Objective

NavaGo offers a controlled enhanced integration between the VIP platform and Vinsolutions/CoxAuto CRM. Further in the documentation, we will discuss enabling your dealership for the Crexendo/Mondago integration, configuring the NavaGo client, and a few how-tos on how the integration works/responds.
 

Symptoms

• VIP - MondaGo-NavaGo Integration/setup docs
   

Eligibility

This is a Controlled integration; VIPEngNoc/SD3 will need to request an Unlock code from Mandago to allow the integration setup. The code is usually active for 2 weeks to a month to allow for installation and setup.
Below are the specifics and details regarding this integration.

This integration requires a specific version of the NavaGo client until it reaches Mandago’s general release version.

• Version 4.2.4.4019 (IntegratorIstaller-Feature-128-CrmV42-4.2.4.4019.exe)
   

Procedure

Enable VinSolutions-Crexendo Integration in Connect CRM

1. Log in to VinSolutions
   
   
2. Go to Settings > Dealer Settings > Partner Enablement
3. Scroll down to Call Tracking Providers and select Crexendo
   
   
4. Tick Enable. A pop-up window will display. Make sure the items below are ticked, then hit Accept.
   
   

Installing and Configuring NavaGo Client for VinSolutions Integration

Your Implementation Manager can provide you with the NavaGo client installation file for your desktops. To learn more about the installation, refer to How To: Go Integrator Nava - Download and Install Client

1. To log into the NavaGo client, hit the Advanced button and enter the following:
   • VIP username and password
   • Access code: NMCREX
   • Check both Use proxy and Ignore invalid certificates checkboxes
     
     
2. Click Login
3. You can now manage and set up the integration in the NavaGo client by right-clicking the colored circle icon (green or red depending on presence), then selecting Configuration.
   
   
4. Configure the settings under these tabs:
   • In the Interface tab, change the Connected hide delay field to Infinite to keep the Call Preview Pane visible during ringing and connected calls
   • Dialing tab, for your browser extension, choose to download for your appropriate browser. Chrome is the recommended browser.

     NOTE: This is Mandago/NavaGo's version of Click to Dial

      
   • Audio tab:
     • If you will be using the softphone feature, set your default devices for Microphone, Speaker, and Ringer
     • Ensure only PCMU is checked
        
5. Set preferred device
   1. Right-click on the NavaGo icon in your taskbar and click the Preferred Device icon
      
      
   2. Choose the device that you prefer. This will come into some inbound call flow and for click-to-dial outbound.
      
      

Integration Setup

1. Right-click on the NavaGo icon in your taskbar and select Configuration
   1. Under the Integrations tab, click the (Add new) tab:
   2. In the Integrations field, scroll down to (Other application…)
   3. Enter the Unlock code provided by MandoGo or VIPEngNoc/SD3
   4. Click the Unlock button.
      
      
      You will be presented with the Integration Features available
      
      
2. Click the Set button, which will bring you to the configuration screen. Enter the settings accordingly:
   1. Enter the Dealer ID (can be found in VinSolutions CRM)
   2. Click Verify Dealer. The Dealership Name will then populate below the Verify Dealer button
      
      
   3. The User’s dropdown will then populate. Choose the user who will be using this computer.
   4. Enter the DDI - User’s Caller ID Number (direct dial number) or the company’s main number if they use that as the caller ID
       
3. Click on the Log tab on the left side of the NavaGo configurator to check that the DDI is in the correct number format

   EXAMPLE: +16021234567

    
   
4. Click back on the VinSolutions Integrations tab
5. Under the Activities section, configure these options:
   1. For the Pop automatically field, set to Ringing or Connected (personal preference)
   2. Check the Create activity on call end checkbox
      
      
6. Click the Check button to ensure the integration connects successfully with the Loaded message response
   
   The Test button will allow you to do a quick number search against VinSolution’s CRM
   
   
7. Click the Save button

The NavaGo client will minimize and will be ready to go for incoming calls to be identified, pop screen, and log call activities.
 

Related Information

Integration Functions and Features

Address Book Search

Right-click on the NavaGo icon in your taskbar and choose the Address Book Search function

You will be presented with an Address Book search where you can type in a contact name or phone number, and the integration will search all your connections for matches (VIP, VinSolutions, etc.)

If you move over the contact with your mouse, you will see action buttons/icon’s for that user/contact.

If you select the Show Contact icon, it will pop up the contact card on the VinSolutions CRM page.

 

 

Caller Details Preview and Auto Screen Pop

To present this item, I will call my user's DID/number. As the call hits my user, NavaGo will automatically (based on our above settings) show a Call Preview window and Auto Screen Pop into Salesforce if a contact is matched.

Call Preview shows at the top of your screen and presents options to open Vinsolutions, contact, answer, etc., based on the type of call

Auto Screen Pop occurs if a number is matched to a contact in VinSolutions

 

 

Add Contact

If a contact is not matched within Salesforce, the user can use the Call Preview window to create a contact:

Click the Add contact icon

The NavaGo Add Contact window will appear and allow you to enter a contact on any connected integrations you have set up. In this example, we want to choose VinSolutions: Contact.

The user can click the Save and Show button to create the contact and open the contact page to enter any other pertinent information needed for the VinSolutions contact based on company policies.

 

 

Related Articles

• How To: Go Integrator Nava - Download and Install Client
• How To: Go Integrator Nava - Integrate a CRM
• How To: Loup - Integrate a CRM
   

Escalation Information

Change Log