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SugarCRM

Kundeservice CRM Markedsføring

Tilgjengelig for:

Bubble Desktop tilgjengelig for: Windows

Bubble Desktop tilgjengelig for: MacOS

Bubble Cloud tilgjengelig for: Bubble365 Apps

Bubble Mobile tilgjengelig for: iOS/Android

SugarCRM

Beskrivelse Funksjoner Knapper Parametere Telefonsystemer

Å koble SugarCRM til telefoniplattformen deres er svært viktig for å forbedre kundetilfredsheten og arbeide mer effektivt. Med integrasjonsverktøyet Bubble trenger dere ikke lenger å søke etter kundedata manuelt under et innkommende eller utgående anrop. Informasjonen vises direkte i et popup-varsel på PC-skjermen, og derfra kan dere utføre ulike handlinger, for eksempel åpne et relasjonskort.

Popup-varsel

Bubble har en rekke unike funksjoner. Informasjonen som kan vises, og knappene i popup-vinduet, kan konfigureres helt etter brukerens, avdelingens eller virksomhetens ønsker. Informasjonen som skal vises i popup-varselet, finnes under fanen parametere, og de tilgjengelige knappene finnes under fanen knapper. Når et anrop overføres til en kollega, overføres kundeinformasjonen sammen med anropet. Dersom dere arbeider med flere skjermer, kan dere velge hvilken skjerm popup-vinduet skal vises på. Som standard er popup-vinduet synlig fra det øyeblikket softphonen, bordtelefonen eller en annen enhet ringer, til samtalen avsluttes, men med de ulike tidtakerinnstillingene kan også dette tilpasses deres personlige preferanser.

Funksjonalitet

I tillegg til de ovennevnte funksjonene for popup-varsler, er Bubble utstyrt med mange flere funksjoner. Dere kan for eksempel aktivere flere CRM-integrasjoner under samme bruker uten ekstra kostnad, noe som kan være nyttig dersom dere bruker flere programvareapplikasjoner i virksomheten. Den fullstendige listen over funksjoner finnes under fanen funksjoner, men vi har allerede listet opp noen viktige funksjoner for dere:

Ring ut med ett klikk på et telefonnummer i CRM-systemet, nettleseren eller et annet program ved hjelp av funksjonen Click & Call.
Hvis flere relasjoner er knyttet til ett nummer, kan dere bla gjennom resultatene med funksjonen Multi result.
Egendefinerte felt i CRM-systemet kan vises i popup-vinduet takket være funksjonen Custom Field.
Funksjonen Call History gjør det mulig å se alle kontaktpunkter med telefonnummeret de siste 90 dagene, slik at dere umiddelbart kan se hvilken kollega som hadde den siste kontakten.
Ved avslutningen av hvert anrop blir en Call Log sendt til CRM-systemet, slik at hvert anrop loggføres under relasjonskortet i CRM-systemet.
Opprett et samtalenotat umiddelbart med funksjonen Call Note, som loggføres sammen med Call Log og blir synlig for dere og kollegene deres i Call History.
Enkel og sikker pålogging basert på Single sign-on (Microsoft-, Google- eller Apple-konto).

Tilpasning

For å imøtekomme deres spesifikke behov er Bubble utstyrt med modulen Automations. Med denne modulen er det mulig å legge til egne If-This-Then-That-flyter. Dere kan for eksempel kjøre et skript eller åpne skjermbildet for samtalenotater automatisk, i stedet for å måtte klikke det åpent.

Teknisk

Det er svært enkelt å koble Bubble – og dermed SugarCRM Software CRM-koblingen – til telefoniplattformen deres. Fremgangsmåten varierer mellom telefoniplattformer, men én ting har de alle til felles: Dere trenger ikke å være tekniker for å gjøre det.

Muligheter for utgående anrop i CRM

Klikk for å ringe fra CRM
Hurtigtastoppringing fra CRM
Kopier for å ringe

Integrasjonsfunksjoner

Aktivitetssenter
Tilordne samtalelogg til søkeresultat
Samtalekontroll
Samtalelogging
Samtalelogging (+AI-transkripsjon)
Samtalelogging (+notat)
Samtale venter
Variabler for egendefinerte felt
Popup-vindu med flere resultater
SearchBar

Distribusjonstype

Bubble Desktop
Bubble Cloud

Integrasjonstype

Sanntids-API (brukerbasert)
Klonemal

Støttede applikasjoner

Bubble Desktop-popup
Bubble tredjeparts-API
Bubble365 Chrome-programtillegg
Bubble365 Edge-programtillegg
Bubble365 Teams-app
Bubble365 Embedded Phone-app
Bubble365 mobilapp
Bubble365 iFrame

Handlingsknapper

CRM-spesifikke knapper

Standardfunksjoner for Bubble-popup

Popup-varsel
Tilpasning av innhold i popup-vindu
Enkel pålogging
Flere språk
Skjul interne innringere
Sortering av resultater
Klikk for å ringe
Hent frem samtaler
Ring tilbake
Tidtakere for samtalevarighet
Samtalehistorikk
Samtalenotater
Siste funksjoner
Nummerformatering

Knapper

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.

View Relation
Custom Action (standard button)
Send E-mail (standard button)
Callback request (standard button)
Send WhatsApp message (standard button)
Send Microsoft Teams message (standard button)
Open SearchBar (standard button)
Trigger Automations (standard button)

Parametere

Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.

sugarcrm_id
sugarcrm_name
sugarcrm_date_entered
sugarcrm_date_modified
sugarcrm_modified_user_id
sugarcrm_modified_by_name
sugarcrm_modified_user_link_full_name
sugarcrm_modified_user_link_id
sugarcrm_created_by
sugarcrm_created_by_name
sugarcrm_created_by_link_full_name
sugarcrm_created_by_link_id
sugarcrm_description
sugarcrm_deleted
sugarcrm_facebook
sugarcrm_twitter
sugarcrm_googleplus
sugarcrm_account_type
sugarcrm_industry
sugarcrm_annual_revenue
sugarcrm_phone_fax
sugarcrm_billing_address_street
sugarcrm_billing_address_street_2
sugarcrm_billing_address_street_3
sugarcrm_billing_address_street_4
sugarcrm_billing_address_city
sugarcrm_billing_address_state
sugarcrm_billing_address_postalcode
sugarcrm_billing_address_country
sugarcrm_rating
sugarcrm_phone_office
sugarcrm_phone_alternate
sugarcrm_website
sugarcrm_ownership
sugarcrm_employees
sugarcrm_ticker_symbol
sugarcrm_shipping_address_street
sugarcrm_shipping_address_street_2
sugarcrm_shipping_address_street_3
sugarcrm_shipping_address_street_4
sugarcrm_shipping_address_city
sugarcrm_shipping_address_state
sugarcrm_shipping_address_postalcode
sugarcrm_shipping_address_country
sugarcrm_service_level
sugarcrm_parent_id
sugarcrm_sic_code
sugarcrm_duns_num
sugarcrm_parent_name
sugarcrm_member_of_name
sugarcrm_member_of_id
sugarcrm_business_center_name
sugarcrm_business_centers_name
sugarcrm_business_centers_id
sugarcrm_business_center_id
sugarcrm_campaign_id
sugarcrm_campaign_name
sugarcrm_campaign_accounts_name
sugarcrm_campaign_accounts_id
sugarcrm_next_renewal_date
sugarcrm_widget_next_renewal_date
sugarcrm_hint_account_size
sugarcrm_hint_account_industry
sugarcrm_hint_account_location
sugarcrm_hint_account_industry_tags
sugarcrm_hint_account_founded_year
sugarcrm_hint_account_facebook_handle
sugarcrm_hint_account_logo
sugarcrm_hint_account_pic
sugarcrm_hint_account_naics_code_lbl
sugarcrm_hint_account_fiscal_year_end
sugarcrm_following
sugarcrm_my_favorite
sugarcrm_tag_0_0_id
sugarcrm_tag_0_0_name
sugarcrm_sync_key
sugarcrm_assigned_user_id
sugarcrm_assigned_user_name
sugarcrm_assigned_user_link_full_name
sugarcrm_assigned_user_link_id
sugarcrm_team_count
sugarcrm_team_count_link_team_count
sugarcrm_team_count_link_id
sugarcrm_team_name_0_0_id
sugarcrm_team_name_0_0_name
sugarcrm_team_name_0_0_name_2
sugarcrm_team_name_0_0_primary
sugarcrm_team_name_0_0_selected
sugarcrm_email_0_0_email_address
sugarcrm_email_0_0_primary_address
sugarcrm_email_0_0_reply_to_address
sugarcrm_email_0_0_invalid_email
sugarcrm_email_0_0_opt_out
sugarcrm_email_0_0_email_address_id
sugarcrm_email_1_1_email_address
sugarcrm_email_1_1_primary_address
sugarcrm_email_1_1_reply_to_address
sugarcrm_email_1_1_invalid_email
sugarcrm_email_1_1_opt_out
sugarcrm_email_1_1_email_address_id
sugarcrm_email1
sugarcrm_email2
sugarcrm_invalid_email
sugarcrm_email_opt_out
sugarcrm_email_addresses_non_primary
sugarcrm_is_escalated
sugarcrm_fds_active_inactive_c
sugarcrm_fds_other_account_detail_c
sugarcrm_fds_company_number_c
sugarcrm_fds_on_loan_c
sugarcrm_fds_no_of_employees_c
sugarcrm_fds_ctps_c
sugarcrm_fds_website_c
sugarcrm_fds_industry_c
sugarcrm_fds_last_meet_date_c
sugarcrm_fds_contract_end_date_c
sugarcrm_fds_leasequarterlyspend_c
sugarcrm_fds_compellingeventdate_c
sugarcrm_fds_compellingeventtype_c
sugarcrm_fds_last_call_date_c
sugarcrm_phone_other_c
sugarcrm_fds_servicequarterlyspend_c
sugarcrm_fds_key_contact_c
sugarcrm_fds_direct_dial_c
sugarcrm_fds_company_turnover_c
sugarcrm_fds_cs_employees_c
sugarcrm_fds_cs_turnover_c
sugarcrm_fds_cs_est_turnover_c
sugarcrm_fds_cs_credit_limit_c
sugarcrm_fds_ltd_co_c
sugarcrm_fds_credit_rating_c
sugarcrm_base_rate
sugarcrm_currency_id
sugarcrm_entity_type
sugarcrm_url
sugarcrm_salutation
sugarcrm_first_name
sugarcrm_last_name
sugarcrm_full_name
sugarcrm_title
sugarcrm_department
sugarcrm_do_not_call
sugarcrm_phone_home
sugarcrm_phone_mobile
sugarcrm_phone_work
sugarcrm_phone_other
sugarcrm_primary_address_street
sugarcrm_primary_address_street_2
sugarcrm_primary_address_street_3
sugarcrm_primary_address_city
sugarcrm_primary_address_state
sugarcrm_primary_address_postalcode
sugarcrm_primary_address_country
sugarcrm_alt_address_street
sugarcrm_alt_address_street_2
sugarcrm_alt_address_street_3
sugarcrm_alt_address_city
sugarcrm_alt_address_state
sugarcrm_alt_address_postalcode
sugarcrm_alt_address_country
sugarcrm_assistant
sugarcrm_assistant_phone
sugarcrm_picture
sugarcrm_email_and_name1
sugarcrm_lead_source
sugarcrm_account_name
sugarcrm_accounts_name
sugarcrm_accounts_id
sugarcrm_account_id
sugarcrm_dnb_principal_id
sugarcrm_opportunity_role_fields
sugarcrm_opportunities_id
sugarcrm_opportunity_role_id
sugarcrm_opportunity_role
sugarcrm_reports_to_id
sugarcrm_report_to_name
sugarcrm_reports_to_link_name
sugarcrm_reports_to_link_id
sugarcrm_birthdate
sugarcrm_portal_name
sugarcrm_portal_active
sugarcrm_portal_password
sugarcrm_portal_password1
sugarcrm_portal_app
sugarcrm_portal_user_company_name
sugarcrm_preferred_language
sugarcrm_cookie_consent
sugarcrm_cookie_consent_received_on
sugarcrm_dp_consent_last_updated
sugarcrm_campaign_contacts_name
sugarcrm_campaign_contacts_id
sugarcrm_c_accept_status_fields
sugarcrm_calls_id
sugarcrm_m_accept_status_fields
sugarcrm_meetings_id
sugarcrm_accept_status_id
sugarcrm_accept_status_name
sugarcrm_accept_status_calls
sugarcrm_accept_status_meetings
sugarcrm_accept_status_messages
sugarcrm_hint_account_description
sugarcrm_hint_job_2
sugarcrm_hint_education
sugarcrm_hint_education_2
sugarcrm_hint_facebook
sugarcrm_hint_twitter
sugarcrm_hint_industry_tags
sugarcrm_hint_account_twitter_handle
sugarcrm_hint_contact_pic
sugarcrm_hint_photo
sugarcrm_hint_phone_1
sugarcrm_hint_phone_2
sugarcrm_hint_account_website
sugarcrm_hint_account_sic_code_label
sugarcrm_hint_account_annual_revenue
sugarcrm_sync_contact
sugarcrm_market_interest_prediction_score
sugarcrm_market_score
sugarcrm_mkto_sync
sugarcrm_mkto_id
sugarcrm_mkto_lead_score
sugarcrm_entry_source
sugarcrm_site_user_id
sugarcrm_source_id
sugarcrm_source_type
sugarcrm_source_meta
sugarcrm_fds_involvement_c
sugarcrm_fds_department_c
sugarcrm_fds_job_title_c
sugarcrm_fds_preferred_comms_c
sugarcrm_fds_source_c
sugarcrm_denorm_account_name
sugarcrm_converted
sugarcrm_refered_by
sugarcrm_lead_source_description
sugarcrm_status
sugarcrm_status_description
sugarcrm_account_to_lead
sugarcrm_account_description
sugarcrm_contact_id
sugarcrm_contact_name
sugarcrm_contacts_name
sugarcrm_contacts_id
sugarcrm_opportunity_id
sugarcrm_converted_opp_name
sugarcrm_opportunity_name
sugarcrm_opportunity_amount
sugarcrm_campaign_leads_name
sugarcrm_campaign_leads_id
sugarcrm_webtolead_email_opt_out
sugarcrm_webtolead_invalid_email
sugarcrm_ai_conv_score_classification
sugarcrm_ai_icp_fit_score_classification
sugarcrm_fds_qual_unqual_c
sugarcrm_fds_contract_term_c
sugarcrm_fds_datestamp_hotlist_c
sugarcrm_fds_datestamp_first_c
sugarcrm_fds_datestamp_converted_c
sugarcrm_fds_datestamp_dead_c
sugarcrm_fds_current_manufacturer_c
sugarcrm_fds_contract_type_c
sugarcrm_fds_happy_with_supplier_c
sugarcrm_fds_other_source_c
sugarcrm_fds_contract_start_date_c
sugarcrm_fds_no_mfds_c
sugarcrm_fds_noprinters_c
sugarcrm_fds_acthistory_c
sugarcrm_fds_add_contact3_c
sugarcrm_fds_add_contact2_c
sugarcrm_fds_addcontact2_phone_c
sugarcrm_fds_addcontact3_phone_c
sugarcrm_fds_act_create_date_c
sugarcrm_fds_dead_reason_c
sugarcrm_fds_current_supplier_c
sugarcrm_fds_traffic_light_calc_c
sugarcrm_fds_cs_est_to_c
sugarcrm_fds_cs_to_c
sugarcrm_fds_contract_start_to_string_c
sugarcrm_fds_contract_end_to_string_c
sugarcrm_test_traffic_light_c

Telefonsystemer

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3CX [plug-in]