Connecting OTYS embedded to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, during an incoming or outgoing phone call, you no longer have to search for customer data manually but it appears directly in a pop-up notification on your PC screen and from there you can perform various actions such as opening a relation card.

Embedded Pop-up notification

Bubble has several unique features. This integration ensures that all relevant customer information is immediately displayed during a phone call. From the overview, which can also be manually opened and is fully customizable to the preferences of the user, department, or company, you can directly perform the desired action. The information shown in the pop-up can be configured under the Parameters tab parameters, and the available buttons can be found under the Buttons tab buttons. When transferring a call to a colleague, the customer information is carried over as well. By default, the pop-up notification is visible in OTYS from the moment your softphone, desk phone, or other device starts ringing until the moment the call ends.

Functionalities

In addition to the above mentioned pop-up notification capabilities, Bubble is equipped with many more 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. The full list of features can be found under tab functions, but we have already listed a few important ones for you:

• Dialing out with one click on a phone number in your CRM, browser or other program with the Click & Call feature.
• With Call Control, you control your desk phone, softphone or other device directly from OTYS (provided your telephony platform supports it).
• Search CRM contact information directly in the Searchbar desktop application even if there is no phone call at that time.
• The Call Waiting function lets you easily switch between pop-up notifications of incoming phone calls.
• If several relations are known under one number you can browse through the results with the Multi result function.
• Self-created fields in your CRM can be shown in the pop-up thanks to the Custom Field feature.
• The Call History function allows you to see all contact moments with the phone number over the last 90 days so you can immediately see which colleague had the last contact.
• At the end of every call, there will be pushed a Call Log to the CRM, so that every call is logged under the relation card in the CRM.
• Make a call note immediately with the Call Note function that will be logged together with the Call Log and becomes visible to you and your colleagues in the Call History.
• Immediately give your call registration the desired Call Tag that can be made available at administrator level.
• Determine the Theme Modes yourself by setting the colours to day or dark modes.
• 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 OTYS embedded 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.