For Marketing
Need better data on customer behavior? We can pipe CRM and portal usage data into your marketing tools. Know which customers are engaging, which are at risk, and where the opportunities are - without asking sales for a spreadsheet.
What This Looks Like
Marketing teams need data. But most of the valuable data lives outside the marketing platform - in the CRM, the e-commerce system, the support desk, customer portals, and accounting software.
We connect that data to your marketing tools:
What We Connect
Purchase behavior for segmentation
Customer purchase behavior from your e-commerce platform or order system flows into your email marketing tool for segmentation
→Portal usage for lead scoring
Portal usage data - who's logging in, what they're viewing, what actions they're taking - syncs to your CRM for lead scoring
→Support signals for retention
Support ticket data from Zendesk or Freshdesk flags at-risk customers for retention campaigns
→Sales data for upsell targeting
Sales data from your CRM identifies upsell opportunities and high-value customers for targeted outreach
→Engagement metrics for automation
Account status and engagement metrics from across your systems feed into marketing automation for smarter campaigns
→You're no longer marketing based on who opened an email. You're marketing based on who's actually buying, using your products, and engaging with your business.