in house Reduced costs Embedded IM server Quickly IM the expert to improve response Easy-to-use interface Reduced training efforts Scheduled or reserved conferencing Boost productivity without IT burden Document presentation Reduce travel expense, boost productivity Application sharing Improve collaboration and decision making Multimedia recording Avoid duplicate training materials Distributed architecture Quality services in critical meetings ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 17 Contact Center Software Enables an effective customer contact experience Improve the eight key stages of the customer experience • Deliver service quality 1 • Fast, effective service • Defined business rules • Optimize the resources 8 Choose Method of Contact Measure • Manage productivity • Identify any problems Issue resolved • Outbound telemarketing • Recovering lost sales 7 Identify Customer 3 Offer Self Service Assistance required • Deliver new revenue • Differentiated support 2 Follow-up 4 Queue 5 Route to Agent 6 Interact “Customer Interaction Model” ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 18 Reliable, distributed ShoreTel Contact Center • Distributed voice platform • Agents at any site • Feature transparency • Work at home agents • Hot stand-by solution maintains services • For hardware failures • For WAN failure Benefit: “Business Continuity” ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 19 ShoreTel Contact Center software Range of Contact Center capabilities • Inbound and outbound • Advanced reporting engine • Multimedia (chat, email, voicemail) • Scripting for customized services • Automated outbound campaigns • Data integration for personal services • Integrated voice response for self service “Single Suite of Capabilities” ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 20 Manage the experience Make it easy for prospects and customers to contact your enterprise • Live ACD calls 1 • Scheduled callback • Abandoned callbacks 8 Choose Method of Contact Measure • Voice message in queue Issue resolved • Email 2 Identify Customer 3 Offer Self Service Assistance required • Web chat 4 Queue • Click to Call Me 5 Route to Agent 6 Interact 7 • Dial lists ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications Follow-up ShoreTel System Management ShoreTel Open Integration ShoreTel Services 21 Manage the experience Can we identify who’s calling? • Caller ID - ANI 1 • Number called - DNIS • Prompt for information 8 Choose Method of Contact Measure Benefits • Prioritize by customers Issue resolved 2 Identify Customer 3 Offer Self Service Assistance required • Screen pops based on identity 4 Queue • Personalized treatment from agents 5 Route to Agent 6 Interact ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications 7 Follow-up ShoreTel System Management ShoreTel Open Integration ShoreTel Services 22 Manage the experience Automate mundane processes? • Bill payment 1 • Claim status • Ticket status 8 • Check account balance Benefits Choose Method of Contact Measure Issue resolved • Optimize agent utilization ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications Follow-up ShoreTel System Management Identify Customer 3 Offer Self Service Assistance required • Improved customer satisfaction 7 2 ShoreTel Open Integration 4 Queue 5 Route to Agent 6 Interact ShoreTel Services 23 Manage the experience Queue management • Escalations • Priority 1 Benefits • Improve customer experience 8 • Generate revenue by offering differentiated services ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications Measure Issue resolved 7 ShoreTel UC Platform Choose Method of Contact Identify Customer 3 Offer Self Service Assistance required Follow-up ShoreTel System Management 2 ShoreTel Open Integration 4 Queue 5 Route to Agent 6 Interact ShoreTel Services 24 Manage the experience The right agent the 1st time • Group list order • Route on scenario 1 Choose Method of Contact • ODBC data 8 • Route on skills Measure Benefits Issue resolved • Get right agent for optimal customer experience • Intelligent routing based on your business processes ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications 7 Identify Customer 3 Offer Self Service Assistance required Follow-up ShoreTel System Management 2 ShoreTel Open Integration 4 Queue 5 Route to Agent 6 Interact ShoreTel Services 25 Manage the experience The face and voice of the enterprise • Pop static data 1 • Pop CRM screen 8 Benefits Choose Method of Contact Measure • Maximize agent productivity • Lower agent interaction time Issue resolved 7 ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications Identify Customer 3 Offer Self Service Assistance required Follow-up ShoreTel System Management 2 ShoreTel Open Integration 4 Queue 5 Route to Agent 6 Interact ShoreTel Services 26 Manage the experience Feedback - Survey • Wrap-codes 1 • Self service • Now or later 8 Choose Method of Contact Measure Benefits • Improved post-call analysis Issue resolved ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications Follow-up ShoreTel System Management Identify Customer 3 Offer Self Service Assistance required • Analyze training needs 7 2 ShoreTel Open Integration 4 Queue 5 Route to Agent 6 Interact ShoreTel Services 27 Manage the experience Business decisions • Availability codes 1 • Agent manager • Contact Center reports 8 Choose Method of Contact Measure Benefits • Proactively manage your call center • Evaluate agent, queue performances to fine tune your call center ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications Issue resolved 7 Identify Customer 3 Offer Self Service Assistance required Follow-up ShoreTel System Management 2 ShoreTel Open Integration 4 Queue 5 Route to Agent 6 Interact ShoreTel Services 28 Licensing options Three options to fit your needs • Workgroups – Informal Contact Center where basic routing is all that is needed and agents are managed informally • Enterprise Contact Center – For centers focused on delivering differentiated service to their customers and requiring more advanced reporting data • Syntellect – For centers with more than 150 agents, multiple stand-alone contact centers, or advanced multi-media needs ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 29 ShoreTel Enterprise Contact Center • Advanced routing options for inbound calls • Skills, priority, shifts, ANI, DNIS, and more • Flexible interflow and overflow options • Flexible schedule-based routing • Multimedia contact routing (email and chat) • Outbound call handling • Callbacks – scheduled, abandoned, Web callbacks • Outbound dialing of pre-defined dial lists • Advanced IVR scripting options and self service • Advanced historical and real-time reporting engine • Hot stand-by redundancy • Maintains service through hardware failures • Maintains service through WAN failures ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 30 Workgroup – effective for informal groups • Basic inbound routing • Longest wait routing • Round robbin • Top down • Basic overflow and interflow • Up to 5 canned announcements • Basic reporting engine ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 31 Advanced, Customer Interaction Management • Advanced call routing options • Unified multichannel interactions • Multinode redundancy system Integration • For more then 3 large centers • For systems over 150 agents Management • Complete, searchable cradle to grave • Voice and multimedia data • Integrated call detail viewer • Speech-enabled self service • Integrated call recording Voice Self-Service Reporting voice Universal Queue e-mail • Integration with QM and WFM • Survey manager Intelligent Routing web • Support center fax task ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 32 Graphical view of these options Supervisor Reporting Needs Syntellect Advanced Enterprise Contact Center Intermediate Workgroup Basic Basic: Inbound Only ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications Advanced: Inbound/Outbound Self Service ShoreTel System Management ShoreTel Open Integration Multimedia ShoreTel Services 33 Checklist for choosing the right solution Work Group Enterprise Contact Center Workgroup voice mailbox + + + + + + + + Included reporting agent, queue, call and service level activity and performance + Caller ID based routing + + + + + Four distribution patterns: Top Down, Round Robin, Longest Idle or Simultaneous Ring Basic scheduling and forwarding Queuing w/ 5 announcements PCM Integrated Agent Application Real-time agent and queue monitoring Rich menu-based routing Caller selected routing via menus ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. Syntellect (CIM) Powerful real-time dashboard Sophisticated and customizable reporting – schedule, email reports + Multi-site redundancy with distributed queuing Callbacks + Large, high capacity system + Interaction vault – interaction reporting + Highly customizable scripting platform + Integrated call recording application + Speech interfaces (TTS/ASR) + Enhanced reporting + Broad workforce management integration + Web/voice surveys Supports wallboards Multimedia support (email, Web chat) Advanced routing options (DNIS, ANI, shifts, skills, priority) Flexible music sources Self service and IVR - includes SQL integration Outbound campaign support (progressive and preview) CRM integration API (screen pops, data dips) Advanced scripting Disaster ready– hot standby system Agent – individual login, wrap/release codes Flexible interflow, overflow options ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 34 Contact Center benefits Feature Your Benefit All in one contact center solution Investment protection – voice, email, chat, outbound contacts. Self service and IVR built in. High availability and disaster ready Ensure business continuity through multiple failover/failback options with your call center Virtual contact center Agents and supervisors can be in any location or work from home. System functions as a single call center. ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 35 ShoreTel VPN Concentrator Established VPN tunnel to remote IP Phones • Industry standard Https protocol • Connects easily to broadband router • Available in multiple capacities Broadband router • Model 4500: Supports up to 10 connections VPN Phone Concentrator Embedded VPN client • Model 5300: Supports up to 100 connections Internet LAN • Remote users have full ShoreTel experience • Supports a range of ShoreTel IP phones VPN Concentrator (Data) • IP 230g, IP 560g or IP 565g • End requires broadband Internet connection ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications • VPN Client (existing) • Call Manager • Email client ShoreTel System Management ShoreTel Open Integration ShoreTel Services 36 InGate SIParator • Solve SIP firewall and NAT traversal issues for SIP trunking • NAT traversal problems are the source of 90% initial setup issues • Ensure ownership of network security after SIP is introduced • Provide SIP normalization if/when required • SIP is open … to interpretation • Works with existing firewall infrastructure • Leverage your existing investment • No rip and replace IP Cloud ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 37 UC platform – Advanced Applications Advanced applications offer extended platform capabilities • ShoreTel Emergency Notification • ShoreTel Outbound Campaign IVR • ShoreTel Voice Forms IVR • ShoreTel Caller Directed Router • Custom IVR Solutions For a complete list of ShoreTel’s advanced applications, visit shoretel.com. ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 38 ShoreTel Emergency Notification • Automated real-time alerting of emergency and code • Desktop alerts and phone calls when detected • Site-specific alerting for geographically dispersed businesses • Country-specific and multiple external emergency numbers • Comprehensive alert information available to administrator • Easy to coordinate in-house response during critical situations ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 39 ShoreTel Outbound Campaign IVR application A powerful ShoreTel-integrated solution allows the creation of automated calling campaigns for a variety of purposes • Simple announcements • • Community reminders School snow days • Scripted announcements with dynamic content • • Appointment reminders Financial transactions • Introduction and transfer to queue with associated desktop integration • Enables efficient and accurate customer care • Campaigns can be initiated manually or automatically (invoked from a script) • ShoreTel UC Platform Allows for headless, schedule based initiation ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 40 ShoreTel Call Router System-wide call routing based on DNIS and caller ID • ANI/DNIS-based system-wide routing • Flexible rules support • Built-in testing capability • Scalable to thousands of rules • Distinct from personal call handling tools available with ST9 • Director-based administration ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 41 ShoreTel Caller Directed Router A purpose-built IVR solution allows customizable, caller-driven call routing • Commonly requested to support zip- or account-code based routing • Multilingual support • Flexible IVR settings • Codes passed as call properties to support desktop integration • ShoreTel Director-embedded application • Built-in rules test mode ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 42 Interactive Voice Response (IVR) applications Overview • Interactive telephone “self service” applications • Integration with back-end customer data • Software only applications loaded onto ShoreTel Director or DVS servers Benefits • • • • • Economical alternative for customers who do not require full contact center Cost effective, created from a library of building blocks Built to customer requirements Flexible, configurable via XML script files Text to speech optional for audio rendering of dynamic data Examples • Medical billing “self service” financial transactions application • Subscription refill “Voice Forms” application ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 43 Overall product vision System Management User Applications IP Phones One user-centric interface to manage all solution aspects Simple and intuitive with access to the right capabilities for each type of user Simple to use and feature rich with excellent sound, and great looks UC platform: embedded, distributed platform with N+1 redundancy Call Control Messaging Contact Center Collaboration Open Integration: APIs for integration and end user customization ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 44 ShoreTel Communicator • Single application available for knowledge workers, operators, assistants, road-warriors and contact center • Communication managed easily and intuitively • Move effortlessly between voice, video and IM • Quickly find and dial contacts by name • Dial numbers from applications or Web pages ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services Personal Access Level • Unified communications client – integrated for ALL users • Bundled with the user license • Dial Microsoft Outlook contacts by name • Voicemail in Outlook inbox • Integrated directory • Visual voicemail • Intuitive call management • Optional Web dialer ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 46 Professional Access Level Combines voice, video, presence and IM • Integrated SoftPhone • Built in video communications • Enhanced H.264 SVC compression standard for natural presence • Worry-free, secure IM infrastructure • Point-to-point and multipoint IM • Merged voice and desktop presence • Presence change alert • Presence privacy management • Personalized call routing • Filters calls based caller and availability, and automatically sends calls to voicemail, uses specific ringtones, or switches to Auto Find Me, or Announced Find Me • Maximize productivity, reduce travel costs ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 47 Operator Access Level • Advanced call management features for operators, receptionists and admins • Customizable interface lets users arrange screen based on work style • Single interface reduces training • Virtual operator capabilities free up the workforce • Detailed information enables users to deliver customized level of service ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 48 Extended capabilities for workgroup agents Extended capabilities available to users in the contact center • Agents • Login and out of their queues • View real-time queue information • Supervisors • Monitor the queue statistics • Monitor agent statistics • Real-time dashboard of activity • Reports on queues, service levels, agents ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 49 Extended capabilities for contact center agents Extended capabilities available to users in the contact center • Agents • Login and out and breaks • Exit the queue for breaks • Signal supervisor for help • View customer information • Integrate with desktop CRM • Real-time queue information • Supervisors • Monitor queue statistics • Monitor and manage agents • Access and customize historical reports • Set up agent and wallboard messages ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 50 ShoreTel Contact Center: customizable reporting Extensive statistical reporting • Create your own formulas • No database programming • No Crystal Reports required ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 51 The integrated ShoreTel Contact Center experience • ShoreTel Contact Center is an integral part of the UC System • Seamless collaboration between agents and experts Customer can go from agent to expert without missing a beat First and done experience. Get the answer the first time. For Customer Service oriented enterprises. ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 52 ShoreTel Communicator with Mobile Access Simple access to tools, information and settings •• Voicemail, Easily change Supports wide call history and settings range current of and devices call select – handling how callsmode BlackBerry, are routed for each call Motorola, Nokia, handling and Windows modeMobile • Directory, voicemails, call any history • and Assign phone as your extension with one-number access • No charges for • Voicemail, call history and current call handling mode • Directory, voicemails, and call history • No charges for incoming GSM calls • Easily change settings and select how calls are routed for each call handling mode • Supports wide range of devices – BlackBerry, Motorola, Nokia, and iPhone • Assign any phone as your extension with one-number access incoming GSM calls ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 53 ShoreTel Communicator: communicate with ease Feature Benefit Unified desktop client Single client for all types of users Simplified access to voice, video, IM and conferencing Users can communicate easily regardless with preferred method and device Quickdialer Easily find and connect to people Tight integration with Microsoft Outlook Define routing and answering protocols Feature: Feature: Simplified Feature: access to voice, Tight Define integration routing and with Feature: video, IM and contact conferencing Sophisticated Microsoft answering Outlook protocols Unified desktop Quickdialer client center reporting Benefit: Communicator Benefit: Users can communicate Benefit: Manage Configure communications call Single find Easily client and forhandling all typesor easily regardless with Comprehensive reporting directly voicemail Outlook of usersfrom connect togreetings people preferred packages method and based on calendar according to status device Manage communications directly from Outlook based on calendar Configure call handling or voicemail greetings according to status Sophisticated contact center reporting ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. Comprehensive reporting packages ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 54 Overall product vision System Management User Applications IP Phones One user-centric interface to manage all solution aspects Simple and intuitive with access to the right capabilities for each type of user Simple to use and feature rich with excellent sound, and great looks UC platform: embedded, distributed platform with N+1 redundancy Call Control Messaging Contact Center Collaboration Open Integration: APIs for integration and end user customization ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 55 ShoreTel IP Phones IP Phones • The latest ergonomic designs • Superior sound quality • Models for all user needs and types • Preconfigured for ShoreTel UC ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 56 ShoreTel IP Phones Ergonomics • Curved design yields optimal display angle and comfortable access to dial pad and buttons • Balanced and contoured handset is easy and comfortable to use Sound quality • All phone models come with high fidelity wideband audio capability and seven octaves of sound • Speakerphones designed by experts deliver superlative hands-free performance Ease of use • From the intuitive UI to the use of color to enhance the usability ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 57 ShoreTel IP Phones • IP 565g* • IP 212k • IP 560g* • IP 115 • IP 265 • IP 655 • IP 230 / IP 230g* w/BB24 • IP 8000 * Gigabit desktop support ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 58 Experience the ShoreTel difference IT End User Feature Your Benefit High fidelity speakerphones Superlative hands-free operation Wideband audio designed by acoustic professionals Seven octaves of sound deliver outstanding audio clarity Ergonomic design Comfort, durability and elegant form factor Color display option Emphasizes key display elements for improved usability Intuitive interface, feature keys and softkeys Easy access to rich feature set and directory navigation Preconfigured network configuration Ease of installation: plug and play Integrated Ethernet switch Single network drop to the desk serving both phone and computer VPN capability (on select models) Secure connection to corporate network delivers full ShoreTel phone experience to remote and home office locations ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 59 Overall product vision System Management User Applications IP Phones One user-centric interface to manage all solution aspects Simple and intuitive with access to the right capabilities for each type of user Simple to use and feature rich with excellent sound, and great looks UC platform: embedded, distributed platform with N+1 redundancy Call Control Messaging Contact Center Collaboration Open Integration: APIs for integration and end user customization ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 60 ShoreTel system management ShoreTel Director • Entire IP phone and conferencing system managed from a single browser-based interface • Fewer IT resource needs • Reduces complexity and total cost of ownership • Allows fast, flexible deployment and scalability • Enables easy proactive maintenance • Manages your toll and WAN usage ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 61 User-centric management Focus on your users, not devices • Easily enable user features • Voicemail and unified messaging • Conferencing and Instant Messaging • Directory and dial-by-name entry • Access to the system’s features • Auto-assigned phone numbers • Instead of legacy redundancy • Define the user • Define the mailbox • Define the auto-attendant • Do it over for every site ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 62 Integrated part of today’s enterprise One screen shows the health of the entire network • Identify areas of interest • One click to drill into details • Network connectivity status • Resource utilization • See current usage status • Easily see phone assignments • Users can be imported from Microsoft Active Directory into ShoreTel Director • Simplified password management • • ShoreTel UC Platform Administrators can use domain passwords for access to ShoreTel Director Users can use domain passwords for ShoreTel Call Manager and Web Client authentication ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 63 All in one ShoreTel Contact Center management ShoreTel Contact Center Director provides holistic contact center management • Basic functionality built in – no scripts • Overflows, interflows, DNIS • Callbacks – abandon, scheduled • One interface for the configuration • Agents, skills, call flows, schedules • Graphical call flow builder • No specialized programming language • Easy to configure database interactions ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 64 Simply manage Feature Your Benefit Analyzes all network links in real-time and historically Visibility into the entire network, including system performance to easily locate bottlenecks Easy access via Web browser, personal digital device or cell phone Access critical system data from anywhere Easy to install and manage Reduced training requirements and operational expenditure Monitors switches, phones, and servers in real time and sends alerts Proactively address issues before they impact users Node based licensing Buy what you need, when you need it ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 65 Or manage simply - ShoreTel Managed Solution Turnkey Unified Communications Managed Service • Same ShoreTel Solution • Per-seat monthly subscription service for full IP telephony • No capital outlay • Supports changing business conditions • Obsolescence protection • Out-tasking that keeps you in control ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 66 Overall product vision System Management User Applications IP Phones One user-centric interface to manage all solution aspects Simple and intuitive with access to the right capabilities for each type of user Simple to use and feature rich with excellent sound, and great looks UC platform: embedded, distributed platform with N+1 redundancy Call Control Messaging Contact Center Collaboration Open Integration: APIs for integration and end user customization ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 67 ShoreTel open integration Open integration • Distributed architecture based on open standards for tight integration with best-of-breed UC solutions • Enterprise applications seamlessly integrated into the system • User productivity and efficiency greatly enhanced ™ ™ ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 68 Microsoft UC integration multilayer approach • ShoreTel CSTA server for remote call control integration Active Directory • Allow Microsoft Communicator to control a desktop phone Exchange • Display telephony presence OCS • SIP-based integration for unified messaging in Microsoft Exchange 2010 • Allow Exchange 2010 as voicemail server • Microsoft Office Communicator: • Enable MOC calls to PSTN and ShoreTel IP phone • OCS as ShoreTel Call Manager IM engine ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management I-PBX SIP CSTA T38 App. Protocols ShoreTel Open Integration ShoreTel Services 69 Open integration – business process integrations • ShoreTel Salesforce.com™ Call Center Adapter • ShoreTel Microsoft Dynamics CRM Integration • ShoreTel NetSuite® CRM Integration • ShoreTel RightNow CRM Integration • ShoreTel AMS 360 Integration • ShoreTel Teleblock Do Not Call • Lexis/Nexus Time Matters Integration • Legal & Professional Cost Recovery ™ ™ ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 70 ShoreTel Developer Network • ShoreTel collaborates with partners, customers, and others to create integrated software applications • Benefits of membership • Newsgroup access • Software development kits • Sample code • Consulting arrangements flexible and fit to need • Core SDKs include TAPI COM, Phone API, Web Service • Contact Center • Real-time agent event feed SDK • Historical and interaction reporting with “Cradle to Grave” databases ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 71 ShoreTel Innovation Network ShoreTel's open integration of technology partners provide complementary and value added products that extend ShoreTel’s Unified Communications system capabilities. ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 72 ShoreTel worldwide North America EMEA • Distributed single-image architecture • User-centric language localization • Local trunking support • Key international technology partners CALA ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. APAC ShoreTel User Applications ShoreTel System Management ShoreTel Open Integration ShoreTel Services 73 Global Unified Communications • Single-image system across the globe • Easy deployment • Full-featured transparency • Seamless least-cost routing • Country support • Language follows the user, not the device for Communicator, prompts and telephone UI • Language support • 19 languages since ShoreTel 10.2 • International expansion • 35 countries with ShoreTel 10.2 • 48 countries to ShoreTel 12 ShoreTel UC Platform ShoreTel IP Phones © 2011 ShoreTel, Inc. All rights reserved worldwide. ShoreTel User Applications ShoreTel System Management Countries Supported Australia Austria Belgium Brazil Bulgaria Canada CARICOM (USA) Chile China Costa Rica Czech Republic Denmark Finland Fiji France Germany Greece Hong Kong Hungary India Indonesia Ireland Israel Italy Japan ShoreTel Open Integration Luxembourg Malaysia Mexico Monaco (France) Mongolia Netherlands New Zealand Norway Peru Philippines Poland Portugal Romania Saudi Arabia Singapore South Africa South Korea Spain Sweden Switzerland Taiwan Thailand United Arab Emirates United Kingdom United States of America ShoreTel Services 74