You Had Me at “Hello” – Phone Call Integration with Twilio and Plivo (and Soon, Asterisk!)

Integrated Phone Calls – Creating a Delightful Customer Experience You’re sitting at your computer when the phone rings. It’s from a number that you don’t immediately recognize, so you pick up and ask, “hello?” The person on the other end greets you, and tells you that he’s John. “John… How are you?” Who was John again? It doesn’t immediately come to you, so while you exchange pleasantries you shuffle through your contact book and your notes to pre-empt him needing to explain further. Not quick enough. “How can I help you John?” John proceeds to explain that he had sent you some documents to go over – “Ah, John!” Now you remember. What do you tell him? You had reviewed the documents, but his catching you unprepared forced you to be reactive and made you take a step backward and be guided by his direction, instead of a step forward to guide the conversation. It’s an interaction that seems to exist for the sole purpose of business. The experience is, admittedly, a little stale. Let’s try that again, this time with integrated calling in Vtiger. You’re sitting at your computer when the phone rings. “Ring” – A notification pops up on your screen saying that it’s John Decker, with a link to his CRM contact record. You click through to it. “Ring” – You quickly glance over your most recent note on him. It turns out that after you last spoke he had sent you a proposal to look over. You had put together some notes on it and were going to call him in an hour, but it looks like he’s caught you first. “Ring” – You quickly reach over to the side of your desk for the printed document you had prepared for this call, glancing at the notes on the yellow post-it on top. Then you pick up. And you greet him with: “Hey John! Perfect timing, I was just about to call. How are you?”. The tone of John’s response is noticeably upbeat – it’s evident that you remember him. He may have initiated the call, but is it possible that you’re even more prepared for this call than he is? Your preparedness and warmth set a friendly and familiar, but professional tone for the rest of the conversation – the type that leaves a lasting positive impression. If John represents a major account, this might even set the tone for the entire budding engagement between your company and his. Preparation, after all, is frequently championed as one of the best things that you can do to positively influence perception. The Benefits of Integrated Calling
  • Immediately identify the caller, and see their CRM record and notes
  • Instantly place phone calls through a company system with a single click
  • Identify who is answering or placing what calls with what contacts
  • Log and associate all phone calls with voice recordings, tagged to the appropriate lead / contact/ organization records
The Nitty Gritty So with that being said – we’ve integrated phone calls into Vtiger CRM, currently with Twilio and Plivo integrated, and with Asterisk integration coming in the future. As for the features – read on! Popup for Incoming Calls
  • A notification of the incoming call pops up for all users with the “CRM Phone Extension” configured in their preferences page.
  • If Vtiger can find a matching number in a Lead / Contact / Organization record, their name is displayed.
  • If Vtiger can’t find a matching number, a text-box appears to input an email address to create a record.
  • When a call is answered, all users who were alerted to the incoming call message are notified of who the call was answered by.
Click-to-Call for Outgoing Calls (For Plivo & Asterisk customers only)
  • Click-to-call lets you to place a call by simply clicking on the phone number in the Lead / Contact / Organization / Phone Calls record in Vtiger.
Call Logging and Recording
  • All incoming and outgoing calls and details are logged in the Phone Calls module. Calls are differentiated by number, time, status and direction.
  • A link to the call recording can be found to the right of each call log.
  • A detailed description of each call can be found in the detail view of the call.
Controls
  • Administrators can restrict incoming calls or outgoing calls for specific users through the Profiles area.
These “nitty gritty” details were paraphrased from our documentation on integrated calling. To see the full document, click here.
newest oldest most voted
Notify of
Saulo José
Guest
Saulo José

Sounds great! Will be integrated in 6.0 Open Source?

Kieran Kay
Guest
Kieran Kay

Hi Saulo, great question!

Unfortunately this won’t make it into the 6.0 RC (as we still have a lot more to build before we’re done with this set of features, but we’re releasing the RC on December 10th). This may make it into the 6.1 release, however, so keep your eyes peeled!

Malte
Guest
Malte

I was wondering how to do this. There is an extension (third party) to integrate vtiger and Asterisk. The problem is the connection between the browser and vtiger webserver. For the popup to work you need a lot of pull requests, creating undue load on the server. You pull once every second? Also the vtiger-Asterisk connection depends on the Asterisk bitstream. When I talked with the guys at Libertus UK about this problem (I want to integrate a different, “normal” Sip company), their suggestion was simple and elegant: A Javascript SIP client in the browser. The Javascript SIP client can, of course, only do signaling. No audio. But it doesn’t need to. The client logs in directly to your extension (if your extension allows more than one login) or you create a second extension for vtiger. Then, if a call comes in, it will signal directly in the browser and the browser can then, in turn, connect to vtiger and pull up your contact. Does this sound feasable? Because then you only need standard sip. No proprietary extensions and no constant pull from the browser to check if there is a call coming in. OTOH I know little about javascript… Read more »

jyc
Guest
jyc

So when for IPBX integration? When for a definitive release? It’s like the french ‘arlesienne… we heard talking about it for 4 months , but nothing is on the run. I had to change and go for SuiteCRM… no issues for telephony. vTiger is going to loose a big market. The new business model is dead…

Tom Schouteden
Guest
Tom Schouteden

It’s december 10th today.
Looking forward to the release candidate! 🙂

Happy Vtiger Down
Guest
Happy Vtiger Down

Its arrived 🙂
Vtiger 6 RC on sourceforge
http://sourceforge.net/projects/vtigercrm/files/?source=navbar
Thanks Vtiger team

Google My Business integration - Banner image

Leverage Vtiger Google My Business to Optimize your Online Presence

Hello Folks! Welcome back to Boost Productivity with Google Workspace Integration blog series. In this blog, we will introduce you to Google My Business integration ...
API Overview Blog Banner

Beginners Guide to APIs

Until the year 1999, people had to use maps printed on paper for navigation. Then GPS technology was invented and incorporated into various devices like ...
Banner_Google_Sheets_integration_with_Vtiger_blog

Amplify data Exporting with Google Sheets Integration in Vtiger CRM

Hello Folks! Welcome back to Boost Productivity with Google Workspace Integration blog series. In this blog, we will walk you through Google Sheets integration with ...
Booster pack blog 2 - Banner Image

Learn about the different dimensions of Vtiger Booster Packs

Hello there! In our previous blog, we announced the release of Booster Packs for Vtiger’s Pilot edition users. Booster Packs are feature add-ons that will help ...
Google Calendar Integration Blog Banner

Create Events Smartly and Stay Alerted with Vtiger Google Calendar Integration

Hello Folks! Welcome back to Boost Productivity with Google Workspace Integration blog series. We are coming towards the end of this integration series with only a ...
Booster Pack - banner image

Expand your Pilot Edition Capabilities with Vtiger Booster Packs

Up the ante! You are right - that’s what we said. Vtiger CRM is putting the power in your hands. Pick and choose the feature limits ...
Google Maps integration with vtiger blog banner

Find the Quickest way to reach Client Location with Google Maps and Vtiger CRM Integration

Hello Folks! Welcome back to Boost Productivity with Google Workspace Integration blog series. We appreciate your patience for being loyal and committed to our integration ...
Building an Effective Team

8 Techniques for Building an Effective Team

“Coming together is the beginning. Keeping together is progress. Working together is success.” - Henry Ford. The above quote beautifully describes the importance of working ...
Office outfit blog banner

9 Reasons Why You Should Dress Well For Work

Do you get confused and stressed when choosing your work outfit? You have probably heard multiple times how important it is to dress appropriately for ...
Vtiger + Google Drive Integration Banner

Upload and link Documents Smartly with Google Drive and Vtiger CRM Integration

Hello Folks! Welcome back to Boost productivity with Google Workspace integration blog series. We hope you are able to gain knowledge about Google Workspace integration ...
loading
Copyright 2022 Vtiger | Privacy | Policy & Legal Center