What to Keep in Mind for Successful VICIDial Zoho Integration?


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What to Keep in Mind for Successful VICIDial Zoho Integration?


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VICIDial is a popular call center solution and Zoho is also renowned CRM system. There are many companies that use both Zoho and VICIDial. Using both of these solutions as separate solutions can be time consuming and often result in some human errors. Thus, businesses prefer to use a holistic solution by integrating both of these solutions.

VICIDial Zoho integration is used to integrate both of these solutions, so the users can have a single sign on facility and many more benefits. To integrate VICIDial and Zoho one needs to have knowledge of both of these systems or they need to use service from a company that offers call center CRM integration. Whether you perform VICIDial Zoho integration by your own or you use service from a company to make this integration successful and beneficial keep some important points in mind which are briefed in this article:

1. All important features must be accessed with single sign on

Single sign on means by signing into one system, you can access features of both solutions. You do not need to sign in to two different systems and switch back and forth. VICIDial Zoho integration must provide this facility. As you can imagine, both VICIDial call center software and Zoho CRM solution are huge solutions with lot of features and modules. Thus, adding all features of both of these solutions within single sign on will make it overwhelming and complex. Thus, it is necessary to choose the required features and show that within single sign on.

2. Automation should be part of integration

Automation is the need of time. Isn’t it?

VICIDial Zoho integration must provide automation in various operations, especially, data management. Without entering the same data twice or without making too many efforts, data change in one system should be reflected in another system as well.

3. Data should not loss

VICIDial and Zoho, both solutions store customer information as well as other vital business information. Without a doubt, this information is useful and businesses must invest time and efforts in assuring that data loss would never happen. If you already use both or any of these solution, you need to make sure that during the integration process, your data should not get lost. Whether you have any system in use or not, even in the future, data should not get lost. Also, any changes made in any of the system should have the logs which show details about the changes with ownership and time of changes to keep track. It means if someone from the staff removes an entry, the system should show the log with the name of the person and details of the removed entry. This helps in assuring that data loss is preserved.

Conclusion

VICIDial Zoho integration is a very beneficial process and to leverage the real advantage of it, you have to be cautious about the whole process and outcome to be achieved. If you take service from a company, before awarding the project ask them to give assurance on providing above mentioned functionalities.

Author Bio

Author works in a company that offers call center CRM integration for different call center solutions and CRM systems such as VICIDial vTiger integration


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