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.

How can Voicent integrate their software with our Salesforce CRM?

Voicent works hard in fulfilling our customers’ needs. We pride ourselves in simplifying your business needs to save you time, energy, and cost.

Voicent just released a new feature where you are able to automatically open the contact page of the person you are communicating with as soon as your call is connected.

Please note: Salesforce requires you to purchase the Enterprise Edition of Salesforce CRM or above in order to integrate with outside software. For more information, please visit Salesforce.com.

New Contact?
The contact information is not in your CRM database yet? No worries! Voicent will create the contact for you. You just simply need to fill out the appropriate information.
That’s not just it, Voicent is also capable of automatically uploading your call information to Salesforce CRM.

Call information will include:

• Call notes
• Call Status
• Call Disposition
• Opt-Out info
• Agent who handled the call
• Campaign information

The best thing about this feature is that it is extremely easy to setup. Here are the steps:

Step 1)

Follow the Setup menu, select Account, then CRM Connector.

Fill in the login name and password fields along with the additional token field that Salesforce provides you.

Note: For Salesforce, you must login with “Additional Token” in addition to entering username and password. Information about retrieving an additional token can be found here

For older releases, Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable Salesforce.com connector”

Step 2)
You will then login to your Salesforce account in Voicent Dashboard.

Once configured, you will be able to seamlessly use Voicent software harmoniously with Salesforce.

How can Voicent integrate their software with our SugarCRM?

Voicent works hard in fulfilling our customers’ needs. We pride ourselves in simplifying your business needs to save you time, energy, and cost.

Voicent just released a new feature where you are able to automatically open the contact page of the person you are communicating with as soon as your call is connected.

New Contact?
The contact information is not in your CRM database yet? No worries! Voicent will automatically create the contact for you. You just simply need to fill out the appropriate information.
That’s not just it, Voicent is also capable of automatically uploading your call information to SugarCRM.

Call information will include:

• Call notes
• Call Status
• Call Disposition
• Opt-Out info
• Agent who handled the call
• Campaign information

The best thing about this feature is that it is extremely easy to setup. Here are the steps:

Step 1)
You will to need to start by specifying in the Voicent Gateway that you want to connect to SugarCRM.
Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable SugarCRM connector” -> Enter the Target server where the your CRM database lies
Note:
For the Community Edition, “URL” field needs to be pointed to the root folder for you database. In this example, the root folder is “sugarsuite” and listening on port 800.
For the Online Edition, “URL” field needs to be pointed to the domain URL of the SugarCRM edition you have.
You will be responsible for inputting “http://” or “https://” in the URL field

Step 2)
You will then login to Voicent Dashboard to enter the user credentials.
Open Voicent Dashboard -> Setup -> CRM Connector Setup -> Enter in user name and password

Once configured, you will be able to seamlessly use Voicent software harmoniously with Sugar CRM.