Vtiger - ViciDial Integration Proposal - CSL Digital Global

www.crmtiger.
com
Email: info@crmtiger.com
VOIP Telephony Integrated CRM Proposal
Client Name : José G. Vargas M.

Company Name : CSL Digital Global
CRMTiger.com
Updated Date: December 2021
Direct Contact
+91-79-40301653
Email
info@crmtiger.com
1
www.crmtiger.com
ABOUT CRMTiger 4
ACHIEVEMENTS 5
ACRONYMS AND DEFINITIONS 5
INTRODUCTION 5
HARDWARE REQUIREMENT : 6
SOFTWARE REQUIREMENT : 6
MySQL Requirements 8
PHP Configuration 8
PHP Extensions 9
FEATURES OF INTEGRATION : 10
Implementation in vTiger 11
Module Name: Field Mapping & Sync(CRM) 11
Implementation / Customization in VOIP PBX 19
Module Name: Config & Agent Call (VOIP PBX) 19
Single Sign-On (vTiger & VOIP PBX in One screen) 25
Cost : 33
Payment Terms 33
Note : 33
Training 34
Support (Post Development) 34

Service Type 1: Annual Maintenance Contract 34
Service Type 2: Hourly Package 35
Note : The Support package does not include the following 35
Development Methodology 36
Quality Control Implementation 37
Testing Methods 37
Backup and Recovery 37

Backup Plan 37
Source Code Repository 38
Work Timing 38
IP 38
2
www.crmtiger.com
Dear Sir/Madam,
Here is our Proposal Document for VOIP PBX and vTiger CRM , with specific
focus on our understanding, Project Management Process and Project Delivery.
The proposal is valid till 15 days starting from the date sent.
We look forward to ensuring that our approach is in line with your expectations
and finalize the same upon your approval. The scope of work includes details
mentioned in our SRS (Software Requirement Specification) document.
Yours sincerely,
CRMTiger Team
3
www.crmtiger.com
ABOUT CRMTiger
We are a Technology Consulting company with expertise on Enterprise Softwares
offering Development, Integration, Business Process Management and Implementation
with Training.
CRMTiger team is expert in providing different types of service related to SalesHiker

CRM. Following are the services we offer to the trusted customers.
CRM Tiger offers

● Customization for CRMTiger
● Migration for CRMTiger
● Support
● Implementation/Deployment of CRMTiger
● Integration of CRMTiger with Telephony,Accounting,E-Marketing etc..
applications
We passionately enjoy helping
Startups and MSMEs
to Market leaders and Large Corporates
in making them Tech Enabled
4
www.crmtiger.com
ACHIEVEMENTS
★ Successfully completed 250+ Software project
★ Best Supplier recognition for CRM Implementation from an American (US)
corporate.
★ Successfully implementation of Scrum methodology for quality software development
ACRONYMS AND DEFINITIONS

● BRD - Business Requirement Documents
● SRS - Software Requirements Specifications
● TSD - Technical Specifications Document
● TBD - To Be Discussed
● PMP - Project Management Plan
● WFD - WireFrames Document
● CRUD - Create, Read, Update and Delete
INTRODUCTION
VOIP PBX has been widely used as a complete dialer system over the years which is
open sourced and acts as a perfect call center suite. Call centers, companies engaged
in market research or in event management often make the best use of the VOIP PBX
role as a Predictive Dialer to propel their business.
vTiger is the CRM Software which is used by many call center companies with VOIP
PBX to manage leads, send emails to leads, send quotations, send invoice-marketing
and many other purposes.
Integration of VOIP PBX with vTiger becomes a complete Call center suite which will
benefit Sales companies to manage CRM with Dialer effectively.
VOIP PBX and Vtiger can be integrated to work closely with each other for Admin as
well as the Agents. The full list of the features for this integration is mentioned in the
document below, along with all the Hardware and Software compatibility and
requirements.
5
www.crmtiger.com
HARDWARE REQUIREMENT :
As per the official vici wiki page suggests, For an optimal experience with VOIP PBX
and ViciBox, the following minimum hardware specifications should be used:
● Quad-Core CPU 2.0Ghz
● 4GB RAM
● 160GB 7200rpm enterprise-grade SATA drive (Seagate ES, Hitachi UltraStar,
WD RE4, etc)
Now if we consider the scaling and more load on the server, for more than 35 agents
on the single machine instance the suggested configurations are as below.
● Dual - Quad Core Intel Xeon Processor

● 3.X GHz processing speed
● 16GB of RAM
● 500GB to 1TB HDD for recording space
These specs are based on the 1:1 calling meaning maximum 35 calls on the server
simultaneously. If you want to go beyond 1:1 ratio of calling you will need to improve
the processing power of the CPU.
HDD/SDD 500GB - 1TB
RAM 12GB - 16GB
Processor Intel(R) Xeon(R) CPU Dual - Quad Core Processor @

3.GHz
SOFTWARE REQUIREMENT :
VOIP PBX can be installed in any virtual machine (preferably Linux) or any physical hardware
CPU. VOIP PBX is a part of a whole package called vcbox.
The VOIP PBX can be installed with the complete ISO available to avoid any OS errors and
Conflicts of packages. That is why this is the most preferred and suggested way to install any
server with VOIP PBX.
6
www.crmtiger.com
The Vicibox is based on the Linux with Opensuse flavor. The ISO can be downloaded from the
link below.
1st thing we will download the appropriate stable version which we will be able to integrate
with Vtiger. To download the ISO of vicibox , use the link below, open the link in any browser
and download should start itself.
http://download.VOIP PBX.com/iso/vicibox/server/archive/ViciBox_v8.x86_64-8.0.1.iso
Now once the ISO is downloaded , you need to burn the CD/DVD or any USB stick with the
ISO we downloaded. You can use any software like PowerISO (windows) or UNetBootin
(Linux/Windows) for burning a disk or USB with the ISO.
Once the disk is successfully burned, you can insert or attach it to any blank CPU or virtual
machine.
NOTE : The installation will erase all the data from the HDD in which we are installing ViCibox,
so be sure to backup the data or preferably to use the blank disks and CPU.
In case you need more detailed installation help , we have a separate tutorial for the VOIP PBX
installation with step by step guidelines.
On top of the Installed VICIBox, we can install the vtiger CRM which can be integrated to work
together with the VOIP PBX.
Variable Value
OS Linux (OpenSuse)
Apache Apache/2.4.7 (Linux)
PHP 5.5.9
Mysql 5.5.58
7
www.crmtiger.com
MySQL Requirements
Please make sure to review MySQL configuration (my.cnf or server start parameters)
SQL_MODE Should not have STRICT_TRANS_TABLE
ENGINE=InnoDB Should be available. (Turn off --skip-innodb)
PHP Configuration
Make sure to verify if your PHP configuration meets the recommended values.
Variable Value
allow_call_time_pass_reference on
error_reporting E_WARNING & ~E_NOTICE & ~E_DEPRECATED
safe_mode off
display_errors on
file_uploads on
max_execution_time 600
memory_limit 32M
post_max_size 50MB
upload_max_filesize 50MB
max_input_vars 1000
log_errors off
8
www.crmtiger.com
output_buffering on
register_globals off
short_open_tag On
PHP Extensions
Following extensions should be enabled for your PHP setup
GD Mandatory sudo apt-get install php5-gd

sudo service apache2 restart
IMAP Mandatory sudo apt-get install dovecot-imapd dovecot-pop3d
Zlib Mandatory https://www.digitalocean.com/community/questions/php-7-0-ziparc

hive-library-is-missing-or-disabled
SMTP Mandatory https://www.digitalocean.com/community/tutorials/how-to-install-an

d-configure-postfix-as-a-send-only-smtp-server-on-ubuntu-14-04
Curl Mandatory sudo apt-get install php5-curl
mbstring Mandatory yum install php-mbstring
9
www.crmtiger.com
FEATURES OF INTEGRATION :
We have a number of features which are integrated between VTiger and VOIP PBX.
The Admin as well as the Agent portal has features which are synced between the
both services.
Below is the brief list of the features which are integrated in the current version.
● vTiger Click To Call Integration.

● vTiger Call Recording.
● vTiger-VOIP PBX Lead Synchronization.
● vTiger-VOIP PBX User Synchronization.
● vTiger-VOIP PBX Group Synchronization.
● vTiger-VOIP PBX List Synchronization.
● vTiger-VOIP PBX Campaign Synchronization.
● Call Disposition Synchronization.
10
www.crmtiger.com
1. Implementation in vTiger
1. Module Name: Field Mapping & Sync(CRM)
Purpose:
● Field mapping between vTiger-VOIP PBX.
● Sync between vTiger-VOIP PBX.
Steps:
● Login in to CRM. Go to CRM Setting → Integration -> Click on VOIP PBX
Integration.
11
www.crmtiger.com
Select Lead module and mapping fields vTiger-VOIP PBX, click on “Set Mapping”
button
12
www.crmtiger.com
● Select List module and mapping fields vTiger-VOIP PBX, click on “Set Mapping”
button
13
www.crmtiger.com
● Select Leads module. mapping status value vTiger-VOIP PBX, click on “Set
Mapping” button
14
www.crmtiger.com
● Click on Lead Management. There is two option VOIP PBX-vTiger Sync or

vTiger-VOIP PBX Sync
● Click on the List Management link, it redirects to the “VOIP PBX List” page
where there is a Sync button. Click on that sync vTiger-VOIP PBX List.
15
www.crmtiger.com
● Click on Campaign Management link, it’s redirected to “Campaign List” page

there is a Sync button. Click on that sync vTiger-VOIP PBX Campaign.
16
www.crmtiger.com
● Go to Lead->Add Lead. fill up all the information and click on the Save button.
After save it’s automatically inserted in VOIP PBX.
● Go to VOIP PBX Campaign ->Add VOIP PBX Campaign. fill up all the information
and click on the Save button. After save it’s automatically inserted in VOIP PBX.
17
www.crmtiger.com
● Go to VOIP PBX List ->Add VOIP PBX List. fill up all the information and click on
the Save button. After save it’s automatically inserted in VOIP PBX.
● Go to CRM Setting ->User Management -> Groups->Add New Group. fill up all
the information and click on the Save button. After save it’s automatically
inserted in VOIP PBX.
18
www.crmtiger.com
2. Implementation / Customization in VOIP PBX
1. Module Name: Config & Agent Call (VOIP PBX)
Purpose:
● Config CRM in VOIP PBX.
● Call Recording and Disposition insert in CRM.
Steps:
● Login in to VOIP PBX with Administration User. Go to Admin → System
Settings. Fill Up all information related to CRM and click on Submit
Button
19
www.crmtiger.com
● Go to Users → Add A New User. Fill Up all the information and click on the
Submit Button. After creating a user in VOIP PBX it’s automatically created in
CRM. When you modify User information in VOIP PBX it’s automatically update
in CRM
20
www.crmtiger.com
● Go to Campaigns -> Campaigns Main -> Add A New Campaign. Fill Up all the
information and click on the Submit Button. After creating a Campaign in VOIP
PBX it’s automatically created in CRM. When you modify Campaign information
in VOIP PBX it’s automatically update in CRM
21
www.crmtiger.com
● Go to Lists->Add A New List. Fill Up all the information and click on the Submit
Button. After creating a List in VOIP PBX it’s automatically created in CRM.
When you modify List information in VOIP PBX it’s automatically update in CRM
● Go to Lists->Add A New Lead. Fill Up all the information and click on the Submit
Button. After creating Lead in VOIP PBX it’s automatically created in CRM. When
you modify Lead information in VOIP PBX it’s automatically update in CRM
22
www.crmtiger.com
● Go to Lists->Load New Leads. When you imports csv file form VOIP PBX it’s
automatically update in CRM
23
www.crmtiger.com
● Go to USER GROUPS → Add A New User Group. Fill Up all the information and
click on the Submit Button. After creating a user in VOIP PBX it’s automatically
created in CRM. When you modify Group information in VOIP PBX it’s
automatically updated in CRM.
24
www.crmtiger.com
3. Single Sign-On (vTiger & VOIP PBX in One screen)
25
www.crmtiger.com
● If the campaign set manually dial then in CRM go to Lead Listing page there is
phone icon click on that so call is started.
26
www.crmtiger.com
● Then after clicking on the Hangout Button and select disposition status based
on status is updated on CRM Leads.
27
www.crmtiger.com
● After disposition call recording is stored in the PBX Manager module in CRM.
there is store Recording url
28
www.crmtiger.com
● If the campaign sets an auto dial then VOIP PBX automatically calls on next
number based number lead auto selected in CRM.
29
www.crmtiger.com
● If Disposition is “call back”, it will create new event in CRM
30
www.crmtiger.com
● Click on Manual Dial and it will open a popup. Fill up the Phone Number and
click on “Dial Now” It will check in CRM if the phone number matches with any
of the existing leads. If it exists, the leads details page displays, else it will open
a new “Create Lead” form.
31
www.crmtiger.com
32
www.crmtiger.com
Cost :
FEATURES Cost
vTiger Integration with VICIDial $1499

Advance : 50% On Completion : 50%
Note :
● This cost covers integration of vtiger system with ViciDial system as per the URL here
● Any modification to vTiger or ViciDial screen other than quoted will charge extra
Payment Terms
Payment 50 % in Advance
In case hosted on your server, CRMTiger will be encrypted. Server requirements will be
provided by the CRMTiger Tech Team.
CRMTiger can help selecting Web Server on demand.
Bank transfer :
ACCOUNT NAME : CRMTiger Technologies LLP
Account # : 921020039391968
BANK NAME : AXIS BANK LTD
Bank Address :
NILKANTH PLAZA,
POLICE COMMISSIONER ROAD, SHAHIBAUG,
AHMEDABAD,GUJARAT,INDIA - 380004
BANK ID : UTIB0000510
SWIFT CODE : AXISINBB003
Note :
Transfer Fee or any Applicable tax will be extra. You will bear Payment Processing / Transfer
costs if any.
If payment is sent through PayPal, payment processing charges of 5% by PayPal will be borne
by you.
33
www.crmtiger.com
Training
We offer CRM Training remotely for users. Training is offered separately for CRM Users and
Admin.
FEATURES Cost
Functional Training (OnSite) US$ 150/ Day
Functional Training (Remotely) US$ 100/ Day
Training Notes :
● Participants team size can be upto 6 people max

● There will be max 2 Training sessions of 3 hours per day
● Travel and Accommodation will be provided by customers in case of OnSite training.
Support (Post Development)
Service Type 1: Annual Maintenance Contract

● CRMTiger has reserved staff to work dedicated for client’s Live Project.
● CRMTiger charge US$ 500 /Month (40 hours support minimum) to the client as part of
the AMC
● Above 40 hours normal rate will be applicable.
● Following activity involve in AMC
○ Backup of existing system
○ Manage and resolve errors in existing system
○ Technical help to client’s sales team
○ *Changes or Enhancement is not included in AMC.
● Resource timings :
○ Allocated resource will work on 10:00 AM IST to 7:00 PM IST
○ Working hours: 8 hours a day
○ Workings Days : Monday to Friday excluding Public Holidays
34
www.crmtiger.com
Service Type 2: Hourly Package
● CRMTiger has reserved staff to work dedicated to the client’s Live Project.
● Following are the hourly package options.
Hours Rate/Hour Total ($) Validity (expiry)
10 1000 250 1 week
20 900 400 2 week
40 700 720 4 week
● Resource Availability Timings :

○ Allocated resource will work on 10:00 AM IST to 7:00 PM IST
○ Working hours: 8 hours a day
○ Working Days : Monday to Friday excluding Public Holidays
○ Turnaround time would be 48 hours on receiving a request.
○ Team/Resource will be allocated upon receipt of the Full payment of the
package.
○ We will sign an agreement with the company for types of work
Note : The Support package does not include the following

● Any new development or change in features
● Training
35
www.crmtiger.com
Development Methodology
Being certified professional stands as testimony to our commitment to our development
methodology. For this project, we propose to follow the Agile Methodology.
In the Development Migration and Integration phase, we’ll be using the Scrum methodology
for Agile development with details below:
Application development, using Scrum, occurs in small pieces, with each piece building upon
previously created pieces. Building applications one small piece at a time encourages
creativity and enables teams to respond to feedback and change, to build exactly and only
what is needed.
Sprints: Short development process – Each phase is divided into small sprints of 4 to 5 days.
Stand up meeting: Daily 15 minutes internal meeting status of the work to be done that day,
progress from the day before, and any blocks that must be cleared
Scrum Master: The Scrum Master is the person responsible for managing the Scrum project
Sprint backlog: Sprint backlog is the list of backlog items assigned to a sprint, but not yet
completed.
Burn down chart: This chart, updated every day, shows the remaining work within the sprint.
The burndown chart is used both to track sprint progress and to decide when items must be
removed from the sprint backlog and deferred to the next sprint.
Product backlog: Product backlog includes a complete list of requirements.
36
www.crmtiger.com
Quality Control Implementation

● CRMTiger will develop and implement a quality control process designed for CLIENT
NAME projects. This process will work towards a number of objectives:
● Reduction of unanticipated problems
● Streamlined execution
● Rapid resolution of problems that will arise and reduction in the re-emergence of these
problems
● Optimal communication among work teams and individual staff
● Frequent checks against overall project quality standards
Testing Methods
Below is a list of types of rigorous testing that are performed by CRMTiger during software
projects:
● Unit testing
● Module/Integration testing
● System testing
● Performance testing
● Acceptance testing
● Testing Tools: QA team at CRMTiger use Selenium (http://docs.seleniumhq.org/) for
automated testing.
● CRMTiger will provide all the necessary test scenario reports for all the above tests
conducted during the course of the project.
Backup and Recovery

Backup Plan
Electricity backup: CRMTiger has a power backup solution integrated with all the computers in
our development center. CRMTiger has a UPS system installed in the development center to
maintain 1-hour battery backup so developers working on the various projects never lose their
work.
Source Code backup: CRMTiger have 3 Step backup feature
Step 1: Source code Backup at developer's own computer
Step 2: Source code sync with central server using SVN / Visual Sourcesafe.
37
www.crmtiger.com
Step 3: Source code sync with Google Drive / Dropbox to sync central server
backup to distributed location.
Source Code Repository

Source is an important asset for any client who asks CRMTiger for software development.
CRMTiger use proper source code management tool like SVN (Open source) and Visual
Sourcesafe (Licensed version)
Work Timing
● We work from 10:00 AM IST to 7:00 PM IST
● Working hours: 8 hours a day
● Working Day : Monday to Friday
● Public Holidays excluded
IP
Ownership of any work product or output created by CRMTiger in the performance of services
under the Statement of Work shall belong to the Client. - Such works will be the Intellectual
Property of the Client
38

Vtiger - ViciDial Integration Proposal - CSL Digital Global

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Vtiger - ViciDial Integration Proposal - CSL Digital Global

Uploaded by

Copyright:

Available Formats

www.crmtiger.

VOIP Telephony Integrated CRM Proposal

Client Name : José G. Vargas M.

Updated Date: December 2021

ACRONYMS AND DEFINITIONS 5

Support (Post Development) 34

Quality Control Implementation 37

Backup and Recovery 37

CRMTiger team is expert in providing different types of service related to SalesHiker

CRM Tiger offers

We passionately enjoy helping

Startups and MSMEs

to Market leaders and Large Corporates

in making them Tech Enabled

ACRONYMS AND DEFINITIONS

● Dual - Quad Core Intel Xeon Processor

HDD/SDD 500GB - 1TB

RAM 12GB - 16GB

Processor Intel(R) Xeon(R) CPU Dual - Quad Core Processor @

Apache Apache/2.4.7 (Linux)

SQL_MODE Should not have STRICT_TRANS_TABLE

ENGINE=InnoDB Should be available. (Turn off --skip-innodb)

error_reporting E_WARNING & ~E_NOTICE & ~E_DEPRECATED

Following extensions should be enabled for your PHP setup

GD Mandatory sudo apt-get install php5-gd

IMAP Mandatory sudo apt-get install dovecot-imapd dovecot-pop3d

Zlib Mandatory https://www.digitalocean.com/community/questions/php-7-0-ziparc

SMTP Mandatory https://www.digitalocean.com/community/tutorials/how-to-install-an

Curl Mandatory sudo apt-get install php5-curl

mbstring Mandatory yum install php-mbstring

● vTiger Click To Call Integration.

1. Module Name: Field Mapping & Sync(CRM)

● Click on Lead Management. There is two option VOIP PBX-vTiger Sync or

● Click on Campaign Management link, it’s redirected to “Campaign List” page

2. Implementation / Customization in VOIP PBX

1. Module Name: Config & Agent Call (VOIP PBX)

3. Single Sign-On (vTiger & VOIP PBX in One screen)

● If Disposition is “call back”, it will create new event in CRM

vTiger Integration with VICIDial $1499

CRMTiger can help selecting Web Server on demand.

Functional Training (OnSite) US$ 150/ Day

Functional Training (Remotely) US$ 100/ Day

● Participants team size can be upto 6 people max

Support (Post Development)

Service Type 1: Annual Maintenance Contract

Service Type 2: Hourly Package

Hours Rate/Hour Total ($) Validity (expiry)

10 1000 250 1 week

20 900 400 2 week

40 700 720 4 week

● Resource Availability Timings :

Note : The Support package does not include the following

Product backlog: Product backlog includes a complete list of requirements.

Quality Control Implementation

Backup and Recovery

Source Code backup: CRMTiger have 3 Step backup feature

Step 1: Source code Backup at developer's own computer

Source Code Repository

You might also like