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Thread: Call center questions

  1. #1
    sc2sick is offline Junior Member
    Join Date
    Oct 2009
    Posts
    1

    Default Call center questions

    I am new to this community and the CRM packages in general.

    I am looking at implementing this from a call center point of view but have a few questions that I have been lost in finding answers to.

    I tried setting up a few sample accounts and building a campaign on those but am quite confused.

    I always considered a campaign something where:

    1. Account comes up.
    2. Take action whether calling it or making sure money came in or other action takes place
    3. Make a notation on the account
    4. Press a button and it moves onto the next account

    Sugar didn't function this way for me.. is there something I am missing or is it not built to function as I "understand" it?

    What if I wanted to handle it from an asset management/billing point of view?
    Is there a way to add a balance to an account for a product/service?
    What about for multiple products/services?

    or does Sugar not handle billing functions in any way?

    I tried looking through the wiki and searching and google but just got frustrated and lost.

  2. #2
    kinshibuya's Avatar
    kinshibuya is offline A Sugar Hero
    Join Date
    Jul 2008
    Location
    brasil
    Posts
    521

    Default Re: Call center questions

    Hi.
    For me sugar campaigns work in marketing bases: mass email, events, creation of new prospects in general. To work with the possibility of sales we work with the opportunities module. For billing we created a custom module.
    Priscila Kin Yamamoto Joranhezon
    Phone: +55 61 32010000
    priscila.joranhezon@nct.com.br
    NCT Informática Ltda

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