Bonjour à tous,
Dans cet article nous allons voir comment le système de téléphonie intégré dans Zoho One peut maintenir la productivité de votre équipe.
L'intérêt d'un système téléphonique coule de source : il donne à vos clients le moyen le plus rapide d’entrer en contact avec vous pour répondre à leurs questions et préoccupations. Ce système est également indispensable à vos représentants des ventes.
Avec tous les canaux existants, on aurait presque tendance à l'oublier. Et pourtant, le téléphone demeure un indispensable.
Le système PBX (Private Branch Exchange) est un réseau téléphonique privé qui permet à une organisation de passer des appels internes et externes. Les systèmes PBX conventionnels impliquent un appareil téléphonique installé dans les locaux de l’entreprise, comme on les connait tous. Mais les systèmes PBX modernes sont passés aux services cloud : maintenant, un système téléphonique intégré permet à vos utilisateurs de passer des appels en un seul clic directement à partir des applications Zoho.
En outre,l'intégration Téléphonie vous apporte bien des avantages, comme :
- Ouvrir une fenêtre contextuelle pour tous les appels entrants.
- Notifier les utilisateurs sur des appels manqués et leur permettre de définir des rappels appels sortants.
- Permettre aux utilisateurs de prendre des notes pendant un appel.
- Afficher toutes les informations pertinentes lorsqu'un utilisateur communique avec un prospect ou un client ou lorsque les recruteurs communiquent avec des candidats potentiels.
- Fournir des informations précieuses basées sur les données de vos appels via les rapports et l'API d'analyse des appels.
Comment intégrer la Téléphonie :
- Allez sur le panneau administration de Zoho One, et dans l'onglet "Marketplace".
- Au- dessous de "Téléphonie", cliquez sur "En savoir plus".
- Lorsque vous avez déjà un fournisseur de PBX, cliquez sur "Afficher le Marketplace" ; dans le cas contraire, sélectionnez "Configurer maintenant" pour passer à votre première configuration.
Comment acheter des numéros de téléphone :
- Cliquez sur "Configurer maintenant", puis sur "Acheter un numéro".
- Sélectionnez le pays et le type de numéro.
Il existe quatre types de nombres différents :
Numéros Locaux : Les numéros locaux sont principalement donnés aux particuliers ou aux entreprises locales. Ils dépendent de l'emplacement géographique et sont distingués par un code régional.
Numéros Nationaux : Les chiffres nationaux sont principalement pris par les grandes entreprises. Ils ne dépendent d'aucune région.
Numéros mobiles : Les numéros mobiles sont utilisés par des personnes dans une zone particulière et ne sont accessibles qu'à l'intérieur de pays.
Numéros Toll-Free : Les numéros Toll-Free sont utilisés par les entreprises et sont gratuits pour l'appelant. Ils ont des codes comme 800, 888, 877, 866, 855, etc.
Le système téléphonie pour l'équipe de ventes :
Une équipe de ventes peut recevoir des appels à tout moment. Que vous rédigiez un document, créiez un rapport ou répondiez à une requête d’un client, l’intégration Téléphonie affiche automatiquement des informations contextuelles sur l’appelant afin que vous sachiez exactement comment faire avancer la conversation sans passant vers l'application CRM.
Obtenez une vue 360° de votre interlocuteur avec des informations provenant de différents produits dès qu’un appel arrive. Qu’il s’agisse d’un client à la recherche de soutien, d’un client potentiel qui a rempli un formulaire, d’un candidat qui a postulé à un emploi ou d’un influenceur que vous avez rencontré lors d’un événement, vous savez qui est cette personne avant de répondre au téléphone.
Vous pouvez également cesser de vous inquiéter des appels manquants : ça n'arrivera jamais plus. La téléphonie dans Zoho One est équipée de messagerie vocale.
Lorsqu’un client ou un candidat laisse un message vocal, celui-ci est automatiquement enregistré comme un nouveau billet. Ainsi, les agents de vente peuvent répondre plus tard.
Le système Téléphonie pour les recruteurs:
En tant que recruteur aussi, la Téléphonie Zoho One est pratique pour gérer les appels entrants et sortants. Elle vous rappelle également les appels programmés, identifie les appelants et fait correspondre leurs coordonnées avec les dossiers des candidats dans Zoho Recruit. Téléphonie vous permet aussi de prendre des notes pendant ou après l’appel. L'enregistrement automatique des appels vous permet d'obtenir des informations grâce à call-analytics.
Le système de Téléphonie affiche l'information sur l'interlocuteur de toutes les interactions passées, afin que votre équipe de vente puisse avoir une conversation productive et efficace. Grâce à l’historique des appels, les commerciaux peuvent répondre à ces derniers avec un message d’accueil personnalisé.
N'hésitez pas à nous partager votre expérience en commentaire.
L'équipe Zoho France
Recent Topics
New integration: Zoho Books + Zoho Forms
Hello Zoho Forms community! We are thrilled to announce the addition of another integration that brings speed and efficiency to your financial workflows. Zoho Forms can now be integrated with Zoho Books! Here’s a quick rundown on Zoho Books! For anyone
Witness Sign - Automation with Zoho Creator
Hi there, I used to be able do automatically send a Zoho Sign document from Zoho Creator where each signer had one witness. The action code was as follows for each signer and witness: // CLIENT
eachActionMap1 = Map();
eachActionMap1.put("signing_order","1");
Announcing: custom color palette + free workshop
Hello everyone, We're excited to share new feature in Zoho Bookings—a color palette within booking page themes. You'll find this option under Manage Bookings > Workspaces > Booking Page Themes. You can customize the color of every element in your booking page and even alter the transparency of your background image. Please note that this is a paid feature included in the Basic and Premium plans. At the moment, it's available only under the Modern Web theme. This means you can create billions (7,
Removing To or CC Addresses from Desk Ticket
I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
Ability to Export Field Dependency Structure in Zoho Desk
Hi Zoho Team, We’d like to request a feature enhancement in Zoho Desk that would greatly improve configuration management for organizations like ours: Requested Feature: The ability to export the full structure of Field Dependencies, especially for multi-level
[URGENT] Allow reorder (drag&drop) of subform record
Very simple user case: a wedding planning app where you want to send your client a form to fill with information about their wedding. Form includes some field for general purpose information and a subform for event pacing/schedule. Clients are invited to create a new row (When? - What? - Where? - Who?) for each thing happening during their wedding chronologically. Ex: When What 10h Something TBD Speech After speech Yet another thing happening
Departments in Zoho
I'm trying to set up a department. It looks like Departments have been removed from Zoho One. Is there another option? We have our main account setup, but want to set up a separate small department that can't see our tabs.
Add Timer for Agent Status Duration in Zoho Desk Dashboard
Hello Zoho Desk Team, We hope you're doing well. We would like to submit a feature request to further enhance the agent status tracking functionality within the Zoho Desk Dashboard. 🎯 Current Functionality As it stands, Zoho Desk allows us to view the
[Beta Feature] Parent-Child Ticketing
Hello there, a beta parent-child ticketing feature has recently been made available for some, read more here: https://help.zoho.com/portal/en/kb/desk/ticket-management/articles/understanding-parent-child-ticketing-system#Business_scenarios I would like
Enable Sorting by Ticket Count in Category Reports
Hi Zoho Desk Product Team, I hope you're doing well. We would like to submit a feature request to improve the reporting capabilities in Zoho Desk. 🎯 Feature Request: Sorting by Ticket Count in Category Reports Currently, category-based reports in Zoho
Reactivating a CRM user...
I'm a 1-man business primarily using CRM under my Zoho1 subscription (I have NO other employees or users). I wish to re-activate a prior user (my son, once more working with me) but when changing his status from inactive to active I receive this message:
Zohoサポートにスコープ開放を依頼する
お世話になっております。 現在、弊社にてZoho DeskのナレッジベースをAPI経由で取得し、AIツール(NotebookLM等)に連携する仕組みの構築を検討しています。 つきましては、ZohoDesk.articles.READ スコープを使用したOAuth認証の許可をいただけますでしょうか。 API Console から Server-based アプリを作成済みですが、認可URLにアクセスすると「スコープが登録されていません」と表示されます。 お手数をおかけしますが、スコープの開放をご
Where can I configure the notifications for everything KB-related?
Hi all, I'm receiving notifications for some actions happening in our Knowledge Base (e.g. someone leaving a feedback) and I would like to customise the template or have the choice to enable/disable such notifications like it is possible for ticket notification
Increase Round Robin Scheduler Frequency in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
Self Client Authorization Code Flow for Mail returns 404
Hello, I'm having trouble getting the Zoho mail api setup and want a sanity check. I am trying to follow this guide to get an access token for the mail api: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html Unfortunately
Zoho Knowledgebase Help Center Categories linkages are wrong
Greetings, I am build a help center in zoho desk, based on the additional custom brand I have paid for. My knowledge base has 4 main categories. I have this setup this way in my knowledgebase customization theme area. The page layout is like this: Here
Resizing a Record Template Background Inage
Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when
Connecting Learn to a Custom GPT
Hi all! I am attempting to connect a Learn Space and all it's articles into a custom GPT. Has anyone successfully done this? I have worked on it with no success so far.
Tip 12: How can you customize the display name while sending emails from Zoho Creator.
Hi folks, Usually when you send emails to your users, the display name defaults as your From email address. Most often, you would like to set a custom display name to represent your organization or the context of the email. You can mask or customize the display name (From Address) using Deluge script as long as the From email address has been verified. This would be very useful to you if you want to send bulk emails to a large audience. Let's say you have a Student Registration form for your dance
Importing Data to update and not add
I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that. Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't share
Allow me to duplicate a field
Hi, Many times I need to create new field with slightly change compare to an existing one. So when I click an existing field, can you add one more option "duplicate"? That'd be very helpful. You mayc heck wufoo.com to see this feature. Thanks, Li lhong1
Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community
¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos
Zoho Mail iOS app - Complete revamp of the UI including insert image option, toolbar customization, calendar widgets and more!
Hello everyone! The new Zoho Mail iOS app introduces a fresh look, blending native iOS features with a refined UI and UX to make email management more intuitive. The updated design focuses on simplicity, ensuring smoother navigation throughout the app.
Download API file contents from browser
Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)
Adding a work order for Assets vs. changing the contact person
When adding a work order for an existing Assets (e.g. service), the assigned contact cannot be changed (deleting the contact deletes the selected Assets). This results in such an illogical operation that if you want to change the person to be contacted,
DOMIN NME
How many email account do zoho supports
Assign admins to the application
I want to know who to assign admins to UAE Payroll application. I tried from inside the application, and from one.zoho.com >> directory and nothing is happening, knowing that I have enabled zoho people integration with payroll. Can someone help me?
Zoho Marketing Campaign
I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?
¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?
¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta
Automating SharePoint Folder Creation based on Equipment Module
Dear Team, I would like to seek your valuable advice on one of my requirements. My objective is to automatically create a SharePoint folder whenever a record is created in the Equipment module. The folder should be named based on the equipment name. Once
Can I view a gallery of attachments related to an Account, Contact, or Subscription
It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.
Language Field on Contact Person-level
Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync
Customise Zoho FSM Work Order Name
Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABC
Introducing Dynamic Display in Zoho CRM mobile apps
Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobile
How we can integrate pdf attachments in zoho crm with xero
when i tried to integrate the data and attchment from zoho crm to to xero only the data get integrated with xero how we can integrate the pdf attachment as well nb zoho apis are not working via functions
Delete user profile
Hello, How can I delete a User Profile?
Send emails directly via Cases module
Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization
Introducing delegate signing in Zoho Sign
Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensures
Deleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you Tasha
Zoho Voice VS in Zoho CRM for logging calls
I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing
Next Page