Zoho CRM for Call Centers

(PhoneBridge)

Gopal,Zoho Corp.

Key Features

•Manage PhoneBridge Groups for multiple PBXs

•Make Phone Calls to Leads or Contacts

•Log Outgoing Call Details for Leads or Contacts

•Receive Phone Calls from Leads or Contacts

•Log Incoming Call Details for Leads or Contacts

•Manage Call Reports

PhoneBridge Scenarios

•Telemarketing & Telesales

•Customer Care & Help Desk

•Customer Satisfaction Survey

•Tele-Services for Air Tickets, Taxi bookings, Bills payment, etc.

•Tele-shopping

•More…

Supported PBX Systems

PhoneBridge Workflow

User Role: Zoho CRM Administrator

Activate PhoneBridge License to Users

Manage PhoneBridge Groups

Next step is to request PhoneBridge Owner to generate API Key

User Role: PhoneBridge Group Owner

Generate CRM Auth Key

Next step is to send Auth Key to PBX Administrator

User Role: PBX Administrator

Download PBX Adapter from Zoho

Version 1.4

Version 2.6 Version 1.6

Install and Start PhoneBridge Adapter

• Read License Agreement

• Configure CRM Auth Key

• Configure PBX Details

• Start PhoneBridge Adapter as a Service

User Role: Zoho CRM Business User

Make a Phone Call to Lead or Contact

Log Outgoing Call Details

Receive a Call from Lead or Contact

Log Incoming Call Details

Manage Call Log Reports

For more information, please refer:www.zoho.com/crm

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