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Asterisk SugarCRM Integration

 
 
     
Job Summary:
 
Job Type: Project
Budget: $ 300-1000
Required Skills: PHP, PHP/IIS/MS SQL, Programming, Website Design, Website Development
Attached Files: (None)
 
Status: Closed for bidding
 
Buyer Summary:
 
Username:
hookster  
Feedback Score: Rating: (No Feedback Yet)
Award Reliability: 4 posted 0 paid
 
Location: Clifton, NJ, United States
Member Since: May 21, 2008
 
Invited Users: There are no invited users


Description
I\'m looking for someone who is extremely familiar with Asterisk setup and customization. Our goal is to use X-Lite softphones to connect to our hosted asterisk server using a ViaTalk VOIP Account. Asterisk and FreePBX are running on the server but we are not able to connect from X-Lite.

Once both outbound and inbound phone calls are working, we need to integrate Asterisk with SugarCRM. The developer also needs to be familiar with up Dial Plans and defining least cost routing tables. We would like to manage call flow with FreePBX which is already installed.

We are looking to integrate a hosted SugarCRM deployment with our hosted Asterisk deployment so that when a Sales Agent makes a call from his calendar or activities list in SugarCRM using the firedialer, then the record of that call as generated in ViaTalk will populate the record of the call in SugarCRM. Also need to create a management level report so that management can see all calls and their durations made by each agent in SugarCRM.


Additional information: Submitted on 10/11/2009 at 11:21 EDT

The SugarCRM click to call would be implemented by integrating the SugarCRM Patch detailed below.

Aterisk Integration

This patch will enable you to add Asterisk outbound dialing into SugarCRM.

Simply install the patch using the Upgrade Wizard then configure the Asterisk settings in the Configure Settings section of Admin.

You will also have to add an extension value to each user.

Once configured, all users with an extension value will have a phone icon next to contact and account telephone numbers. Click the icon will dial that number from their phone.

The patch can be downloaded at:

http://www.sugarexchange.com/product_details.php?product=204

more details can be found at:
http://www.sugarforge.org/projects/asterisk-int


Additional information: Submitted on 10/11/2009 at 16:27 EDT

Additional Requirements to merge the Proffessional and CE instances of SugarCRM:

Telephone Sales Structure.

Two types of phone sales agents (User Types) created in Sugar
CE which can be duplicated into unique instances of each user type representing individual agents; will be identical except for user type.
1. Cold Call
2. Scheduling Agent

Flow of info;

1. Purchase or otherwise acquire sales lead data in a certain spreadsheet format.
Import to Sugar CRM Professional Edition
A. Must be checked against No Call List.
B. Parsed or otherwise sorted into usable sized lists and distributed amongst cold call agents (using Sugar CRM CE) ***must be system in place to make it impossible for two agents to have the same lead .

2. Agents make calls and present product to potential clients. Depending upon the outcome of the sales presentation the leads must be appropriately annotated to avoid calling the same lead twice;

Example of lead status annotation (must be an extra field level entry in the data base created when input into CE)

A. not interested (lead is marked no longer valid)

B. Interested, like to talk later, schedule follow-up call, (Lead is marked scheduled for follow-up)

C. Would like to schedule session (lead is marked Sale Successful)
In the case of a successful sale an automatic e-mail should be generated including all the available lead data and time of sale, which can later be compared to new accounts created and sales processed in order to assure consistency.

3. At the end of shift cold call
telemarketer must initiate a process by which leads are returned "annotated" (with the extra DB field) to Sugar CRM Professional edition to update master leads DB.
4. Statistical information must be stored about every call made by an agent. These entries must be be generated in such a way that the information can be transfered to the
Professional Version Sugar CRM to utilize the forecasting and reporting features available in the paid version.
Statistical Information should include;
Record of all calls each including original lead info as well as following specifications;
number of calls made per (any amount of time)(by individual agent)(by all agents)
time spent per call (any call)(average time per/ total calls)(average time per/ individual agent)
Script # used in any particular call
number of sales made by agent
number of sales made in any particular amount of time
number of sales made at any particular time of day
Number of sales made to any particular area code

Must be a system by which Professional Edition Sugar
CRMs statistical functionality is utilized. Must be Professional edition in order to maintain proper accounting and forecasting information.

Telephony Requirements.
I’d like to see an integrated multi-line VOIP system in which lines can easily be added or subtracted, running in conjunction with our sales agents, that would allow for the transfer of calls between the two types of agents, and allow for incoming calls to be fielded by the appropriate agent based upon rules of availability that can be changed. The Telephone sales agents should be able to view their list of leads and simply click a lead and the call should be placed, as the call is placed a option box should be displayed allowing the annotation to be selected from the three options detailed earlier, also a text box for notes. In the case of a sale the automatic email should produce a template with the lead's info, which is directed to an email of our administrators choosing. In the case of a sale by a cold call type the call should be able to be transfered to a scheduling agent type who will complete the sale using other softwares and create a new client account in the SugarCRM Proffesional.




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 Bids Received (23)   Shortlist (0)   Declined Bids (7)   
Average bid amount:   $992.21   Average delivery time:   20 Day(s)
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Premium User  
software  
Ahmedabad, IN
location
US$1,700
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9.68/109.68/109.68/109.68/109.68/109.68/109.68/109.68/109.68/109.68/10
(72 reviews)

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31 day(s)
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Decline Reason: Service provider did not have necessary expertise
Hello respected sir We are expert in developing the clone of any websites. Please open the chat with us so that so that we can discuss the things in the most appropriate way. We will like to show you the different links of our past work and even the portfolio of work done till date to get the clear idea about our company and quality of service we are providing. Thank you very much for reading our proposal. Mxicoders Software solutions is into the website designing and development since since last nine years. We are proving e-business , branding , web application solution , payment solution , ecommerce solution for medium scale and small scale business with 100% guarantee for the success in to the business. We will promote your web application online and give you good hits. We have very good knowledge in PHP , MySQL , AJAX , Jquery , Flash Player , Video Streaming , GD library , Smarty and all latest technology. We are very familiar with all types of open-source like joomla , oscommerce , drupal and Word Press . We can delivered you very secured, customized application as per your requirements , without any error or bugs. I will be really pleased if you will check your PM. - Who we are and why will you select us as your provider , why we are the best - What we understand and what need to be clarified before start work - When will we deliver your job , why need your cooperation Waiting for your prompt response so we can do something best for you Regards Mxicoders Software Solutions
Bid Time: 10-07-2009 07:10
 
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technocraft  
Nagpur, IN
location
US$650
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7.13/107.13/107.13/107.13/107.13/107.13/107.13/107.13/107.13/107.13/10
(16 reviews)

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30 day(s)
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Decline Reason: Did not address my project requirements
Dear Sir,We have more than 9 years of experience in Software Fields to work with commercial customers around USA as well as all around Glob. Customer satisfaction is our valuable profit. We have expertise in various domains and having enough work experience in it. We have experience to work with many Web Technologies Flash,Photoshop,Dreamweaver,other Programming Languages , Software evelopement, Database Developement and other Designing related work. We have much experience to work with ASP,AsP.net,PHP, MySQL, MSSQL,VB.net and Wordpress Joomla 1.5, Drupal. Please open PMB for detail discussion. Thanks Regards Technocraft.biz
Bid Time: 10-05-2009 06:49
 
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kloudz  
kolkata, IN
location
US$500
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10.00/1010.00/1010.00/1010.00/1010.00/1010.00/1010.00/1010.00/1010.00/1010.00/10
(3 reviews)

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25 day(s)
delivery time

 
 
Decline Reason: Did not address my project requirements
Hello, At Kloudz Technologies IT stands for Innovative Thinking,it is the most powerful feature of the human mind that helps an organization to rise above the custom, the expected and the usual. We come up with inventive solutions that add value to our products and services while authorizing our high esteemed clients to rise above the rest in a highly competitive arena. Based in Kolkata, Kloudz Technologies is a novel web design and development company providing highly scalable abstract and functional solutions to the businesses world over. The company has been formed in 2009 by a bunch of industry professionals, having in-depth experience of technology and managerial development, on the premise of providing cutting edge communication solutions to global business community. Kloudz Technologies has quickly grown into a well-known integrated InfoTech service source offering cost-effective and quality solutions in PHP, MySql, Content Management System, Os Commerce, Joomla, Drupal, Photoshop, Flash, 3D, SEO and Content Writing. Please give us the authentication to interact with you through PMB.Then We can discuss with you about the project and show you our sample work. Thanks a lot kloudz Team
Bid Time: 10-05-2009 01:20
 
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gayansanjeewa  
Matara, LK
location
US$355
bid amount

(No Feedback Yet)
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10 day(s)
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Decline Reason: Did not address my project requirements
Dear sir, I have read and understand the requirements you have specified on the project description. And also I am very happy to tell that I got All required skills to serve for you. Thank you. Best Regards, Gayan Sanjeewa
Bid Time: 10-04-2009 18:45
 
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softcoder05  
Ahmedabad, IN
location
US$800
bid amount

(No Feedback Yet)
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30 day(s)
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Decline Reason: Did not address my project requirements
Dear Buyer, We are the team of 15-20 People including developers and designers. Our team includes experienced persons in field of different technologies. Our Customer set belongs to Europe, USA , Australia and many other countries around the Glob. We are providing our services to many different and advanced technologies. Our work field includes CMS (Content Management System), Web Technologies, Application Software Development and Real-time Software development. We have more than 7 years of experience to work with Joomla, Drupal, Wordpress, Magento, VB.net, C#.net, ASP.net,JAVA, J2ME, JSP, VB, PHP, MySQL, MSSQL, C, C++. Visit our portfolios to know about my work and We are not a premium member of GetaCoder so can't add more then 5 portfolios. Please connect via chat for further discussion. Thanks Regards Softcoder05
Bid Time: 10-04-2009 22:51
 
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enersen  
Bangalore, IN
location
US$350
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10 day(s)
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Decline Reason: Did not address my project requirements
Hello, We are a group of experienced web developers. And we have good technical resources in PHP 4&5, MySQL, VB.NET, C#, ASP.NET, Smarty, AJAX, JQuery, JavaScript,Flash, Photoshop and Other open source technologies. We can finish your work ASAP with good quality. Please do reply to us. We will be looking forward form you. Thanks, Enersen
Bid Time: 10-05-2009 01:31
 
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ranim  
chennai, IN
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US$900
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28 day(s)
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Decline Reason: Did not address my project requirements
Hi, We are glad to inform you that we do take-up Individual projects. Surely we could help you with PHP, Mysql, Ajax etc. projects as we have developed many sites for our US quot UK clients by having our creative Designers and programmers with good working experience in Photoshop,Flash,CSS,Ajax,XML,HTML,PHP,MYSQL,CMS,Jquerry,Joomla,Wordpress,Drupal,Dolphin,who can work with your projects and could help you at any time during the project period. Our firm is more than 7 years old and we have completed several projects successfully for a number of clients in the US, and for others clients in the UK and elsewhere. While our rates are very nominal, we provide software development solutions and services of very high quality, in a timely and professional manner, always. We assure you that we would be giving our full effort to deliver the projects on time. Though we are not individuals we are also experienced in doing individual projects with our US and UK clients. Please open chat session so we can place our samples and other details. Thanks Rani.
Bid Time: 10-05-2009 05:37
 
 


 
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