October 16, 2015 at 01:36CRM is a mockingbird. We integrate amoCRM, telephony and cellular
As one of our partners says, “It is important to be not the first, it is important to be successful.” So we did not seek to invent solar powered electric cars, but for several years patiently and consistently developed the next SaaS, a virtual IP-PBX, of which there are already more than a dozen. Although the market is non-rubber - someone is coming, someone is leaving - but IT is developing at such a fast pace that for now it is full of unoccupied niches and it’s enough to show diligence and creativity, technical literacy and you will certainly manage to recruit a certain number of customers, and if you work correctly, then also gradually increase the customer base until the business reaches profit. What is happening to us now. In this blog we would like to share our, if not know-how, then some specific developments, which allow you to confidently move forward and develop the service. Some time ago, having experienced the IT pulse of a decade, we decided that we would develop not just a cloud-based PBX, but a PBX with advanced integration capabilities with other ISs, about which a little lower.
The PBX code is based on an open platform, widely known in the professional environment. Genetically, our ZEON PBX is Asterisk’s great-grandson, and his communication core is related to his great-grandfather. The interface, statistics modules, the entire control shell and much more are written from scratch by our developers. At the end of 2014, at the next anniversary industrial and corporate meeting, realizing that the development, which had spent 350 years of hard work, sweat and blood from developers Oleg and Sergey, the nerves of product manager Nastya and businessman Timur, we decided what we would do “not like everyone else” service, which means we will explore hitherto unknown depths of APIs, integrations and connectors. Long live the cloud PBX, integrated with all appliances from MediaMarkt and M-Video.
With what and how to integrate, it was decided in almost 3 minutes: all the trends on the surface:
Trend One.
More and more often, in their business processes, they use CRM in conjunction with telephony and to understand this, it’s enough to spend a couple of hours studying the customer’s appeal, which we carefully collect and analyze. We will integrate with the leaders of the cloud CRM market, at the same time, we will redesign the API and let our customers independently integrate with whatever they themselves wish. Solved and recorded in Trello.
Second trend
Mobile communications integrated with CRM and PBX. Very fashionable and booming trend. About a year ago, the highly modified FMC SIM cards of one of the mobile phones appeared on the market and we immediately ran to partner with them, realizing that the integration of corporate mobile communications, CRM and PBX is a killer feature, with which we will tear the market to shreds few hours.
Here's a picture on our kanban board:
Fashionable FMC SIM cards are configured in the PBX like regular office IP phones (technologically it is not as difficult as it seems) and our Zeon absolutely sincerely thinks that SIM cards are ordinary sip devices with a username and password and a short internal number. Since Zeon thinks just like that (and it really is), Simka becomes part of the telephone network of the enterprise with a short number, call recording and statistics. Anyone who dials Nastya's product short number from a SIM card will get to the office just like from an office phone. At the same time, for outgoing calls from a SIM card, the general company number will be substituted, not the mobile number. SIM cards simply do not have a mobile number: from the point of view of the PBX logic, SIM cards are ordinary office phones.
Excellent. Half the job done. Integration with mobile communications was launched in a couple of weeks, but “only this is not enough”: without integration with CRM, the scheme does not look like a rocket science. We will do integration with CRM so that company leaders not only enjoy the triumph of technology and listen to conversations from mobile phones and see all the statistics of cellular calls of Timur’s main seller. We want the esteemed boss bosses to get a powerful tool to control everything and everything related to telephony, see the statistics of calls of all employees - office and mobile - in transaction cards, can listen to the recordings of conversations in the client's card and can change the irresponsible transactions responsible for the transaction. We do it.
Who is the most-fresh of our CRMs with a well-described API, a friendly team and an attractive affiliate program? We suspect that amoCRM, which has recently begun to assemble practically stadiums at partner parties and is rattling the entire solar system. Ok, amoCRM, we are coming to you. Two technological giants are sure to agree.
Friendship of technology giants:
We are writing a connector for integration with AMO, on our side we provide the transfer through the API of all statistics of conversations - both from office and mobile - and the communication history of all employees, without exception, is now attached to the transaction card in amoCRM. Timur and Nastya have no chance to mislead the leader, all their conversations are visible and easily found in CRM. Potential clients tensed a bit in anticipation of the digital revolution about the need for which so many IT colleagues from San Jose spoke so much. In the "Integrations" section of amoCRM, our connector has appeared:
Surprisingly, Zeon himself was practically not to be touched. The PBX interface remained unchanged, the developers conjured with the kernel. From the point of view of the logic of the PBX, nothing has changed - SIM cards work like regular phones, which means that the next mobile employee starts up as easily as any other extension in the system - we indicate the short number, personal data, email, gender, age, marital status and nationality .
The integration happened, amoCRM is absolutely convinced that calls from mobiles are calls from regular phones and honestly shows them in the event stream as regular calls from fixed numbers. In the screenshot below, the number “45” is not the fixed number of the manager Sergey, this is his short mobile number. Sergey is a deeply decent person and honestly carries out instructions from the leadership. His active chimes with a potential client, while Sergei ran to the subway, fell into the CRM news feed.
The event stream is fleeting and with the active work of sellers it is quickly updated, displaying more and more beating of the emaciated heart of the company, so we want to see calls not just in the event stream, but also in each specific card, for any selected period.
We filter, generate, create reports and look at the transaction card for each client.
Everything is visible in the card too. The player at number "45" continues to call, but already at the exit from the subway. Apparently, the integration of CRM, mobile communications and PBX has greatly added enthusiasm, and Sergey, at heart, expects to receive an option in the business of the future technology giant.
What we get as a result: at first glance, the curious integration of cloud-based PBX and CRM is already in itself. This combination gives drive to any business that thinks about optimization and control. Integration with corporate cellular communications significantly strengthens the drive: the weak point of any company with a large number of mobile employees, couriers, drivers and hyperactive negotiating managers is the lack of control over their movements and activities. Now there is such control, SIM cards work in conjunction with all other phones and all calls are under control.
Our next steps are the development of additional killer features, so that our little blue connector in amoCRM honestly fulfills the efforts spent on its creation, however, to be honest, not so much effort was spent, amoCRM integrates perfectly and almost effortlessly with ZEON PBX .
We continue to think, work, be creative and not sleep at night.
Instead of an afterword Having
developed our ZEON and integrated it with mobile communications and CRM, we, Iptelefon, decided to get out of the dusk of the night vigils in the console of Asterisk and went, as they say, to the people. The plans include further product development, all kinds of announcements and promotion, regular updating of the blog here on Habré. We are ready to share with the community all our best practices, talk about found solutions and life hacks. Steps in this direction are already being taken. The first in our fascinating integration history, a nationwide exhibition of the achievements of the national IT economy thundered in the spring and we took part in it. Steve Jobs Laurels haunt us too.
The PBX code is based on an open platform, widely known in the professional environment. Genetically, our ZEON PBX is Asterisk’s great-grandson, and his communication core is related to his great-grandfather. The interface, statistics modules, the entire control shell and much more are written from scratch by our developers. At the end of 2014, at the next anniversary industrial and corporate meeting, realizing that the development, which had spent 350 years of hard work, sweat and blood from developers Oleg and Sergey, the nerves of product manager Nastya and businessman Timur, we decided what we would do “not like everyone else” service, which means we will explore hitherto unknown depths of APIs, integrations and connectors. Long live the cloud PBX, integrated with all appliances from MediaMarkt and M-Video.
With what and how to integrate, it was decided in almost 3 minutes: all the trends on the surface:
Trend One.
More and more often, in their business processes, they use CRM in conjunction with telephony and to understand this, it’s enough to spend a couple of hours studying the customer’s appeal, which we carefully collect and analyze. We will integrate with the leaders of the cloud CRM market, at the same time, we will redesign the API and let our customers independently integrate with whatever they themselves wish. Solved and recorded in Trello.
Second trend
Mobile communications integrated with CRM and PBX. Very fashionable and booming trend. About a year ago, the highly modified FMC SIM cards of one of the mobile phones appeared on the market and we immediately ran to partner with them, realizing that the integration of corporate mobile communications, CRM and PBX is a killer feature, with which we will tear the market to shreds few hours.
Here's a picture on our kanban board:
Fashionable FMC SIM cards are configured in the PBX like regular office IP phones (technologically it is not as difficult as it seems) and our Zeon absolutely sincerely thinks that SIM cards are ordinary sip devices with a username and password and a short internal number. Since Zeon thinks just like that (and it really is), Simka becomes part of the telephone network of the enterprise with a short number, call recording and statistics. Anyone who dials Nastya's product short number from a SIM card will get to the office just like from an office phone. At the same time, for outgoing calls from a SIM card, the general company number will be substituted, not the mobile number. SIM cards simply do not have a mobile number: from the point of view of the PBX logic, SIM cards are ordinary office phones.
Excellent. Half the job done. Integration with mobile communications was launched in a couple of weeks, but “only this is not enough”: without integration with CRM, the scheme does not look like a rocket science. We will do integration with CRM so that company leaders not only enjoy the triumph of technology and listen to conversations from mobile phones and see all the statistics of cellular calls of Timur’s main seller. We want the esteemed boss bosses to get a powerful tool to control everything and everything related to telephony, see the statistics of calls of all employees - office and mobile - in transaction cards, can listen to the recordings of conversations in the client's card and can change the irresponsible transactions responsible for the transaction. We do it.
Who is the most-fresh of our CRMs with a well-described API, a friendly team and an attractive affiliate program? We suspect that amoCRM, which has recently begun to assemble practically stadiums at partner parties and is rattling the entire solar system. Ok, amoCRM, we are coming to you. Two technological giants are sure to agree.
Friendship of technology giants:
We are writing a connector for integration with AMO, on our side we provide the transfer through the API of all statistics of conversations - both from office and mobile - and the communication history of all employees, without exception, is now attached to the transaction card in amoCRM. Timur and Nastya have no chance to mislead the leader, all their conversations are visible and easily found in CRM. Potential clients tensed a bit in anticipation of the digital revolution about the need for which so many IT colleagues from San Jose spoke so much. In the "Integrations" section of amoCRM, our connector has appeared:
Surprisingly, Zeon himself was practically not to be touched. The PBX interface remained unchanged, the developers conjured with the kernel. From the point of view of the logic of the PBX, nothing has changed - SIM cards work like regular phones, which means that the next mobile employee starts up as easily as any other extension in the system - we indicate the short number, personal data, email, gender, age, marital status and nationality .
The integration happened, amoCRM is absolutely convinced that calls from mobiles are calls from regular phones and honestly shows them in the event stream as regular calls from fixed numbers. In the screenshot below, the number “45” is not the fixed number of the manager Sergey, this is his short mobile number. Sergey is a deeply decent person and honestly carries out instructions from the leadership. His active chimes with a potential client, while Sergei ran to the subway, fell into the CRM news feed.
The event stream is fleeting and with the active work of sellers it is quickly updated, displaying more and more beating of the emaciated heart of the company, so we want to see calls not just in the event stream, but also in each specific card, for any selected period.
We filter, generate, create reports and look at the transaction card for each client.
Everything is visible in the card too. The player at number "45" continues to call, but already at the exit from the subway. Apparently, the integration of CRM, mobile communications and PBX has greatly added enthusiasm, and Sergey, at heart, expects to receive an option in the business of the future technology giant.
What we get as a result: at first glance, the curious integration of cloud-based PBX and CRM is already in itself. This combination gives drive to any business that thinks about optimization and control. Integration with corporate cellular communications significantly strengthens the drive: the weak point of any company with a large number of mobile employees, couriers, drivers and hyperactive negotiating managers is the lack of control over their movements and activities. Now there is such control, SIM cards work in conjunction with all other phones and all calls are under control.
Our next steps are the development of additional killer features, so that our little blue connector in amoCRM honestly fulfills the efforts spent on its creation, however, to be honest, not so much effort was spent, amoCRM integrates perfectly and almost effortlessly with ZEON PBX .
We continue to think, work, be creative and not sleep at night.
Instead of an afterword Having
developed our ZEON and integrated it with mobile communications and CRM, we, Iptelefon, decided to get out of the dusk of the night vigils in the console of Asterisk and went, as they say, to the people. The plans include further product development, all kinds of announcements and promotion, regular updating of the blog here on Habré. We are ready to share with the community all our best practices, talk about found solutions and life hacks. Steps in this direction are already being taken. The first in our fascinating integration history, a nationwide exhibition of the achievements of the national IT economy thundered in the spring and we took part in it. Steve Jobs Laurels haunt us too.