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Donorfy CRM

CRM

Verfügbar für:

Bubble Desktop verfügbar für: Windows

Bubble Desktop verfügbar für: MacOS

Bubble Cloud verfügbar für: Bubble365 Apps

Bubble Mobile verfügbar für: iOS/Android

Donorfy CRM

Beschreibung Funktionen Button Parameter Kompatibilität Wiki

Connecting Donorfy CRM 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 Donorfy CRM 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
Kopieren zum Wählen

Merkmale der Integration

Activity Hub
Call control
Registrierung anrufen
Registrierung von Anrufen (+AI-Transkription)
Registrierung von Anrufen (+Note)
Anklopfen
Popup-Fenster mit mehreren Ergebnissen
SearchBar

Bereitstellungstyp

Bubble Desktop
Bubble Cloud

Art der Integration

Echtzeit-API (benutzerbasiert)
Vorlage klonen

Unterstützte Anwendungen

Bubble Desktop Pop-up
Bubble Third-Party API
Bubble365 Chrome Plug-in
Bubble365 Edge Plug-in
Bubble365 Teams App
Bubble365 Embedded Phone App
Bubble365 Mobile App
Bubble365 iFrame

Action-Schaltflächen

CRM-spezifische Schaltflächen

Standard Popup-Funktionen für Sprechblasen

Pop-up-Benachrichtigung
Inhaltliche Anpassung des Pop-ups
Einmalige Anmeldung
Mehrsprachig
Interne Anrufer ausblenden
Ergebnis der Sortierung
Klicken Sie zum Wählen
Gespräche zurückrufen
Rückruf
Timer für die Gesprächsdauer
Anrufverlauf
Notizen aufrufen
Neueste Funktionen
Notation der Zahlen

Button

Im Folgenden finden Sie eine Liste der verfügbaren Schaltflächen. Dabei handelt es sich sowohl um CRM-spezifische als auch um generische Bubble-Funktionen.

View Constituent
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)

Parameter

Bestimmen Sie den Inhalt des Pop-ups pro Benutzer, Abteilung oder Organisation mit Informationen aus Ihrem CRM-Paket. Im Folgenden finden Sie eine Liste der Parameter, die in Ihrer CRM-Software verfügbar sind.

donorfy_constituent_id
donorfy_constituent_number
donorfy_is_active
donorfy_date_added
donorfy_date_changed
donorfy_organisation_name
donorfy_title
donorfy_first_name
donorfy_middle_name
donorfy_last_name
donorfy_formerly
donorfy_also_known_as
donorfy_constituent_type
donorfy_house_building_number
donorfy_address_line1
donorfy_address_line2
donorfy_town
donorfy_county
donorfy_postal_code
donorfy_phone1
donorfy_phone2
donorfy_mobile_phone
donorfy_email1address
donorfy_email2address
donorfy_national_id_number
donorfy_external_key
donorfy_date_of_birth
donorfy_prefix
donorfy_suffix
donorfy_url

Kompatibilität

3CX [plug-in]