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

    • How to disable user entry on Answer Bot in Zobot

      Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,

    • More admin control over user profiles

      It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures

    • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

      Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize

    • Changing the Default Search Criteria for Finding Duplicates

      Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Clear Tag & Linking Between Quotes and Sales Orders

      Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating

    • Zoho CRM Inventroy Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

      Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

    • [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

      We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically

    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

      Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

    • Im Stuck in an EDIT ONLY WITH WIZARD issue

      So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,

    • Account upgrade

      Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van Staverden

    • How to set ALL default dates of my organization to DD-MM-YYYY format?

      All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.

    • How can I sync from Zoho Projects into an existing Zoho Sprints project?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

    • Zoho Subform Workflows onAdd of Row

      Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?

    • Super Admin removal

      I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin

    • Employees in Leave Policy exceptions

      In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

    • Better Notes Commenting

      Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave

    • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

      Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

    • Exporting Templates

      I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?

    • Power of Automation:: Streamline Associated Teams based on the Task Owner update.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • No Response from Zoho Support in 8 Days - Typical?

      I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming

    • Add QUOTE OWNER profile image to a Quote Template

      I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.

    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

    • Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED

      While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)

    • Zoho CRM - Custom Views for Portal Users

      I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.

    • 【参加無料】10/17(金) 東京 ユーザ交流会 Vol.3 参加登録 受付開始！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ 今回のユーザー事例セッションのテーマは、「Zoho Flowを活用した他社の決済サービスとの連携事例」です。 さらに、Zoho Flowに限らず、Analytics や Campaigns などの多彩なZohoサービスの活用方法について、豊富なご経験をもとにご紹介いただきます。 また、Zoho社員セッションでは、Zoho CRMを活用して日々の営業業務を効率化する具体的な事例をお話しします。業界を問わず、幅広い方にご参考いただける内容となっています！

    • Zoho Meeting Plug compatibility with newer versions of Outlook

      Documentation states that the zoho meeting plug in for outlook is only compatible with versions up to Outlook 2019 What is available to users of more up to date versions of outlook/office 365?

    • Getting Attachments in Zoho Desk via API

      Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created

    • Introducing Zoho's own SMS gateway

      We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way

    • Embedding in Desk articles

      We would like to embed documents in our Desk articles. When we use an iframe for the embed, we get scrollbars and a frame border. Neither of those is acceptable. I've spoken with the Desk Support team about what we want and they tell me that it cannot

    • Zoho CRM button to download images from image upload field

      Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not

    • Mass Update Contacts In Zoho Campaigns

      Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.

    • report showing assignment type

      Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows

    • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

      Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

    • Next Page