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Push CRM record to other system

A campaign script and automatic screen popup for predictive dialers are essential for improving agent productivity. Sometimes you may need a little more help from the system to make your agent even more productive.

A common issue is how to send the contact information in Voicent CRM to other web site or services. For example, if you are running a delivery service and your agent need to check google map to give a quote based on the driving distance. Obviously your agent can copy and paste the info to Google map, but that still takes a lot of time if your agents perform this task often. Other situations your agents may need to take payment during the phone call. Copy paste the customer info to a payment gateway or payment site is also not efficient.

The solution is a custom button, which automatically pushes selected information to a URL, avoiding the need to do copy and paste. For more information, please see:

How to push contact information to other web site or service.

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