Dialogue Cloud

CRM Service Installation

CRM 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 Anywhere365 Web Extension Window or the Anywhere365 WebAgent application.

CRM Service Installation and Configuration for CRM Nodes

Note: A CRM connector license specific to each data source is required.