We want to integrate MS CRM with dialer. So when salesperson clicks on the call button on the dialer and dialer will make a call - at the same time dialer will query to the CRM and pull the record to the agent on dialer interface.
This is what we are asked to do:
I need a URL/ more like a web service or a script routine that runs every time a call is made form the dialer.
Here is an example: [url removed, login to view]$firstname
here [url removed, login to view] is the homepage of the database. This one is an open database just for example. You may need to parse your database's
credentials in this stage so that the landing page is the first page of your database after login.
q=$firstname part shows the unique identifier that we will use to fetch the query from the database using firstname as unique identifier ( I think Vahid mentioned that it would be account number in your case).
So, set up a URL and make sure that you see the record if you paste that URL into the web browser just by changing the value of unique identifier.
3CLogic is a dialer, its a windows based .net client ( a softphone like skype/xlite for that matter) that runs on agent PC.
So there is a leads list loaded on our server and the server sends leads one by one ( or more ) to the client and client makes the call. At the same time all fields associated with leads are passed to the dialer. And now dialer makes a query ( send a web service - http request to the database along with unique identifier ( firstname/ account id etc.)) to the database and pulls up this record to the agent on agent interface while the call is connected by the dialer.
We have one more problem with mapping data (but if you can solve this, that shoudn't be problem).
If you have any qustions, please ask me.
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Hello sir, I'm very pleased to find such a challenging project. I hope you will manage to find some time in order to read my personal point of view concerning your task.
Hi I have studied your requirement and I assure you quality [url removed, login to view] you send me your skypeid . I need some more discussion regarding this job. This discussion help me in understanding this job more and its he Daha fazlası