AVANSER’s online integration allows for call data to be reported into SugarCRM so that call records can be used to create entries for current or potential customers. The call details are entered as Call Leads within the CRM which can then be assigned to staff for follow up. The advantages of this is it not only reduces the manual task of creating new entries for each call within SugarCRM, but also includes valuable extra data recorded by AVANSER that is then inserted into the customer entry depending on pre-defined fields.
When a customer makes a call to an AVANSER tracking number, AVANSER captures the details of the call. These details are then automatically sent to SugarCRM where a new customer entry is created as a Lead within the Calls module. The call data is entered into a set of default fields that can then be updated and extra information added. A call recording will also be included if one exists.