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Exact Synergy Enterprise

Contabilidad CRM

Disponible para:

Exact Synergy Enterprise

Descripción Funciones Botones Parámetros Sistemas telefónicos Base de conocimientos

Connecting Exact Synergy Enterprise 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 parámetros and the available buttons under tab botones. 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 funciones, 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.
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.
Make a call note immediately with the Call Note function that 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 Exact Synergy Enterprise 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.

Posibilidades de llamadas salientes CRM

Haga clic para marcar desde CRM
Marcación con teclas de acceso rápido desde CRM
Copiar para marcar

Características de integración

Ventana emergente de resultados múltiples
Registro de llamadas
Variables de campo personalizadas
Barra de búsqueda

Tipo de integración

API en tiempo real (basada en el usuario)
Clonar plantilla

Tipo emergente

Bubble emergente de escritorio

Botones de acción

Botones específicos de CRM

Funciones emergentes de burbuja estándar

Notificación emergente
Personalización de las ventanas emergentes de contenido
Pantalla y posición personalizables
Inicio de sesión único
Ocultar automáticamente
Multilingüe
Silenciar
Ocultar las llamadas internas
Resultado de la clasificación
Pulse para marcar
Tecla de marcación rápida
Recordar conversaciones
Volver a llamar
Temporizador de duración de la conversación
Historial de llamadas
Notas de llamada
Modo multiinquilino
Múltiples perfiles
Actualizaciones
Aplicación nativa de Windows
Aplicación nativa para macOS
Automatizaciones
Notación numérica

Botones

A continuación se muestra la lista de botones disponibles. Se trata tanto de funciones específicas de CRM como de funciones genéricas de Bubble.

View Relation
View Contact
View Account
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)
Trigger Automations (standard button)

Parámetros

Determine el contenido de la ventana emergente por usuario, departamento u organización con la información de su paquete CRM. A continuación encontrará la lista de parámetros disponibles en su software CRM.

exact_synergy___metadata_id
exact_synergy___metadata_uri
exact_synergy___metadata_type
exact_synergy_account_employee_id
exact_synergy_account_employee_name
exact_synergy_account_manager_id
exact_synergy_account_manager_name
exact_synergy_account_manager_type
exact_synergy_address_id
exact_synergy_company_code
exact_synergy_company_name
exact_synergy_allow_backorder
exact_synergy_allow_partial_delivery
exact_synergy_asp_database
exact_synergy_asp_database_server
exact_synergy_asp_website_server
exact_synergy_asp_website_url
exact_synergy_attention
exact_synergy_bank_account
exact_synergy_bank_account_type
exact_synergy_bic_code
exact_synergy_blocked
exact_synergy_boe_limit_amount
exact_synergy_boe_max_amount
exact_synergy_debtor_creditor_account
exact_synergy_debtor_account_name
exact_synergy_chamberof_commerce_number
exact_synergy_change_vat_data
exact_synergy_check_date
exact_synergy_city_of_load_unload
exact_synergy_classification_description
exact_synergy_classification_id
exact_synergy_contact_account_manager
exact_synergy_contact_company_code
exact_synergy_contact_creator
exact_synergy_contact_created
exact_synergy_contact_modified
exact_synergy_contact_email
exact_synergy_contact_fax_number
exact_synergy_contact_first_name
exact_synergy_contact_initials
exact_synergy_job_description
exact_synergy_job_title
exact_synergy_job_title_description
exact_synergy_contact_language
exact_synergy_contact_language_description
exact_synergy_contact_last_name
exact_synergy_contact_middle_name
exact_synergy_contact_mobile_no
exact_synergy_contact_modifier
exact_synergy_contact_phone_number
exact_synergy_extension
exact_synergy_picture_filename
exact_synergy_contact_suffix
exact_synergy_contact_title
exact_synergy_abbreviation
exact_synergy_title_description
exact_synergy_cisco_directory
exact_synergy_collection_invoice
exact_synergy_company_size
exact_synergy_size_description
exact_synergy_company_type
exact_synergy_contact_full_name
exact_synergy_contact_id
exact_synergy_contact_number_field1
exact_synergy_contact_number_field2
exact_synergy_contact_number_field3
exact_synergy_contact_number_field4
exact_synergy_contact_number_field5
exact_synergy_country_of_assembly
exact_synergy_country_of_origin
exact_synergy_creditor_code
exact_synergy_creditor_number
exact_synergy_creator
exact_synergy_creator_name
exact_synergy_creditability_scenario
exact_synergy_creditcard_number_reference
exact_synergy_credit_card_description
exact_synergy_credit_card_holder
exact_synergy_credit_line
exact_synergy_creditor_number_reference
exact_synergy_creditor_type
exact_synergy_currency_code
exact_synergy_currency_description
exact_synergy_account_code
exact_synergy_codeat_supplier
exact_synergy_source
exact_synergy_source_description
exact_synergy_customer_status
exact_synergy_customer_status_description
exact_synergy_customer_type
exact_synergy_customer_type_description
exact_synergy_created_date
exact_synergy_date_free_field1
exact_synergy_date_free_field2
exact_synergy_date_free_field3
exact_synergy_date_free_field4
exact_synergy_date_free_field5
exact_synergy_date_last_reminder
exact_synergy_modified_date
exact_synergy_debtor_code
exact_synergy_debtor_number
exact_synergy_debtor_number_reference
exact_synergy_default_sel_code
exact_synergy_default_sel_description
exact_synergy_delivery_addressline1
exact_synergy_delivery_addressline2
exact_synergy_delivery_addressline3
exact_synergy_delivery_city
exact_synergy_delivery_country
exact_synergy_delivery_county
exact_synergy_delete_bank_account
exact_synergy_delivery_method
exact_synergy_deliverymethod_description
exact_synergy_delivery_terms
exact_synergy_delivery_post_code
exact_synergy_delivery_state
exact_synergy_destination_country
exact_synergy_directory
exact_synergy_discount
exact_synergy_supplier_id
exact_synergy_company_code_debtor_account_id
exact_synergy_customer_id
exact_synergy_document
exact_synergy_document_creator
exact_synergy_document_created_date
exact_synergy_document_subject
exact_synergy_dun_bradstreet_number
exact_synergy_email_address
exact_synergy_permission_of_subscription
exact_synergy_validity_of_email_address
exact_synergy_enable_main_social
exact_synergy_esf_contact_id
exact_synergy_exclude_merging
exact_synergy_credit_card_expiration_date
exact_synergy_external_references_links
exact_synergy_extra_duty
exact_synergy_fax_number
exact_synergy_contact_gender
exact_synergy_group_due_dates
exact_synergy_guid_free_field1
exact_synergy_guid_free_field2
exact_synergy_guid_free_field3
exact_synergy_guid_free_field4
exact_synergy_guid_free_field5
exact_synergy_iban
exact_synergy_id
exact_synergy_sector_code
exact_synergy_sector_description
exact_synergy_intrastat_system
exact_synergy_int_region
exact_synergy_invoice_address
exact_synergy_invoice_address2
exact_synergy_invoice_address3
exact_synergy_invoice_city
exact_synergy_invoice_country
exact_synergy_invoice_county
exact_synergy_invoice_copies
exact_synergy_invoice_debtor
exact_synergy_invoice_address_post_code
exact_synergy_invoice_state
exact_synergy_extra_item_description
exact_synergy_extra_description_name
exact_synergy_journal_code
exact_synergy_logo_filename
exact_synergy_mailing_address1
exact_synergy_mailing_address2
exact_synergy_mailing_address3
exact_synergy_mailing_city
exact_synergy_mailing_country
exact_synergy_mailing_country_description
exact_synergy_mailing_county
exact_synergy_mailing_postcode
exact_synergy_mailing_state
exact_synergy_main_social_link
exact_synergy_main_social_type
exact_synergy_managers_cost_center
exact_synergy_managers_cc_description
exact_synergy_merge_id
exact_synergy_message_id_company_logo
exact_synergy_message_id_remarks
exact_synergy_migrate_gp
exact_synergy_modifier
exact_synergy_modifier_name
exact_synergy_account_name
exact_synergy_number_free_field1
exact_synergy_number_free_field2
exact_synergy_number_free_field3
exact_synergy_number_free_field4
exact_synergy_number_free_field5
exact_synergy_integer_free_field1
exact_synergy_integer_free_field2
exact_synergy_integer_free_field3
exact_synergy_integer_free_field4
exact_synergy_integer_free_field5
exact_synergy_offset_ledger_account
exact_synergy_offset_account_name
exact_synergy_parent
exact_synergy_parent_code
exact_synergy_parent_name
exact_synergy_payee_name
exact_synergy_payment_condition
exact_synergy_payment_condition_description
exact_synergy_payment_day1
exact_synergy_payment_day2
exact_synergy_payment_day3
exact_synergy_payment_day4
exact_synergy_payment_day5
exact_synergy_person_id
exact_synergy_phone_number
exact_synergy_phone_extension
exact_synergy_phone_queue
exact_synergy_postal_address_line1
exact_synergy_postal_address_line2
exact_synergy_postal_address_line3
exact_synergy_postal_city
exact_synergy_postal_country
exact_synergy_postal_county
exact_synergy_postal_post_code
exact_synergy_postal_state
exact_synergy_prepare_download_company_logo
exact_synergy_prepare_download_remarks
exact_synergy_price_list
exact_synergy_price_list_description
exact_synergy_purchase_order_confirmation
exact_synergy_order_confirmation
exact_synergy_rating
exact_synergy_rating_description
exact_synergy_reminder
exact_synergy_reseller_code
exact_synergy_reseller_id
exact_synergy_reseller_name
exact_synergy_security_level
exact_synergy_sign_date
exact_synergy_mailing_state_description
exact_synergy_statement_date
exact_synergy_statement_frequency
exact_synergy_statement_number
exact_synergy_statement_print
exact_synergy_stat_factor
exact_synergy_account_status
exact_synergy_status_since
exact_synergy_sub_sector
exact_synergy_sub_sector_description
exact_synergy_terms
exact_synergy_text_free_field1
exact_synergy_text_free_field10
exact_synergy_text_free_field11
exact_synergy_text_free_field12
exact_synergy_text_free_field13
exact_synergy_text_free_field14
exact_synergy_text_free_field15
exact_synergy_text_free_field16
exact_synergy_text_free_field17
exact_synergy_text_free_field18
exact_synergy_text_free_field19
exact_synergy_text_free_field2
exact_synergy_text_free_field20
exact_synergy_text_free_field21
exact_synergy_text_free_field22
exact_synergy_text_free_field23
exact_synergy_text_free_field24
exact_synergy_text_free_field25
exact_synergy_text_free_field26
exact_synergy_text_free_field27
exact_synergy_text_free_field28
exact_synergy_text_free_field29
exact_synergy_text_free_field3
exact_synergy_text_free_field30
exact_synergy_text_free_field4
exact_synergy_text_free_field5
exact_synergy_text_free_field6
exact_synergy_text_free_field7
exact_synergy_text_free_field8
exact_synergy_text_free_field9
exact_synergy_transaction_a
exact_synergy_transaction_b
exact_synergy_transport
exact_synergy_transshipment
exact_synergy_triangular_country
exact_synergy_type_since
exact_synergy_vat_code
exact_synergy_vat_liability
exact_synergy_vat_number
exact_synergy_web_address
exact_synergy_yes_no_free_field1
exact_synergy_yes_no_free_field2
exact_synergy_yes_no_free_field3
exact_synergy_yes_no_free_field4
exact_synergy_yes_no_free_field5
exact_synergy_account_id
exact_synergy_url
exact_synergy_account_url
exact_synergy_account_manager_id_contact
exact_synergy_active
exact_synergy_allow_customer_specific_doc
exact_synergy_account_company_code
exact_synergy_account_type
exact_synergy_account_type_description
exact_synergy_date_free_field10
exact_synergy_date_free_field6
exact_synergy_date_free_field7
exact_synergy_date_free_field8
exact_synergy_date_free_field9
exact_synergy_end_date
exact_synergy_esf_address_id
exact_synergy_esf_res_id
exact_synergy_financial_contact_person
exact_synergy_first_name
exact_synergy_full_name
exact_synergy_gender
exact_synergy_guid_free_field10
exact_synergy_guid_free_field6
exact_synergy_guid_free_field7
exact_synergy_guid_free_field8
exact_synergy_guid_free_field9
exact_synergy_initials
exact_synergy_language
exact_synergy_language_description
exact_synergy_last_name
exact_synergy_main_contact
exact_synergy_message_id
exact_synergy_middle_name
exact_synergy_mobile_number
exact_synergy_msn
exact_synergy_remarks
exact_synergy_np_flex_in_use_email
exact_synergy_np_flex_in_use_fax
exact_synergy_np_flex_in_use_job_description
exact_synergy_np_flex_in_use_job_title
exact_synergy_np_flex_in_use_mobile
exact_synergy_np_flex_in_use_phone
exact_synergy_np_flex_old_email
exact_synergy_np_flex_old_fax
exact_synergy_np_flex_old_job_description
exact_synergy_np_flex_old_job_title
exact_synergy_np_flex_old_mobile
exact_synergy_np_flex_old_phone
exact_synergy_np_flex_sync_email
exact_synergy_np_flex_sync_fax
exact_synergy_np_flex_sync_job_description
exact_synergy_np_flex_sync_job_title
exact_synergy_np_flex_sync_mobile
exact_synergy_np_flex_sync_phone
exact_synergy_number_free_field10
exact_synergy_number_free_field6
exact_synergy_number_free_field7
exact_synergy_number_free_field8
exact_synergy_number_free_field9
exact_synergy_integer_free_field10
exact_synergy_integer_free_field6
exact_synergy_integer_free_field7
exact_synergy_integer_free_field8
exact_synergy_integer_free_field9
exact_synergy_password
exact_synergy_picture_file_name
exact_synergy_prepare_download
exact_synergy_resource_id
exact_synergy_resource_msn_id
exact_synergy_resource_skype_id
exact_synergy_resource_status
exact_synergy_resource_user_id
exact_synergy_skype
exact_synergy_start_date
exact_synergy_suffix
exact_synergy_title
exact_synergy_title_abbreviation
exact_synergy_title_heading
exact_synergy_username
exact_synergy_web_access
exact_synergy_yes_no_free_field10
exact_synergy_yes_no_free_field6
exact_synergy_yes_no_free_field7
exact_synergy_yes_no_free_field8
exact_synergy_yes_no_free_field9
exact_synergy_contact_name
exact_synergy_contact_url

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Exact Synergy Enterprise

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Botones

Parámetros

Sistemas telefónicos