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Verbinden Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

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Oracle NetSuite

ERP Großhandel

Verfügbar für:

Oracle NetSuite

Beschreibung Funktionen Button Parameter Kompatibilität Wiki

Connecting Oracle NetSuite 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.

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 Parameter and the available buttons under tab Button. 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 Funktionen, but we have already listed a few important ones for you:

Dialing out by selecting a phone number in your CRM and pressing a hotkey with with the Select & Call feature.
Search CRM contact information directly in the Searchbar desktop application even if there is no phone call at that time.
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.
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.
Make a call note immediately with the Call Note function that will be logged together with the Call Log and 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 Oracle NetSuite 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.

Möglichkeiten für ausgehende Anrufe CRM

Klicken Sie auf , um aus dem CRM zu wählen
Hotkey-Wahl aus CRM

Merkmale der Integration

Popup-Fenster mit mehreren Ergebnissen
Registrierung anrufen
Registrierung von Anrufen (+Note)
SearchBar

Art der Integration

Echtzeit-API (benutzerbasiert)

Pop-up-Typ

Blasen-Pop-up

Action-Schaltflächen

CRM-spezifische Schaltflächen

Standard Popup-Funktionen für Sprechblasen

Fernwählgerät
Pop-up-Benachrichtigung
Inhaltliche Anpassung des Pop-ups
Bildschirm & Position anpassbar
Einmalige Anmeldung
Automatisches Ausblenden
Mehrsprachig
Stummschalten
Interne Anrufer ausblenden
Ergebnis der Sortierung
Schaltfläche Rückruf anfordern
E-Mail-Schaltfläche
Taste zum Kopieren
Benutzerdefinierte Aktionsschaltfläche
Klicken Sie zum Wählen
Hotkey-Wahl
Gespräche zurückrufen
Rückruf
Timer für die Gesprächsdauer
Anrufverlauf
Notizen aufrufen
Multi-Tenant-Modus
Mehrere Profile
Aktualisierungen
Native Windows-Anwendung
Native macOS-Anwendung

Button

View Relation
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)

Parameter

netsuite_contact_name
netsuite_entity_type
netsuite_contact_id
netsuite_contact_url
netsuite_url
netsuite_date_created
netsuite_email
netsuite_entity_id
netsuite_first_name
netsuite_id
netsuite_is_inactive
netsuite_is_private
netsuite_last_modified_date
netsuite_last_name
netsuite_owner
netsuite_phone
netsuite_salutation
netsuite_title
netsuite_vendor_name
netsuite_vendor_id
netsuite_vendor_url
netsuite_balance
netsuite_balance_primary
netsuite_custentity_11724_pay_bank_fees
netsuite_custentity_2663_payment_method
netsuite_custentity_cl_allow_backorder
netsuite_custentity_cl_checkedbyfin
netsuite_custentity_eff_nsp2p_autoproc_billscreds
netsuite_custentity_eff_nsp2p_currency_code
netsuite_custentity_eff_nsp2p_procb2btran_aftersv
netsuite_custentity_ff_sc_dis_lin_rec
netsuite_email_transactions
netsuite_fax_transactions
netsuite_is_job_resource_vend
netsuite_is_person
netsuite_prepayment_balance
netsuite_print_transactions
netsuite_subsidiary_edition
netsuite_unbilled_ordersnetsuite_unbilled_orders_primary
netsuite_employee_name
netsuite_employee_id
netsuite_employee_url
netsuite_btemplate
netsuite_concurrentwebservicesuser
netsuite_empcenterqty
netsuite_empcenterqtymax
netsuite_fulluserqty
netsuite_fulluserqtymax
netsuite_give_access
netsuite_hire_date
netsuite_i9verified
netsuite_initials
netsuite_isempcenterqtyenforced
netsuite_isfulluserqtyenforced
netsuite_isretailuserqtyenforced
netsuite_issalesrep
netsuite_middle_name
netsuite_require_pwd_change
netsuite_retailuserqty
netsuite_retailuserqtymax
netsuite_send_email
netsuite_terminationbydeath
netsuite_wasempcenterhasaccess
netsuite_wasfulluserhasaccess
netsuite_wasinactive
netsuite_wasretailuserhasaccess
netsuite_customer_name
netsuite_customer_id
netsuite_customer_url
netsuite_aging
netsuite_aging1
netsuite_aging2
netsuite_aging3
netsuite_aging4
netsuite_custentity_2663_customer_refund
netsuite_custentity_2663_direct_debit
netsuite_custentity_erpff_p2p_auto_send_document
netsuite_custentity_naw_trans_need_approval
netsuite_custentity_wmsse_asn_required
netsuite_days_overdue
netsuite_deposit_balance
netsuite_is_budget_approved$netsuite_overdue_balance
netsuite_ship_complete

Kompatibilität

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App Marktplatz

Verbinden Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

Oracle NetSuite

Oracle NetSuite

Button

Parameter

Kompatibilität