{"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":"integration-de-lappel-dair-investglass-x","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/fr\/investglass-x-aircall-integration\/","title":{"rendered":"Comment int\u00e9grer Aircall \u00e0 InvestGlass ?"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-aircall-integration-overview\">Vue d'ensemble de l'int\u00e9gration d'Aircall<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">L'int\u00e9gration d'Aircall \u00e0 InvestGlass rationalise la communication en g\u00e9rant les appels et les interactions avec les clients au sein d'une plateforme unique. Bien que les statistiques sp\u00e9cifiques sur les gains de productivit\u00e9 r\u00e9sultant de telles int\u00e9grations soient limit\u00e9es, il a \u00e9t\u00e9 d\u00e9montr\u00e9 que les syst\u00e8mes CRM am\u00e9liorent la productivit\u00e9 des ventes jusqu'\u00e0 34% gr\u00e2ce \u00e0 une meilleure gestion des donn\u00e9es et \u00e0 l'automatisation des processus.  Cette int\u00e9gration permet aux professionnels de la finance d'acc\u00e9der \u00e0 des informations compl\u00e8tes sur les clients pendant les appels, ce qui conduit \u00e0 des interactions plus personnalis\u00e9es et \u00e0 une meilleure exp\u00e9rience client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Voici comment cela fonctionne : <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Concentrez-vous sur l'interaction avec vos clients et prospects &gt; \u00c9liminez toutes les saisies manuelles de donn\u00e9es gr\u00e2ce \u00e0 la mise en place d'un syst\u00e8me automatique de gestion des donn\u00e9es.&nbsp;<strong>l'enregistrement de tous les messages entrants&nbsp;<\/strong>et&nbsp;<strong>appels sortants<\/strong>, ainsi que&nbsp;<strong>appels manqu\u00e9s<\/strong>&nbsp;et&nbsp;<strong>messages vocaux<\/strong>, dans InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Garder une trace des interactions pr\u00e9c\u00e9dentes &gt; Enregistrer automatiquement toutes les interactions.&nbsp;<strong>call notes, tags,&nbsp;<\/strong>et&nbsp;<strong>enregistrements<\/strong>&nbsp;aux contacts, aux affaires et aux entreprises. Exploitez ces informations pour la formation interne, la r\u00e9solution des probl\u00e8mes des prospects, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Gagnez un temps pr\u00e9cieux lors de vos blocages d'appels &gt; Augmentez le nombre d'appels pass\u00e9s dans une p\u00e9riode donn\u00e9e en t\u00e9l\u00e9chargeant une liste de num\u00e9ros de t\u00e9l\u00e9phone dans le syst\u00e8me d'appel d'Aircall.&nbsp;<strong>Num\u00e9roteur de puissance<\/strong>&nbsp;et appeler automatiquement par leur interm\u00e9diaire<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. G\u00e9rer les contacts et ajouter des num\u00e9ros de t\u00e9l\u00e9phone \u00e0 l'application t\u00e9l\u00e9phonique en un seul clic en tirant parti de la technologie d'Aircall.&nbsp;<strong>click-to-dial<\/strong>&nbsp;fonctionnalit\u00e9. Plus besoin de changer de page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Suivez toute l'activit\u00e9 des appels \u00e0 l'int\u00e9rieur d'InvestGlass &gt; Prenez des d\u00e9cisions fond\u00e9es sur des donn\u00e9es en acc\u00e9dant \u00e0 vos indicateurs d'appels par l'interm\u00e9diaire de l'outil de gestion des appels de InvestGlass.&nbsp;<strong>natif<\/strong>&nbsp;<strong>rapports<\/strong>&nbsp;cr\u00e9\u00e9 automatiquement lors de la mise en place de l'int\u00e9gration InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. S'installer en quelques secondes &gt;&nbsp;<strong>Configurer l'int\u00e9gration en 4 clics<\/strong>&nbsp;et de tirer parti de la&nbsp;<strong>synchronisation des contacts<\/strong>&nbsp;de InvestGlass \u00e0 Aircall<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7. Gagnez un temps pr\u00e9cieux en automatisant le processus post-appel &gt; Exploitez les balises d'Aircall pour&nbsp;<strong>d\u00e9clencher automatiquement des flux de travail<\/strong>&nbsp;dans InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8. Relier toutes les \u00e9quipes gr\u00e2ce \u00e0 l'int\u00e9gration native \u00e0 Service &gt; Automatically&nbsp;<strong>cr\u00e9er des tickets<\/strong>&nbsp;et enregistrer toutes les activit\u00e9s d'appel sur des 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\">Id\u00e9es d'int\u00e9gration <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Votre syst\u00e8me t\u00e9l\u00e9phonique bas\u00e9 sur le cloud au sein d'InvestGlass <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Les appels t\u00e9l\u00e9phoniques restent le meilleur moyen d'interagir avec vos clients et prospects. Aircall change la donne avec sa solution t\u00e9l\u00e9phonique de nouvelle g\u00e9n\u00e9ration. En r\u00e9unissant Aircall et InvestGlass, nous facilitons la gestion des flux d'appels pour les \u00e9quipes d'assistance et de vente.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-sales\">Aircall pour de meilleures ventes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Enregistrez automatiquement tous les appels dans les contacts, les contrats et les entreprises. Gardez une trace des enregistrements d'appels, des notes, des \u00e9tiquettes, et tirez parti du click-to-dial et du Power Dialer d'Aircall pour maximiser l'efficacit\u00e9. Identifiez tous les prospects entrants \u00e0 l'aide de la carte d'aper\u00e7u d'Aircall et acc\u00e9dez \u00e0 leur page de contact en un seul clic.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-service\">Aircall pour un meilleur service<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Cr\u00e9ez automatiquement des tickets et enregistrez tous les appels, en gardant une trace des r\u00e9sultats de l'appel, des notes, des \u00e9tiquettes et des enregistrements. Identifiez les appelants \u00e0 l'aide de la carte d'identification d'Aircall et consultez les interactions pr\u00e9c\u00e9dentes avant de r\u00e9pondre \u00e0 l'appel. D\u00e9clenchez \u00e9galement des flux de travail pour automatiser le processus post-appel.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-marketing\">Aircall pour un meilleur marketing<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Augmentez votre <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/fr\/outils-de-marketing\/\" target=\"_blank\" rel=\"noopener\" title=\"Marketing\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"645\">Marketing<\/a> ROI des campagnes t\u00e9l\u00e9phoniques avec Aircall pour InvestGlass.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La nouvelle int\u00e9gration d'Aircall avec InvestGlass, le CRM suisse pour les professionnels de la finance, permettra \u00e0 ces derniers de g\u00e9rer plus facilement leurs interactions avec les clients et les prospects. L'int\u00e9gration permettra aux utilisateurs d'Aircall d'acc\u00e9der aux donn\u00e9es cl\u00e9s des clients \u00e0 partir de l'interface d'Aircall, ainsi que d'enregistrer automatiquement tous les appels et contacts dans InvestGlass. Cette int\u00e9gration est con\u00e7ue pour permettre aux professionnels de la finance de suivre plus facilement toutes les donn\u00e9es clients en un seul endroit et d'augmenter le nombre d'appels effectu\u00e9s au cours d'une p\u00e9riode donn\u00e9e.<\/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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