CallFire

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

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. 

Will, one of CallFire’s seasoned support reps, ran into a situation where he needed to scan for dupes real quick in an exported CSV.

He found, If you combine these two steps you can do a sort and find it right away:
http://www.officearticles.com/excel/dealing_with_duplicate_records_in_microsoft_excel.htm
http://www.usd.edu/trio/tut/excel/26.html

Thanks Will!

Customers often call our support line asking:  “How do I prepare an Excel spreadsheet to be uploaded to CallFire?”.    Here’s an easy receipe to get rid of bad records that could cause upload problems:

1. Copy your phone numbers into Column-A, using Excel.   Example
2. Sort your list in Excel, by Column-A.   Example
3. Visually scan Column-A for bad numbers that have less than 10 digits, more than 10 digits, odd characters & so forth.  Delete the row entirely by right-clicking on the row number, and selecting ‘delete.’   (Many records with bad numbers are at the very top and bottom of the sorted list.  Ex: “1111111111″ or “9999999999″.)
4. Lastly, go to FILE > SAVE AS and Save a copy in *.CSV format.   Always rename your final CSV file to prevent mixups!

Good luck!  ~DR