Dave's Top 10 for May: Utilizing Clicktools Integration Across the Customer Journey

#10

Create a web form to capture leads directly into CRM

that goes way beyond those provided with CRM packages.

#9

Improve targeting by sending out a customer insight survey one

week after signing up a new customer to capture their interests.

#8

Get orders in even faster with a Clicktools quote form that is pre-populated

from CRM & contains a ‘Buy Now’ button to confirm acceptance.

#7

Improve sales effectiveness with Win/Loss surveys when an opportunity closes.

#6

Save time by creating a single Clicktools form that automatically creates

an Account with associated contacts and opportunities for new customers.

#5

Send event registration forms using Clicktools and CRM campaigns

and update the campaign and contact record automatically on response.

#4

Reduce costs by automating personalized event driven surveys with CRM workflow or our new ‘Scheduled deployment against report’ functionality.

#3

Drive call center productivity and customer satisfaction with Clicktools

inbound call scripting to guide agents through complex help desk calls.

#2

Improve call center productivity by embedding a ‘Need help’

form on your web site that automatically creates a case.

And the #1 tip for using Clicktools

integration across the customer journey is:

Map the interactions with your customers to identify all the ways

you can improve engagement using Clicktools CRM integration.

P.S.

Everything listed here and much more, is currently being

done by Clicktools customers. Contact us to learn how.