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integrate another CRM VICIDIAL

PostPosted: Mon Oct 15, 2012 8:04 am
by gattaba
I have a CRM telecom operator how I can integrate with VICIDIAL.
thanks



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Vicidial 2.2.1-237
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Vtiger 5.1.0
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Re: integrate another CRM VICIDIAL

PostPosted: Mon Oct 15, 2012 7:33 pm
by williamconley
What is a CRM telecom operator?

Re: integrate another CRM VICIDIAL

PostPosted: Tue Oct 16, 2012 12:54 pm
by gattaba
This is a software that manages their client. is the database of their subscribers.

Re: integrate another CRM VICIDIAL

PostPosted: Tue Oct 16, 2012 8:42 pm
by williamconley
OK. You have software that contains a list of prospects. Do you want to bring in all the prospects at once and dial them ... or just small groups ... or one at a time ...?

Re: integrate another CRM VICIDIAL

PostPosted: Wed Oct 17, 2012 6:45 am
by gattaba
yes all at once, but the application is client server, I can not export their database. call center operates on this principle, if I receive a call from a client I require the following to go open the software to view customer information, they call for problems of numbers or credit is on their phones

Re: integrate another CRM VICIDIAL

PostPosted: Wed Oct 17, 2012 9:44 pm
by williamconley
have a look at the manual for Web Form and Script. It is entirely possible to have the phone number of the caller (or a code entered by the agent) create a Popup (either at the moment the call begins or at any time thereafter) based on the callerid or code. There are even two web forms available (second one requires activation). You can put in special codes to cause anything to be in the web form url to allow your agent screen to automatically request this information from the CRM at the moment the call begins or at any time thereafter at the push of a button by the agent.

Re: integrate another CRM VICIDIAL

PostPosted: Thu Oct 18, 2012 8:36 am
by gattaba