vTiger ViciDial Integration

ViciDial has been widely used as a complete dialer system over the years which is open sourced and act as a perfect call center suite. Call centers, companies engaged in market research or in event management often make the best use of Vicidial role as a Predictive Dialer to propel their business.
vTiger is the CRM Software which used by many call center company with ViciDial to manage leads, send email to leads, send quotation, send invoice-marketing and many other purpose.
Integration of ViciDial with vTiger become complete Call center suite which will benefit Sales company to manage CRM with Dialer effectively.

Features :

  • vTiger Click To Call Integration.
  • vTiger Call Recording.
  • vTiger-ViciDial Lead Synchronization.
  • vTiger-ViciDial User Synchronization.
  • vTiger-ViciDial Group Synchronization.
  • vTiger-ViciDial List Synchronization.
  • vTiger-ViciDial Campaign Synchronization.
  • Call Disposition Synchronization.

1. vTiger updates for Integration

      vTiger modification for Integration

Option to sync vTiger records with Vicidial – Field mapping of vTiger field with vicidial field

Implementation

Field mapping between vTiger modules with ViciDial record fields

Implementation-2

Sync ViciDial record with vTiger

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Sync list between vTiger with ViciDial

Implementation-6

Easy to use campaign synchronization between vTiger and ViciDial

Implementation-7

Add leads from vtiger to ViciDial from specific leads screen of vTiger

Implementation-8

Add campaign from vtiger which will sync with ViciDial campaign.

Implementation-9

Add list from vtiger sync with ViciDial automatically

Implementation-10

Add group in vtiger sync with ViciDial. This will help to assign records to Group in ViciDial

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2. VICIdial Updates for Integration

  • Login in to ViciDial with Administration User. Go to Admin → System Settings. Fill Up all information related to CRM and click on Submit Button
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  • Go to Users → Add A New User. Fill Up all information and click on Submit Button. After creating user in ViciDial it’s automatically creating in CRM. When you modify User information in ViciDial it’s automatically update in CRM
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  • Go to Campaigns -> Campaigns Main ->  Add A New Campaign. Fill Up all information and click on Submit Button. After creating Campaign in ViciDial it’s automatically creating in CRM. When you modify Campaign information in ViciDial it’s automatically update in CRM
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  • Go to Lists->Add A New List. Fill Up all information and click on Submit Button. After creating List in ViciDial it’s automatically creating in CRM. When you modify List information in ViciDial it’s automatically update in CRM
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  • Go to Lists->Add A New Lead. Fill Up all information and click on Submit Button. After creating Lead in ViciDial it’s automatically creating in CRM. When you modify Lead information in ViciDial it’s automatically update in CRM
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  • Go to Lists->Load New Leads. When you imports csv file form ViciDial it’s automatically update in CRM
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  • Go to USER GROUPS → Add A New User Group. Fill Up all information and click on Submit Button. After creating user in ViciDial it’s automatically creating in CRM. When you modify Group information in ViciDial it’s automatically update in CRM
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3. Single Sign-On (vTiger & ViciDial in One screen)

VICIdial screen apear inside vTiger on left panel

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Click to call from vTiger screen on click on phone number

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Display live call on VICIdial with lead information inside vTiger screen

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Display call recording information on left panel of VICIdial to agent with call status and recording file information.

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  • Disposition with call back then it’s create new event in to crm
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  • Click on Manual Dial it’s open popup. Fill up Phone Number and click on “Dial Now” then after CRM Check if leads is already existing in crm then leads deities page display. Other wise new creating leads page display
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