{"id":30696,"date":"2021-08-11T17:50:27","date_gmt":"2021-08-11T15:50:27","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30696"},"modified":"2026-03-10T14:33:50","modified_gmt":"2026-03-10T13:33:50","slug":"investglass-x-aircall-integration","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/da\/investglass-x-aircall-integration\/","title":{"rendered":"Hvordan integrerer jeg Aircall med InvestGlass?"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-aircall-integration-overview\">Oversigt over Aircall-integration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Integrationen af Aircall med InvestGlass str\u00f8mliner kommunikationen ved at styre opkald og kundeinteraktioner p\u00e5 en enkelt platform. Selv om der er begr\u00e6nset statistik over produktivitetsgevinster ved s\u00e5danne integrationer, har det vist sig, at CRM-systemer kan forbedre salgsproduktiviteten med op til 34% gennem forbedret datastyring og procesautomatisering.  Denne integration g\u00f8r det muligt for finansfolk at f\u00e5 adgang til omfattende kundeoplysninger under opkald, hvilket f\u00f8rer til mere personaliserede interaktioner og forbedrede kundeoplevelser.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Det er s\u00e5dan, det fungerer: <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Fokuser p\u00e5 at interagere med dine kunder og potentielle kunder &gt; Eliminer al manuel dataindtastning ved automatisk at&nbsp;<strong>logning af alle indg\u00e5ende&nbsp;<\/strong>og&nbsp;<strong>udg\u00e5ende opkald<\/strong>, s\u00e5vel som&nbsp;<strong>Ubesvarede opkald<\/strong>&nbsp;og&nbsp;<strong>telefonsvarer<\/strong>, ind i InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Hold styr p\u00e5 tidligere interaktioner &gt; Log automatisk alle&nbsp;<strong>opkaldsnoter, tags,&nbsp;<\/strong>og&nbsp;<strong>optagelser<\/strong>&nbsp;til kontakter, tilbud og virksomheder. Udnyt disse oplysninger til intern uddannelse, l\u00f8sning af potentielle problemer osv.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Spar v\u00e6rdifuld tid under dine opkaldsblokke &gt; For\u00f8g antallet af opkald i en given tidsperiode ved at uploade en liste over telefonnumre til Aircalls&nbsp;<strong>Power Dialer<\/strong>&nbsp;og automatisk ringe gennem dem<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Arbejd udelukkende fra InvestGlass, n\u00e5r du ringer til dine kontakter &gt; Administrer kontakter, og tilf\u00f8j telefonnumre til telefonappen med 1 klik ved at udnytte Aircalls&nbsp;<strong>Klik for at ringe op<\/strong>&nbsp;funktionalitet. Det er ikke l\u00e6ngere n\u00f8dvendigt at skifte side.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Hold styr p\u00e5 al opkaldsaktivitet i InvestGlass &gt; Tr\u00e6f datadrevne beslutninger ved at f\u00e5 adgang til dine opkaldsm\u00e5linger via&nbsp;<strong>indf\u00f8dt<\/strong>&nbsp;<strong>rapporter<\/strong>&nbsp;oprettes automatisk, n\u00e5r InvestGlass-integrationen s\u00e6ttes op<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. Kom i gang p\u00e5 f\u00e5 sekunder&gt;.&nbsp;<strong>S\u00e6t integrationen op med 4 klik<\/strong>&nbsp;og udnytte den&nbsp;<strong>kontaktsynkronisering<\/strong>&nbsp;fra InvestGlass til Aircall<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7. Spar v\u00e6rdifuld tid ved at automatisere processen efter opkaldet &gt; Udnyt Aircalls tags til at&nbsp;<strong>udl\u00f8ser automatisk workflows<\/strong>&nbsp;i InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8. Bind alle teams sammen med indbygget integration til Service &gt; Automatically&nbsp;<strong>Opret billetter<\/strong>&nbsp;og logger al opkaldsaktivitet p\u00e5 billetter<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg\" alt=\"\" class=\"wp-image-32677\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Ideer til integration <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Dit skybaserede telefonsystem i InvestGlass <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Telefonopkald er stadig den bedste m\u00e5de at interagere med dine kunder og potentielle kunder p\u00e5. Aircall \u00e6ndrer spillet med vores n\u00e6ste generations telefonl\u00f8sning. Ved at bringe Aircall og InvestGlass sammen g\u00f8r vi det lettere for support- og salgsteams at styre deres opkaldsflow.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-sales\">Aircall for bedre salg<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Log automatisk alle opkald i Kontakter, Tilbud og Virksomheder. Hold styr p\u00e5 opkaldsoptagelser, noter og tags, og udnyt Aircalls click-to-dial og Power Dialer for at maksimere effektiviteten. Identificer alle indg\u00e5ende leads ved hj\u00e6lp af Aircalls indsigtskort, og hent deres kontaktside med 1 klik.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-service\">Aircall for bedre service<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Opret automatisk tickets og log alle opkald, og hold styr p\u00e5 opkaldsresultater, noter, tags og optagelser. Identificer opkaldere ved hj\u00e6lp af Aircalls indsigtskort og se tidligere interaktioner, f\u00f8r du besvarer opkaldet. Udl\u00f8s ogs\u00e5 workflows for at automatisere processen efter opkaldet.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-marketing\">Aircall for bedre markedsf\u00f8ring<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For\u00f8g din <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/da\/marketingvaerktojer\/\" target=\"_blank\" rel=\"noopener\" title=\"Markedsf\u00f8ring\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"645\">Markedsf\u00f8ring<\/a> ROI p\u00e5 telefonkampagner med Aircall for InvestGlass.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Aircalls nye integration med InvestGlass, det schweiziske CRM-system for finansfolk, vil g\u00f8re det lettere for finansfolk at styre deres interaktion med kunder og potentielle kunder. Integrationen vil give Aircall-brugere adgang til vigtige kundedata fra Aircall-gr\u00e6nsefladen samt automatisk logge alle opkald og kontakter i InvestGlass. Denne integration er designet til at g\u00f8re det lettere for finansfolk at holde styr p\u00e5 alle kundedata p\u00e5 \u00e9t sted og \u00f8ge antallet af opkald, der foretages i en given tidsperiode.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Aircall Integration Overview \u200bIntegrating Aircall with InvestGlass streamlines communication by managing calls and customer interactions within a single platform.\u00a0While specific statistics on productivity gains from such integrations are limited, CRM systems have been shown to improve sales productivity by up to 34% through enhanced data management and process automation.\u00a0\u00a0This integration enables financial professionals to access [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30697,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[290],"class_list":["post-30696","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-aircall-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to integrate Aircall with InvestGlass? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Aircall is a cloud-based phone system for businesses, and you can connect it with InvestGlass, the Swiss CRM for financial professionals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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