Le système de téléphonie dans Zoho One

Le système de téléphonie dans Zoho One



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






    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

      • Recent Topics

      • Explore Competitive 3D Scanner Prices at Protomont Technologies

        The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

      • New and improved API resources for Zoho Sign Developers

        Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

      • stock

        bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

      • Project Approval Process Workflow

        Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

      • Marketing Tip #5: Improve store speed with optimized images

        Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

      • Why can I not choose Unearned Revenue as an account on items?

        Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

      • Form Submission Emails

        Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

      • Rules not working properly

        I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

      • Notebook font size issue

        If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

      • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

        792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

      • Ampersand in URL parameter // EncodeURL does not work

        Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

      • how can we create in zoho crm a new contact when the looup does not find a similar existing one

        In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

      • Directory Websites

        Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

      • Manage Task on Mobile

        How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

      • Set Default Payment Method & Default account

        Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

      • Customer Portal on Zoho Desk

        Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

      • Computer Showing Offline in Unattended Access

        I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

      • Closing Accounting Periods - Invoice/Posting dates

        Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

      • Zoho CRM Portal Error

        Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

      • Can we do Image swatches for color variants?

        We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

      • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

        You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

      • Script Editor not an option

        I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

      • monetizing the courses

        Can I add a price for course enrollment ?

      • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

        Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

      • Copy paste from word document deletes random spaces

        Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

      • Download a file from within a zoho creator widget

        I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

      • Taxes for EU B2B Transactions

        Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

      • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

        Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

      • CRM Related list table in Zoho analytics

        In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

      • Candidate Registration/Invitation

        It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

      • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

        Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

      • Where we can change the icon in social preview

        Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

      • Cadences

        I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

      • I have error AS101 when I try to add paypal@mydomain.com to Zoho

        Please help me with this. I tried to call the help line 4 times but don't get any response.

      • VAT on Multiple Expenses

        Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add

      • Detect and ignore bots in visitors

        The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual

      • Agent assignment filter?

        Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

      • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

        Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

      • In arattai received message can't be deleted

        The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

      • Next Page