Netsuite CallMonkey Integration
One of our clients came to us for getting an integrated solution for managing their CRM with CallMonkey. This is a call center managing software. We did their NetSuite–CallMonkey Integration.
Effective customer relationship management (CRM) is crucial for the success of any business. In NetSuite, we can make different leads and these leads are the first step in NetSuite.
Requirement
The client wanted integration of NetSuite ERP with CallMonkey for seamlessly connecting with their leads. One needs to pass on the information about lead record creation in NetSuite to CallMonkey. This is essential to fix appointments.
After fixing an appointment with the lead, one has to close the lead record in NetSuite.
The leads created in NetSuite will sync with CallMonkey account through this integration. In CallMonkey platform they can create appointments with these leads.
Scheduling the appointments will change the corresponding status. When such a thing happens, the sales rep can understand the corresponding appointment status in NetSuite.
For our client, this integration is essential to operate a seamless transition between both the platforms.
Challenges of NetSuite – CallMonkey Integration
The main difficulty was to find a viable solution for checking the status of leads in the CallMonkey software. After fixing the appointment with leads, the system updates the status in CallMonkey.
One needs to get that information in NetSuite for continuing the business processes. Another challenge our team faced is that of the field validation when creating a lead record in CallMonkey account
Our solution for the Integration of NetSuite ERP with CallMonkey
Our experts created lead records in NetSuite account by means of the integration with CallMonkey.
They then linked the lead account with CallMonkey call center to qualify the addresses. CallMonkey will then schedule the appointment with the leads.
Our expert team used suite script and saved search functionalities of NetSuite. They use User event and scheduled scripts for the Implementation. They developed a schedule script for checking the status of the leads in CallMonkey. This automatically checks the status at specific intervals.
Integration Steps
Our development team used different functions in the User Event script. A lead record is creating by this user event script. They used field search and option search functions to get the name Key and option Key.
They did so by making a search in employee records to get the entity ID. In the post-submit function, it selects all necessary fields from NetSuite.
The system creates a search in lead records to get the internal id and the CallMonkey address of leads. It uses the update status function to set the status, appointment and sales rep to lead record.
If the lead has an appointment from CallMonkey then it will set the status, appointment and sales rep. The script will check whether sales rep from CallMonkey is available and when not, it sets up sales rep function. If the lead has no appointment, then it sets only lead status.
Results
CallMonkey integration allows our client to meet their customer goals while also increasing their revenue. It is a telemarketing software that can identify the leads and allow them to schedule appointments.
NetSuite–CallMonkey Integration helps our client to easily manage their because. This is because our team has profound knowledge in the field of NetSuite Integration.
Our expert developer team successfully integrated NetSuite ERP with CallMonkey. We generated a lead record in NetSuite by validating the field conditions in CallMonkey.
Then set the status, appointment and sales rep updates from CallMonkey to NetSuite. This update also schedules so that our client can know of any change immediately. By this integration, our team can provide brilliant solutions for our client to easily meet their business goals.
