SugarCRM-Cisco Connector    Integration presentation
Marko Č evizović, M&S Head    marketing@pstech.rs    markocevizovic                          ©2012 SugarCRM Inc. All right...
Agenda   The Challenge?   The Solution!   Connector Features   System Architecture   Why PSTech   Action: next steps...
The Challenge?   Dialing a Contact from CRM takes too long?   On incoming calls, no CRM data are displayed?   You canno...
The Solution! The Solution is called:   SugarCRM Connector for Cisco IP telephony It brings you:    – CRM caller ID pop-...
CRM Caller ID Pop-up                       CRM Caller ID pop-up                       Get to know who is calling with     ...
Caller ID – Contact Details – Single Hit                                   ©2012 SugarCRM Inc. All rights reserved.       ...
Caller ID – Unknown Number                         Click to add new                         Contact or Lead or            ...
Caller ID – Multiple Hits                            ©2012 SugarCRM Inc. All rights reserved.                             ...
Click2Call from SugarCRM                       Click2Call                       Forget about punching in                  ...
Click2Call             ©2012 SugarCRM Inc. All rights reserved.                                         10/05/1211
Call Capturing and Logging                      Call Capturing and                      Logging                      Your ...
IP Phone Screen PopsGet Caller pop-ups on yourCisco IP Phone!No computer necessary!
CRM Directory on Cisco IP PhoneAdvanced CRM directoryAll your CRM Contacts at a fingertipJust search through your IP Phone...
Missed Calls Email Notification All your missed calls will be recorded to SugarCRM  and attached to your contacts. You w...
Advanced Call ReportingGenerate insightful reportsWho made the most calls?Which clients were called this month?Which clien...
System Architectire
PSTech Software Engineering                    Belgrade,    San Mateo,         Serbia       CA                            ...
Free Trial available!    just visit www.pstech.rsPartner Resellers welcome!
Thank you!!Feel free to contact me @:                         ©2012 SugarCRM Inc. All rights reserved.                    ...
Upcoming SlideShare
Loading in …5
×

Sugar integration for a Cisco call center solution

1,202 views

Published on

Presentation by PSTech from Serbia on SugarCRM Partner Summit 2012

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,202
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
24
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • You can choose to relate a call to one of the contacts / leads / accounts or to create a new one. Phone number is recognized and the actual label is provided (Home/Office/Mobile/etc) 10/05/12 Copyright©2008 SugarCRM, Inc. All rights reserved.
  • All recognized phone numbers are turned into clickable links that would initiate the call from your Cisco IP Phone. 10/05/12 Copyright©2008 SugarCRM, Inc. All rights reserved.
  • When you get a missed call on your Cisco IP Phone – SugarCRM will send you and email notification – so you can immediately act on it – even if your are out of town. You will get a URL to your Account/Contact so you can click on it – and open your CRM record. 10/05/12 Copyright©2008 SugarCRM, Inc. All rights reserved.
  • Sugar integration for a Cisco call center solution

    1. 1. SugarCRM-Cisco Connector Integration presentation
    2. 2. Marko Č evizović, M&S Head marketing@pstech.rs markocevizovic ©2012 SugarCRM Inc. All rights reserved. 10/05/122
    3. 3. Agenda The Challenge? The Solution! Connector Features System Architecture Why PSTech Action: next steps Q and A ©2012 SugarCRM Inc. All rights reserved. 10/05/123
    4. 4. 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. ©2012 SugarCRM Inc. All rights reserved. 10/05/124
    5. 5. 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 ©2012 SugarCRM Inc. All rights reserved. 10/05/125
    6. 6. 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
    7. 7. Caller ID – Contact Details – Single Hit ©2012 SugarCRM Inc. All rights reserved. 10/05/127
    8. 8. Caller ID – Unknown Number Click to add new Contact or Lead or Account ©2012 SugarCRM Inc. All rights reserved. 10/05/128
    9. 9. Caller ID – Multiple Hits ©2012 SugarCRM Inc. All rights reserved. 10/05/129
    10. 10. Click2Call from SugarCRM Click2Call Forget about punching in 10+ digits, just CLICK! Click2Call works within all modules – Contacts, Leads, Accounts, ...
    11. 11. Click2Call ©2012 SugarCRM Inc. All rights reserved. 10/05/1211
    12. 12. Call Capturing and Logging 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. ©2012 SugarCRM Inc. All rights reserved. 10/05/1212
    13. 13. IP Phone Screen PopsGet Caller pop-ups on yourCisco IP Phone!No computer necessary!
    14. 14. CRM Directory on Cisco IP PhoneAdvanced CRM directoryAll your CRM Contacts at a fingertipJust search through your IP PhoneNo computer necessary
    15. 15. 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 ©2012 SugarCRM Inc. All rights reserved. 10/05/1215
    16. 16. Advanced Call ReportingGenerate 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?
    17. 17. System Architectire
    18. 18. PSTech Software Engineering Belgrade, San Mateo, Serbia CA ©2012 SugarCRM Inc. All rights reserved. 10/05/1218
    19. 19. Free Trial available! just visit www.pstech.rsPartner Resellers welcome!
    20. 20. Thank you!!Feel free to contact me @: ©2012 SugarCRM Inc. All rights reserved. 10/05/1220

    ×