Zeon IP-PBX + RetailCRM = Efficient Online Sales

    We integrated with another interesting system. And we can’t wait to talk about it.

    RetailCRM was originally positioned as a CRM system for online trading, one of its key advantages is the ability to process orders in the "single window" mode from the moment of receipt of the application to delivery. It has an open API that can satisfy a variety of requests for integration with sites, landings, and other systems.




    Description of RetailCRM service Website

    The

    system is widely integrated with various e-commerce services. For example, with Yandex.Kassa, which allows you to invoice via retailCRM in the form of SMS or a link sent to the client in any convenient way - for example, via chat, instant messenger or e-mail.

    Another feature of CRM is the trigger system. The system can be “trained” to launch various automatic operations based on certain events. Of course, many of them are associated with auto-sending letters to the client with well-known subjects: the goods are in the Basket, but not ordered - please write a letter with a special offer. The client looked at some products on the site. And it automatically receives a letter, for example, at a discount on these products.

    Judging by the reviews, retailCRM is popular with marketers. She collects a lot of diverse data about each order, visitor: how many sales, orders, profit, how much time it takes to complete the order, where the client came from, average bill, reasons for cancellations, payment methods, etc. Reports allow you to get the data you need in a few clicks.

    Telephony features in the system

    Standard CRM with connected telephony provides the following functionality:

    1. With an incoming call, the manager can see the client data from the CRM database, if one is already there, the specialist also sees deals, which allows him to better prepare for the upcoming negotiations. Otherwise, it is proposed to create a new order.
    2. Making an outgoing call from a customer’s card, order, task.
    3. Ability to listen to records of all conversations from CRM.

    Description Zeon IP-PBX Zeon PBX

    website

    is a new innovative product that allows you to integrate with various crm-systems (cloud and boxed) in two clicks. Built on the Asterisk core, available in both boxed and cloud versions, companies can connect up to 300 internal subscribers and, if necessary, several telecom operators. The station supports devices of various manufacturers, such as IP phones and gateways, using the latter, analog lines can be connected to the PBX.

    Using additional modules, you can activate the functionality:

    • Call center (Various roles: administrator, supervisor, operator / various panels, reports on operators / numbers / calls, monitoring of work, work with queues)
    • Auto redial (import and creation of lists, formation and support of queues, custom reports)

    Among the standard features:

    • Differentiation of roles in the PBX. Admin / Supervisor / User
    • Voice Menu (IVR), built-in editor
    • Call forwarding
    • Recoding mp3 conversation records
    • Statistics and reports
    • Organization of groups
    • Sending call records to mail
    • Sending missed notifications by mail
    • Selection and display of operator statuses

    New features when using both systems in combination

    • Pop-up card. You can greet the customer by name. Quickly without searching go to his personal card. Find out all the necessary information about him. Make a quick sale





    • Missed Call Information
    • Call history
    • Listening to a recording (no download)
    • Click-to-Call



    In general, the Zeon RetailCRM + IP-PBX complex for the e-commerce business looks pretty impressive. Powerful channels of incoming orders - the store, CPA networks, trading floors, mobile applications and landings - are replenished with the support of telephone communications, including those based on the easily organized functionality of the call center in both inbound and outgoing calls.

    How to setup?

    To integrate, you need to use RetailCRM in your personal account, go to “Settings”> “Integrations”> “API Access Keys”. And copy the key.



    Next, go to Zeon. Go to the “Integration” menu and select “Integration with RetailCRM”. We indicate the address, it corresponds to your domain in RetailCRM + / api / v5 / (for example: https: //iptelefon.retailcrm.ru/api/v5/). And enter the secret key that we received in the RetailCRM account. Click “Save.”



    Return to RetailCRM. Go to the "Marketplace".



    We find the “iptelefon.ru” icon (below). We click on it.



    The telephony settings menu opens. Go to “Telephony”> “Extension Codes”. We drive in the internal numbers of employees. Click “Save”.



    Everything is complete.

    Why is it better to work with telephony from iptelefon.su?

    • We will make all the settings without your participation;
    • You will get a powerful telephony system;
    • All services can be taken in one “window”. ATS, Communication services, ip-sim cards (FMC service), Russian numbers, Equipment (ip-phones, headsets);
    • Technical support by phone;
    • Quick connect and launch

    Sincerely, The iptelefon.su
    Information IP-PBX Zeon

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