Muligheder for udgående opkald CRM

• Klik for at ringe op fra CRM
  Start et udgående telefonopkald med et enkelt museklik fra dit CRM-program eller en hvilken som helst hjemmeside.
• Genvejstaster til opkald fra CRM
  Er et telefonnummer ikke klikbart i dit CRM? Med denne funktion kan du stadig foretage et opkald.
• Kopiér til opkald
  Vælg et telefonnummer, og få en forslag til at ringe op med det samme.

Integrationsfunktioner

• Activity Hub
  I Activity Hub kan du se aktiviteter som f.eks. en opkaldslog med noter eller en transskription af samtalen, der endnu ikke er gemt i CRM. Du kan vælge at gøre dette automatisk eller manuelt. Noter og transskriptioner kan redigeres, inden de gemmes i CRM.
• Tildel opkaldslog til søgeresultat
  Funktionen gør det muligt at logge samtaler i CRM ved at vælge en enhed fra søgeresultaterne. AI-resuméer og/eller manuelle noter knyttes direkte til den korrekte relation.
• Kontrol af opkald
  Forudsat at din telefoniplatform understøtter det, er fuld opkaldsstyring tilgængelig i pop op-meddelelsen. Det giver dig mulighed for at styre din bordtelefon, softphone eller anden enhed fra notifikationen.
• Registrering af opkald
  Opkaldsoplysninger kan registreres direkte i dit CRM under kundekortet. Har du brug for denne funktion, men er den endnu ikke tilgængelig for din integration? Kontakt os venligst.
• Registrering af opkald (+AI-transskription)
  Samtaleoplysninger, samtalenotater og en AI-transskription kan gemmes direkte i dit CRM under kundekortet. For at kunne gemme AI-transskriptioner skal den tilsluttede teleplatform understøtte dette.
• Registrering af opkald (+note)
  Opkaldsoplysninger og opkaldsnoter kan registreres direkte i dit CRM under kundekortet.
• Opkald venter
  Hvis du modtager et andet opkald, mens du allerede er i gang med en telefonsamtale, vises dette andet opkald nederst i pop-up notifikationen i Bubble365-apps, hvor du nemt kan skifte med ét museklik. I andre apps vises der i så fald en anden separat notifikation.
• Pop-up med flere resultater
  Opstår et telefonnummer flere gange i din CRM-applikation? Klik direkte til næste resultat. Har du brug for denne funktion, men er den endnu ikke tilgængelig for din integration? Kontakt os venligst.
• Søgefelt
  Søg i CRM-kontaktoplysninger fra 'SearchBar'-værktøjslinjen på skrivebordet. Herfra kan du åbne kundekortet, starte et telefonopkald direkte, sende en e-mail/WhatsApp/Microsoft Teams-besked eller se opkaldshistorikken. Har du brug for denne funktion, men er den endnu ikke tilgængelig for din integration? Kontakt os venligst.

Udrulningstype

• Bubble Desktop
  Bubble er installeret på hver bruger/arbejdsstation og kører lokalt på brugerens computer.
• Bubble Cloud
  Bubble hostes i skyen, så lokal installation er ikke nødvendig. Bemærk: Denne mulighed kræver en Bubble Cloud-tilføjelseslicens. For cloudhosting er det altid nødvendigt, at vores cloud-IP-adresser har adgang til CRM-/telefonområdet.

Integrationstype

• API i realtid (brugerbaseret)
  Autentificering med CRM-applikation på brugerniveau. Bemærk, at hvis du vil klone profilerne til andre brugere i organisationen, vil brugerdataene også blive kopieret. For at forhindre dette kan du anmode om en kloningsskabelon fra os, som ikke kopierer disse værdier.
• Klon skabelon
  Der skal bruges en skabelon ved kloning af profiler, da der finder en brugerautorisation sted, som ikke kan klones.

Understøttede applikationer

• Bubble Desktop Pop-up
  Bubble Desktop Pop-up er en smart tilføjelse til din arbejdsplads. Du installerer nemt applikationen på din Windows-pc eller Mac, hvorefter du straks får gavn af praktiske pop-up-notifikationer ved både indgående og udgående opkald. På den måde ved du ikke kun, hvem der ringer på det rette tidspunkt, men du kan også handle med det samme – åbn kundekortet, send en WhatsApp-besked eller udfør en anden handling. Derudover har du adgang til velkendte funktioner som Klik & Ring, den kraftfulde SearchBar og en overskuelig opkaldshistorik.
• Bubble Third-Party API
  Med Bubble Third Party API kan du som udvikler problemfrit forbinde din applikation med CRM’er, telefoni­platforme og Bubble-funktioner — alt sammen via ét smart interface. Mindre vedligeholdelse, mere fokus på det, du virkelig vil bygge. Og det bedste? Dette er præcis den samme teknologi, vi hos Red Cactus bruger til vores Bubble365-appserie. Du får altså adgang til nøjagtig den samme kraftfulde teknologi.
• Bubble365 Chrome Plug-in
  Bubble365 Chrome Plug-in samler din telefoni og CRM i én klar, integreret browseroplevelse. Med kompatibilitet til forskellige CRM-applikationer og telefoni­platforme passer plug-in’et problemfrit ind i dit eksisterende arbejdsmiljø. På den måde kan du arbejde hurtigere, mere effektivt og mere kundeorienteret – uden at afbryde dit workflow.
• Bubble365 Edge Plug-in
  Bubble365 Edge Plug-in samler din telefoni og CRM i én klar, integreret browseroplevelse. Med kompatibilitet til forskellige CRM-applikationer og telefoni­platforme passer plug-in’et problemfrit ind i dit eksisterende arbejdsmiljø. På den måde kan du arbejde hurtigere, mere effektivt og mere kundeorienteret – uden at afbryde dit workflow.
• Bubble365 Teams App
  Med Bubble365 Teams App bringer du Bubble’s styrke direkte ind i dit Microsoft Teams-miljø. Ved at kombinere CRM-, telefoni- og Teams-funktioner i én app opnår du en problemfri brugeroplevelse. Du arbejder mere effektivt og øger produktiviteten, fordi alle kommunikations- og CRM-værktøjer samles i ét centralt interface. Du bestemmer selv, hvordan appen ser ud: vælg hvilke widgets du aktiverer, hvor de placeres, og hvor store de er. Du kan endda tilføje dine egne applikationer, f.eks. videostreamen fra din dørtelefon via iFrame-widgetten. Sådan gør du Teams til dit ultimative kommunikationshub.
• Bubble365 Mobile App
  Med Bubble365 Mobile App tager du din CRM-funktionalitet med dig overalt, direkte på din smartphone. Ved hvert telefonopkald – indgående eller udgående – modtager du straks en notifikation med navnet, som det er gemt i dit CRM. Fra denne notifikation kan du nemt åbne appen for at se kundeoplysninger eller udføre handlinger. På Android viser vi endda notifikationer for opkald, der går gennem den native dialer, og med en fast-mobil integration gælder dette også for iOS. I alle andre tilfælde udløses notifikationerne på baggrund af de telefonopkald, der kører via den tilkoblede telefoni­platform. Du kan desuden søge i dine CRM-kontakter i realtid via appen (hvis dit CRM understøtter SearchBar), så du altid har de rigtige oplysninger lige ved hånden.
• Bubble365 iFrame
  Med Bubble365 iFrame kan du nemt integrere Bubble365 i din egen applikation — for eksempel i dit telefoni­platform, CRM-system eller blot i browseren. Ideelt for udviklere, der ikke selv ønsker at bygge en fuld telefoni-notifikationsmodul som Bubble, men som stadig vil drage fordel af en integreret brugeroplevelse, der er kompatibel med CRM-applikationer og telefoni­platforme.

Handlingsknapper

• CRM-specifikke knapper
  CRM-specifikke knapper til f.eks. at åbne kundekort eller igangsætte andre handlinger. Se fanen 'knapper'.

Standard Bubble pop-up funktioner

• Pop-up-meddelelse
  Med et indgående, udgående og viderestillet opkald, en øjeblikkelig meddelelse med kundeoplysninger.
• Tilpasning af pop op-indhold
  Bestem indholdet af pop op-vinduet pr. bruger, afdeling eller organisation med oplysninger fra dit CRM-program.
• Enkelt login
  Ingen grund til at huske flere adgangskoder, log ind med din Microsoft-, Google- eller Apple-konto.
• Flere sprog
  Bestem sproget for indholdet i pop op-vinduet ved at tilføje ordene på det sprog, du ønsker.
• Skjul interne opkald
  Vil du ikke se en pop-up, når en kollega ringer til dig internt? Mulighed for at slå denne funktion til eller fra.
• Sorteringsresultat
  Foretrækker du at vise kontakter først i stedet for virksomheder, når du bruger 'multi-result'? Bestem selv rækkefølgen.
• Klik for at ringe op
  Start et udgående telefonopkald med et enkelt museklik fra en hvilken som helst hjemmeside.
• Genkald samtaler
  Med et enkelt klik kan de afsluttede samtale-popups hentes for at vise oplysningerne igen.
• Ring tilbage
  Du kan hente telefonnummeret frem igen direkte fra en "hentet pop-up" med et enkelt museklik.
• Timer til taletid
  Under et telefonopkald er en timer synlig i pop op-vinduet, hvor varigheden vises i sekunder.
• Opkaldshistorik
  Vis navnet på den kollega, der sidst har talt med eller forsøgt at ringe til opkalderen inden for de seneste 3 måneder.
• Opkaldsnoter
  Optag straks dine samtaleoplysninger i en note, så alle oplysninger er synlige for dine kolleger.
• Nyeste funktioner
  Med en Bubble-licens har du altid ret til de nyeste funktioner, som kan installeres med et enkelt klik.
• Notation af tal
  Hvis du bruger forskellige talnotationer i dit CRM (der er allerede 20+ formater som standard), kan du selv tilføje dem.

Knapper

Nedenfor er listen over tilgængelige knapper. Disse omfatter både CRM-specifikke og generelle Bubble-funktioner.

• Open in WeGroup
• Create Company
• Create Customer
• 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)

Parametre

Bestem indholdet af pop op-vinduet pr. bruger, afdeling eller organisation med information fra dit CRM-pakke. Nedenfor er listen over tilgængelige parametre fra din CRM-software.

• wegroup_notes_on_liability_info
• wegroup_notes_on_company_info
• wegroup_notes_on_company_activity_info
• wegroup_notes_on_preferences
• wegroup_notes_on_future_plans
• wegroup_notes_on_financial_info
• wegroup_notes_on_management_info
• wegroup_notes_on_workforce_info
• wegroup_notes_on_logistics_info
• wegroup_notes_on_mobility_info
• wegroup_notes_on_continuity_info
• wegroup_notes_on_assets_info
• wegroup_notes_on_travel_info
• wegroup_notes_on_cyberrisk_info
• wegroup_notes_on_outlook_info
• wegroup_notes_on_real_estate_info
• wegroup_notes_on_fleet_info
• wegroup_uses_access_matrix_to_identify_cyber_risk
• wegroup_amount_of_temporary_staff
• wegroup_is_vat_eligible
• wegroup_does_cattle_work
• wegroup_is_member_of_branch_organisation
• wegroup_member_of_branch_organisation
• wegroup_type_of_work
• wegroup_does_construction_contractor_architect_work
• wegroup_does_fire_hazardous_work
• wegroup_does_fire_hazardous_work_own_location
• wegroup_does_fire_hazardous_work_third_parties
• wegroup_does_roofing_work
• wegroup_does_roofing_work_fire_hazardous
• wegroup_does_activities_as_main_contractor_with_subcontractors
• wegroup_does_activities_as_sub_contractor_for_general_contractor
• wegroup_does_roofs_scaffolding_cranes_work
• wegroup_has_technical_equipment_in_fleet
• wegroup_has_financial_investments
• wegroup_is_dependant_on_third_parties
• wegroup_clients_demand_a_minimal_liability_insurance
• wegroup_minimal_liability_insurance_value
• wegroup_kind_of_dangerous_materials_stored
• wegroup_amount_of_kg_per_liter_plastic_stored
• wegroup_stores_material_in_tanks_underground
• wegroup_amount_of_asbestos_present_in_m2
• wegroup_amount_of_fuel_usage_per_year_in_m3
• wegroup_complies_with_current_legal_regulations_for_storing_dangerous_materials
• wegroup_works_with_personal_data_as_defined_by_gdpr
• wegroup_works_with_special_personal_data_as_defined_by_gdpr
• wegroup_sells_goods_digitally
• wegroup_backup_storage_methods
• wegroup_has_data_processing_agreement_with_all_it_suppliers
• wegroup_is_work_being_done_on_private_devices
• wegroup_has_password_policy
• wegroup_is_sensitive_data_being_exchanged_via_mail
• wegroup_has_offobarding_procedure
• wegroup_employees_or_directors_stay_abroad_for_work_with_overnight_stay
• wegroup_amount_of_trip_days_for_all_employees_per_year
• wegroup_type_of_work_done_abroad
• wegroup_method_value_of_inventory_determined
• wegroup_inventory_taxation_date
• wegroup_any_inventory_changes_after_evaluation
• wegroup_estimated_value_of_changes_or_investments_after_evaluation_for_inventory
• wegroup_attractiveness_of_inventory_according_to_vrki_classification
• wegroup_is_owner_of_inventory
• wegroup_new_value_tenant_interests
• wegroup_does_own_the_tenants_interest
• wegroup_electronics_model_year
• wegroup_new_value_of_mobile_electronics
• wegroup_new_value_of_expensive_electronics
• wegroup_is_owner_of_electronics_used
• wegroup_is_owner_of_expensive_electronics_used
• wegroup_new_value_of_machines
• wegroup_is_owner_of_machines_used
• wegroup_new_value_electrical_installations
• wegroup_is_owner_of_electrical_installations_used
• wegroup_new_value_work_equipment
• wegroup_is_owner_of_work_equipment_used
• wegroup_new_value_cooling_installations
• wegroup_is_owner_of_cooling_installations_used
• wegroup_value_of_cash_on_hand
• wegroup_types_of_new_valuables_used
• wegroup_new_value_valuables_used
• wegroup_is_owner_of_valuables_used
• wegroup_new_value_illuminated_advertising
• wegroup_is_owner_of_illuminated_advertising_used
• wegroup_has_stored_third_party_inventory_or_goods
• wegroup_has_owner_insured_third_party_goods_and_inventory
• wegroup_are_owned_assets_located_elsewhere
• wegroup_gross_profit_last_year
• wegroup_expected_gross_profit_this_year
• wegroup_huge_revenue_loss_if_business_owner_disabled
• wegroup_is_revenue_dependant_on_supplier
• wegroup_minimal_payout_period_required_for_old_turnover_level
• wegroup_will_damage_during_transport_result_in_business_interruption
• wegroup_delivers_goods_or_services_abroad
• wegroup_delivers_goods_or_services_outside_eu
• wegroup_delivers_goods_or_services_in_us_or_canada
• wegroup_is_dependant_on_third_parties_to_provide_services_or_products
• wegroup_are_goods_or_inventory_stored_off_site
• wegroup_yearly_wage_2_years_ago
• wegroup_yearly_wage_3_years_ago
• wegroup_does_its_own_payroll
• wegroup_workforce_average_age
• wegroup_workforce_employee_category
• wegroup_workforce_budget_per_month
• wegroup_workforce_budget_policy
• wegroup_workforce_warranties_in_group_insurance
• wegroup_workforce_additional_warranties
• wegroup_has_flexible_workforce_plan
• wegroup_salary_coefficient
• wegroup_any_taxes_on_top_of_budget
• wegroup_pre_or_post_cost_coverage_period
• wegroup_workforce_prefer_single_room_when_hospitalized
• wegroup_workforce_no_deductible_if_single_room_when_hospitalized
• wegroup_rie_was_done
• wegroup_rie_action_plan_was_drawn_up_last_year
• wegroup_rie_was_checked_by_expert
• wegroup_has_absence_protocol
• wegroup_has_trustee_apointed
• wegroup_any_employees_entitled_to_no_risk_policy
• wegroup_any_employees_aow_applicable
• wegroup_has_collective_bargaining_agreement
• wegroup_has_prevention_officer_assigned
• wegroup_has_re_integration_poliicy_for_long_term_staf_absence
• wegroup_has_deviating_purchasing_conditions
• wegroup_has_supplier_of_physical_goods
• wegroup_yearly_average_workplace_accidents
• wegroup_absenteeism_rate_2_years_ago
• wegroup_absenteeism_rate_3_years_ago
• wegroup_collective_bargaining_agreement_type
• wegroup_salary_continuation_obligation_first_year
• wegroup_salary_continuation_obligation_second_year
• wegroup_uwv_sector_code
• wegroup_arbo_service_chosen
• wegroup_general_terms_and_conditions_are_approved_by_customers
• wegroup_general_terms_and_conditions_are_legally_checked
• wegroup_general_terms_and_conditions_legally_checked_date
• wegroup_near_future_events
• wegroup_near_future_event_description
• wegroup_near_future_risks
• wegroup_expected_termination_in_how_many_years
• wegroup_invoice_email
• wegroup_policy_insurance_documents_email
• wegroup_insure_against_excruciating_costs
• wegroup_wants_inventory_of_private_insurances
• wegroup_percentage_turnover_north_america
• wegroup_accepts_purchasing_terms_and_conditions_from_customers
• wegroup_it_department_head_first_name
• wegroup_it_department_head_last_name
• wegroup_it_department_head_telephonenr
• wegroup_it_department_head_email
• wegroup_it_department_head_housenr
• wegroup_it_department_head_street
• wegroup_it_department_head_city
• wegroup_it_department_head_country_code
• wegroup_it_department_head_zipcode
• wegroup_owners_association_caretaker_is_appointed
• wegroup_owners_association_administrator
• wegroup_is_komo_certified
• wegroup_can_quickly_find_new_suppliers
• wegroup_general_terms_and_conditions_links
• wegroup_what_work_is_carried_out_by_subcontractors
• wegroup_directors_illness_plan
• wegroup_has_plan_any_directors_are_death
• wegroup_has_employees
• wegroup_has_investments
• wegroup_has_credit_or_loans
• wegroup_has_electric_charging_station
• wegroup_wants_electric_charging_station
• wegroup_wants_to_share_electric_charging_station
• wegroup_prefered_follow_up_process
• wegroup_prefered_follow_up_appointment
• wegroup_employees_earning_more_than_legal_max_insure
• wegroup_produces_goods
• wegroup_customer_minimum_liability_insured_value
• wegroup_are_activities_from_register_actually_performed
• wegroup_first_annual_accounts_filed
• wegroup_owns_land_or_buildings
• wegroup_has_or_rent_buildings
• wegroup_transport_goods_or_equipment
• wegroup_is_enterpreneur
• wegroup_knowhow_financial_situation_customers
• wegroup_had_boat_claims_last_5y
• wegroup_additional_comments_or_remarks
• wegroup_stores_flammable_products_or_gasses
• wegroup_stores_flammable_packages
• wegroup_use_hazardous_substances
• wegroup_has_hazardous_substances_near_building
• wegroup_stores_goods_using_height_stacking
• wegroup_has_evacution_plan
• wegroup_has_intervention_plan
• wegroup_has_continuity_plan
• wegroup_does_safety_training_for_personnel
• wegroup_has_written_work_instructions_for_highrisk_activities
• wegroup_uses_fire_permit_form_in_case_of_fire_hazard_activities
• wegroup_revenue_loss_if_business_damage
• wegroup_extra_costs_required_to_continue_work_after_damage
• wegroup_level_of_education
• wegroup_aska_package_choice
• wegroup_passport_nr
• wegroup_sedula_nr
• wegroup_has_pre_existing_condition
• wegroup_pre_existing_condition_clarification
• wegroup_has_health_issues
• wegroup_health_issues_clarification
• wegroup_citizens_insured_amount_accidents
• wegroup_has_cancelled_coverage_before
• wegroup_cancelled_coverage_before_clarification
• wegroup_has_rejected_coverage_before
• wegroup_rejected_coverage_before_clarification
• wegroup_previous_coverage_had_extra_terms_and_conditions
• wegroup_previous_coverage_had_extra_terms_and_conditions_clarification
• wegroup_claims_clarification
• wegroup_partner_first_name
• wegroup_partner_last_name
• wegroup_partner_birth
• wegroup_partner_gender
• wegroup_is_member_of_techniek_nederland
• wegroup_techniek_nederland_type_of_company
• wegroup_techniek_nederland_type_of_company_specification
• wegroup_has_reparation_activities
• wegroup_work_at_location
• wegroup_risk_damaging_equipment
• wegroup_has_long_term_assignments
• wegroup_has_vehicles
• wegroup_company_director_has_disability_insurance
• wegroup_employer
• wegroup_has_flammable_materials_stored_outdoors
• wegroup_are_flammable_materials_stored_atleast_5m_from_building
• wegroup_has_waste_containers
• wegroup_are_outdoor_waste_containers_from_metal
• wegroup_are_outdoor_waste_containers_lockable
• wegroup_are_outdoor_waste_containers_accessible_to_unauthorized_people
• wegroup_is_combustible_waste_deposited_daily
• wegroup_are_gas_cylinders_stored_outside
• wegroup_are_gas_cylinders_secured_outside
• wegroup_does_cv_installation_have_free_space_around
• wegroup_is_shop_window_burglar_resistant
• wegroup_is_storefront_protected_with_metal_shutters
• wegroup_is_shop_window_protected_with_plastic_shutters
• wegroup_has_fire_extinguisher_in_garage
• wegroup_garage_fire_prevention_measures
• wegroup_are_fire_extinguishers_visible_accessible_in_garage
• wegroup_fire_extinguisher_visibility_accessibility_description
• wegroup_are_goods_stored_in_garage
• wegroup_are_goods_stored_at_height_in_garage
• wegroup_are_goods_stored_in_shelves_in_garage
• wegroup_are_vehicles_being_driven_in_garage
• wegroup_garage_shelves_have_collision_protection
• wegroup_are_garage_shelves_connected_with_crossbar
• wegroup_has_battery_charging_in_garage
• wegroup_has_dedicated_battery_charging_room_in_garage
• wegroup_garage_battery_charging_safety_measures
• wegroup_has_waste_containers_in_garage
• wegroup_are_garage_waste_containers_from_metal
• wegroup_are_garage_waste_containers_lockable
• wegroup_are_gas_cylinders_stored_in_garage
• wegroup_are_gas_cylinders_secured_in_garage
• wegroup_has_fire_extinguisher_in_kitchen
• wegroup_has_grease_fire_extinguisher_in_kitchen
• wegroup_has_fire_blanket_in_kitchen
• wegroup_additional_fire_prevention_measures
• wegroup_are_fire_extinguishers_visible_accessible_in_kitchen
• wegroup_kitchen_fire_extinguishers_visibility_accessibility_description
• wegroup_more_than_3kg_co2_stored
• wegroup_has_co2_detector
• wegroup_are_co2_cylinders_secured
• wegroup_are_vehicles_being_driven_in_warehouse
• wegroup_has_fire_extinguisher_in_warehouse
• wegroup_warehouse_shelves_have_collision_protection
• wegroup_warehouse_fire_prevention_measures
• wegroup_has_battery_charging_in_warehouse
• wegroup_has_dedicated_battery_charging_room_in_warehouse
• wegroup_warehouse_battery_charging_safety_measures
• wegroup_are_fire_extinguishers_visible_accessible_in_warehouse
• wegroup_warehouse_fire_extinguishers_visibility_accessibility_description
• wegroup_are_goods_stored_in_warehouse
• wegroup_are_goods_stored_in_shelves_in_warehouse
• wegroup_are_shelves_connected_with_crossbar_in_warehouse
• wegroup_are_goods_stored_at_height_in_warehouse
• wegroup_is_terrace_furniture_secured_against_theft
• wegroup_uses_terrace_heaters
• wegroup_do_all_outdoor_windows_and_doors_have_skg_locks_or_better
• wegroup_locations_with_insufficient_locks
• wegroup_are_emergency_exits_clearly_marked
• wegroup_locations_emergency_lighting_has_issues
• wegroup_has_unprotected_cable_reels
• wegroup_unprotected_cable_reels_location
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