{"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":"integracion-investglass-x-aircall","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/es\/investglass-x-aircall-integration\/","title":{"rendered":"\u00bfC\u00f3mo integrar Aircall con InvestGlass?"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-aircall-integration-overview\">Visi\u00f3n general de la integraci\u00f3n de Aircall<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">La integraci\u00f3n de Aircall con InvestGlass agiliza la comunicaci\u00f3n al gestionar las llamadas y las interacciones con los clientes en una \u00fanica plataforma. Aunque las estad\u00edsticas espec\u00edficas sobre el aumento de la productividad de este tipo de integraciones son limitadas, se ha demostrado que los sistemas CRM mejoran la productividad de las ventas hasta en 34% gracias a la mejora de la gesti\u00f3n de datos y la automatizaci\u00f3n de procesos.  Esta integraci\u00f3n permite a los profesionales financieros acceder a informaci\u00f3n exhaustiva sobre los clientes durante las llamadas, lo que da lugar a interacciones m\u00e1s personalizadas y mejores experiencias de los clientes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As\u00ed es como funciona : <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. C\u00e9ntrese en interactuar con sus clientes y clientes potenciales &gt; Elimine toda la introducci\u00f3n manual de datos automatizando&nbsp;<strong>registro de todas las entradas&nbsp;<\/strong>y&nbsp;<strong>llamadas salientes<\/strong>, as\u00ed como&nbsp;<strong>llamadas perdidas<\/strong>&nbsp;y&nbsp;<strong>buzones de voz<\/strong>, en InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Mantenga un registro de las interacciones anteriores &gt; Registre autom\u00e1ticamente todas las&nbsp;<strong>notas de llamada, etiquetas,&nbsp;<\/strong>y&nbsp;<strong>grabaciones<\/strong>&nbsp;a Contactos, Tratos y Empresas. Aproveche esta informaci\u00f3n para formaci\u00f3n interna, resoluci\u00f3n de prospectos, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Ahorre un tiempo valioso durante sus bloqueos de llamadas &gt; Aumente el n\u00famero de llamadas realizadas en un periodo de tiempo determinado cargando una lista de n\u00fameros de tel\u00e9fono en la aplicaci\u00f3n de Aircall&nbsp;<strong>Marcador autom\u00e1tico<\/strong>&nbsp;y llamar autom\u00e1ticamente a trav\u00e9s de ellos<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Trabaje exclusivamente desde InvestGlass cuando llame a sus contactos &gt; Gestione los contactos e introduzca los n\u00fameros de tel\u00e9fono en la aplicaci\u00f3n de tel\u00e9fono con 1 clic aprovechando la tecnolog\u00eda de Aircall.&nbsp;<strong>clic para marcar<\/strong>&nbsp;funcionalidad. Ya no es necesario cambiar de p\u00e1gina.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Tome decisiones basadas en datos accediendo a las m\u00e9tricas de sus llamadas a trav\u00e9s de InvestGlass.&nbsp;<strong>nativo<\/strong>&nbsp;<strong>informa<\/strong>&nbsp;creado autom\u00e1ticamente cuando se configura la integraci\u00f3n de InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. Inst\u00e1lese en segundos &gt;&nbsp;<strong>Configure la integraci\u00f3n en 4 clics<\/strong>&nbsp;y aprovechar la&nbsp;<strong>sincronizaci\u00f3n de contactos<\/strong>&nbsp;de InvestGlass a Aircall<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7. Ahorre un tiempo valioso automatizando el proceso posterior a la llamada &gt; Aproveche las etiquetas de Aircall para&nbsp;<strong>desencadenar autom\u00e1ticamente flujos de trabajo<\/strong>&nbsp;en InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8. Vincule todos los equipos con integraci\u00f3n nativa a Service &gt; Autom\u00e1ticamente&nbsp;<strong>crear entradas<\/strong>&nbsp;y registrar toda la actividad de llamadas en tickets<\/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\">Ideas de integraci\u00f3n <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Su sistema telef\u00f3nico en la nube dentro de InvestGlass <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Las llamadas telef\u00f3nicas siguen siendo la mejor forma de interactuar con sus clientes actuales y potenciales. Aircall est\u00e1 cambiando las reglas del juego con nuestra soluci\u00f3n telef\u00f3nica de \u00faltima generaci\u00f3n. Al unir Aircall e InvestGlass, estamos facilitando a los equipos de soporte y ventas la gesti\u00f3n de sus flujos de llamadas.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-sales\">Aircall para mejorar las ventas<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Registre autom\u00e1ticamente todas las llamadas en Contactos, Tratos y Empresas. Realice un seguimiento de las grabaciones, notas y etiquetas de las llamadas, y aproveche las funciones de clic para marcar y Power Dialer de Aircall para maximizar la eficiencia. Identifique todos los clientes potenciales entrantes mediante la tarjeta de informaci\u00f3n de Aircall y acceda a su p\u00e1gina de contacto con un solo clic.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-service\">Aircall para un mejor servicio<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Cree autom\u00e1ticamente tickets y registre todas las llamadas, haciendo un seguimiento de los resultados de las llamadas, notas, etiquetas y grabaciones. Identifique a las personas que llaman utilizando la tarjeta de informaci\u00f3n de Aircall y vea las interacciones anteriores antes de responder a la llamada. Active tambi\u00e9n flujos de trabajo para automatizar el proceso posterior a la llamada.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-marketing\">Aircall para un mejor marketing<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Aumente su <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/es\/herramientas-de-marketing\/\" target=\"_blank\" rel=\"noopener\" title=\"Marketing\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"645\">Marketing<\/a> Retorno de la inversi\u00f3n en campa\u00f1as telef\u00f3nicas con Aircall para InvestGlass.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La nueva integraci\u00f3n de Aircall con InvestGlass, el CRM suizo para profesionales financieros, facilitar\u00e1 a estos \u00faltimos la gesti\u00f3n de sus interacciones con clientes actuales y potenciales. La integraci\u00f3n permitir\u00e1 a los usuarios de Aircall acceder a datos clave de los clientes desde la interfaz de Aircall, as\u00ed como registrar autom\u00e1ticamente todas las llamadas y contactos en InvestGlass. Esta integraci\u00f3n est\u00e1 dise\u00f1ada para facilitar a los profesionales financieros el seguimiento de todos los datos de los clientes en un solo lugar y aumentar el n\u00famero de llamadas realizadas en un periodo de tiempo determinado.<\/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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