Telephony integration with MoiSklad service
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MoySklad is one of the most popular SaaS solutions for trade management in Russia. In 2016, according to CNews Analytics, MoySklad ranked 7th in terms of revenue among cloud service providers. Product innovation at the time of launch was that it allows you to automate the accounting of trade and warehouse operations online.
Offering opportunities for such business areas as wholesale and retail trade, online shopping and manufacturing, the service could not do without a CRM module. And, of course, it is important for us to be represented as a telephony service that can be integrated with this project.
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The company iptelefon.su is a telecom operator and integrator. We offer a turnkey solution for IP telephony based on Zeon IP PBX. In the cloud or on your server.
We are closely following the development of all significant projects and services related to communications in business in the Russian market. And of course, such a system as MoySklad could not but fall into our field of vision. It is worth noting that in the process of working on the development of the integration module, we had difficulties, but support for MoiSklad was excellent: they refined the API methods, which improved their service, and we were able to successfully complete the project.
Among the advantages of the service, as many users note, is a quick start and the lack of unnecessary functionality for small and medium businesses. Subsystems of warehouse accounting and trade automation, the creation and unloading of documents, the workplace of the seller-cashier and other services are presented.
To automate the online store, integration with many well-known CMS, such as 1C-Bitrix, Opencart, WooCommerce and InSales, has been carried out. The system also allows you to upload data about products to Yandex.Market without the need to create your own online store, to the social network VKontakte, via VK Goods with automatic photo upload.
Integration with CMS makes it possible to transfer orders from the online store to the system, and stock balances back.
Mobile applications on iOS and Android have also been created to work with outlets, which allow organizing a cashier’s workplace — a mobile cash register operating on a tablet or smartphone. Of course, the application works with the appropriate trade equipment for printing cash and sales receipts, and, like all modern cloud POS applications, if necessary, allows you to work in offline mode with subsequent data synchronization.
The system allows you to customize sales funnels in different directions, for example, wholesale and retail sales.
The functionality includes:
Integration allows you to identify the client at the time of the call, receive calls and make calls directly from My Warehouse quickly and conveniently. When an incoming call is in My Store, a customer card pops up - you can immediately see who is calling. For a new lead, you can create a card right during a call. The call history is recorded in the service, and you can listen to the recording at any time by clicking on the links of the corresponding calls in the browser.
If you need to expand the functionality of the functionality when integrating PBX with a CRM-system, customization is possible according to your requirements.
Open the integration widget and fill in the fields:
Then go to the IP-PBX Zeon. Menu> System> Integration. Find the tab "Integration with the MoySklad service."
Regards, iptelefon.su team
Information about IP PBX Zeon
MoySklad is one of the most popular SaaS solutions for trade management in Russia. In 2016, according to CNews Analytics, MoySklad ranked 7th in terms of revenue among cloud service providers. Product innovation at the time of launch was that it allows you to automate the accounting of trade and warehouse operations online.
Offering opportunities for such business areas as wholesale and retail trade, online shopping and manufacturing, the service could not do without a CRM module. And, of course, it is important for us to be represented as a telephony service that can be integrated with this project.
')
The company iptelefon.su is a telecom operator and integrator. We offer a turnkey solution for IP telephony based on Zeon IP PBX. In the cloud or on your server.
We are closely following the development of all significant projects and services related to communications in business in the Russian market. And of course, such a system as MoySklad could not but fall into our field of vision. It is worth noting that in the process of working on the development of the integration module, we had difficulties, but support for MoiSklad was excellent: they refined the API methods, which improved their service, and we were able to successfully complete the project.
Brief Service Description
Among the advantages of the service, as many users note, is a quick start and the lack of unnecessary functionality for small and medium businesses. Subsystems of warehouse accounting and trade automation, the creation and unloading of documents, the workplace of the seller-cashier and other services are presented.
To automate the online store, integration with many well-known CMS, such as 1C-Bitrix, Opencart, WooCommerce and InSales, has been carried out. The system also allows you to upload data about products to Yandex.Market without the need to create your own online store, to the social network VKontakte, via VK Goods with automatic photo upload.
Integration with CMS makes it possible to transfer orders from the online store to the system, and stock balances back.
Mobile applications on iOS and Android have also been created to work with outlets, which allow organizing a cashier’s workplace — a mobile cash register operating on a tablet or smartphone. Of course, the application works with the appropriate trade equipment for printing cash and sales receipts, and, like all modern cloud POS applications, if necessary, allows you to work in offline mode with subsequent data synchronization.
CRM features
The system allows you to customize sales funnels in different directions, for example, wholesale and retail sales.
The functionality includes:
- compact directory of contacts and counterparties;
- a tape of events for fixing the history of relationships with customers; information about calls, letters, meetings, data entered by the manager independently, and colleagues can be displayed there;
- control of the sales department's activities through tasks and reminders, setting up email notifications about new, changed and scheduled tasks for today;
- creation of documents, invoices, contracts directly from the customer card;
- email and SMS-mailing to individual groups of clients or throughout the entire database; connection to the UniSender, Sendsay, SubscribePRO services. Further, it is possible to receive reports with detailed information on the delivery and opening of a letter, a link navigation map;
- sales funnel reports, by counterparty;
- It is possible to import statements and payment orders in 1C format with such banks as Tochka, Alfa-Bank, Modbankbank and Tinkoff.
Telephony features
Integration allows you to identify the client at the time of the call, receive calls and make calls directly from My Warehouse quickly and conveniently. When an incoming call is in My Store, a customer card pops up - you can immediately see who is calling. For a new lead, you can create a card right during a call. The call history is recorded in the service, and you can listen to the recording at any time by clicking on the links of the corresponding calls in the browser.
If you need to expand the functionality of the functionality when integrating PBX with a CRM-system, customization is possible according to your requirements.
How to setup?
Open the integration widget and fill in the fields:
- the address of the telephony provider is http: // <server address> /api/integration/moysklad.php;
- The address of MoySklad API is generated automatically, it needs to be transferred to PBX (see below);
- access key - generated when you click on the button “Create access key”. You also need to transfer it to the PBX;
- extension numbers are filled in accordance with the system users;
- To activate the widget you need to tick the "Connected";
- and click "Save".
Then go to the IP-PBX Zeon. Menu> System> Integration. Find the tab "Integration with the MoySklad service."
- Turn on the state "On"
- Enter the address from the widget
- And the secret key that corresponds to the "Access Key" in MoiSklad
- Press the "Save" button
Why is it better to work with telephony from iptelefon.su?
- We will make all the settings without your participation.
- You will get a powerful telephony system
- All services can be taken in one “window”. ATS, Communication services, ip-sim cards (FMC service), Russian numbers, Equipment (ip-phones, headsets)
- Technical support by phone
- Quick connect and launch
Regards, iptelefon.su team
Information about IP PBX Zeon
Source: https://habr.com/ru/post/353148/
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