We implemented Computer Telephony Integration (CTI) to keep track of all customer data and queries. With the help of Salesforce, all data, once uploaded, will be stored in Salesforce storage. As the job is completed, the excel sheet data is put into customized data objects to divide the bulk data into each CRM bucket and each CRM object can hold up to 500 records.
In addition, we made sure that the uploaded data was verified. If the data entered has issues, it will be recorded as Staging Error (SE), while the approved data will be recorded as Staging Complete (SC).
