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  • 1.  Finance Term Sign Off and Credit Card Invoicing Project

    Posted 02-16-2022 11:19
    No replies, thread closed.
    Hello Team,

    I am interested in talking with someone about building a script in our Genesys profile to allow our sales associates the ability to go through a finance form in phone call and chat/sms messaging.  Our current platform will be going away and we'd like to build this.  We'd like to discuss ways to include credit card invoicing with this as well.  The current process forces customers to receive an e-mail with a link to have the customer fill out this form, this is something we'd like to include right in the moment for a one call resolution!

    I think we should speak to Genesys to confirm if we create an api for them to get the unique (finance terms with purchase amount), can they build the function? What would their LOE, cost and lead time to build and test?

    Please reach out to me to discuss further.

    Thank you,

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    ------------------------------
    Matthew Aubin
    Raymour & Flanigan Furniture
    ------------------------------


  • 2.  RE: Finance Term Sign Off and Credit Card Invoicing Project
    Best Answer

    Posted 02-18-2022 00:13
    No replies, thread closed.
    You would start by looking at building a script that has integration to your back-end system.  Here is good information about scripts:  https://help.mypurecloud.com/articles/scripting-concepts/.

    If that does not work out, then you can screen pop an application as well.  I think you should be able to replicate the input form in the script.  Let me know if you need a quote for doing this or just want to talk about it.

    ------------------------------
    Robert Wakefield-Carl
    Avtex Solutions, LLC
    Contact Center Innovation Architect
    robertwc@avtex.com
    https://www.Avtex.com
    https://RobertWC.Blogspot.com
    ------------------------------

    Original Message


  • 3.  RE: Finance Term Sign Off and Credit Card Invoicing Project

    Posted 02-22-2022 13:19
    No replies, thread closed.
    Good Afternoon Robert!

    I appreciate you reaching out to my post!  I think having a conversation and discussion would be best for introductions and so we can go into further details on what we are looking to accomplish with this project.

    I'll reach out for more details!

    Thank you,




    ------------------------------
    Matthew Aubin
    Raymour & Flanigan Furniture
    ------------------------------

    Original Message


  • 4.  RE: Finance Term Sign Off and Credit Card Invoicing Project

    Posted 02-22-2022 13:27
    No replies, thread closed.
    I would be glad to discuss with you (off the books).  You can email me at robertwc@avtex.com or schedule something at https://freebusy.link/robertwc

    ------------------------------
    Robert Wakefield-Carl
    Avtex Solutions, LLC
    Contact Center Innovation Architect
    robertwc@avtex.com
    https://www.Avtex.com
    https://RobertWC.Blogspot.com
    ------------------------------

    Original Message


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