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UCM6200 Series User Manual
Version 1.0.19.27
CRM INTEGRATION
Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that
companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with
the goal of improving business relationships with customers.
The UCM6200 support the following CRM API: SugarCRM, vTigerCRM, ZohoCRM and Salesforce CRM, which
allows users to look for contact information in the Contacts, Leads and / or Accounts tables, shows the contact
record in CRM page, and saves the call information in the contact’s history.
Note: Starting firmware 1.0.17.16, emergency calls will not be logged into CRM servers.
SugarCRM
Configuration page of the SugarCRM can be accessed via admin login, on the UCM webGUI→Value-added
Features→CRM.
Figure 230: SugarCRM Basic Settings
1. Select “SugarCRM” from the CRM System Dropdown in order to use SugarCRM.
Table 111: SugarCRM Settings
CRM System
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM and Salesforce.
CRM Server Address
Enter the IP address of the CRM server.
Add Unknown Number
Add the new number to this module if it can’t be found in the
selected module.