VitalPBX reporting
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Is there a report, or an addin for reporting that shows call info. This is what a client has now, and they really value it, so losing it would be an issue. We are contemplating Vital PBX for them.
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@JasGot take a look at https://vitalpbx.com/sonata-stats/
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What is their current system that provides those reports? I've been toying with making a whole external CDR system for asterisk based systems and have contemplated what data is required. Rather like the simple graph of Call Quality with happy faces.
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@krzykat said in VitalPBX reporting:
What is their current system that provides those reports?
VitalPBX is their own platform. Their reports are their own reports. It's not like FreePBX that just amalgamates other projects together in a mish mash.
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@krzykat said in VitalPBX reporting:
What is their current system that provides those reports? I've been toying with making a whole external CDR system for asterisk based systems and have contemplated what data is required. Rather like the simple graph of Call Quality with happy faces.
Intermedia Elevate
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@Dashrender said in VitalPBX reporting:
@JasGot take a look at https://vitalpbx.com/sonata-stats/
I looked through Sonata Stats, it looks more like an "accounting" stats interface. This use is looking for more of a high level overview.
For example, staff says OMg we were so busy yesterday. Owner says Hmmm, there were only 10 phone calls.
Example: staff says, so and so called 4 time and we could never hear them. The second pic above would confirm that by showing and entry for each call and would have a yellow straight face or a red unhappy face.
I don't need the emojis, but the other data is valuable for daily or weekly reference.
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I think you might be looking for statistics in the wrong place.
PBX calls should really be logged in the CRM automatically - if were talking about customer calls. Then the CRM will provide the useful statistics. That's the place to control a sales organization and you have all the other useful metrics there already.
Another thing is support. PBX should log support calls in the help desk system. That's where you want to have the statistics because that is where you can see incoming calls, emails, chat, ticket response times, customer satisfaction etc, etc.
So I don't think it matters what statistics you have in the PBX - unless you're actually looking at the PBX for troubleshooting or something like that.
Look for integration options to CRM, helpdesk etc instead.
When a customer, calls it's invaluable to know that they called yesterday and spoke to Joe about XYZ and so on and it took 1 hour with some teamviewer support.
When you log calls in the appropriate systems, managers get the entire picture of what's happening, not just what calls where made.
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@Pete-S Not sure if he even has a CRM setup. Often when clients like an aspect of a current implementation, telling them that you can't, that you must do it a different way isn't always met positively. They say - Yes I want the new better stuff, but I still need this old piece.
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@krzykat said in VitalPBX reporting:
@Pete-S Not sure if he even has a CRM setup. Often when clients like an aspect of a current implementation, telling them that you can't, that you must do it a different way isn't always met positively. They say - Yes I want the new better stuff, but I still need this old piece.
That's true. I would just assume that if you have a PBX and you're interested in call statistics, it a sign that you are dealing with more than the occasional call. In which case you are likely a business that uses a CRM or probably should use a CRM to keep track of your customers. But yeah, you never know.
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@krzykat said in VitalPBX reporting:
@Pete-S Not sure if he even has a CRM setup. Often when clients like an aspect of a current implementation, telling them that you can't, that you must do it a different way isn't always met positively. They say - Yes I want the new better stuff, but I still need this old piece.
Right!
There's no CRM and no need for CRM. Just need those two bits of info in the screen shots. More is fine, but must have this info, can even be laid out different and doesn't really need smileys.
