Integrated API/CRM services

Do you know anything about API/CRM integration services? Imagine you’re working in a restaurant where many customers are regulars. However, the issue arises when there are regular customers whom you don’t recognize: this lady always orders cakes with less sugar, while that gentleman often requests fragrant, lightly refreshing tea. Lacking this finesse, you’ve disappointed many loyal customers.

Absolutely! Similar situations can occur in the process of interacting with website visitors when you don’t retain customer information. Integrating live chat and CRM can help you untangle this knot, allowing you to always recognize and chat with customers as friends. Let’s explore CGV Telecom’s integrated API/CRM service together.

Integrating live chat and CRM

CRM is a system that helps you manage customer information. Integrating live chat and CRM allows you to collect, store information from all customers who have and are currently chatting with the business.

For example, Subiz allows you to integrate with CRM software via API. If you’ve been using Subiz live chat but haven’t connected it to any CRM software yet, it means you haven’t fully realized and utilized the potential of integration.

CGV Telecom’s quality API/CRM integration service

As soon as an agent starts a conversation, the data obtained about the visitor will automatically be stored in the CRM system: from their name, email address, phone number, social media accounts to the date and time of the chat, IP address, and chat history… And below are ways for you to leverage this information!

Recognize customers

In business and marketing, the more detailed your understanding of your customers, the more effective your connection with them becomes.

To build the most comprehensive customer profiles, you need to gather and store information from all channels into the CRM system, including data obtained through online interactions.

In subsequent conversations, agents can easily access customer profiles. This means that customers don’t need to introduce themselves each time they return, while agents can readily recognize and welcome customers. As a result, your agents will have a deeper understanding of the customer’s issues to provide more appropriate and accurate support, thereby increasing customer satisfaction.

Supporting agents facilitates smooth operations.

In CGV Telecom’s API/CRM integration service, when integrating live chat with CRM, chat transcripts become part of the CRM profile. Agents only need to look up in the CRM to know how this customer has interacted with the business, whether they have made purchases, and whether their decisions might be influenced by the exchanges on live chat. When everything is managed and organized in one place, agents can easily optimize their time and work efficiency, ensuring maximum productivity.

Increase sales

When a website visitor initiates a conversation via live chat, they become a potential customer. You can kickstart the sales funnel with the data you’ve collected, and you’ll likely be surprised by the conversion rate

By combining live chat with CRM, you can see everything you need: data collected through chat conversations, including customer social media information. You can use this information to tailor responses to the needs of each potential customer… while also being able to segment customers and optimize individual campaign.  

Integrating live chat and CRM helps optimize time and maximize work efficiency

The sales team doesn’t have to spend time searching for important sales-related information; they can call and email customers directly from the CRM. With everything needed available on the same platform, you can certainly optimize time to streamline sales operations and increase revenue.”

CRM helps you recognize your customers and delivers a seamless experience throughout. The API/CRM integration service helps you save time to significantly increase efficiency.

If we compare your business to the restaurant mentioned earlier, CRM ensures that you’ll be a great server. And you know, in a restaurant, excellent service always receives a well-deserved tip! So, make use of our API/CRM integration service now to reap unexpected benefits