User Manual

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UCM6200 Series User Manual
Version 1.0.15.16
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 series support two CRM API, SugarCRM 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.
SugarCRM
Configuration page of the SugarCRM can be accessed via admin login, on the UCM Web GUIValue-added
FeaturesCRM.
Figure 193: SugarCRM Basic Settings
1. Select “SugarCRM” from the CRM System Dropdown in order to use SugarCRM.
Table 97: SugarCRM Settings
CRM System
Select a CRM system from the Drop down, two CRM systems are
available: Salesforce and SugarCRM.
CRM Server Address
Enter the IP address of the CRM server.