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Reliez facilement vos outils favoris à votre système téléphonique

Exact Globe

Comptabilité Services financiers ERP

Disponible pour :

Exact Globe

Description Fonctions Boutons Paramètres Compatibilité Base de connaissances

Connecting Exact Globe 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. Because Exact Globe does not support opening the customer card directly, there is a button available which allows you to copy the debtor number and/or creditor number with a single click. From there you can then paste it into Exact Globe and open the contact 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 with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
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.
Make a call note immediately with the Call Note function that 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 Exact Globe 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
Barre de recherche

Type de déploiement

Bubble Desktop
Bubble Cloud

Type d'intégration

Connexion à la base de données
Cloner le modèle

Type d'application

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

Boutons d'action

Recherche rapide (copie du presse-papiers)

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.

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.

All the data in the database

Compatibilité

3CX [plug-in]