sugar integration for a cisco call center solution
DESCRIPTION
Presentation by PSTech from Serbia on SugarCRM Partner Summit 2012TRANSCRIPT
SugarCRM-Cisco Connector
Integration presentation
Marko Čevizović, M&S Head
[email protected] markocevizovic
04/11/23©2012 SugarCRM Inc. All rights reserved.2
The Challenge?
Dialing a Contact from CRM takes too long? On incoming calls, no CRM data are displayed? You cannot attach a Call to a Contact in CRM? You cannot see how many times an Account has
been called this month/quarter/year?
If you are a company which is relaying heavily on the CRM and Telephony systems, you probably encounter some of these challenges every day.
04/11/23©2012 SugarCRM Inc. All rights reserved.4
The Solution! The Solution is called:
SugarCRM Connector for Cisco IP telephony
It brings you:– CRM caller ID pop-up– IP Phone Caller ID Pop-up– Click2Call functionality– Call Capturing and Logging– CRM directory on your IP Phone– Missed calls email notifications– Advanced call reporting
04/11/23©2012 SugarCRM Inc. All rights reserved.5
CRM Caller ID Pop-up
CRM Caller ID pop-up
Get to know who is calling with relevant history
before answering the call!
Related opportunites, cases, emails, cases, etc attached.
Works for both Outbound and Inbound calls.
Easily add new contacts if it does not exist
Caller ID – Contact Details – Single Hit
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Caller ID – Unknown Number
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Click to add new Contact or Lead or Account
Caller ID – Multiple Hits
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Click2Call from SugarCRM
Click2Call
Forget about punching in 10+ digits, just CLICK!
Click2Call works within all modules – Contacts, Leads, Accounts, ...
Click2Call
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Call Capturing and Logging
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Call Capturing and Logging
Your calls are recorded into CRM database! Automatically!
Call notes can be captured during or after the call.
Call duration and direction added automatically.
IP Phone Screen Pops
Get Caller pop-ups on your Cisco IP Phone!
No computer necessary!
CRM Directory on Cisco IP Phone
Advanced CRM directoryAll your CRM Contacts at a fingertip
Just search through your IP Phone
No computer necessary
Missed Calls Email Notification
All your missed calls will be recorded to SugarCRM and attached to your contacts.
You will also get email notification for each missed call
This will help you act on these calls even if you are out of town
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Advanced Call Reporting
Generate insightful reportsWho made the most calls?Which clients were called this month?Which clients were not called this month?How many times a particular client was called?
System Architectire
PSTech Software Engineering
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Belgrade, SerbiaSan Mateo,
CA
Free Trial available!just visit www.pstech.rs
Partner Resellers welcome!
Thank you!!
Feel free to contact me @:
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