Looking to integrate with CRM

Last post 03-07-2008, 1:39 PM by Adam. 1 replies.
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  •  03-07-2008, 1:17 PM 37686

    Looking to integrate with CRM

    We are looking for a product ot integrate with Saleslogix.
     
    We need to the ability to control offline message and redirect to our ticket system
    We need the ability to add another field(s) to identify user/customer by accountid.
    Ability to customize link for each customer
    Need ability to retrieve transcript to import into saleslogix. Can these transacripts be e-mailed? include additional fields?
     
  •  03-07-2008, 1:39 PM 37692 in reply to 37686

    Re: Looking to integrate with CRM

    thewebco,
     
    Thanks for the interest.
     
    >>We need to the ability to control offline message and redirect to our ticket system
     
    It's easy.
     
    >>We need the ability to add another field(s) to identify user/customer by accountid.
     
    You'd better integrate Cute Live Support with your own membership DB. Once the client is logged in your site, Cute Live Support can recognize the user right away.
     
    >>Ability to customize link for each customer
     
    I don't understand this question. Please provide more details.
     
    >>Need ability to retrieve transcript to import into saleslogix.
     
    Yes. All records are stored in DB. You can transfer the data easily.
     
    >>Can these transacripts be e-mailed? include additional fields?
     
    Yes.
     
     
     
     
     
     
     
     

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