ICTCRM can be integrated with contact center for real time campaign management. We can select contacts of our choice from the CRM and can start campaign any time. Thus you can manage your calls from the CRM with just one click. It is simple, reliable, powerful and provides a user-friendly web portal for effective and efficient communications management.
Here is an overview of setup from agent’s perspective, Admin need login into ICTContact to add agents and set passwords.
For this log in to ICTContact as admin and create new agent.
Once logged in add the agent / extensions. To add the agent / extensions select the Administration menu and than select the Agents / Extensions. It will open the Agents / Extensions list. Click on the New Extension button.
Once clicked it will open the page like this
Enter all of the required fields and create new agent. Once the agent is created now the agent can log in to the system.
Now Agent will click on “agent login” to login into ICTContact.
Now agent will be logged into the system.
A webphone will appear. Select “ready” status from drop down menu . You will listen music after succesffull connection .
Visit ICTCRM application and login into ICTCRM.
Click on sales menu , click on leads sub menu .
Select leads to add into new campaign , Click on “Bulk action” button to export these leads / contacts into ICTContact.
Click on “Custom ICTContact”.
and it will open page like this.
Enter name of contact group, select campaign type as “agent campaign” , select extension of agent and click on save button to create and start a new campaign.
You can also monitor that whether the campaign is running or not. For this Select Campaign menu and than Campaign Management. You will see the list of campaigns.
ICTContact will start dialing contacts , first it will connect with agent , call lead and on answer , agent will connected with lead and communicate, take notes and update CRM database real time .
WebRTC panel will look like this when agent answers the call.