{"id":9633882079506,"title":"VERSAT CRM Hacer una Llamada API Integration","handle":"versat-crm-hacer-una-llamada-api-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eHacer una Llamada | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eMake Calls from VERSAT CRM (\"Hacer una Llamada\") to Streamline Outreach, Compliance, and Follow‑Ups\u003c\/h1\u003e\n\n \u003cp\u003eThe \"Hacer una Llamada\" feature in VERSAT CRM lets your team place and manage phone calls directly from the CRM—no switching between applications, no manual dialing, and no lost context. Built to integrate with telephony systems and VoIP providers, this capability brings calling into the same workspace where contact records, notes, and workflows already live.\u003c\/p\u003e\n \u003cp\u003eFor operations leaders and sales managers, this is more than a convenience: it’s a lever for business efficiency. When calls are started, tracked, recorded, and synchronized automatically, teams save time, reduce errors, and generate data that improves performance and compliance across the organization.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of \"Hacer una Llamada\" as a calling assistant embedded in your CRM. From a contact record, a user clicks or triggers a call action and the system initiates the call through an integrated phone service. The CRM links the call to the contact, captures metadata (who called, call duration, outcome), and stores recordings or notes alongside the customer’s history.\u003c\/p\u003e\n \u003cp\u003eBehind the scenes, the feature connects three pieces that matter to business users: the contact database, the telephony provider, and your workflow rules. That connection means calls can be scheduled automatically, follow-up tasks can be created when a call ends, and campaign-level metrics are captured without extra data entry. For teams, this removes repetitive work and ensures every voice interaction becomes usable insight.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI and agentic automation transforms simple click-to-call into a proactive, intelligent component of your customer engagement strategy. Rather than only reacting when a rep clicks “call,” AI agents can decide when a call should occur, who it should route to, and what the ideal next step is based on conversation outcomes and historical data.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent call scheduling: AI analyzes contact preferences, time zones, and historical answer rates to find the best moment to call—reducing unanswered calls and improving engagement.\u003c\/li\u003e\n \u003cli\u003eAutomated routing: Agents route calls to the best available rep based on skill, language, or recent activity, keeping customers connected to the person most likely to help.\u003c\/li\u003e\n \u003cli\u003eReal-time assistance: During calls, AI can surface relevant notes, product details, or cross-sell suggestions so reps are always speaking from current, contextual information.\u003c\/li\u003e\n \u003cli\u003eCall summarization and task automation: After a call, an AI assistant generates a concise summary, extracts action items, and creates follow-up tasks or calendar invites automatically.\u003c\/li\u003e\n \u003cli\u003eCompliance automation: AI flags calls that need recording, redacts sensitive information where required, and stores records according to retention policies—reducing legal risk and audit effort.\u003c\/li\u003e\n \u003cli\u003eContinuous optimization: Machine learning analyzes call outcomes and suggests script adjustments, ideal call windows, and training needs to improve conversion over time.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n Outbound sales campaigns — A sales team launches a promotion and uses VERSAT’s calling feature to dial prospects. AI sequences calls and schedules callbacks only for leads with the highest propensity to convert, improving reps’ effective talk time.\n \u003c\/li\u003e\n \u003cli\u003e\n Customer support callbacks — Support agents schedule follow-up calls that automatically link to the ticket. When the call completes, the CRM updates the ticket and, if needed, escalates to a specialist.\n \u003c\/li\u003e\n \u003cli\u003e\n Appointment reminders — Clinics and professional services use automated calls to remind customers of appointments, reducing no-shows and freeing staff from reminder calls.\n \u003c\/li\u003e\n \u003cli\u003e\n Collections and renewals — Finance teams use scheduled calling workflows to manage collection attempts and renewal outreach, with recordings and outcomes preserved for compliance and dispute resolution.\n \u003c\/li\u003e\n \u003cli\u003e\n Multi-channel coordination — Calls initiated from a campaign are synchronized with email and chat activities so account managers have a single timeline of engagement across channels.\n \u003c\/li\u003e\n \u003cli\u003e\n Coaching and QA — Managers listen to recorded calls, leave time-stamped coaching notes, and launch automated training tasks for reps based on call patterns detected by AI.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrating calling into your CRM with AI automation unlocks tangible business outcomes. It’s not just about making more calls; it’s about making smarter calls and turning every conversation into measurable value.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings and higher productivity — Reps spend less time dialing, logging, and switching apps. Automated logs and summaries reduce admin work so teams can focus on conversations that drive revenue.\u003c\/li\u003e\n \u003cli\u003eBetter conversion and revenue efficiency — By calling at optimal times and routing to the right reps, organizations increase contact rates and improve conversion per outreach effort.\u003c\/li\u003e\n \u003cli\u003eConsistent customer experience — Centralized call records and AI-surfaced context ensure every rep brings the same customer history and next steps into conversations.\u003c\/li\u003e\n \u003cli\u003eReduced errors and improved data quality — Automatic synchronization eliminates missed updates and inconsistent records, leading to more reliable reporting and forecasting.\u003c\/li\u003e\n \u003cli\u003eStronger compliance posture — Built-in recording, retention, and redaction workflows reduce the manual burden of adhering to regulatory requirements and create audit-ready trails.\u003c\/li\u003e\n \u003cli\u003eScalability — As call volume grows, automated workflows and AI routing scale without a linear increase in overhead, letting teams handle peak periods smoothly.\u003c\/li\u003e\n \u003cli\u003eActionable insights — Call metadata and AI summaries feed analytics that reveal patterns, training needs, and campaign effectiveness, enabling continuous improvement.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eDesigning an effective calling strategy inside VERSAT CRM requires more than turning a feature on. Consultants In-A-Box blends implementation expertise, AI integration, and workforce development to make calling a strategic asset rather than an operational afterthought.\u003c\/p\u003e\n \u003cp\u003eOur approach focuses on outcomes: we assess workflows and systems to identify where automated calling will move the needle, integrate telephony providers and VoIP services with VERSAT, and build AI agents that handle scheduling, routing, and summarization. We also create governance for call recording and data retention to meet compliance standards while protecting privacy.\u003c\/p\u003e\n \u003cp\u003eBeyond technology, we prepare people. That includes training reps to use AI-assisted prompts effectively, establishing monitoring and coaching programs based on call analytics, and creating dashboards that align with operational KPIs. We run pilots to prove impact, iterate on scripts and AI models, and document workflows so the change is repeatable and scalable across teams.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eBringing \"Hacer una Llamada\" into VERSAT CRM moves phone conversations from isolated tasks into the core of customer data and workflows. With AI agents orchestrating when and how calls happen, and automation capturing outcomes instantly, organizations reduce manual work, improve conversion rates, and strengthen compliance. The result is a more efficient, data-driven approach to voice interactions—one that scales with business needs and empowers teams to spend their time where it matters most.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-26T03:35:29-05:00","created_at":"2024-06-26T03:35:30-05:00","vendor":"VERSAT CRM","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":49724942156050,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"VERSAT CRM Hacer una Llamada API Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/72bc46a6f95a16f053e11f7a73168cd0_0965ab59-4f83-4963-aeec-7f2a92840f94.png?v=1719390930"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/72bc46a6f95a16f053e11f7a73168cd0_0965ab59-4f83-4963-aeec-7f2a92840f94.png?v=1719390930","options":["Title"],"media":[{"alt":"VERSAT CRM Logo","id":39918603010322,"position":1,"preview_image":{"aspect_ratio":1.0,"height":512,"width":512,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/72bc46a6f95a16f053e11f7a73168cd0_0965ab59-4f83-4963-aeec-7f2a92840f94.png?v=1719390930"},"aspect_ratio":1.0,"height":512,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/72bc46a6f95a16f053e11f7a73168cd0_0965ab59-4f83-4963-aeec-7f2a92840f94.png?v=1719390930","width":512}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eHacer una Llamada | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eMake Calls from VERSAT CRM (\"Hacer una Llamada\") to Streamline Outreach, Compliance, and Follow‑Ups\u003c\/h1\u003e\n\n \u003cp\u003eThe \"Hacer una Llamada\" feature in VERSAT CRM lets your team place and manage phone calls directly from the CRM—no switching between applications, no manual dialing, and no lost context. Built to integrate with telephony systems and VoIP providers, this capability brings calling into the same workspace where contact records, notes, and workflows already live.\u003c\/p\u003e\n \u003cp\u003eFor operations leaders and sales managers, this is more than a convenience: it’s a lever for business efficiency. When calls are started, tracked, recorded, and synchronized automatically, teams save time, reduce errors, and generate data that improves performance and compliance across the organization.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of \"Hacer una Llamada\" as a calling assistant embedded in your CRM. From a contact record, a user clicks or triggers a call action and the system initiates the call through an integrated phone service. The CRM links the call to the contact, captures metadata (who called, call duration, outcome), and stores recordings or notes alongside the customer’s history.\u003c\/p\u003e\n \u003cp\u003eBehind the scenes, the feature connects three pieces that matter to business users: the contact database, the telephony provider, and your workflow rules. That connection means calls can be scheduled automatically, follow-up tasks can be created when a call ends, and campaign-level metrics are captured without extra data entry. For teams, this removes repetitive work and ensures every voice interaction becomes usable insight.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI and agentic automation transforms simple click-to-call into a proactive, intelligent component of your customer engagement strategy. Rather than only reacting when a rep clicks “call,” AI agents can decide when a call should occur, who it should route to, and what the ideal next step is based on conversation outcomes and historical data.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent call scheduling: AI analyzes contact preferences, time zones, and historical answer rates to find the best moment to call—reducing unanswered calls and improving engagement.\u003c\/li\u003e\n \u003cli\u003eAutomated routing: Agents route calls to the best available rep based on skill, language, or recent activity, keeping customers connected to the person most likely to help.\u003c\/li\u003e\n \u003cli\u003eReal-time assistance: During calls, AI can surface relevant notes, product details, or cross-sell suggestions so reps are always speaking from current, contextual information.\u003c\/li\u003e\n \u003cli\u003eCall summarization and task automation: After a call, an AI assistant generates a concise summary, extracts action items, and creates follow-up tasks or calendar invites automatically.\u003c\/li\u003e\n \u003cli\u003eCompliance automation: AI flags calls that need recording, redacts sensitive information where required, and stores records according to retention policies—reducing legal risk and audit effort.\u003c\/li\u003e\n \u003cli\u003eContinuous optimization: Machine learning analyzes call outcomes and suggests script adjustments, ideal call windows, and training needs to improve conversion over time.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n Outbound sales campaigns — A sales team launches a promotion and uses VERSAT’s calling feature to dial prospects. AI sequences calls and schedules callbacks only for leads with the highest propensity to convert, improving reps’ effective talk time.\n \u003c\/li\u003e\n \u003cli\u003e\n Customer support callbacks — Support agents schedule follow-up calls that automatically link to the ticket. When the call completes, the CRM updates the ticket and, if needed, escalates to a specialist.\n \u003c\/li\u003e\n \u003cli\u003e\n Appointment reminders — Clinics and professional services use automated calls to remind customers of appointments, reducing no-shows and freeing staff from reminder calls.\n \u003c\/li\u003e\n \u003cli\u003e\n Collections and renewals — Finance teams use scheduled calling workflows to manage collection attempts and renewal outreach, with recordings and outcomes preserved for compliance and dispute resolution.\n \u003c\/li\u003e\n \u003cli\u003e\n Multi-channel coordination — Calls initiated from a campaign are synchronized with email and chat activities so account managers have a single timeline of engagement across channels.\n \u003c\/li\u003e\n \u003cli\u003e\n Coaching and QA — Managers listen to recorded calls, leave time-stamped coaching notes, and launch automated training tasks for reps based on call patterns detected by AI.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrating calling into your CRM with AI automation unlocks tangible business outcomes. It’s not just about making more calls; it’s about making smarter calls and turning every conversation into measurable value.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings and higher productivity — Reps spend less time dialing, logging, and switching apps. Automated logs and summaries reduce admin work so teams can focus on conversations that drive revenue.\u003c\/li\u003e\n \u003cli\u003eBetter conversion and revenue efficiency — By calling at optimal times and routing to the right reps, organizations increase contact rates and improve conversion per outreach effort.\u003c\/li\u003e\n \u003cli\u003eConsistent customer experience — Centralized call records and AI-surfaced context ensure every rep brings the same customer history and next steps into conversations.\u003c\/li\u003e\n \u003cli\u003eReduced errors and improved data quality — Automatic synchronization eliminates missed updates and inconsistent records, leading to more reliable reporting and forecasting.\u003c\/li\u003e\n \u003cli\u003eStronger compliance posture — Built-in recording, retention, and redaction workflows reduce the manual burden of adhering to regulatory requirements and create audit-ready trails.\u003c\/li\u003e\n \u003cli\u003eScalability — As call volume grows, automated workflows and AI routing scale without a linear increase in overhead, letting teams handle peak periods smoothly.\u003c\/li\u003e\n \u003cli\u003eActionable insights — Call metadata and AI summaries feed analytics that reveal patterns, training needs, and campaign effectiveness, enabling continuous improvement.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eDesigning an effective calling strategy inside VERSAT CRM requires more than turning a feature on. Consultants In-A-Box blends implementation expertise, AI integration, and workforce development to make calling a strategic asset rather than an operational afterthought.\u003c\/p\u003e\n \u003cp\u003eOur approach focuses on outcomes: we assess workflows and systems to identify where automated calling will move the needle, integrate telephony providers and VoIP services with VERSAT, and build AI agents that handle scheduling, routing, and summarization. We also create governance for call recording and data retention to meet compliance standards while protecting privacy.\u003c\/p\u003e\n \u003cp\u003eBeyond technology, we prepare people. That includes training reps to use AI-assisted prompts effectively, establishing monitoring and coaching programs based on call analytics, and creating dashboards that align with operational KPIs. We run pilots to prove impact, iterate on scripts and AI models, and document workflows so the change is repeatable and scalable across teams.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eBringing \"Hacer una Llamada\" into VERSAT CRM moves phone conversations from isolated tasks into the core of customer data and workflows. With AI agents orchestrating when and how calls happen, and automation capturing outcomes instantly, organizations reduce manual work, improve conversion rates, and strengthen compliance. The result is a more efficient, data-driven approach to voice interactions—one that scales with business needs and empowers teams to spend their time where it matters most.\u003c\/p\u003e\n\n\u003c\/body\u003e"}