CRM Service Installation
Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. Service can be installed for the following CRM solutions to display CRM information about the caller directly in the Dialogue Cloud WebAgent application.
Prerequisites
Licensing prerequisites
To display CRM contact and case information in WebAgent, you need:
- A valid WebAgent license.
- A CRM connector entitlement for each configured data source or CRM connection. This may be included in your subscription or provided through AW301, CRM Connector (read-only).
A CRM connector retrieves information for WebAgent. It does not, by itself, license embedding WebAgent inside a CRM application.
Contact your AnywhereNow representative if you are unsure whether your subscription includes the required connector.
Select CRM Connector
Select the CRM Connector you want to deploy:
