Many of our customers find that in order to increase customer satisfaction and productivity it is a good idea to integrate SuperOffice CRM with their phone system. Thanks to the integration tool Bubble by RedCactus, you will no longer need to manually search for customer data during an incoming or outgoing phone call. Bubble is designed to connect SuperOffice CRM to your telephony platform, enhancing customer satisfaction and operational efficiency. This tool provides a pop-up notification on your PC screen during incoming or outgoing calls, displaying customer data and allowing various actions such as opening up the contact card related to the phone number called.
Benefits to SuperOffice Users
Improved Efficiency
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- Automatic Data Display: Customer data appears automatically during calls, eliminating the need for manual searches.
- Configurable Pop-Up: The information and buttons in the pop-up can be customised to suit user, department, or company preferences.
- Call Transfer: Customer information is transferred with the call, ensuring seamless communication.
Enhanced Functionality
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- Click & Call: Dial out with one click on a phone number in your CRM, browser, or other programs.
- Search Bar Application: Search CRM contact information directly, even without an active phone call.
- Multi Result Function: Browse through multiple relations under one phone number.
- Call History: View all contact moments with a phone number over the last 90 days.
- Call Log and Call Note: Log every call and make call notes immediately, visible to you and your colleagues.
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Customisation and Automation
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- Automations Module: Create custom If-This-Then-That flows, such as running scripts or automatically opening the call-note screen.
- Timer Options: Adjust the visibility duration of the pop-up to personal preferences.
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User-Friendly and Secure
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- Single Sign-On: Easy and secure login using Microsoft, Google, or Apple accounts.
- Multiple CRM Integrations: Activate multiple CRM integrations under the same user at no extra cost.
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Technical Aspects
Connecting Bubble to your telephony platform is straightforward and does not require technical expertise. The procedure varies by telephony platform but is designed to be user-friendly.
At Synergy Technology Ltd, we utilise Bubble within our own SuperOffice installation to streamline our communication processes. The automatic data display and configurable pop-up notifications have significantly improved our efficiency and customer satisfaction. The Click & Call feature and call logging functionalities ensure that our team can manage customer interactions seamlessly, maintaining a comprehensive record of all communications.
Bubble integration for SuperOffice CRM offers numerous benefits, including improved efficiency, enhanced functionality, customisation options, and user-friendly features. Synergy Technology Ltd’s successful implementation of Bubble demonstrates its value in optimising communication processes and boosting customer satisfaction.
Want More Information About Add-Ons for SuperOffice?
At Synergy Technology, we have years of experience of using add-ons and integrations to enhance and improve our clients’ software. If you have a challenge you need to overcome, we can advise you of the best solution for your business. To discuss your unique requirements, give us a call on 0345 456 0050, or send us a message via our contact page.
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