Date post: | 14-May-2015 |
Category: |
Technology |
Upload: | zoho-crm |
View: | 4,748 times |
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Zoho CRM for Call Centers
(PhoneBridge)
Gopal,Zoho Corp.
Key Features
•Manage PhoneBridge Groups for multiple PBXs
•Make Phone Calls to Leads or Contacts
•Log Outgoing Call Details for Leads or Contacts
•Receive Phone Calls from Leads or Contacts
•Log Incoming Call Details for Leads or Contacts
•Manage Call Reports
PhoneBridge Scenarios
•Telemarketing & Telesales
•Customer Care & Help Desk
•Customer Satisfaction Survey
•Tele-Services for Air Tickets, Taxi bookings, Bills payment, etc.
•Tele-shopping
•More…
Supported PBX Systems
PhoneBridge Workflow
User Role: Zoho CRM Administrator
Activate PhoneBridge License to Users
Manage PhoneBridge Groups
Next step is to request PhoneBridge Owner to generate API Key
User Role: PhoneBridge Group Owner
Generate CRM Auth Key
Next step is to send Auth Key to PBX Administrator
User Role: PBX Administrator
Download PBX Adapter from Zoho
Version 1.4
Version 2.6 Version 1.6
Install and Start PhoneBridge Adapter
• Read License Agreement
• Configure CRM Auth Key
• Configure PBX Details
• Start PhoneBridge Adapter as a Service
User Role: Zoho CRM Business User
Make a Phone Call to Lead or Contact
Log Outgoing Call Details
Receive a Call from Lead or Contact
Log Incoming Call Details
Manage Call Log Reports
For more information, please refer:www.zoho.com/crm
© 2011, ZOHO Corp. ZOHO Corporation, 4900 Hopyard Rd, Suite 310, Pleasanton, CA 94588, USA