Link your telephony to your CRM package with the new Bubble integration

Successful customer contact often starts with a good phone call. Did you know that you can get much more out of the conversation from the moment the phone rings? This is possible with the new CRM integration between Red Cactus and Voys: Bubble. What exactly does this integration do and how do you use it optimally? I’ll tell you in this blog.

What exactly does the integration do?

Red Cactus’ Bubble integration connects to your online Freedom platform and your CRM package. The link connects these systems. The moment your phone rings, the incoming number is linked directly to a customer card in your CRM package. Super convenient, especially if your company is or will expand. This way, you and your colleagues don’t have to remember everything that was discussed with a customer.

All the benefits of Bubble integration at a glance

Linking an incoming phone call to a customer card: sounds nice, but what exactly can you do with it? I will list the benefits for you.

1. You decide which customer data you want to see

Does a customer call your company? Then you will immediately see the customer data on the screen by means of a pop-up. You decide which information is important to you and what you want to show in the pop-up. Think of the company name, the contact person, or the caller’s phone number.

Or choose to display a note from the customer card, so you are immediately aware of all the things that are relevant for your customer. This will make the rest of the conversation go smoother, it will be more personal, and you get more out of your phone call.

2. Most recent contact instantly visible

Customers having to explain the story all over again? That’s a thing of the past. In the pop-up you immediately see which colleague the caller last spoke to. Super convenient when you need some more information or when the caller would like to speak to the same colleague.

3. 3, 2, 1, action!

In the pop-up, you set up to four different action buttons. Think of opening the customer card, making an immediate callback request, starting a timer, answering the call or sending an e-mail. This allows you to customize the pop-up to suit your needs.

4. Transfer, but smarter

Sometimes you can’t get out of it: you have to transfer the call to a colleague. Customers sometimes find this unpleasant, because they think they have to explain again who they are and what they are calling for. Fortunately, this is no longer necessary. The colleague you put them through to will immediately see all the customer data, including the notes you have already made of the call. As a result, your colleague is completely up-to-date on everything you have already discussed with the customer.

5. Never call the wrong number again

Red Cactus’ Bubble integration has a “click-2-dial” feature. This allows you to select a phone number in your CRM package, after which your device, webphone or app dials directly to the selected number. Handy!

6. From the Bubble integration, enter a number

Don’t have a phone number to select? Then enter it in the dialpad of the Bubble integration. Then press the call button, and your device, webphone or app will dial the selected number directly.

7. Linking multiple CRM packages

Are you working with multiple CRM packages? No problem! You can link different CRM packages to Red Cactus’ Bubble integration. You can set the pop-up per CRM package so that the link works optimally with each package.

Which CRM packages can be linked?

Currently, the Bubble integration pairs with about 100 CRM packages, including well-known tools such as Realworks, Salesforce, Afas and Teamleader. You can check the complete overview on Red Cactus’ marketplace page. If your CRM package is not listed, we’ll make sure to build that link.

Sounds good?

We don’t just recommend this integration, we use it ourselves at Voys. Want to know more? Then check out this page. Or even better, call me or one of my colleagues on 050 700 9900 or email info@voys.co and ask about the possibilities. We’ll be happy to help.