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From Flames To Fork, Comes Freedom • View topic - Web-based CRM Module - Telephony Integration

Web-based CRM Module - Telephony Integration

All Case Experiences in Topic format. Easy reading mode for contextual understanding. Quickie snapshot and howtos Files are linked into http://compiere.red1.org/

Web-based CRM Module - Telephony Integration

Postby red1 » Wed Jul 19, 2006 4:22 pm

Last edited by red1 on Fri Jul 21, 2006 12:13 pm, edited 1 time in total.
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Postby red1 » Wed Jul 19, 2006 4:49 pm

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Able to login via URL bypassing Login Screen

Postby red1 » Fri Jul 21, 2006 12:12 pm

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Postby red1 » Wed Jul 26, 2006 10:43 am

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Postby red1 » Fri Jul 28, 2006 10:08 am

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Postby red1 » Mon Jul 31, 2006 10:16 am

One important associated module for the CRM is the Assets component of ERP.

Usually when customers call they refer to their Assets that the Client sold them.

a) Whether its been issued and its serial number and related info.

b) After Sales maintenance, where an Asset is maintained and keeping record of it

c) During Fault Reporting, the Asset is again refered to and follow up actions logged for it.
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Postby red1 » Wed Aug 09, 2006 1:00 pm

The Assets do work and appears in the CRM window. The system will send a validation code to the User before able to view its Assets.

In the CRM, during replying to requests, the service personnel may enter what spare parts are used, the Qty spent and the Qty to be invoiced to the customer. However the Request(All) window allows only one product to be selected.

Then a Invoice Requests Process will generate Invoices based on that Qty provided the whole request ticket is closed and the Request IsInvoice box is checked.

==============================================

Another important aspect for Call Centre Help Desk is that the CRM must handle
a) Predictive Call Out
b) Script for Reading to the Caller, based on the type of call or caller.
c) Knowledge based system can pop up also a script for the reader to say based on the same key words or RequestType of the request as it is been entered.
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Postby red1 » Tue Aug 15, 2006 8:38 pm

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Email Test

Postby wadie » Wed Aug 23, 2006 2:20 pm

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Asterisk and Compiere

Postby bluefox » Tue Sep 19, 2006 9:58 am

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Postby red1 » Tue Sep 19, 2006 10:23 am

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