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The video titled 'Lightning Talk: Keep Calm and Stay in VOIP Context' features Yevhenii Yevtushenko, a software web developer at HomeDay, discussing the implementation of a streamlined communication system for CRM agents in the real estate sector. The central focus of the talk is on how to effectively manage client calls within their CRM system without the inefficiencies of toggling between multiple applications. Key points include: - **Challenge of Context Switching**: HomeDay's CRM agents were facing difficulties due to having to handle calls in a separate window (similar to ZipGate) from their main application, causing constant context switching, which was time-consuming and inefficient. - **Introduction to VoIP**: The video introduces Voice over IP (VoIP) as a solution for managing calls efficiently. - **Utilization of TML**: Yevhenii discusses the decision to implement TML (Telephony Markup Language) to facilitate the integrated handling of calls. TML allows CRM agents to define actions for VoIP events, thus providing a more seamless experience. - **Demo of the System**: A demonstration of the new system showcases its interface. When a call is received, it appears in the bottom left corner, keeping the current client in context. Agents can accept calls while remaining in the single application interface, where they have access to all pertinent information. - **Integration with Workflow**: The system allows agents to take notes during the call and auto-populates these notes into a wrap-up form post-call, ensuring that agents do not have to re-enter information, thereby enhancing workflow efficiency. In conclusion, this implementation of VoIP and TML significantly reduces the hassle of context switching for CRM agents, ultimately improving their operational efficiency and effectiveness when handling client calls. Yevhenii encourages viewers to contact him for any further inquiries regarding the system. This talk, delivered at Ruby Unconf 2019, highlights the importance of integrating technology into human workflows to improve performance in customer service roles.
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