CRM Integration Doesn’t Need to Be Scary!Top Four Ways that Clicktools Eases your Fears.
Assuming that the copious grocery store displays and Halloween pre-parties haven’t worn out your spook receptors yet, here’s another dose before the clock strikes midnight on the 31st.
It’s not uncommon for the word “integration” to send chills up the spines of marketing, sales, and support people. It sounds menacing and evokes images of zombie-eyed IT people huddled in server rooms. You picture 20-page project plans streaked in blood and your boss growing fangs, not to mention the shadow of very large dollar signs.
Whoa. Not so, people. Not so.
When you integrate Clicktools with your CRM system, it’s a quick, simple undertaking – measured in hours, not days. It is without a doubt worth the small amount of effort required to integrate your survey data with CRM. It empowers you to strategically utilize customer interactions – building a 360-degree view of customers across functions and streamlining customer experience at every transaction point. Try doing that with a spreadsheet full of survey responses.
Treats, Not Tricks.
Integrate Clicktools & CRM for Sweet Benefits:
- Trust that your data made it. With Clicktools Synchronization Assurance, you get error reporting and recovery management that mean never having to worry about critical customer feedback falling into the void. Multi-mode CRM synchronization (manual and automatic) and an auto-retry option provide powerful tools, even for tracking responses that have not been synchronized, which enables you to quickly correct errors and re-sync.
- Outsmart mundane, manual CRM processes. Automatically update multiple CRM objects and trigger multiple events from one Clicktools web form. For example, when a survey response is received, the system can automatically create a new lead, fire off a follow-up marketing communication, and create a new sales task simultaneously.
- Life’s too short for toggling between systems. Save time by scheduling surveys to send automatically from CRM. No need to work in a separate Clicktools environment (although you can if you want). Log directly into your CRM to do list segmentation, template selection, testing, and more. Deploy surveys directly from there, manually or automatically.
- Seize the moment (without even trying). With customer interactions, time is of the essence. Clicktools and CRM lets you know in real-time if you have a dissatisfied customer in need of immediate attention. For example, if you receive a low score on a satisfaction survey, the system can automatically create a support case to take action and save the relationship. No customer should ever slip through the cracks.
So, the moral of this not-so-spooky story is that integrating survey responses in CRM saves you time, headaches, and dramatically improves efficiencies. Even better, it provides meaningful context, relevancy, and visibility into customer interactions, organization-wide. The result is improved customer experience all along the customer journey. This may be new territory for your organization, but trust us, the path is well lit.