{"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":"%e6%8a%95%e8%b5%84%e7%ba%a7-x-%e7%a9%ba%e4%b8%ad%e5%91%bc%e5%8f%ab%e9%9b%86%e6%88%90","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/investglass-x-aircall-integration\/","title":{"rendered":"\u5982\u4f55\u5c06 Aircall \u4e0e InvestGlass \u96c6\u6210\uff1f"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-aircall-integration-overview\">Aircall \u96c6\u6210\u6982\u8ff0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06 Aircall \u4e0e InvestGlass \u96c6\u6210\uff0c\u53ef\u5728\u5355\u4e00\u5e73\u53f0\u5185\u7ba1\u7406\u547c\u53eb\u548c\u5ba2\u6237\u4e92\u52a8\uff0c\u4ece\u800c\u7b80\u5316\u6c9f\u901a\u3002\u867d\u7136\u6709\u5173\u6b64\u7c7b\u96c6\u6210\u63d0\u9ad8\u751f\u4ea7\u7387\u7684\u5177\u4f53\u7edf\u8ba1\u6570\u636e\u6709\u9650\uff0c\u4f46 CRM \u7cfb\u7edf\u901a\u8fc7\u589e\u5f3a\u6570\u636e\u7ba1\u7406\u548c\u6d41\u7a0b\u81ea\u52a8\u5316\uff0c\u5df2\u8bc1\u660e\u53ef\u5c06\u9500\u552e\u751f\u4ea7\u7387\u63d0\u9ad8 34%\u3002  \u8fd9\u79cd\u96c6\u6210\u4f7f\u91d1\u878d\u4e13\u4e1a\u4eba\u5458\u80fd\u591f\u5728\u901a\u8bdd\u8fc7\u7a0b\u4e2d\u8bbf\u95ee\u5168\u9762\u7684\u5ba2\u6237\u4fe1\u606f\uff0c\u4ece\u800c\u5b9e\u73b0\u66f4\u52a0\u4e2a\u6027\u5316\u7684\u4e92\u52a8\uff0c\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u662f\u8fd9\u6837\u5de5\u4f5c\u7684 \uff1a <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.\u4e13\u6ce8\u4e8e\u4e0e\u5ba2\u6237\u548c\u6f5c\u5728\u5ba2\u6237\u4e92\u52a8 &gt; \u65e0\u9700\u624b\u52a8\u8f93\u5165\u6240\u6709\u6570\u636e\uff0c\u53ef\u81ea\u52a8&nbsp;<strong>\u8bb0\u5f55\u6240\u6709\u5165\u5883&nbsp;<\/strong>\u548c&nbsp;<strong>\u547c\u51fa\u7535\u8bdd<\/strong>, \u4ee5\u53ca&nbsp;<strong>\u672a\u63a5\u6765\u7535<\/strong>&nbsp;\u548c&nbsp;<strong>\u8bed\u97f3\u90ae\u4ef6<\/strong>, \u8fdb\u5165 InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.\u8ddf\u8e2a\u4ee5\u524d\u7684\u4e92\u52a8 &gt; \u81ea\u52a8\u8bb0\u5f55\u6240\u6709&nbsp;<strong>\u901a\u8bdd\u8bb0\u5f55\uff0c\u6807\u7b7e\u3001,&nbsp;<\/strong>\u548c&nbsp;<strong>\u5f55\u97f3<\/strong>&nbsp;\u5230\u8054\u7cfb\u4eba\u3001\u4ea4\u6613\u548c\u516c\u53f8\u3002\u5229\u7528\u8fd9\u4e9b\u4fe1\u606f\u8fdb\u884c\u5185\u90e8\u57f9\u8bad\u3001\u89e3\u51b3\u6f5c\u5728\u5ba2\u6237\u95ee\u9898\u7b49\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.\u5728\u60a8\u7684\u547c\u53eb\u5757\u4e2d\u8282\u7701\u5b9d\u8d35\u7684\u65f6\u95f4 &gt; \u901a\u8fc7\u5c06\u7535\u8bdd\u53f7\u7801\u5217\u8868\u4e0a\u4f20\u5230 Aircall\uff0c\u589e\u52a0\u7279\u5b9a\u65f6\u95f4\u6bb5\u5185\u7684\u547c\u53eb\u6b21\u6570\u3002&nbsp;<strong>\u5f3a\u529b\u62e8\u53f7\u5668<\/strong>&nbsp;\u5e76\u901a\u8fc7\u5b83\u4eec\u81ea\u52a8\u547c\u53eb<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.\u7ed9\u8054\u7cfb\u4eba\u6253\u7535\u8bdd\u65f6\uff0c\u53ea\u9700\u5728 InvestGlass \u4e2d\u64cd\u4f5c &gt; \u5229\u7528 Aircall \u7684\u529f\u80fd\uff0c\u4e00\u952e\u7ba1\u7406\u8054\u7cfb\u4eba\u5e76\u5c06\u7535\u8bdd\u53f7\u7801\u586b\u5145\u5230\u7535\u8bdd\u5e94\u7528\u7a0b\u5e8f\u4e2d\u3002&nbsp;<strong>\u70b9\u51fb\u62e8\u53f7<\/strong>&nbsp;\u529f\u80fd\u3002\u65e0\u9700\u518d\u5207\u6362\u9875\u9762\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.\u8ddf\u8e2a InvestGlass \u4e2d\u7684\u6240\u6709\u547c\u53eb\u6d3b\u52a8 &gt; \u901a\u8fc7 InvestGlass \u8bbf\u95ee\u60a8\u7684\u547c\u53eb\u6307\u6807\uff0c\u505a\u51fa\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\u3002&nbsp;<strong>\u672c\u5730\u4eba<\/strong>&nbsp;<strong>\u62a5\u544a<\/strong>&nbsp;\u5728\u8bbe\u7f6e InvestGlass \u96c6\u6210\u65f6\u81ea\u52a8\u521b\u5efa<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.\u51e0\u79d2\u949f\u5185\u5b8c\u6210\u8bbe\u7f6e &gt;&nbsp;<strong>\u70b9\u51fb 4 \u6b21\u5373\u53ef\u8bbe\u7f6e\u96c6\u6210<\/strong>&nbsp;\u5e76\u5229\u7528&nbsp;<strong>\u8054\u7cfb\u540c\u6b65<\/strong>&nbsp;\u4ece InvestGlass \u5230 Aircall<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7.\u901a\u8fc7\u81ea\u52a8\u5904\u7406\u901a\u8bdd\u540e\u6d41\u7a0b\u8282\u7701\u5b9d\u8d35\u65f6\u95f4 &gt; \u5229\u7528 Aircall \u7684\u6807\u7b7e\u6765&nbsp;<strong>\u81ea\u52a8\u89e6\u53d1\u5de5\u4f5c\u6d41\u7a0b<\/strong>&nbsp;\u5728 InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8.\u901a\u8fc7\u4e0e\u670d\u52a1 &gt; \u81ea\u52a8\u7684\u672c\u5730\u96c6\u6210\uff0c\u5c06\u6240\u6709\u56e2\u961f\u8054\u7cfb\u5728\u4e00\u8d77&nbsp;<strong>\u521b\u5efa\u673a\u7968<\/strong>&nbsp;\u5e76\u5c06\u6240\u6709\u547c\u53eb\u6d3b\u52a8\u8bb0\u5f55\u5728\u7968\u636e\u4e0a<\/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\">\u6574\u5408\u7406\u5ff5 <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">InvestGlass \u4e2d\u57fa\u4e8e\u4e91\u7684\u7535\u8bdd\u7cfb\u7edf <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7535\u8bdd\u4ecd\u7136\u662f\u4e0e\u5ba2\u6237\u548c\u6f5c\u5728\u5ba2\u6237\u4e92\u52a8\u7684\u6700\u4f73\u65b9\u5f0f\u3002Aircall \u6b63\u5728\u901a\u8fc7\u6211\u4eec\u7684\u65b0\u4e00\u4ee3\u7535\u8bdd\u89e3\u51b3\u65b9\u6848\u6539\u53d8\u6e38\u620f\u89c4\u5219\u3002\u901a\u8fc7\u5c06 Aircall \u548c InvestGlass \u7ed3\u5408\u5728\u4e00\u8d77\uff0c\u6211\u4eec\u4f7f\u652f\u6301\u548c\u9500\u552e\u56e2\u961f\u66f4\u5bb9\u6613\u7ba1\u7406\u4ed6\u4eec\u7684\u547c\u53eb\u6d41\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-sales\">\u6539\u5584\u9500\u552e\u7684 Aircall<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8054\u7cfb\u4eba\u3001\u4ea4\u6613\u548c\u516c\u53f8\u4e2d\u81ea\u52a8\u8bb0\u5f55\u6240\u6709\u901a\u8bdd\u3002\u8ddf\u8e2a\u901a\u8bdd\u5f55\u97f3\u3001\u5907\u6ce8\u3001\u6807\u7b7e\uff0c\u5e76\u5229\u7528 Aircall \u7684\u70b9\u51fb\u62e8\u53f7\u548c Power Dialer \u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u6548\u7387\u3002\u4f7f\u7528 Aircall \u7684\u6d1e\u5bdf\u5361\u8bc6\u522b\u6240\u6709\u547c\u5165\u7ebf\u7d22\uff0c\u53ea\u9700\u5355\u51fb\u5373\u53ef\u8c03\u51fa\u5176\u8054\u7cfb\u9875\u9762\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-service\">\u63d0\u4f9b\u66f4\u597d\u670d\u52a1\u7684\u7a7a\u4e2d\u547c\u53eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52a8\u521b\u5efa\u7968\u5355\u5e76\u8bb0\u5f55\u6240\u6709\u547c\u53eb\uff0c\u8ddf\u8e2a\u547c\u53eb\u7ed3\u679c\u3001\u5907\u6ce8\u3001\u6807\u7b7e\u548c\u5f55\u97f3\u3002\u4f7f\u7528 Aircall \u7684\u6d1e\u5bdf\u5361\u8bc6\u522b\u547c\u53eb\u8005\uff0c\u5e76\u5728\u63a5\u542c\u7535\u8bdd\u524d\u67e5\u770b\u4e4b\u524d\u7684\u4e92\u52a8\u3002\u8fd8\u53ef\u89e6\u53d1\u5de5\u4f5c\u6d41\uff0c\u5b9e\u73b0\u901a\u8bdd\u540e\u6d41\u7a0b\u81ea\u52a8\u5316\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-aircall-for-better-marketing\">\u6539\u5584\u8425\u9500\u7684 Aircall<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u589e\u52a0\u60a8\u7684 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%90%a5%e9%94%80%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u5e02\u573a\u8425\u9500\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"645\">\u5e02\u573a\u8425\u9500<\/a> InvestGlass \u4f7f\u7528 Aircall \u8fdb\u884c\u7535\u8bdd\u8425\u9500\u7684\u6295\u8d44\u56de\u62a5\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Aircall \u4e0e\u745e\u58eb\u91d1\u878d\u4e13\u4e1a CRM InvestGlass \u7684\u65b0\u96c6\u6210\u5c06\u4f7f\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u66f4\u8f7b\u677e\u5730\u7ba1\u7406\u4ed6\u4eec\u4e0e\u5ba2\u6237\u548c\u6f5c\u5728\u5ba2\u6237\u7684\u4e92\u52a8\u3002\u96c6\u6210\u540e\uff0cAircall \u7528\u6237\u53ef\u4ece Aircall \u754c\u9762\u8bbf\u95ee\u5173\u952e\u5ba2\u6237\u6570\u636e\uff0c\u5e76\u5c06\u6240\u6709\u547c\u53eb\u548c\u8054\u7cfb\u4eba\u81ea\u52a8\u8bb0\u5f55\u5230 InvestGlass \u4e2d\u3002\u8be5\u96c6\u6210\u65e8\u5728\u8ba9\u91d1\u878d\u4e13\u4e1a\u4eba\u58eb\u66f4\u8f7b\u677e\u5730\u5728\u4e00\u4e2a\u5730\u65b9\u8ddf\u8e2a\u6240\u6709\u5ba2\u6237\u6570\u636e\uff0c\u5e76\u589e\u52a0\u7279\u5b9a\u65f6\u95f4\u6bb5\u5185\u7684\u901a\u8bdd\u6b21\u6570\u3002.<\/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\" href=\"https:\/\/www.investglass.com\/zh\/\u6295\u8d44\u7ea7-x-\u7a7a\u4e2d\u547c\u53eb\u96c6\u6210\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to integrate Aircall with InvestGlass?\" \/>\n<meta property=\"og:description\" content=\"Aircall Integration Overview \u200bIntegrating Aircall with InvestGlass streamlines communication by managing calls and customer interactions within a single\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u6295\u8d44\u7ea7-x-\u7a7a\u4e2d\u547c\u53eb\u96c6\u6210\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-08-11T15:50:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-10T13:33:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/08\/q8u1ygbarqk.jpg\" 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