KMR IT-Innovations GmbH App Marktplatz

Verknüpfen Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

Salesforce [embedded]

Kundenbetreuung CRM ERP

Verfügbar für:

Salesforce [embedded]

Beschreibung Funktionen Button Parameter Kompatibilität Wiki

Connecting the Salesforce embedded integration to your telephony environment is hugely important for improving customer satisfaction and working more efficiently. With integration tool Bubble, during an incoming or outgoing phone call, you no longer have to look for customer details manually but they appear directly in a Salesforce pop-up notification and you can perform various actions such as opening a customer card from there.

Embedded pop-up notification

Bubble has a number of unique features. This integration ensures that you immediately get all relevant customer data on a phone call. From the overview that appears, which can also be fully customised by the user, department or company, you can immediately perform the desired action. The information you can display in the pop-up can be found under tab Parameter and the available buttons under tab Button. When transferring a call to a colleague, the customer information moves with it. By default, the pop-up notification in Salesforce is visible from the moment your softphone, desk phone or other device rings until the call ends. If you have set up to see the pop-up notification in the Salesforce Service Console, you can specify whether to open the relationship in the current tab or to open a new (internal) tab.

Functionalities

In addition to the above mentioned pop-up notification capabilities, Bubble is equipped with many more functionalities. If you also use other applications, you can even show the CRM information or buttons from other applications in the Salesforce integration, if you wish. The full list of features can be found under tab Funktionen, but we have already listed a few important ones for you:

Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
With Call Control, you control your desk phone, softphone or other device directly from Salesforce (provided your telephony platform supports it).
Easily search CRM contact data in the Searchbar and perform the desired action (call, whatsapp, Teams chat, mail, etc.).
The Call Waiting function lets you easily switch between pop-up notifications of incoming phone calls.
If several relations are known under one number you can browse through the results with the Multi result function.
The Call History function allows you to see all contact moments with the phone number over the last 90 days so you can immediately see which colleague had the last contact.
At the end of every call, there will be pushed a Call Log to the CRM, so that every call is logged under the relation card in the CRM.
Make a call note immediately with the Call Note function that will be logged together with the Call Log and becomes visible to you and your colleagues in the Call History.
Immediately give your call registration the desired Call Tag (call disposition) that can be made available at administrator level.
Determine the Theme Modes yourself by setting the colours to day or dark modes.
Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).

Call Report

In Salesforce, a comprehensive reporting tool is available that allows you to create reports that provide insight into various user statistics. This includes, for example, call tags (call disposition), call notes and other call data so that you have all the tools you need to manage data.

Customization

To meet your specific needs, Bubble is equipped with the Automations module. With this module it is possible to add your own If-This-Then-That flows. Think, for example, of running a script or automatically opening the call-note-screen instead of having to click it open.

Technical

Connecting Bubble - and thus the embedded Salesforce Software CRM connector - to your telephony platform is very easy. The procedure is different per telephony platform but one thing they all have in common, you don't have to be a technician to do it.

Möglichkeiten für ausgehende Anrufe CRM

Klicken Sie auf , um aus dem CRM zu wählen
Hotkey-Wahl aus CRM
Kopieren zum Wählen

Merkmale der Integration

Popup-Fenster mit mehreren Ergebnissen
Registrierung anrufen
Registrierung von Anrufen (+Note)
Benutzerdefinierte Feldvariablen
SearchBar
Call tagging
Call control
Anklopfen
Thema-Modus

Art der Integration

Echtzeit-API (benutzerbasiert)

Pop-up-Typ

Bubble-Embedded-Pop-up

Action-Schaltflächen

CRM-spezifische Schaltflächen

Standard Popup-Funktionen für Sprechblasen

Pop-up-Benachrichtigung
Inhaltliche Anpassung des Pop-ups
Einmalige Anmeldung
Automatisches Ausblenden
Mehrsprachig
Stummschalten
Interne Anrufer ausblenden
Ergebnis der Sortierung
Klicken Sie zum Wählen
Hotkey-Wahl
Gespräche zurückrufen
Rückruf
Timer für die Gesprächsdauer
Anrufverlauf
Notizen aufrufen
Mehrere Profile
Aktualisierungen
Native Windows-Anwendung
Native macOS-Anwendung
Automationen
Notation der Zahlen

Button

Im Folgenden finden Sie eine Liste der verfügbaren Schaltflächen. Dabei handelt es sich sowohl um CRM-spezifische als auch um generische Bubble-Funktionen.

Open Relation
Open Account
Open Contact
Open Lead
Open Opportunities
Open Cases
Create Contact
Create Company
Create Account
Create Lead
Custom Action (standard button)
Send E-mail (standard button)
Callback request (standard button)
Call Control (standard button)*
Send WhatsApp message (standard button)
Send Microsoft Teams message (standard button)
Open SearchBar (standard button)

Parameter

Bestimmen Sie den Inhalt des Pop-ups pro Benutzer, Abteilung oder Organisation mit Informationen aus Ihrem CRM-Paket. Im Folgenden finden Sie eine Liste der Parameter, die in Ihrer CRM-Software verfügbar sind.

salesforce_name
salesforce_attributes_type
salesforce_attributes_url
salesforce_id
salesforce_is_deleted
salesforce_master_record_id
salesforce_name
salesforce_type
salesforce_parent_id
salesforce_billing_street
salesforce_billing_city
salesforce_billing_state
salesforce_billing_postal_code
salesforce_billing_country
salesforce_billing_latitude
salesforce_billing_longitude
salesforce_billing_geocode_accuracy
salesforce_billing_address
salesforce_shipping_street
salesforce_shipping_city
salesforce_shipping_state
salesforce_shipping_postal_code
salesforce_shipping_country
salesforce_shipping_latitude
salesforce_shipping_longitude
salesforce_shipping_geocode_accuracy
salesforce_shipping_address
salesforce_phone
salesforce_fax
salesforce_account_number
salesforce_website
salesforce_photo_url
salesforce_sic
salesforce_industry
salesforce_annual_revenue
salesforce_number_of_employees
salesforce_ownership
salesforce_ticker_symbol
salesforce_description
salesforce_rating
salesforce_site
salesforce_owner_id
salesforce_created_date
salesforce_created_by_id
salesforce_last_modified_date
salesforce_last_modified_by_id
salesforce_system_modstamp
salesforce_last_activity_date
salesforce_last_viewed_date
salesforce_last_referenced_date
salesforce_jigsaw
salesforce_jigsaw_company_id
salesforce_clean_status
salesforce_account_source
salesforce_duns_number
salesforce_tradestyle
salesforce_naics_code
salesforce_naics_desc
salesforce_year_started
salesforce_sic_desc
salesforce_dandb_company_id
salesforce_operating_hours_id
salesforce_customer_priority__c
salesforce_sla__c
salesforce_active__c
salesforce_numberof_locations__c
salesforce_upsell_opportunity__c
salesforce_sla_serial_number__c
salesforce_sla_expiration_date__c
salesforce_account_id
salesforce_last_name
salesforce_first_name
salesforce_salutation
salesforce_other_street
salesforce_other_city
salesforce_other_state
salesforce_other_postal_code
salesforce_other_country
salesforce_other_latitude
salesforce_other_longitude
salesforce_other_geocode_accuracy
salesforce_other_address
salesforce_mailing_street
salesforce_mailing_city
salesforce_mailing_state
salesforce_mailing_postal_code
salesforce_mailing_country
salesforce_mailing_latitude
salesforce_mailing_longitude
salesforce_mailing_geocode_accuracy
salesforce_mailing_address_city
salesforce_mailing_address_country
salesforce_mailing_address_geocode_accuracy
salesforce_mailing_address_latitude
salesforce_mailing_address_longitude
salesforce_mailing_address_postal_code
salesforce_mailing_address_state
salesforce_mailing_address_street
salesforce_mobile_phone
salesforce_home_phone
salesforce_other_phone
salesforce_assistant_phone
salesforce_reports_to_id
salesforce_email
salesforce_title
salesforce_department
salesforce_assistant_name
salesforce_lead_source
salesforce_birthdate
salesforce_last_cu_request_date
salesforce_last_cu_update_date
salesforce_email_bounced_reason
salesforce_email_bounced_date
salesforce_is_email_bounced
salesforce_jigsaw_contact_id
salesforce_individual_id
salesforce_level__c
salesforce_languages__c
salesforce_company
salesforce_street
salesforce_city
salesforce_state
salesforce_postal_code
salesforce_country
salesforce_latitude
salesforce_longitude
salesforce_geocode_accuracy
salesforce_address_city
salesforce_address_country
salesforce_address_geocode_accuracy
salesforce_address_latitude
salesforce_address_longitude
salesforce_address_postal_code
salesforce_address_state
salesforce_address_street
salesforce_status
salesforce_is_converted
salesforce_converted_date
salesforce_converted_account_id
salesforce_converted_contact_id
salesforce_converted_opportunity_id
salesforce_is_unread_by_owner
salesforce_company_duns_number
salesforce_sic_code__c
salesforce_product_interest__c
salesforce_primary__c
salesforce_current_generators__c

Kompatibilität

3CX [plug-in]

KMR IT-Innovations GmbH App Marktplatz

Verknüpfen Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

Salesforce [embedded]

Salesforce [embedded]

Button

Parameter

Kompatibilität

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