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A system and method for telephone integrated cloud crm

A telephone and telephone line technology, applied in the field of customer relationship management, can solve problems such as the inability of wireless mobile phones, and achieve the effect of promoting the development of informatization, enhancing loyalty, and improving care.

Active Publication Date: 2022-02-01
商客通尚景科技江苏有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] Aiming at the defects of the prior art, the present invention proposes a system and method for telephone integrated cloud CRM, which aims to solve the problem that traditional fixed telephones and wireless mobile phones inserted into mobile phone cards cannot be integrated with cloud CRM, and realizes the integration of traditional telephones and cloud CRM. The intercommunication of the cloud CRM system, and through the cloud CRM system and the agent client to control the incoming and outgoing calls of the phone, realize the functions of pop-up screen of incoming calls, save call records and call recordings, etc., which better promotes the development of enterprise informatization and improves the quality of enterprises. The degree of care for customers also enhances the corporate brand and customer loyalty to the company

Method used

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  • A system and method for telephone integrated cloud crm
  • A system and method for telephone integrated cloud crm
  • A system and method for telephone integrated cloud crm

Examples

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Embodiment 1

[0033] Such as figure 1 As shown, the present invention provides a system of telephone integrated cloud CRM. In this embodiment, a traditional fixed telephone is used to connect with a USB telephone recording box, and the telephone recording box is connected to an agent client through a USB interface. The client includes, but is not limited to, a computer. In this embodiment, the agent client is a computer as an example for illustration. Specifically, the telephone line is first inserted into the USB telephone recording box, and then another telephone line on the USB telephone recording box is inserted into the fixed telephone. The USB recording box is connected to the external PSTN network through the telephone line, and there is a USB on the telephone recording box The connection line of the interface can be connected to a computer, and the corresponding driver and client program are installed on the computer. The communication between the USB telephone recording box and th...

Embodiment 2

[0042] Such as figure 2 As shown, the present invention provides another phone-integrated cloud CRM system. The difference between this embodiment and Embodiment 1 is that this embodiment uses a wireless mobile phone to Install the appropriate driver in the phone. In this embodiment, the wireless mobile phone has all the functions of the USB phone recording box described in the first embodiment, so it is not necessary to use the USB phone recording box in the second embodiment, only the corresponding driver program needs to be installed in the wireless mobile phone. Can. The wireless mobile phone is inserted with a phone card, such as a SIM card, a USIM card, etc., which can support multiple communication systems. This method is simpler, without the need to arrange telephone lines in the enterprise or company, avoiding complicated wiring projects, just plug in the phone card of the mobile phone and connect to the computer through the USB interface to install the correspondi...

Embodiment 3

[0044] Such as image 3 , this embodiment provides a method for telephone integrated cloud CRM, which is applied to a cloud CRM system integrated with telephone functions, and the system includes a USB telephone recording box, an agent client and a cloud CRM server, fixed telephone and / or wireless mobile phone;

[0045] The telephone recording box is connected with the seat client through the USB interface, and is connected with the fixed telephone, and records the conversation when the telephone calls in and out, and generates a recording file;

[0046] A driver and a client program are installed on the client of the seat, and the client program calls the driver function to control the USB telephone recording box to record;

[0047] The methods include:

[0048] When the phone calls in, the agent client sends a message to notify the cloud CRM server, and the cloud CRM server pushes a message to the browser of the agent client after receiving the notification, so as to reali...

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Abstract

The present invention provides a system and method for telephone integrated cloud CRM. The system includes a USB telephone recording box, an agent client and a cloud CRM server, a fixed telephone and / or a wireless mobile phone; The client sends a message to notify the cloud CRM server, and after receiving the notification, the cloud CRM server pushes a message to the browser of the agent client to realize the pop-up screen of the incoming call; when the call is made, if the agent client detects that the agent clicks Press the dial button on the interface of the agent client, then send an http notification message to the cloud CRM server, and after receiving the http notification message, the cloud CRM server judges whether there is an established connection with the agent client If there is a socket connection, the cloud CRM server notifies the agent client to call the driver to call out. The invention can take the initiative in the conversation process, improves the enterprise's care for customers, and also improves the enterprise brand and the customer's loyalty to the enterprise.

Description

technical field [0001] The invention relates to the field of customer relationship management, in particular to a system and method for telephone integrated cloud CRM. Background technique [0002] In recent years, with the rapid development of the Internet, enterprise communication is also in continuous development. Large enterprises have their own independently deployed call center systems. They set up local servers to build local CRM systems, which can maintain and manage customers well. However, the cost of deploying a call center for small and medium-sized enterprises is relatively high, which makes it impossible for most small and medium-sized enterprises to combine traditional phones with cloud CRM systems. Although some small and medium-sized enterprises can use CRM (Customer Relationship Management, customer relationship management) software on PCs to assist enterprises in managing and saving customer information and communication records and memos with customers, t...

Claims

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Application Information

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Patent Type & Authority Patents(China)
IPC IPC(8): G06Q30/00H04M3/51H04M7/00
CPCH04M3/51H04M3/5191H04M7/0024G06Q30/01
Inventor 郭志华李春娟陈磊姜洪亮包正堂
Owner 商客通尚景科技江苏有限公司
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