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 excel
   • 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 Remote Control lets you start, stop, and create campaigns using only your telephone.  To learn about the feature, watch our short video:

Before you try remote control, there are a few items you should look up.

1) Find your ID and Password from the Sound Manager.  Click toolbox to get to the Sound Manager.

2) Look up campaign IDs, and Phone book IDs for any campaigns you will want to create.

Now you’re ready to use Remote Control!

1) Dial the remote control hotline: 213-221 3805

2) Type in user id and password. this is found under toolbox –> sound manager at the top of the page.

3) Listen to the recording- you will need to know the campaign id, phonebook id depending on what it is you are trying to do by remote control.NOTE: Keeping a sheet of all of your IDs may be a helpful tool when using remote control.

This powerful new feature allows you to track which advertising campaigns generate you the most sales calls.

Screenshot:

So, what does this mean for you?

Buy Toll Free or Local numbers

Purchase one, or thousands of numbers for your business.  By displaying unique phone numbers to each of your advertising campaigns, your sales team can monitor which ads are driving the most phone calls.  And of course, with CallFire’s pay-as-you-go platform, you can stop receiving calls on your new number at any time.

Nationwide Call Forwarding

All local & toll free phone numbers can forward to your existing phone number.   Your cost during a forwarded call is 5c/minute for local numbers and 8c/minute for Toll Free.

Know which ADs make your phones ring

Create useful reports and visualize your callers patterns.  You may find that some campaigns drive more sales calls than others.  This data can be used to make valuable marketing decisions.

Developer tools and APIs

Integrators, please visit http://www.CallFire.com/dev to learn more about CallFire’s Voice APIs.  Publishers & large advertisers can use APIs to purchase & provision DIDs.  Call us to learn more at 877.897.FIRE.

Only $2/month + 8c/min

For Toll Free numbers… for local numbers, it’s only: $1/month + 5c/min.

When a call is connected, your agent sees the SugarCRM contact instantly.  Here is an example:

How it works
If you embed this code in your Excel list, for each phone number, it will place a clickable link in the Agent pop-up window.   The link will open your browser based CRM.

Example code
2132212200<name of person>,<iframe src=”<<<<<  embed html link here >>>>>>>>>>>” width=”100%” height=”500″><p>Your browser does not support iframes.</p></iframe>/

<a href=”<<<insert crm link here>>>”><img src=”<<<insert image location here>>>” alt=”Call Me Now!” /></a>

Don’t want to use Javascript? Try:
<a href=”<<<put link here>>>” target=”callfireCrm”>Open CRM</a>

Want even more control? You can take your integration a step further with CallFire Voice APIs.   Developers can easily use SOAP web services calls to inject data directly to your Agent’s CRM interface, in real time!   Visit the CallFire Developer Wiki or call 877.897.3473. 

Developers List Features

• Latest Updates
• Bug Fixes and Work Arounds
• Maintenance information
• …and more!

Newsletter Features

• Latest Features
• Upcoming promotions
• Tips and Tricks
• …and more!

1) Search for a phone number. Use the search box on top, type in any number and we’ll filter your results.

2) Click the delete icon for a row and the number will be deleted from your campaign. Only uncalled numbers can be deleted.

3) Click the yellow icon to add the number to your internal do not call list. This is a quick way to manually add a number.

Customer Data and Uploaded Leads
Customers of CallFire.com use the Company’s services to host data and information (“Customer Data”).
CallFire.com will not review, share, distribute, or reference any such Customer Data except as may be required by law. Individual records of Customer Data may be viewed or accessed only for the purpose of resolving a problem, support issues, or suspected violation of the CallFire.com Terms of Service, or as may be required by law.

• Total calls made by all campaigns
• Calls distributed by day, hour, week, month and duration
• Filtering reports to show only selected campaigns or call status
• Comparison reports using Campaigns, transfer number, call status and Agents

The combination of all these features is very powerful. Take a look at the howto video:

The free CallFire webinar is presented as a two part series:

Session 1:  How to use a Virtual Call Center and Predictive Dialer to optimize my collections agent’s time.

Preparing an Excel list of my delinquent customer phone numbers.
Optimizing ROI by developing a thoughtful callback strategy.
Monitoring collections agents that work from home.

Session 2:  How to use Voice Broadcast to send monthly reminder calls to delinquent accounts.

Preparing an Excel list of my delinquent customer phone numbers.
Developing an effective recorded message for my voice broadcast campaign.
Creating follow-up call-campaigns for continued delinquency.

To sign up for CallFire’s free “DIY Debt Collection” webinar, please submit your contact information here: https://www.callfire.com/dialer/usersignup.do

To learn more about CallFire products and services, please visit: http://www.callfire.com/dialer/cm/info/products_and_services.html

To speak with a CallFire representative, please call 877.897.FIRE.