Crm; Sugarcrm; Table 104: Sugarcrm Settings; Figure 198: Sugarcrm Basic Settings - Grandstream Networks UCM6206 User Manual

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 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 webGUI under "PBX ->
CRM -> Basic Settings".
Select "SugarCRM" from the CRM System Dropdown in order to use SugarCRM.
CRM System
CRM Server Address
Add Unknown Number
Contact Lookups

CRM

Figure 198: SugarCRM Basic Settings

Table 104: SugarCRM Settings

Select a CRM system from the Drop down, two CRM systems are
available: Salesforce and SugarCRM.
Enter the IP address of the CRM server.
Add the new number to this module if it can't be found in the
selected module.
Select from the "Available" list of lookups and press
select where the UCM can perform the lookups on the CRM tables,
Leads, Accounts, and Contacts.
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