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Reliez facilement vos outils favoris à votre système téléphonique

Donorfy CRM

CRM

Disponible pour :

Donorfy CRM

Description Fonctions Boutons Paramètres Compatibilité Base de connaissances

Connecting Donorfy CRM to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, during an incoming or outgoing phone call, you no longer have to search for customer data manually but it appears directly in a pop-up notification on your PC screen and from there you can perform various actions such as opening a relation card.

Pop-up notification

Bubble has a number of unique features. The information that can be displayed and the buttons in the pop-up are completely configurable to the wishes of the user, department or company. The information to display in the pop-up notification can be found under tab paramètres and the available buttons under tab boutons. When transferring a call to a colleague, the customer information will be transferred with the call and when working with multiple screens, you can choose on which screen you want to see the pop-up. By default, the pop-up is visible from the moment your softphone, deskphone or other device rings until the call ends, but with the various timer options you can adjust even this to your personal preferences.

Functionalities

In addition to the above mentioned pop-up notification capabilities, Bubble is equipped with many more functionalities. For example, you can activate multiple CRM integrations under the same user at no extra cost, which can be useful if you use multiple software applications within your company. The full list of features can be found under tab fonctions, but we have already listed a few important ones for you:

Dialing out by selecting a phone number in your CRM and pressing a hotkey with with the Select & Call feature.
Search CRM contact information directly in the Searchbar desktop application even if there is no phone call at that time.
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.
Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).

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 Donorfy CRM 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.

Possibilités d'appels sortants CRM

Cliquez pour composer un numéro à partir du CRM
Numérotation par raccourci clavier à partir du CRM
Copier pour composer

Caractéristiques d'intégration

Fenêtre contextuelle multi-résultats
Enregistrement des appels
Enregistrement des appels (+note)
Barre de recherche

Type de déploiement

Bubble Desktop
Bubble Cloud

Type d'intégration

API en temps réel (basée sur l'utilisateur)
Cloner le modèle

Type d'application

Bubble Desktop Pop-up
Extension Chrome Bubble365
Extension Bubble365 Edge
Bubble365 iFrame

Boutons d'action

Boutons spécifiques au CRM

Fonctions standard de la bulle pop-up

Notification contextuelle
Personnalisation des fenêtres contextuelles
Signature unique
Multi-langues
Masquer les appelants internes
Résultat du tri
Cliquez pour composer
Rappeler les conversations
Rappeler
Minuterie de durée de conversation
Historique des appels
Notes d'appel
Mises à jour
Notation des nombres

Boutons

Vous trouverez ci-dessous la liste des boutons disponibles. Il s'agit à la fois de fonctions spécifiques au CRM et de fonctions génériques de Bubble.

View Constituent
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)
Trigger Automations (standard button)

Paramètres

Déterminez le contenu de la fenêtre contextuelle par utilisateur, département ou organisation à l'aide des informations fournies par votre progiciel de gestion de la relation client (CRM). Vous trouverez ci-dessous la liste des paramètres disponibles dans votre logiciel CRM.

donorfy_constituent_id
donorfy_constituent_number
donorfy_is_active
donorfy_date_added
donorfy_date_changed
donorfy_organisation_name
donorfy_title
donorfy_first_name
donorfy_middle_name
donorfy_last_name
donorfy_formerly
donorfy_also_known_as
donorfy_constituent_type
donorfy_house_building_number
donorfy_address_line1
donorfy_address_line2
donorfy_town
donorfy_county
donorfy_postal_code
donorfy_phone1
donorfy_phone2
donorfy_mobile_phone
donorfy_email1address
donorfy_email2address
donorfy_national_id_number
donorfy_external_key
donorfy_date_of_birth
donorfy_prefix
donorfy_suffix
donorfy_url

Compatibilité

3CX [plug-in]