How to interface CallFire’s Cloud Call Center with your web-based CRM

April 12th, 2010

Do you use a hosted-CRM utility?  Do you use CallFire’s Cloud Call Center?  If your answer is ‘Yes’ to both of these questions, your CCC agents might benefit from a link to your CRM platform, directly within the CallFire Agent Popup screen.

  1. Export the necessary data from your web-based CRM. If you are unsure how to do this, search for “Exporting leads to Excel” in your web-based CRM’s FAQ or Help section.
  2. Be sure to include the unique ID for each customer as one of the items
  3. Once you have exported the list to excel, you must turn the leads into unique urls
    • To do this, first copy-paste the piece of the URL that precedes the customer’s unique ID (in most cases, this should be the same URL each time) in a blank field in excelnull
    • In the blank row to the right run the following command script: =(X2&Y2), where column “X” is the column where the URL appears and column “Y” is the column where the unique ID appears. This will combine the items in each of those columns so that the resulting piece will now appear as the unique URL with a link to that customer’s profile in theCallFire agent interface.

4. Upload the list to an existing Cloud Call Center campaign or create a campaign for this list of contacts.Before making phonecalls, make sure that you have already logged into your web-based CRM account. This will prevent the link1 tab from taking over the CallFire agent interface when you click on it.

https://na7.salesforce.com/help/doc/user_ed.jspsection=help&target=exporting_from_salesforce.htm&loc=help&hash=topic-title

@CallFire to attend @RWW Mobile Summit in Mountain View

April 8th, 2010

It’s official, the CallFire dev team will be attending the ReadWriteWeb Mobile Summit in Mountain View, California on May 7th, 2010!

Come on out! We’d love to see you there. Meet Vijesh, TJ, Dan & Dinesh @ the ReadWriteWeb Mobile Summit 2010. Join us in discussing current trends in mobile, contribute your knowledge of VoIP & connect with trend-setting developers. 
 
We’ll even have a surprise giveaway & will be introducing Richard MacManus, ReadWriteWeb’s founder & CEO. The Mobile “unconference” will connect techies to discuss key trends in mobile including:

Geo-location services – what can you do using location as a platform?
Commerce & Marketing – smartphones & businesses.
Content, Publishing & Recommendations – new tech and best practices.
Internet of Things – Sensors & RFID data.
Augmented Reality – Tech & biz applications of AR.
Native App vs. Browser Based – iPhone OS4, Android, RIM & more.

A big thanks to @SeanAmmirati & the entire @RWW team. If you’re going to be there, holler @CallFire!

CallFire adds Live Chat Support for Customers

April 2nd, 2010

Have you ever wanted a quick question answered via chat?  CallFire just released chat support for customers who are logged in as a CallFire administrators!

Using Chat Support is easy:

1) Log into CallFire.com

2) Look for the chat box on the lower right hand gutter of your browser, and will expand when clicked.

3) See if a support agent is available (it will say “Hi, I am around”)

4) Ask your question!

That’s it!  We’re confident that this new addition to our website will make solving support problems faster and easier for our customers.