CRM Integration Management
Integrate Telephony from Flotek with every CRM
TaxSys Pro
Connecting TaxSys Pro to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, you no longer have to search for customer data manually during phone calls but can use the functionalities that TaxSys Pro's telephony module has to offer you.
Gateway
For this integration, Bubble acts as a gateway. This means that you can disable all of Bubble's pop-up features yourself, because in this configuration, Bubble only ensures that your telephony environment can communicate with TaxSys Pro's telephony module.
Functionalities
The integration method gives you all the functionality that the TaxSys Pro telephony module has to offer. For example, instantly displaying customer information on an incoming or outgoing call, from which you can immediately schedule a ride. When a call is transferred to a colleague, the customer information moves with it. By default, the pop-up is visible from the moment your softphone, deskphone or other device rings until the call is terminated. Ask TaxSys Pro about the specific features their telephony module has to offer. In addition to the aforementioned gateway feature, Bubble comes with many other 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. We have already listed some important features for you:
- All the functionality that TaxSys Pro's phone module has to offer you.
- Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
- 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 TaxSys Pro 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.
-
Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
-
Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
-
Copy to dial
Select a phone number and get a suggestion to call directly.
-
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.
-
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.
-
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.
- Other
-
Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
-
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).
-
Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
-
Click to dial
Start an outgoing telephone call with one mouse click from any website.
-
Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.
-
Native Windows applicatie
Bubble is available as a native software application for Windows.
-
Native macOS applicatie
Bubble is available as a native software application for macOS
-
Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
-
Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
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