Connecting Motasoft to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, you no longer have to search for customer data manually during phone calls but can use the functionalities that Motasoft's telephony module has to offer you.
Gateway
For this integration, Bubble acts as a gateway. This means that you can disable all of Bubble's pop-up features yourself, because in this configuration, Bubble only ensures that your telephony environment can communicate with Motasoft's telephony module.
Functionalities
The integration method gives you all the functionality that the Motasoft's telephony module has to offer. Think of a callnotification that comes into view with the customer information, which you can also click on to access the calling person's CRM card, along with their documents and call log. During the call, a call registration is automatically added to the contact card. It is advisable to add a note to the call registration in any case, to enrich customer data so that you can find afterwards what the conversation was about.
The Documents tab contains all files associated with the customer, including bookings, job sheets, opportunities, invoices, receipts, quotes, refunds, and credits. You can also create new documents for the customer within this tab.
When a call is transferred to a colleague, the customer information moves with it. By default, the pop-up is visible from the moment your softphone, deskphone or other device rings until the call is terminated. Ask Motasoft about the specific features their telephony module has to offer. In addition to the aforementioned gateway feature, Bubble comes with many other functionalities. For example, you can activate multiple CRM integrations under the same user at no extra cost, which can be useful if you use multiple software applications within your company. We have already listed some important features for you:
- All the functionality that Motasoft's phone module has to offer you.
- Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
- Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).
Customization
To meet your specific needs, Bubble is equipped with the Automations module. With this module it is possible to add your own If-This-Then-That flows. Think, for example, of running a script or automatically opening the call-note-screen instead of having to click it open.
Technical
Connecting Bubble - and thus the Motasoft Software CRM connector - to your telephony platform is very easy. The procedure is different per telephony platform but one thing they all have in common, you don't have to be a technician to do it.
Phone systems
Xoomtalk's VoIP phone system integrates with Motasoft, enabling businesses to communicate more efficiently and manage customer interactions effectively. The system offers advanced features such as automatic call forwarding, voice menus to direct callers to the appropriate department, and voicemail-to-email functionality for easy message management.
Additionally, it provides detailed reporting to gain insights into call statistics. The system seamlessly integrates with CRM software and Microsoft Teams, enhancing collaboration and streamlining communication within the organization. Click here for more information.
