{"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":"integracja-investglass-x-aircall","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pl\/investglass-x-aircall-integration\/","title":{"rendered":"Jak zintegrowa\u0107 Aircall z InvestGlass?"},"content":{"rendered":"

Przegl\u0105d integracji Aircall<\/h2>\n\n\n\n

Integracja Aircall z InvestGlass usprawnia komunikacj\u0119 poprzez zarz\u0105dzanie po\u0142\u0105czeniami i interakcjami z klientami w ramach jednej platformy. Chocia\u017c konkretne statystyki dotycz\u0105ce wzrostu produktywno\u015bci dzi\u0119ki takim integracjom s\u0105 ograniczone, wykazano, \u017ce systemy CRM poprawiaj\u0105 produktywno\u015b\u0107 sprzeda\u017cy nawet o 34% dzi\u0119ki ulepszonemu zarz\u0105dzaniu danymi i automatyzacji proces\u00f3w. Integracja ta umo\u017cliwia specjalistom finansowym dost\u0119p do kompleksowych informacji o klientach podczas po\u0142\u0105cze\u0144, co prowadzi do bardziej spersonalizowanych interakcji i lepszej obs\u0142ugi klienta.<\/p>\n\n\n\n

Tak to w\u0142a\u015bnie dzia\u0142a: <\/p>\n\n\n\n

1. Skoncentruj si\u0119 na interakcji z klientami i potencjalnymi klientami > Wyeliminuj r\u0119czne wprowadzanie danych dzi\u0119ki automatycznemu rejestrowanie wszystkich przychodz\u0105cych <\/strong>oraz po\u0142\u0105czenia wychodz\u0105ce<\/strong>, jak r\u00f3wnie\u017c nieodebrane po\u0142\u0105czenia<\/strong> oraz poczta g\u0142osowa<\/strong>, w InvestGlass<\/p>\n\n\n\n

2. \u015aled\u017a poprzednie interakcje > Automatycznie rejestruj wszystkie interakcje. notatki z rozm\u00f3w, tagi, <\/strong>oraz nagrania<\/strong> do kontakt\u00f3w, transakcji i firm. Wykorzystaj te informacje do wewn\u0119trznych szkole\u0144, rozwi\u0105zywania potencjalnych klient\u00f3w itp.<\/p>\n\n\n\n

3. Oszcz\u0119dzaj cenny czas podczas blokowania po\u0142\u0105cze\u0144 > Zwi\u0119ksz liczb\u0119 po\u0142\u0105cze\u0144 wykonanych w danym okresie, przesy\u0142aj\u0105c list\u0119 numer\u00f3w telefon\u00f3w do Aircall. Power Dialer<\/strong> i automatycznie przez nie dzwoni\u0107<\/p>\n\n\n\n

4. Pracuj wy\u0142\u0105cznie z InvestGlass, dzwoni\u0105c do swoich kontakt\u00f3w > Zarz\u0105dzaj kontaktami i wype\u0142niaj numery telefon\u00f3w w aplikacji telefonicznej jednym klikni\u0119ciem, wykorzystuj\u0105c Aircall. click-to-dial<\/strong> funkcjonalno\u015b\u0107. Nie trzeba ju\u017c prze\u0142\u0105cza\u0107 stron.<\/p>\n\n\n\n

5. \u015aled\u017a ca\u0142\u0105 aktywno\u015b\u0107 po\u0142\u0105cze\u0144 w InvestGlass > Podejmuj decyzje oparte na danych, uzyskuj\u0105c dost\u0119p do metryk po\u0142\u0105cze\u0144 za po\u015brednictwem InvestGlass. rodzimy<\/strong> raporty<\/strong> tworzone automatycznie po skonfigurowaniu integracji InvestGlass<\/p>\n\n\n\n

6. Konfiguracja w kilka sekund > Konfiguracja integracji za pomoc\u0105 4 klikni\u0119\u0107<\/strong> i wykorzysta\u0107 synchronizacja kontakt\u00f3w<\/strong> od InvestGlass do Aircall<\/p>\n\n\n\n

7. Oszcz\u0119dno\u015b\u0107 cennego czasu dzi\u0119ki automatyzacji procesu po wezwaniu > Wykorzystanie tag\u00f3w Aircall do automatyczne uruchamianie przep\u0142yw\u00f3w pracy<\/strong> w InvestGlass<\/p>\n\n\n\n

8. Powi\u0105zanie wszystkich zespo\u0142\u00f3w dzi\u0119ki natywnej integracji z us\u0142ug\u0105 > Automatycznie tworzenie bilet\u00f3w<\/strong> i rejestrowa\u0107 ca\u0142\u0105 aktywno\u015b\u0107 po\u0142\u0105cze\u0144 na biletach<\/p>\n\n\n\n

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

Pomys\u0142y na integracj\u0119 <\/h2>\n\n\n\n

Oparty na chmurze system telefoniczny w InvestGlass <\/h3>\n\n\n\n

Rozmowy telefoniczne to wci\u0105\u017c najlepszy spos\u00f3b na interakcj\u0119 z klientami i potencjalnymi klientami. Aircall zmienia zasady gry dzi\u0119ki naszemu rozwi\u0105zaniu telefonicznemu nowej generacji. \u0141\u0105cz\u0105c Aircall i InvestGlass, u\u0142atwiamy zespo\u0142om wsparcia i sprzeda\u017cy zarz\u0105dzanie przep\u0142ywem po\u0142\u0105cze\u0144.<\/p>\n\n\n\n

Aircall dla lepszej sprzeda\u017cy<\/h3>\n\n\n\n

Automatycznie rejestruj wszystkie po\u0142\u0105czenia w Kontaktach, Umowach i Firmach. \u015aled\u017a nagrania rozm\u00f3w, notatki, tagi i korzystaj z funkcji Aircall click-to-dial i Power Dialer, aby zmaksymalizowa\u0107 wydajno\u015b\u0107. Identyfikuj wszystkich przychodz\u0105cych potencjalnych klient\u00f3w za pomoc\u0105 karty wgl\u0105du Aircall i wy\u015bwietlaj ich stron\u0119 kontaktow\u0105 jednym klikni\u0119ciem.<\/p>\n\n\n\n

Aircall dla lepszej obs\u0142ugi<\/h3>\n\n\n\n

Automatycznie tw\u00f3rz bilety i rejestruj wszystkie po\u0142\u0105czenia, \u015bledz\u0105c ich wyniki, notatki, tagi i nagrania. Identyfikuj dzwoni\u0105cych za pomoc\u0105 karty wgl\u0105du Aircall i sprawdzaj poprzednie interakcje przed odebraniem po\u0142\u0105czenia. Uruchamiaj r\u00f3wnie\u017c przep\u0142ywy pracy, aby zautomatyzowa\u0107 proces po zako\u0144czeniu po\u0142\u0105czenia.<\/p>\n\n\n\n

Aircall dla lepszego marketingu<\/h3>\n\n\n\n

Zwi\u0119ksz swoje Marketing<\/a> ROI z kampanii telefonicznych z Aircall dla InvestGlass.<\/p>\n\n\n\n

Nowa integracja Aircall z InvestGlass, szwajcarskim CRM dla profesjonalist\u00f3w finansowych, u\u0142atwi im zarz\u0105dzanie interakcjami z klientami i potencjalnymi klientami. Integracja umo\u017cliwi u\u017cytkownikom Aircall dost\u0119p do kluczowych danych klient\u00f3w z poziomu interfejsu Aircall, a tak\u017ce automatyczne rejestrowanie wszystkich po\u0142\u0105cze\u0144 i kontakt\u00f3w w InvestGlass. Integracja ta ma na celu u\u0142atwienie specjalistom finansowym \u015bledzenie wszystkich danych klient\u00f3w w jednym miejscu i zwi\u0119kszenie liczby po\u0142\u0105cze\u0144 wykonywanych w danym okresie.<\/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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