Voicent features a built-in integration option with Zoho CRM, making extremely easy to make use of your Zoho account along with Voicent software. Here’s how to do it:

Step 1)

The Zoho module is configured in Voicent CRM. Choose from the main menu Setup, Account, CRM Connector. Then fill in your Zoho account info and authorization token (found in your Zoho account).

If you are using older releases, you set it up in Voicent Gateway. Fill in your account information and Zoho authorization token (found in your Zoho account) in the appropriate fields.
Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable ZohoCRM connector” -> Fill in CRM login name, password, and token fields

Step 2)

Now login to Voicent Dashboard and open up a web browser to login to your Zoho account online.
Open Voicent Dashboard -> Click Browser -> Go to Zoho CRM login page -> Log into Zoho

That’s it. Your integration with Zoho CRM is complete.

You’re all set and ready to start making calls! Each time you connect a call Voicent will automatically pop-up a window from your Zoho CRM account with the customer’s record. If no record exists one will automatically be created in your Zoho account.

A video walk-through is also available here.

Voicent’s predictive dialer, Agent Dialer, can handle answering machines and voicemails in a couple of different ways. If you are most interested in getting live calls to your agents as fast as possible, you can speed up your predictive dialing by enabling “disconnect as soon as answering machine is detected” in the Gateway. This frees up lines faster which allows Agent Dialer to make more calls in a shorter amount of time, increasing the chances that your agents will get more live calls.

Agent Dialer can also automatically leave a message of your choosing on answering machines. For example, you can leave a callback number or a trial message while also running your predictive campaign. Agent Dialer gives you a number of customization options, from leaving a simple recorded message to text-to-speech enabled specialization, such as speaking your lead’s name or interested products.

This option also allows you to play a message for human pickup as well if desired. Agent Dialer will automatically play the message you design then transfer the call to one of your agents.

I am using agent dialer the predictive dialer and can not figure out how to get a script to my agents. What is the easiest way to get a script to our agents?

Great question! Luckily, Voicent offers multiple ways to get a script to your agents.

Voicent Script Requirement:
The only requirement for a third party script is that it is web based. PHP, JSP, ASP.Net, HTML, HTM, and almost all other web based programming languages are supported for a third party Voicent script. IVR Studio is provided for users who want to build scripts on the fly.

Voicent Script is deploy-able in:

• AgentDialer – GUI
• AgentDialer – API
• BroadcastByPhone – GUI
• BroadcastByPhone – API
• Voicent Gateway – GUI

AgentDialer – GUI Script Deployment
Simply open “AgentDialer” and under the “Predictive” tab you will have “Select Script URL…”. This will open the “Select Campaign Script” window, letting you input a third party URL or you can select a IVR deployed script.

BroadcastByPhone – GUI Script Deployment
Simply open “BroadcastByPhone” and under the “Broadcast” tab you will have “Select Script URL…”. This will open the “Select Campaign Script” window, letting you input a third party URL or you can select a IVR deployed script.

Voicent Gateway – Global Script Deployment
By specifying a script on the Voicent Gateway, you will be able to have a global script. This global script can be for any outbound phone call, as well as any campaign. This is useful if you only need one universal script.

For more info about scripting, please see advanced call center agent scripting.