A New Frontier in Communications - 3CX StartUP

[N_G]

@ConceptsWeb no because its one config for whole server at the moment. we will add client based CRM soon so companies can configure their own CRM per group....

 

[Evolute IT]

@ConceptsWeb no because its one config for whole server at the moment. we will add client based CRM soon so companies can configure their own CRM per group....

Client based? Interesting.

 

[Cash@Voxtelesys]

From my guess, this would be mean CTI functions on the local client so that they could interop and make calls with their CRM apps/webclients?

 

[N_G]

yes exactly, you can do that already with click2call but we are going to make more integration on the client side

 

[accentlogic]

yes exactly, you can do that already with click2call but we are going to make more integration on the client side

Any Client side integration for StartUP or dedicated will be huge if it can log the record as user that made or received the call, etc. Currently, it all shows created by the CRM integration user account.

 

[N_G]

@accentlogic This is absolutely the plan to have this fixed asap. What are the most popular CRMs within your customer base may i ask?

 

[accentlogic]

@accentlogic This is absolutely the plan to have this fixed asap. What are the most popular CRMs within your customer base may i ask?

@Nick Galea Fantastic!

Definitely Salesforce, then Zoho.

 

[N_G]

not Hubspot? Which is much more popular for 3CX users, surprisingly...

 

[kent3]

Are we still going to see the 3CX built in support ticket system, mentioned a little while ago

 

[accentlogic]

not Hubspot? Which is much more popular for 3CX users,

 

[N_G]

@kent3 - no this is unlikely. we are focusing on comms and live chat. There are many help desk ticketing systems. Mind you some basic inbuilt ticketing in the webclient for live chats we have and will be continue to be built. Also template answers and surveys will come soon

 

[kent3]

@kent3 - no this is unlikely. we are focusing on comms and live chat. There are many help desk ticketing systems. Mind you some basic inbuilt ticketing in the webclient for live chats we have and will be continue to be built. Also template answers and surveys will come soon

Cheers for the info Nick!

 

[N_G]

The idea had been to integrate Zammad, but we have decided against it. You can still download Zammad for free though and integrate it with 3CX. Or use their hosted option but its a similar price to other systems.

 

[accentlogic]

not Hubspot? Which is much more popular for 3CX users, surprisingly...

It may have something to do with the type of clients we work with. Better Salesforce integration will definitely help us with sales into larger organizations.

Edit: I see better Salesforce CRM integration needed for the full product, not StartUP.

 

[edossantos]

Edit: I see better Salesforce CRM integration needed for the full product, not StartUP.

You will be able to use the new client side approach with non-startup installations too...

 

[Evolute IT]

You will be able to use the new client side approach with non-startup installations too...

Will it still allow for custom integrations? Also, can we get as much/more info in those than server-side?

 

[accentlogic]

Will it still allow for custom integrations? Also, can we get as much/more info in those than server-side?

Maybe a link to the call recording? Or even capture the call transcription?

 

[Evolute IT]

Maybe a link to the call recording? Or even capture the call transcription?

Or the freaking DID for f sake.

Call transcript is not important as that would cost a lot for long calls.

Recording link: YES.

 

[edossantos]

Will it still allow for custom integrations?

I'm afraid not, at least in an initial stage, as this will be javascript code embedded in the Web Client and Desktop App....

Also, can we get as much/more info in those than server-side?

Yes, we are planning to support contact lookup, contact creation, call journaling and chat journaling. Also giving the user the option to add call notes while they speak with the customer, and define the contact name from the client, instead of providing a default name that you need to change from the CRM side. We're also considering sending the call recording to the CRM, but this might not be available initially, we are still at an early stage to confirm this.

 

[N_G]

Yes its on our radar and we will add this client side for all types of 3CX. Custom integrations we want to find a way you can trigger your own code for example..... And also log recording link for sure