CRM Integration Management
Integrate Telephony from Flotek with every CRM
![Logo SAP C4C [embedded]](/img/c96b86c5-a656-490b-96fc-dd62cd3d9869/ef3e8d9c-c618-4f86-9130-74c255fb0ffc.png)
SAP C4C [embedded]
Connecting SAP C4C embedded 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.
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 parameters and the available buttons under tab buttons. When transferring a call to a colleague, the customer information moves with it. By default, the pop-up notification in SAP C4C embedded is visible from the moment your softphone, desk phone or other device rings until the call ends.
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 SAP C4C embedded integration, if you wish. The full list of features can be found under tab functions, but we have already listed a few important ones for you:
- With Call Control, you control your desk phone, softphone or other device directly from SAP C4C embedded (provided your telephony platform supports it).
- Search CRM contact information directly in the Searchbar desktop application even if there is no phone call at that time.
- 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.
- Self-created fields in your CRM can be shown in the pop-up thanks to the Custom Field feature.
- 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.
- Immediately create a conversation note in the Live Activity Center of SAP C4C so that it is recorded in the Call Log.
- 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 SAP C4C embedded 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.
Outbound call possibilities CRM
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Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
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Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Copy to dial
Select a phone number and get a suggestion to call directly.
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Multi result pop-up
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
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Call logging
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
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Call logging (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.
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Custom field variables
The custom fields that have been created in the CRM application yourself can also be used to display in the pop-up.
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SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.
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Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
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Realtime API (user based)
Authentication with CRM application at user level. Please note, if you want to clone the profiles to other users in the organization, the user data will be copied also. To prevent this, you can request a clone template from us that does not copy these values.
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Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
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Bubble Desktop Pop-up
Make use of all the functionalities that Bubble has to offer you
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Gateway Integration
The CRM application itself has a built-in telephony module. Bubble acts as a gateway (to connect the telephony module of your CRM application and your telephony system) through which you can disable the pop-up of Bubble itself (and therefore also the functions of Bubble).
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Automatically opens customer card
The CRM application you use is limited in telephony integration functionalities. You can choose to have the customer card open automatically with an incoming or outgoing call or by configuring a button in the Bubble pop-up to open the customer card manually. (note, customer details cannot be shown in the Bubble pop-up, only the caller's phone number, unless you also use the CSV connector).
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Bubble365 embedded pop-up
Make use of all the functionalities Bubble has to offer. The pop-up notification is fully integrated into the CRM system itself.
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CRM specific buttons
CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.
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Pop-up notification
With an incoming, outgoing and forwarded call, an immediate notification with customer information.
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Content pop-up customization
Determine the content of the pop-up per user, department or organization with info from your CRM application.
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Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
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Call history
Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.
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Call notes
Immediately record your conversation info in a note so that all information is visible to your colleagues.
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Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
Buttons
Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.
- Open - SAP C4C
- Open account - SAP C4C
- Open contact - SAP C4C
- Open employee - SAP C4C
- Send WhatsApp message (standard button)
- Send Microsoft Teams message (standard button)
- Open SearchBar (standard button)
- Trigger Automations (standard button)
Parameters
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.
- $sapc4c___metadata_uri
- $sapc4c___metadata_type
- $sapc4c___metadata_etag
- $sapc4c_object_id
- $sapc4c_contact_id
- $sapc4c_contact_uuid
- $sapc4c_external_id
- $sapc4c_external_system
- $sapc4c_status_code
- $sapc4c_status_code_text
- $sapc4c_title_code
- $sapc4c_title_code_text
- $sapc4c_academic_title_code
- $sapc4c_academic_title_code_text
- $sapc4c_additional_academic_title_code
- $sapc4c_additional_academic_title_code_text
- $sapc4c_name_prefix_code
- $sapc4c_name_prefix_code_text
- $sapc4c_first_name
- $sapc4c_last_name
- $sapc4c_additional_family_name
- $sapc4c_initials
- $sapc4c_middle_name
- $sapc4c_name
- $sapc4c_gender_code
- $sapc4c_gender_code_text
- $sapc4c_marital_status_code
- $sapc4c_marital_status_code_text
- $sapc4c_language_code
- $sapc4c_language_code_text
- $sapc4c_nick_name
- $sapc4c_birth_date
- $sapc4c_birth_name
- $sapc4c_contact_permission_code
- $sapc4c_contact_permission_code_text
- $sapc4c_profession_code
- $sapc4c_profession_code_text
- $sapc4c_perception_of_company_code
- $sapc4c_perception_of_company_code_text
- $sapc4c_deviating_full_name
- $sapc4c_account_id
- $sapc4c_account_uuid
- $sapc4c_account_formatted_name
- $sapc4c_building
- $sapc4c_floor
- $sapc4c_room
- $sapc4c_job_title
- $sapc4c_function_code
- $sapc4c_function_code_text
- $sapc4c_department_code
- $sapc4c_department_code_text
- $sapc4c_department
- $sapc4c_vip_contact_code
- $sapc4c_vip_contact_code_text
- $sapc4c_phone
- $sapc4c_mobile
- $sapc4c_fax
- $sapc4c_email
- $sapc4c_email_invalid_indicator
- $sapc4c_best_reached_by_code
- $sapc4c_best_reached_by_code_text
- $sapc4c_formatted_postal_address_description
- $sapc4c_business_address_country_code
- $sapc4c_business_address_country_code_text
- $sapc4c_business_address_state_code_text_updatable
- $sapc4c_business_address_house_number
- $sapc4c_business_address_street
- $sapc4c_business_address_city
- $sapc4c_business_address_street_postal_code
- $sapc4c_business_address_state_code
- $sapc4c_business_address_state_code_text
- $sapc4c_creation_on
- $sapc4c_created_by
- $sapc4c_created_by_identity_uuid
- $sapc4c_changed_on
- $sapc4c_changed_by
- $sapc4c_changed_by_identity_uuid
- $sapc4c_contact_owner_id
- $sapc4c_contact_owner_uuid
- $sapc4c_normalised_phone
- $sapc4c_normalised_mobile
- $sapc4c_entity_last_changed_on
- $sapc4c_e_tag
- $sapc4c_activiteitenmail_kut
- $sapc4c_activiteitenmail_kut_text
- $sapc4c_courant_gazet_kut
- $sapc4c_courant_gazet_kut_text
- $sapc4c_nieuwsbrief_hanosshop1_kut
- $sapc4c_nieuwsbrief_hanosshop1_kut_text
- $sapc4c_nieuwsbrief_kut
- $sapc4c_nieuwsbrief_kut_text
- $sapc4c_optin10_kut
- $sapc4c_optin10_kut_text
- $sapc4c_optin11_kut
- $sapc4c_optin11_kut_text
- $sapc4c_optin2_kut
- $sapc4c_optin2_kut_text
- $sapc4c_optin3_kut
- $sapc4c_optin3_kut_text
- $sapc4c_optin9_kut
- $sapc4c_optin9_kut_text
- $sapc4c_outlet_mail_kut
- $sapc4c_outlet_mail_kut_text
- $sapc4c_persoonlijkeaanbiedingen_kut
- $sapc4c_persoonlijkeaanbiedingen_kut_text
- $sapc4c_vestigingsmail_kut
- $sapc4c_vestigingsmail_kut_text
- $sapc4c_voordeelmail_kut
- $sapc4c_voordeelmail_kut_text
- $sapc4c_z_e_commerce_contact_token_kut
- $sapc4c_z_emarsys_contact_kut
- $sapc4c_z_hanos_online_kut
- $sapc4c_z_scizo_key_kut
- $sapc4c_zeitung_kut
- $sapc4c_zeitung_kut_text
- $sapc4c_contact_attachment_folder___deferred_uri
- $sapc4c_contact_international_version___deferred_uri
- $sapc4c_contact_is_contact_person_for___deferred_uri
- $sapc4c_contact_owner_employee_basic_data___deferred_uri
- $sapc4c_contact_personal_address___deferred_uri
- $sapc4c_contact_text_collection___deferred_uri
- $sapc4c_corporate_account___deferred_uri
- $sapc4c_uuid
- $sapc4c_role_code
- $sapc4c_role_code_text
- $sapc4c_life_cycle_status_code
- $sapc4c_life_cycle_status_code_text
- $sapc4c_dunsid
- $sapc4c_legal_form_code
- $sapc4c_legal_form_code_text
- $sapc4c_customer_abc_classification_code
- $sapc4c_customer_abc_classification_code_text
- $sapc4c_nielsen_region_code
- $sapc4c_nielsen_region_code_text
- $sapc4c_industrial_sector_code
- $sapc4c_industrial_sector_code_text
- $sapc4c_business_partner_formatted_name
- $sapc4c_additional_name
- $sapc4c_additional_name2
- $sapc4c_additional_name3
- $sapc4c_current_default_address_uuid
- $sapc4c_country_code
- $sapc4c_country_code_text
- $sapc4c_state_code
- $sapc4c_state_code_text
- $sapc4c_care_of_name
- $sapc4c_address_line1
- $sapc4c_address_line2
- $sapc4c_house_number
- $sapc4c_additional_house_number
- $sapc4c_street
- $sapc4c_address_line4
- $sapc4c_address_line5
- $sapc4c_district
- $sapc4c_city
- $sapc4c_different_city
- $sapc4c_street_postal_code
- $sapc4c_county
- $sapc4c_company_postal_code
- $sapc4c_po_box_indicator
- $sapc4c_po_box
- $sapc4c_po_box_postal_code
- $sapc4c_po_box_deviating_country_code
- $sapc4c_po_box_deviating_country_code_text
- $sapc4c_po_box_deviating_region_code
- $sapc4c_po_box_deviating_region_code_text
- $sapc4c_po_box_deviating_city
- $sapc4c_time_zone_code
- $sapc4c_time_zone_code_text
- $sapc4c_web_site
- $sapc4c_order_blocking_reason_code
- $sapc4c_order_blocking_reason_code_text
- $sapc4c_delivery_blocking_reason_code
- $sapc4c_delivery_blocking_reason_code_text
- $sapc4c_billing_blocking_reason_code
- $sapc4c_billing_blocking_reason_code_text
- $sapc4c_sales_support_blocking_indicator
- $sapc4c_legal_competence_indicator
- $sapc4c_recommended_visiting_frequency
- $sapc4c_visit_duration
- $sapc4c_last_visiting_date
- $sapc4c_next_visiting_date
- $sapc4c_latest_recommended_visiting_date
- $sapc4c_owner_id
- $sapc4c_owner_uuid
- $sapc4c_parent_account_id
- $sapc4c_top_level_account_id
- $sapc4c_z_sbi_sdk
- $sapc4c_z_sbi_sdk_text
- $sapc4c_bt_wnummer_kut
- $sapc4c_bedrijfsketenoffranchiseformule_kut
- $sapc4c_betaalwijze_ub_kut
- $sapc4c_betaalwijze_zb_kut
- $sapc4c_betaler_naam_kut
- $sapc4c_betalerklantnummer_kut
- $sapc4c_betalingsconditie_kut
- $sapc4c_betalingstermijngoedgekeurd_finance_hnl_kut
- $sapc4c_betalingstermijngoedgekeurd_vm_comm_dir_kut
- $sapc4c_betalingstermijnindagen_opstart1_kut
- $sapc4c_betalingstermijnindagenhidden_kut
- $sapc4c_betalingstermijnindagenhidden_kut_text
- $sapc4c_betalingstermijnindagennew_kut
- $sapc4c_betalingstermijnindagennew_kut_text
- $sapc4c_blokkeringsreden_kut
- $sapc4c_blokkeringsreden_kut_text
- $sapc4c_doelgroepmailings_kut
- $sapc4c_doelgroepmailings_kut_text
- $sapc4c_duurzamekeuken_kut
- $sapc4c_eo_id_kut
- $sapc4c_expat_kut
- $sapc4c_f_id_kut
- $sapc4c_facturenper_opstart_kut
- $sapc4c_facturenper_opstart_kut_text
- $sapc4c_factuurontvanger_klantnummer_kut
- $sapc4c_factuurontvanger_naam_kut
- $sapc4c_folders_kut
- $sapc4c_folders_kut_text
- $sapc4c_fourcroy_klant_kut
- $sapc4c_goederenontvanger_klantnummer_kut
- $sapc4c_goederenontvanger_naam_kut
- $sapc4c_hanosvestiging_opstart_kut
- $sapc4c_hoofdsegment_kut
- $sapc4c_hoofdsegment_kut_text
- $sapc4c_horeca_b2b_kut
- $sapc4c_horeca_b2b_kut_text
- $sapc4c_inleesveld_kut
- $sapc4c_klanthierarchienaam_kut
- $sapc4c_klanthirarchie_kut
- $sapc4c_klantvandochteronderneming_kut
- $sapc4c_klantvandochteronderneming_kut_text
- $sapc4c_kopende_kp_cklant_kut
- $sapc4c_kredietlimiet_content_kut
- $sapc4c_kredietlimietcurrency_code_kut
- $sapc4c_kredietlimietcurrency_code_kut_text
- $sapc4c_kv_knummer_kut
- $sapc4c_ondernemingsnummer_kut
- $sapc4c_optin1_kut
- $sapc4c_optin1_kut_text
- $sapc4c_overigefolders_kut
- $sapc4c_overigefolders_kut_text
- $sapc4c_pakketwaardetotaalleverancier_content_kut
- $sapc4c_pakketwaardetotaalleveranciercurrency_code_kut
- $sapc4c_pakketwaardetotaalleveranciercurrency_code_kut_text
- $sapc4c_personeelsnummer1_kut
- $sapc4c_prijzenoppakbon_kut
- $sapc4c_sep_ain_sa_pingevoerd_kut
- $sapc4c_segmentatie_dochteronderneming_kut
- $sapc4c_segmentatie_dochteronderneming_kut_text
- $sapc4c_soortfactuur_ub_kut
- $sapc4c_soortfactuur_zb_kut
- $sapc4c_subsegment_kut
- $sapc4c_subsegment_kut_text
- $sapc4c_toelichting_blokkeringsreden_kut
- $sapc4c_totaalleverancier_kut
- $sapc4c_totaalleverancier_kut_text
- $sapc4c_uitnodigingen_kut
- $sapc4c_uitnodigingen_kut_text
- $sapc4c_verzekerd_bedrag_content_kut
- $sapc4c_verzekerd_bedragcurrency_code_kut
- $sapc4c_verzekerd_bedragcurrency_code_kut_text
- $sapc4c_verzendwijze_zbu_bfactuur_kut
- $sapc4c_verzendwijze_zbu_bfactuur_kut_text
- $sapc4c_werknemersklasse_kut
- $sapc4c_werknemersklasse_kut_text
- $sapc4c_zbu_bklant_kut
- $sapc4c_zbu_bklant_kut_text
- $sapc4c_z_bfacturenper_kut
- $sapc4c_z_bfacturenper_kut_text
- $sapc4c_z_add_huisnummer_kut
- $sapc4c_z_huisnummer_kut
- $sapc4c_z_postcode_kut
- $sapc4c_z_straatnaam_kut
- $sapc4c_z_verantwoordelijke_mobiel_kut
- $sapc4c_zitplaatsenbinnen_kut
- $sapc4c_zitplaatsenbinnen_kut_text
- $sapc4c_zitplaatsenbuitenterras_kut
- $sapc4c_zitplaatsenbuitenterras_kut_text
- $sapc4c_corporate_account_address___deferred_uri
- $sapc4c_corporate_account_attachment_folder___deferred_uri
- $sapc4c_corporate_account_has_contact_person___deferred_uri
- $sapc4c_corporate_account_identification___deferred_uri
- $sapc4c_corporate_account_international_version___deferred_uri
- $sapc4c_corporate_account_sales_data___deferred_uri
- $sapc4c_corporate_account_skills___deferred_uri
- $sapc4c_corporate_account_tax_number___deferred_uri
- $sapc4c_corporate_account_team___deferred_uri
- $sapc4c_corporate_account_text_collection___deferred_uri
- $sapc4c_corporate_account_visiting_hours___deferred_uri
- $sapc4c_corporate_account_visiting_information_details___deferred_uri
- $sapc4c_owner_employee_basic_data___deferred_uri
- $sapc4c_parent_account___deferred_uri
- $sapc4c_employee_id
- $sapc4c_user_id
- $sapc4c_identity_uuid
- $sapc4c_global_user_id
- $sapc4c_business_partner_id
- $sapc4c_employee_validity_start_date
- $sapc4c_employee_validity_end_date
- $sapc4c_second_last_name
- $sapc4c_nationality_country_code
- $sapc4c_nationality_country_code_text
- $sapc4c_birth_place
- $sapc4c_region_code
- $sapc4c_region_code_text
- $sapc4c_postal_code
- $sapc4c_po_box_country_code
- $sapc4c_po_box_country_code_text
- $sapc4c_po_box_region_code
- $sapc4c_po_box_region_code_text
- $sapc4c_po_box_city
- $sapc4c_tax_jurisdiction_code
- $sapc4c_tax_jurisdiction_code_text
- $sapc4c_inhouse_mail
- $sapc4c_office_phone_number
- $sapc4c_normalised_office_phone_number
- $sapc4c_mobile_phone_number
- $sapc4c_normalised_mobile_phone_number
- $sapc4c_fax_number
- $sapc4c_user_validity_start_date
- $sapc4c_user_validity_end_date
- $sapc4c_user_password_policy_code
- $sapc4c_user_password_policy_code_text
- $sapc4c_user_locked_indicator
- $sapc4c_user_counted_indicator
- $sapc4c_created_on
- $sapc4c_business_user___deferred_uri
- $sapc4c_employee_organisational_unit_assignment___deferred_uri
- $sapc4c_employee_sales_responsibility___deferred_uri
- $sapc4c_employee_skills___deferred_uri
- $sapc4c_employee_user_business_role_assignment___deferred_uri
- $sapc4c_employee_user_subscription_assignment___deferred_uri
- $sapc4c_employee_working_hours___deferred_uri
- $sapc4c_open_url
- $sapc4c_open_account_url
- $sapc4c_open_contact_url
- $sapc4c_open_employee_url
Thank you for your request. We will come back to you as soon as possible.
What does Bubble benefit your organization?
Calculation
Time saved per year
€
Investment Bubble per year
€
Total investment per year
Potential savings per year
€
Disclaimer: This calculation is based on 45 workable weeks (8 hours per day). This calculation does not take into account any one-time investments or any license fees charged by the CRM vendor. No rights can be derived from this calculation.
- Saving time by not having to ask for the customers name
- Answer the phone in a customer-friendly and personal way
- Improve team interaction by immediately seeing which colleague has had contact
- No manual and incorrect entering of customer data
- Instantly see who and why someone is calling
- More time and attention for the customer which leads to better customer satisfaction
- Calling directly from the customer data of your software application
- Connecting multiple software applications within the organization? No problem with Bubble!
- All functionalities this integration has to offer
- When transferring the call to your colleague the customer details are also transferred
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