Ooma Office Business Phone Service Now Integrates with Intuit QuickBooks, Boosting Customer Experience
Ooma, Inc. has announced the integration of its Ooma Office business phone service with Intuit QuickBooks, a leading global financial technology platform. This integration allows the Ooma Office desktop app to instantly display customer information from QuickBooks Online during inbound and outbound calls, including customer name, recent invoices, outstanding balances, and notes. The feature, known as Caller ID Pop, empowers employees to provide personalized customer service.
Key benefits include:
- Instant access to customer data during calls
- Ability to update customer notes directly in the Caller ID Pop
- One-click access to open customer records in QuickBooks
The integration is available in the United States and Canada, included at no extra cost in the Ooma Office Pro Plus service plan.
Ooma, Inc. ha annunciato l'integrazione del suo servizio telefonico per aziende Ooma Office con Intuit QuickBooks, una piattaforma globale leader nella tecnologia finanziaria. Questa integrazione consente all'app desktop Ooma Office di visualizzare istantaneamente le informazioni sui clienti provenienti da QuickBooks Online durante le chiamate in entrata e in uscita, inclusi nome del cliente, fatture recenti, saldi in sospeso e note. Questa funzione, nota come Caller ID Pop, consente ai dipendenti di fornire un servizio clienti personalizzato.
I principali vantaggi includono:
- Accesso immediato ai dati dei clienti durante le chiamate
- Possibilità di aggiornare le note sui clienti direttamente nel Caller ID Pop
- Accesso con un clic per aprire i record dei clienti in QuickBooks
L'integrazione è disponibile negli Stati Uniti e in Canada, inclusa senza costi aggiuntivi nel piano di servizio Ooma Office Pro Plus.
Ooma, Inc. ha anunciado la integración de su servicio telefónico empresarial Ooma Office con Intuit QuickBooks, una plataforma de tecnología financiera líder a nivel mundial. Esta integración permite que la aplicación de escritorio Ooma Office muestre instantáneamente la información del cliente de QuickBooks Online durante llamadas entrantes y salientes, incluyendo el nombre del cliente, facturas recientes, saldos pendientes y notas. La función, conocida como Caller ID Pop, permite a los empleados ofrecer un servicio al cliente personalizado.
Los principales beneficios incluyen:
- Acceso instantáneo a los datos del cliente durante las llamadas
- Capacidad de actualizar notas de clientes directamente en Caller ID Pop
- Acceso con un clic para abrir registros de clientes en QuickBooks
La integración está disponible en Estados Unidos y Canadá, incluida sin costo adicional en el plan de servicio Ooma Office Pro Plus.
Ooma, Inc.는 자사의 비즈니스 전화 서비스 Ooma Office가 글로벌 금융 기술 플랫폼인 Intuit QuickBooks와 통합되었다고 발표했습니다. 이번 통합으로 인해 Ooma Office 데스크탑 앱은 수신 및 발신 통화 중에 QuickBooks Online에서 고객 정보를 즉시 표시할 수 있게 되며, 여기에는 고객 이름, 최근 송장, 미결제 잔액 및 노트가 포함됩니다. 이 기능은 발신자 ID 팝으로 알려져 있으며, 직원들이 개인화된 고객 서비스를 제공할 수 있도록 합니다.
주요 이점은 다음과 같습니다:
- 통화 중 고객 데이터에 즉시 접근 가능
- 발신자 ID 팝에서 고객 노트를 직접 업데이트할 수 있는 기능
- QuickBooks에서 고객 기록을 여는 원클릭 접근 가능
이 통합은 미국과 캐나다에서 제공되며, Ooma Office Pro Plus 서비스 플랜에 추가 비용 없이 포함되어 있습니다.
Ooma, Inc. a annoncé l'intégration de son service téléphonique pour entreprises Ooma Office avec Intuit QuickBooks, une plateforme de technologie financière leader à l'échelle mondiale. Cette intégration permet à l'application de bureau Ooma Office d'afficher instantanément les informations client provenant de QuickBooks Online pendant les appels entrants et sortants, y compris le nom du client, les factures récentes, les soldes impayés et les notes. Cette fonctionnalité, connue sous le nom de Caller ID Pop, permet aux employés de fournir un service client personnalisé.
Les principaux avantages incluent :
- Accès instantané aux données clients pendant les appels
- Possibilité de mettre à jour les notes clients directement dans le Caller ID Pop
- Accès en un clic pour ouvrir les dossiers clients dans QuickBooks
L'intégration est disponible aux États-Unis et au Canada, sans frais supplémentaires dans le plan de service Ooma Office Pro Plus.
Ooma, Inc. hat die Integration seines Ooma Office Geschäftstelefons mit Intuit QuickBooks, einer führenden globalen Finanztechnologieplattform, bekannt gegeben. Diese Integration ermöglicht es der Ooma Office Desktop-App, während eingehender und ausgehender Anrufe sofort Kundeninformationen aus QuickBooks Online anzuzeigen, einschließlich Kundenname, aktuellen Rechnungen, offenen Salden und Notizen. Diese Funktion, bekannt als Caller ID Pop, befähigt die Mitarbeiter, einen personalisierten Kundenservice zu bieten.
Wichtige Vorteile umfassen:
- Sofortiger Zugriff auf Kundendaten während der Anrufe
- Die Möglichkeit, Kundennotizen direkt im Caller ID Pop zu aktualisieren
- Ein-Klick-Zugriff auf die Kundenakten in QuickBooks
Die Integration ist in den USA und Kanada verfügbar und ist ohne zusätzliche Kosten im Ooma Office Pro Plus Serviceplan enthalten.
- Integration with QuickBooks enhances customer service capabilities
- No additional cost for the integration in Ooma Office Pro Plus plan
- Instant access to customer financial data during calls
- Ability to update customer notes directly from the phone app
- None.
Insights
The integration of Ooma Office with Intuit QuickBooks represents a significant enhancement in business communication efficiency. This collaboration leverages the strengths of both platforms, potentially streamlining customer interactions and financial management for small to medium-sized businesses.
The Caller ID Pop feature, which displays important customer information during calls, could dramatically improve customer service quality. By providing instant access to financial data like outstanding balances and recent invoices, it enables more informed and personalized interactions. This real-time data accessibility might lead to
However, the true value of this integration will depend on its seamless execution and user adoption. If implemented effectively, it could give Ooma a competitive edge in the crowded business communications market, potentially boosting its market share among QuickBooks' vast user base.
This integration could have a positive impact on Ooma's financial performance. By offering enhanced functionality at no extra cost within the Ooma Office Pro Plus plan, the company may see increased adoption and retention rates. This strategy could lead to
The partnership with Intuit, a major player in financial software, adds credibility to Ooma's offering and may open doors to a larger customer base. This could potentially accelerate Ooma's revenue growth in the competitive business communications sector. However, investors should monitor whether this integration translates into measurable financial gains in upcoming quarterly reports, particularly in terms of
This integration addresses a crucial pain point for small businesses - the disconnect between communication systems and financial data. By bridging this gap, Ooma is positioning itself as a more comprehensive solution in the unified communications market. This move aligns with the growing trend of integrated business solutions and could potentially expand Ooma's market reach.
The integration's success will largely depend on its user experience and actual productivity gains. If it significantly reduces time spent switching between applications and improves customer interaction quality, it could become a strong selling point for Ooma. However, competitors may quickly follow suit with similar integrations, so Ooma's first-mover advantage may be short-lived. The company should focus on continuous innovation and possibly explore integrations with other popular business tools to maintain its competitive edge.
Ooma today announced the integration of its Ooma Office business phone service with Intuit QuickBooks, a leading global financial technology platform. By integrating QuickBooks (https://www.ooma.com/small-business-phone-systems/integrations/quickbooks/) with the Ooma Office desktop app, inbound and outbound calls instantly present customer information from QuickBooks Online – such as customer or vendor name, most recent invoice, outstanding balance, past due amounts and notes – in a Caller ID Pop. This empowers employees to deliver exceptional customer service by having personalized information at their fingertips when interacting over the phone. Employees can also update customer notes directly in the Caller ID Pop and open the customer record in QuickBooks with just one click. (Graphic: Business Wire)
By integrating QuickBooks (https://www.ooma.com/small-business-phone-systems/integrations/quickbooks/) with the Ooma Office desktop app, inbound and outbound calls instantly present customer information from QuickBooks Online – such as customer or vendor name, most recent invoice, outstanding balance, past due amounts and notes – in a Caller ID Pop. This empowers employees to deliver exceptional customer service by having personalized information at their fingertips when interacting over the phone.
Employees can also update customer notes directly in the Caller ID Pop and open the customer record in QuickBooks with just one click.
Ooma Office (https://www.ooma.com/small-business-phone-systems/), available in
The integration with QuickBooks was built through the Intuit Developer platform, which enables developers to integrate with QuickBooks financial and transactional data. The platform also offers unparalleled reach to small businesses through the QuickBooks app store, where millions of QuickBooks Online users can find, try and buy apps that meet their needs.
“This integration a high priority for Ooma because we recognize QuickBooks is the leading choice for small and mid-sized businesses when it comes to managing business finances,” said Dennis Peng, senior vice president of product management at Ooma. “Bringing QuickBooks customer data into a Caller ID Pop, along with our extensive phone and unified communications features, enable QuickBooks users to deliver a better customer and employee experience.”
The Ooma Office integration with QuickBooks is available now in
About Ooma
Ooma (NYSE: OOMA) creates powerful connected experiences for businesses, consumers and service providers, delivered through smart cloud-based communications platforms and services. For businesses of all sizes, Ooma offers advanced voice and collaboration features including messaging, intelligent virtual receptionists and video meetings. Ooma’s all-in-one replacement for analog phone lines helps businesses maintain mission-critical systems by moving connectivity to the cloud. For consumers, Ooma’s residential phone service provides PureVoice HD voice quality, advanced features and integration with mobile devices. Learn more at www.ooma.com or www.ooma.ca in
View source version on businesswire.com: https://www.businesswire.com/news/home/20240806407979/en/
MEDIA CONTACT:
Mike Langberg at Ooma
press@ooma.com
650-566-6693
INVESTOR CONTACT:
Matt Robison at Ooma
ir@ooma.com
650-300-1480
Source: Ooma, Inc.
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