Crm Integration; Sugarcrm; Table 96: Sugarcrm Settings; Figure 187: Sugarcrm Basic Settings - Grandstream Networks UCM6202 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 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.
1. Select "SugarCRM" from the CRM System Dropdown in order to use SugarCRM.
CRM System
CRM Server Address

CRM INTEGRATION

Figure 187: SugarCRM Basic Settings

Table 96: 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.
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