CRM INTEGRATION
Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that
companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with
the goal of improving business relationships with customers.
The UCM630X support the following CRMs: SugarCRM, vTigerCRM, ZohoCRM, Salesforce CRM and ACT!
CRM, which allows users to look for contact information in the Contacts, Leads and / or Accounts tables, shows
the contact record in CRM page, and saves the call information in the contact’s history.
SugarCRM
Configuration page of the SugarCRM can be accessed via admin login, on the UCM WebGUI→Value-added
Features→CRM.
Figure 264: SugarCRM Basic Settings
1. Select “SugarCRM” from the CRM System Dropdown in order to use SugarCRM.
Table 126: SugarCRM Settings
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (v1&v2),
Salesforce and ACT! CRM.
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