Cincom

FEBRUARY 14, 2025

Use APIs and middleware to bridge gaps between CPQ and existing enterprise systems, ensuring smooth data flow. 3️ Use APIs and Middleware for Seamless System Interoperability Deploy APIs or middleware platforms to facilitate real-time data exchange between CPQ, CRM, and ERP.

Best practices 40

Best practices Sales CRM Finance 40

Interaction Metrics

APRIL 17, 2025

It supports SMS/MMS and offline collection, with exportable reports (XLS, CSV, PDF) and HRIS integration via API. Features & Usability CustomerGauge uses Account Experience to tie CX data to upsells, referrals, and churn reduction. Where It Falls Short: Less useful for B2C, limited pricing transparency and integrations.

Surveys 48

Surveys Enterprise B2B Analytics 48

Amity

SEPTEMBER 25, 2017

When I joined, we had our typical support group, they were very reactive in nature, dealing with a lot of our B2C customers. Over the past couple of years, we identified the need to become more B2B focused, while still doing B2C. In parallel, we created an API Support team, and we launched Customer Success about 1 year and a half ago.

B2C 0

B2C SaaS B2B Accountability 0

Pointillist

SEPTEMBER 10, 2020

Real-Time Interaction Management Real-time interaction management (RTIM) is usually defined by B2C marketers as a capability that helps brands deliver more contextually relevant experiences. Receiving an upsell email that clearly does not recognize their current support journey can lead to resentment and dissatisfaction.

Personalization 128

Personalization Interactive Voice Response Enterprise Upselling 128

Cincom

MARCH 20, 2025

4- Lack of Real-Time Inventory and Pricing Data B2B buyers expect the same level of responsiveness as in B2C transactions, yet many companies struggle with outdated inventory and pricing systems. Select a solution that supports API-based integration with your existing eCommerce platform (e.g.,

B2B 40

B2B Sales CRM Finance 40

Amity

SEPTEMBER 25, 2017

When I joined, we had our typical support group, they were very reactive in nature, dealing with a lot of our B2C customers. Over the past couple of years, we identified the need to become more B2B focused, while still doing B2C. In parallel, we created an API Support team, and we launched Customer Success about 1 year and a half ago.

B2C 60

B2C SaaS B2B Accountability 60

Lumoa

MARCH 12, 2023

Real-time insights into customer preferences and trends makes it easier to identify opportunities for cross-selling, upselling, and personalized promotions. If integrations aren’t available or you can’t connect to the right systems via API, a specific CX platform might not be ideal for you. Streamlined customer journey mapping.

Customer Experience 78

Customer Experience Journey mapping Analytics Consulting 78