At first I had to think about why I would want LBS on my ShoreTel Mobile Call Manager? After all, it already alows me to change my call handling modes, access my voice mail and see my call history. I can assign my cell phone as my “external assignment” and go seat on the beach while managing all of my office phone calls as if I was sitting at my desk. So what do I need Location Based Services for? With ShoreTel Version 9 the GPS in my phone can use my current location to set my call handling mode and effectively change my external assignment. So when I am in the office, all the calls to my extension ring in at my desk. If I go out for lunch the GPS notes my location as “not in the office” changes my external assignement and my calls start rining in on my cell. When I finally get home from a long day at the beach, the GPS notes that I am home and assigns my extension to my home phone. Now that may not be the definition of fixed mobile convergence, but it works for me!
Author: DrVoIP
Peter S. Buswell (aka DrVoIP) is a rare blend of C-level executive leadership and deep technical expertise in telecommunications and cloud infrastructure. With a career that began at AT&T in 1970, he has founded and led multiple industry-defining companies, including Dextr.Cloud—acquired by AWS Global Partner CloudHesive. Peter has held senior roles at firms like Exxon Enterprises, Intervoice/Brite, and Franklin Telecommunications, and has consistently driven innovation from traditional PBX to Amazon Connect cloud deployments. A hands-on architect with certifications from Cisco (CCNP/CCDP, UCCX/UCCE) and AWS (Solutions Architect, Developer, SysOps), he combines strategic vision with engineering precision. Known as DrVoIP, he continues to bridge the gap between enterprise goals and technical execution in today’s evolving cloud communications landscape.
ShoreTel CRM Integration
Every business desktop seems to have some type of customer or ticket management software solution. Outlook and Notes are very common personal contact managers, but other popular solutions include Salesforce, Goldmine, ACT, Microsoft CRM, Time Slips and the list goes on and on. Having a “record” pop up on your desktop based on Caller ID is the most common integration request we see. How about doing a reverse look up on an incoming phone call, to learn the identify of the caller. Google can do this, but how do you feed the Caller Id to the web application? Basically, there are three strategies for doing an integration of this type: DDE, Triggers and XML. Two of these methods (DDE and Triggers) are relatively straigh forward and within the ability of a competent system administrator. XML generally requires a product development commitment and software development resources. Fortunately we have been able to get ShoreTel to pass a wide range of system parameters to an external application using both DDE and Triggers. This makes everything an “Easy Pop”!
Priority Call Management?
Are all your customers equal? Every business owner, large or small knows the answer to that question and the answer is no! We have Platinum, Gold, Silver and Bronze customers, each of which represents a different value to the business. For this reason, we often want to structure our call flow to prioritize these customers. You do not have to work in a “call center” to manage this priority scheme. The ShoreTel Personal Call Manager, for example, provides a visual call management tool that enables you to apply the concept of “priority call management”. I know the value of my current telephone conversation. It is the value of the next phone call that I want to be alert for. We have all had the experience of being on the phone talking and suddenly seeing the messaging waiting light illuminate on our phone! You immediately know that the very phone call you had been waiting for, slipped right past your ear and into the voice mail. With a personal call manager, I can see the next phone call as it arrives and take appropriate action. I can ask the current caller to hold. I have my ShoreTel Call Manager set so that a second important call to my desk can be sent to a greeting that says “Hi, I see you ringing in and if you hold the line, I will wrap up the call I am on and be right with you”. (Send me an email and I will share how I set that up). Optionally, I could have put the first call on hold and taken the second, higher priority caller. The issue is simply: when the financial, time or relationship value of the next call is more important, you will truly value having a visual, personal priority call manager only a click away!
VoIP System Design – Call Flow
Installing a VoIP solution has a wide range of technical issues that need to be addressed, organized and accounted for. From co-coordinating the “porting” of phone numbers from the old telephone carrier to the new carrier; to determining who has responsibility for providing DHCP and Time services to the new phone devices the technical detail is an endless check list. Generally, we always manage to get all of the technical details correctly identified and successfully implemented. The speeds and feeds all seem to work out and the phones come alive with dial tone and PSTN connectivity. The area that we as a professional service organization are always trying to improve, however, is the very important subject of call flow. Exactly what will an incoming caller to your place of business experience? Will there be a live answering point or will an automated attendant be used? How will calls be handled if the intended call processing solution, either the person or the automated solution is unavailable? Are calls received after normal business hours handled differently? If so how? What about holidays? Unfortunately, though the technical details of a new install are generally always successfully negotiated in time for the “go live”, the entire subject of “call flow” is often neglected until post cut over! Personally, I have found this area of a new installation to be the most demanding and least understood aspect of system design. If there is any area of a new system implementation that needs attention this would be it. The scripting of automated attendant and workgroup, contact center queues needs to be carefully crafted. Time needs to be allocated to the recording of these scripts and both on –hours and off-hour call flow testing needs to be accomplished. After all, the creation of a positive, effective and efficient call flow experience for your client base is what the telephone system is suppose to accomplish in the first place!
ShoreTel Version 9 Personalized Call Handling Options
Call Handling modes has always been one of ShoreTel’s most popular user features. The concept is simple: define how you want the system to process an incoming phone call to your desk in case you are “out of the office”, “in a meeting” or “sitting at my desk”. Before ShoreTel, the company receptionist would have the responsibility of putting a caller on hold, calling your extension, finding out you are away from you desk and then asking the caller if they want to leave a message. For me the most exciting aspect of the ShoreTel Call Handling modes is the fact that the Operator no longer has to be responsible for call deposition. The Operator plays the role of greeting and salutation, but now each ShoreTel extension user can create their own call flow eliminating the requirement that Operator stay with the call until the very end. Typically the message acquisition and retrieval functions kick in if you are away from you extension, but ShoreTel has enabled the individual user to create more productive call flow resolution strategies.
If your job role is part of a larger group, it may be more appropriate to ask the caller to press zero to speak to another member of you team. Let’s not defer a client request for assistance or a new sale opportunity just because you were not at your desk! For those “must be found” professionals, ShoreTel has a very flexible “find me” call flow strategy. Just ask the caller to hold the line for a moment while ShoreTel tries to locate you when VoIP solutions in general and ShoreTel in particular. These call handling options are set by the individual, under the individuals control without system administration training and without requiring the Operator to keep other callers holding while desperately taking messages or trying to locate you. Now that is an example a increasing worker productivity!
So how do you improve on this model? Well ShoreTel version 9 has done just that. Imagine the power of being able to create not only call handling modes, but call handling rules that are based on who is calling you! Maybe Friday phone calls need to be handled differently? What if we have several advertising campaigns and you want calls routed based on the number the caller dial (e.g. DNIS)? ShoreTel Version 9 has added a wealth of exciting new call flow options that are based on who is calling what number at what time. One of the most valued functions of a live Operator was the “call screening” function and now ShoreTel can even replicate that function, announcing the caller’s name and giving you an opportunity to accept or reject the call. The options for stream lining call flow to match client call handling goals are virtually unlimited.
In a VoIP world we no longer associate an individual to a specific desktop location or geographical. Using Call Handling modes and Personalize Call Handling options, every client call to your extension can be handled in a manner that best reflects your business goals. Operators do not have to keep an “in out” status board, or waste the valuable time of clients as different call resolution strategies are attempted. Each user now has complete authority to manage call flow excellence!
ShoreTel Contact Center C2G Interaction Reports
Prior to release of ShoreTel Contact Center Version 5.0, reporting was essentially statistical analysis. The Contact Center had very useful report generation capabilities that included the ability to add and delete columns to existing pre-defined reports. The reports, however, were generated largely as summary reports based on accumulated totals of events. For example, you could generate an Agent Performance report that could report the total number of calls presented; total call answered; average call holding time; average talk time over a specified interval. Though very useful for tracking aggregate call volume, the reports could not track individual agents events. The Shoretel Contact Center had no equivalent of the Call Detail Reporting that you might find in the ShoreTel IPBX database. What information was available, was derived by arithmetic manipulation of totals or the equivalent of “peg counters”. Each agent had a bucket for total calls, but the details of each call were not archived in the database. This led to reports that indicated total calls for the period were 19.2 as calls were averaged over an interval.
ShoreTel Contact Center 5.0 takes a major step forward in the area of reporting. A new feature named variously “interaction reporting” or “cradle to grave” reporting has made a major positive contribution to the contact centers already strong feature set. The database has also migrated from Sybase to MySQL, which completes the database migration strategy that ShoreTel began with version 7 of the IPBX. In the ECC database contains a table structure that can be generally summarized as a configuration database. A second database, named C2G has been created and does not appear in contact centers before version 5. This database contains about 22 tables of which four are effectively the equivalent of “CDR” records. A table named events, tracks all the incoming event detail and includes a GUID that can be used to link back to the CDR record in the IPBX. This database makes it possible to create very detailed reports. For example, assume you needed a report that listed each call handled by a specific agent over an specified interval. Additionally, you want the agent detail to include a call disposition status or wrap code. Prior to the C2G database, this type of report would have been impossible. With the new C2G database, you can generate the report very easily using any MySQL administration tool, like SQLyog. Interaction reporting is a major step forward for ShoreTel Contact Center and one that the market will be very excited to receive. Look for a video update in our online library for a “hands on” look at how to setup configure and make use of Interaction reporting!
To VOIP QOS or not to VOIP QOS?
In telephony, IP QOS is somewhere between a science and an art. Setting up VOIP QOS on your network is essential for toll quality voice from end point to end point, especially across a WAN. Historically, in ShoreTel, IP packets were marked with the DSCP value set in the Call Control Options page. Generally this is generally set as a value of 184 or Precedence Level 5, what CISCO would call Express Forwarding or EF. This value is represented as 184 (10111000 or 46) but as a TOS/Differential Service Control Point marking it is only applied to the IP layer and has no impact on your LAN. Additionally, IP packets were only marked on the media stream between IP phones, not between the switches or between the phones and the switches. Version 9 of ShoreTel, now reports “system wide” TOS/DSCP support, which represents a significant improvement in your ability to control VOIP QOS. At the LAN level, it is important to know that you are working with Ethernet frames and for this reason the only QOS marking available to you is a VLAN tag. Inside the VLAN tag, three bits have been set aside for precedence markings and are named COS for “class of service”. If you are NOT running SIP on your network, you have another QOS tool available to you. ShoreTel media streams in other than SIP environments run on UDP port 5004 enabling you to prioritize voice over data at the transport level. ShoreTel also provides the opportunity for you to establish “admission bandwidth control” per site, to assure that the next phone call does not exceed the limits you have set with this parameter. Beware that this parameter exists only within the ShoreTel architecture and has no real knowledge about the actual bandwidth utilization of your network. Establishing this threshold is left entirely to the engineer designing the network. In large part IP QOS is best determined at the IP level and is heavily dependent on establishing queue in your routers that service latency sensitive traffic, voice and video, over less sensitive best efforts traffic. Knowing about these different QOS markings is the science. Knowing how to pass markings from one level to the next is the art of QOS!
LLDP-MED speeds ShoreTel VoIP installations!
Using a VoIP phone system and installing one, are two entirely different user experiences! Most product development efforts focus necessarily on end user features and benefits. Anyone who has ever installed a VoIP system knows that if design engineers ever actually installed a system we would have a range of exciting new configuration automation tools! Case in point: LLDP. Until version 9, ShoreTel IP phone deployment was a two step process. First you would install your handsets on the net and they would boot up in the native VLAN. If you were deploying 100 desktops, this meant that the phones would eat up 100 of your native VLAN DHCP leases. The phones would then obtain their VLAN tag and reboot in the correct VLAN. The native VLAN lease damage, however was already done, not to mention waiting for that second boot DHCP broadcast request for service. A number of vendors had previously create proprietary discovery protocols to overcome this behavior. CISCO has always had CDP,( not to be confused with Enterasys Cabletron Discovery Protocol); Nortel had NDP; Extreme Networks had EDP and Foundry had FDP. In 2005 an industry standard, LLDP was adopted and later modified to become LLDP-MED or Link Layer Discovery Protocol for Media Endpoint Devices. ShoreTel, rather than event yet another vendor proprietary protocol has adopted this industry standard greatly simplifying IP phone deployment. LLDP-MED allows network devices to advertise their identify and capability through a multicast. This enables the phones to come up on the network in the correct VLAN, eliminating the multi-boot requirement. Now this is not a feature that an end user will notice or appreciate, but those of us who have to spend hours deploying VoIP desktops say Cheers!
update 2/15 see this link http://support.drvoip.com/admin/knowledgebase_private.php?article=43&back=1
A VoIP Deployment will only be as good as your Network!
Remember those old SUN Microsystems commercials? “This is my dog, network. He can get you anything you need”. Well, regardless of the vendor, if you have a network that can barely keep up with user demand for internet access, you are definitely not going to have a successful VoIP deployment. This is why a network assessment is absolutely essential to the future success of your VoIP deployment. Let’s start at the lowest level of the OSI model and work up; cable or level 1. It is the 21st century but your company still has CAT3 cable in the office? This is not going to fly if you want to run VoIP do the desktop! How about those Ethernet switches you bought off eBay three years ago? Are they able to provide Power over Ethernet (POE)? Can you enable VLAN’s? How about interVLAN routing (switch many time, route once)? Ethernet switches and the functionality you need at L2 are mission critical in VoIP deployments. How about L3? If you are using your firewall for a router, you will need to know that “deep packet inspection” necessary to the functionality of a firewall, is a major source of latency in VoIP deployments, so find another default gateway! When you set up a WAN between your far flung, geographically dispersed business locations, will you have access to them? Or will you need to call your carrier every time you want to check your egress queue for QOS? At the end of the day it really will not matter if you went with Mitel, ShoreTel, CISCO, Avaya or Trixbox. If you do not have a properly engineered and managed LAN/WAN in place your VoIP deployment will suck and you will irritate your boss and alienate your users. Get both a network assessment and an ongoing monitoring and network plan in place, including an “acceptable use” policy before you deploy a VoIP solution.
Effective ShoreTel Support for all of your VoIP Solution Needs
ShoreTel Support
ShoreTel gives business owners everything they need to have the peace at mind of knowing they have access to support when they need it. This includes services directly by ShoreTel support as well as through authorized service partners. These are the reasons that so many different people have been opting for ShoreTel communication systems for all of their VoIP solution needs.
Every business that has tried to implement the right VoIP communication system into their operations has experienced the frustration that comes from dealing with many other providers. However, with the effective ShoreTel support this is no longer something that businesses have to be concerned with. One of the best options that are available for small businesses when it comes to ShoreTel support is the incredible post-implementation support package that is available. The complete package will allow business professionals access to web based administrator training, telephone technical support, software updates, hardware replacement options, and online support tools. These ShoreTel support services will allow you to get the absolute most out of your VoIP communications system.
Another great option for support that is available for business owners is the partner support from your ShoreTel Channel Partner. This is the reason that ShoreTel has been able to maintain the high standard of customer satisfaction that is associated with all of their communications systems and services. This achieved by providing small businesses with the local hands on support that is so crucial in so many fast paced and demanding business environments.