{"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-integratie","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/nl\/investglass-x-aircall-integration\/","title":{"rendered":"Hoe integreer ik Aircall met InvestGlass?"},"content":{"rendered":"

Overzicht integratie Aircall<\/h2>\n\n\n\n

De integratie van Aircall met InvestGlass stroomlijnt de communicatie door gesprekken en klantinteracties binnen \u00e9\u00e9n platform te beheren. Hoewel specifieke statistieken over de productiviteitswinst van dergelijke integraties beperkt zijn, is aangetoond dat CRM-systemen de verkoopproductiviteit met wel 34% kunnen verbeteren door verbeterd gegevensbeheer en procesautomatisering. Dankzij deze integratie hebben financi\u00eble professionals tijdens gesprekken toegang tot uitgebreide klantinformatie, wat leidt tot persoonlijkere interacties en een betere klantervaring.<\/p>\n\n\n\n

Zo werkt het: <\/p>\n\n\n\n

1. Concentreer je op de interactie met je klanten en prospects > Elimineer alle handmatige gegevensinvoer door automatisch gegevens in te voeren. loggen van alle inkomende <\/strong>en uitgaande oproepen<\/strong>, evenals gemiste oproepen<\/strong> en voicemails<\/strong>, in InvestGlass<\/p>\n\n\n\n

2. Eerdere interacties bijhouden > Automatisch alle gespreksnotities, tags, <\/strong>en opnames<\/strong> naar Contacten, Deals en Bedrijven. Gebruik deze informatie voor interne training, oplossingen voor prospects, enz.<\/p>\n\n\n\n

3. Bespaar kostbare tijd tijdens uw belblokken > Verhoog het aantal oproepen in een bepaalde periode door een lijst met telefoonnummers te uploaden naar Aircall's Power Dialer<\/strong> en automatisch via hen bellen<\/p>\n\n\n\n

4. Werk uitsluitend vanuit InvestGlass wanneer u uw contactpersonen belt > Beheer contactpersonen en vul telefoonnummers in in de telefoon-app met 1 klik door gebruik te maken van Aircall's click-to-dial<\/strong> functionaliteit. Je hoeft niet meer van pagina te wisselen.<\/p>\n\n\n\n

5. Houd alle gespreksactiviteiten bij in InvestGlass > Neem gegevensgestuurde beslissingen door uw gespreksstatistieken te bekijken via de oorspronkelijk<\/strong> meldt<\/strong> automatisch aangemaakt wanneer de InvestGlass integratie wordt opgezet<\/p>\n\n\n\n

6. In enkele seconden > instellen De integratie instellen in 4 klikken<\/strong> en gebruik maken van de contact synchroniseren<\/strong> van InvestGlass naar Aircall<\/p>\n\n\n\n

7. Bespaar kostbare tijd door het post-call proces te automatiseren > Gebruik de tags van Aircall om automatisch workflows triggeren<\/strong> in InvestGlass<\/p>\n\n\n\n

8. Alle teams samenbrengen met native integratie in Service > Automatisch tickets aanmaken<\/strong> en log alle gespreksactiviteiten op tickets<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Idee\u00ebn voor integratie <\/h2>\n\n\n\n

Uw cloudgebaseerde telefoonsysteem binnen InvestGlass <\/h3>\n\n\n\n

Telefoongesprekken zijn nog steeds de beste manier om met uw klanten en prospects te communiceren. Aircall verandert het spel met onze nieuwe telefoonoplossing. Door Aircall en InvestGlass samen te brengen, maken we het voor support- en salesteams eenvoudiger om hun telefoonstromen te beheren.<\/p>\n\n\n\n

Aircall voor betere verkoop<\/h3>\n\n\n\n

Log automatisch alle gesprekken in Contacten, Deals en Bedrijven. Houd gespreksopnamen, notities en tags bij en maak gebruik van de click-to-dial en Power Dialer van Aircall om de effici\u00ebntie te maximaliseren. Identificeer alle inkomende leads met behulp van Aircall's inzichtkaart en roep met 1 klik hun contactpagina op.<\/p>\n\n\n\n

Aircall voor betere service<\/h3>\n\n\n\n

Maak automatisch tickets aan en log alle gesprekken in, met bijhouden van gespreksresultaten, notities, tags en opnames. Identificeer bellers met behulp van Aircall's inzichtkaart en bekijk eerdere interacties voordat u de oproep beantwoordt. Activeer ook Workflows om het post-call proces te automatiseren.<\/p>\n\n\n\n

Aircall voor betere marketing<\/h3>\n\n\n\n

Verhoog uw Marketing<\/a> ROI op telefonische campagnes met Aircall voor InvestGlass.<\/p>\n\n\n\n

De nieuwe integratie van Aircall met InvestGlass, het Zwitserse CRM voor financi\u00eble professionals, maakt het voor financi\u00eble professionals eenvoudiger om hun interacties met klanten en prospects te beheren. Dankzij deze integratie hebben Aircall gebruikers toegang tot belangrijke klantgegevens vanuit de Aircall interface en kunnen ze alle gesprekken en contacten automatisch registreren in InvestGlass. Deze integratie is bedoeld om het voor financi\u00eble professionals eenvoudiger te maken om alle klantgegevens op \u00e9\u00e9n plek bij te houden en het aantal gesprekken dat in een bepaalde periode wordt gevoerd te verhogen.<\/p>\n\n\n\n

<\/p>","protected":false},"excerpt":{"rendered":"

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 […]<\/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":"\nHow to integrate Aircall with InvestGlass? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Aircall is a cloud-based phone system for 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