Interaction Metrics

APRIL 17, 2025

It supports SMS/MMS and offline collection, with exportable reports (XLS, CSV, PDF) and HRIS integration via API. Zoho Survey Zoho Survey is a budget-friendly, simple survey tool for SMBsespecially those already using Zoho CRM. Best For Zoho CRM users and small businesses looking for easy-to-manage customer or employee surveys.

Surveys 48

Surveys Enterprise B2B Analytics 48

NobelBiz

MAY 25, 2023

Increased Revenue Opportunities CDPs can increase revenue opportunities for call centers by providing more accurate and detailed customer profiles, which can help businesses identify new sales and upsell opportunities. Watch the free on-demand recording here.

call center software 98

call center software Call Center APIs Contact Center 98

Cincom

APRIL 15, 2025

Cloud APIs & Microservices Enable seamless integration between CRM, ERP, and marketing automation platforms, ensuring dynamic and contextual interactions. How does CXM (Customer Experience Management) Differ from CRM (Customer Relationship Management)? Proactiveleverages AI for real-time, context-aware engagement.

Customer Experience 40

Customer Experience Management Chatbots CRM 40

Cincom

MARCH 20, 2025

Sales reps can leverage this intelligence to offer competitive pricing, upsell effectively, and negotiate deals with confidenceleading to higher close rates. Identify critical business challenges and ensure that the CPQ solution aligns with your eCommerce platform , ERP, and CRM. Shopify, Magento, Salesforce Commerce Cloud).

B2B 40

B2B Sales CRM Finance 40

TechSee

SEPTEMBER 21, 2023

Sophie AI is trained using product and process documentation, refined based on your service transcripts, gains valuable context from CRM data, and product and service visuals, and takes action through these same integrations. You can also use these visual AI models within your own applications via our secure APIs.

Engineering 109

Engineering Enterprise Chatbots Self service 109

Comm100

OCTOBER 19, 2022

They can also be used to start conversations with visitors, qualify leads, upsell, or even get a prospective client to subscribe to your email newsletter. 10 Chatbot API. The last of the chatbot features we’ll cover is chatbot API. 7 Chatbot Marketing. Chatbots don’t just answer customer queries.

Chatbots 98

Chatbots APIs Analytics Upselling 98

Pointillist

FEBRUARY 19, 2018

Most leading SaaS platforms have APIs and consider 3rd-party integrations to be a critical component of their value proposition. The world would be a beautiful place if all touchpoint data was available through APIs. Our web analytics and CRM platforms take advantage of this inherent luxury. Business Context.

Customer Experience 111

Customer Experience Analytics APIs B2B 111

Cincom

JANUARY 30, 2025

You probably use a dozen different apps to create this kind of omnichannel workflow, whereas customer engagement platforms allow you to orchestrate conversations from a single source by integrating SMS capabilities and voice APIs directly. Increased revenue due to increased upselling opportunities.

Personalization 40

Personalization CRM Analytics Chatbots 40

OrecX

APRIL 3, 2018

Here are several considerations to weigh: Pulling data from 3rd party systems into the call recorder - The ability to automatically pull customer, financial and analytics data into your recorder from CRM, SFA and other systems is critical to gain a full picture of every customer and to uncover ways to optimize your sales relationship with them.

Contact center software 66

Contact center software Upselling Analytics APIs 66

OrecX

MAY 30, 2017

With all of this intelligence, combined with CRM, IVR, ACD, speech and desktop analytics data, contact centers have the rich information necessary to intelligently route calls to the best agents, intelligently classify callers by their defection potential, understand which customers likely can be upsold effectively, and so on.

Contact Center 60

Contact Center Interactive Voice Response Upselling APIs 60

Cincom

MAY 8, 2024

Lack of Renewal/Upsell Opportunities: Limited visibility into customer purchase history and usage makes identifying renewal and upsell opportunities extremely difficult. Integration with Existing Systems: APIs facilitate data sharing between CPQ and other core platforms like CRM, ERP, accounting, e-commerce, and more.

Enterprise 52

Enterprise Sales CRM Upselling 52

Babelforce

AUGUST 20, 2020

NLU can also have uses in outbound calling, such as: Training agents in better processes/approaches Highlighting upselling/cross selling opportunities Automating data entry. Anything you can do to shorten that timeframe is immensely beneficial, so highlighting established upselling opportunities is a no-brainer.

Call Center 52

Call Center Interactive Voice Response Outbound sales Upselling 52

JivoChat

JULY 28, 2021

Upselling/cross-selling. Choose an app that integrates with your CMS , and if applicable, with your CRM and project management platforms. Cross-selling and upselling. Webhooks API. Webhooks API. $19/user/month, JavaScript API. Transfer chats between agents. Multilingual chat. Co-browsing. Canned responses.

Sales 52

Sales APIs Chatbots Upselling 52

JustCall

JANUARY 23, 2024

The WhatsApp Shared Inbox is not a single entity but an expansion of WhatsApp Business API’s capabilities. Many software providers have used the API to make their own version of the Shared Inbox. Similarly, you can also add labels like “potential upsell.” Most WhatsApp Shared Inbox tools are built into CRM software.

Upselling 52

Upselling APIs Accountability Analytics 52

PeopleMetrics

MAY 16, 2018

When these conditions are met, actions are triggered – such as sending an e-mail, a text message, a support ticket from helpdesk systems like Zendesk , integrating data in Salesforce , or making an API call to another system.

Surveys 48

Surveys Customer Experience Finance Upselling 48

JivoChat

JULY 4, 2021

There are Shopify plugins to increase upsells , provide better customer service, sell more products, and even make it easier for people to return items. Pre-built integrations like Help Desks, 3PLs, ERPs as well as Returnly API means the plugin will fit into most tech stacks. Best Shopify Plugin for Thank You Page Upselling: ReConvert.

Sales 52

Sales Upselling APIs Analytics 52

JivoChat

JULY 29, 2021

With API for both the server side and client side, developers can create custom chatbots. Upselling functionality. Webhooks API. CRM integration. Pricing: HubSpot’s chatbot builder is free, but it’s most effective when used in conjunction with HubSpot’s paid CRM and sales platforms. Multiple APis.

Chatbots 52

Chatbots Sales APIs Enterprise 52

Cincom

MAY 8, 2024

With an integrated CPQ solution uniting customer relationship management (CRM) and enterprise resource planning (ERP) infrastructure, manufacturers gain end-to-end process visibility that makes it easier than ever to deliver on custom orders profitably. Tight connections unite CRM, ERP/MRP, PLM, CAD programs, and more to unite worlds.

Engineering 52

Engineering CRM Sales Enterprise 52

Balto

JANUARY 14, 2025

Enhanced Customer Satisfaction Analytics tools improve every touchpoint of the customer journey by leveraging customer feedback: Personalized Interactions : By integrating CRM data with call analytics, agents can access customer histories in real time. CRM, telephony systems) creates integration challenges.

Call Center 52

Call Center Analytics Average Handle Time Big data 52

Cincom

MAY 8, 2024

Aggregated Customer Data and Distribution: CCM integrates customer data from various operational systems like CRM into communication templates to drive personalized messaging at scale. Multiple teams can create communications collaboratively, while branded assets are protected and maintained for consistency.

Best practices 52

Best practices Metrics Education CRM 52

aircall

MARCH 5, 2021

For example, nearly all companies are using CRMs, and it makes sense to connect your CRM software with communication channel tools, like email, chat, sales, and support programs. For example, if a customer uses HubSpot for their CRM but isn’t able to connect the Aircall phone solution to it, they’re less likely to want Aircall.

voip 62

voip SaaS Airlines Transportation 62

Cincom

FEBRUARY 25, 2025

Without CPQ, this often involves manually re-entering data into CRM, ERP, and billing systemsa process prone to errors. How CPQ works in this stage: CPQ automatically updates the CRM with the order details. For subscription-based services, CPQ handles renewals and upsells. Fast, accurate quotes increase conversion rates.

Sales 40

Sales CRM Upselling Best practices 40

Amity

JULY 28, 2014

Chances are that metrics around churn reduction, upsells and cross-sells are already being discussed somewhere in the company. Some organizations believe that they can just use an existing CRM implementation or build something in-house. You don’t have a process. Number of users/access.

Journey mapping 48

Journey mapping Chief Customer Officer SaaS B2B 48

Jon Arnold

JANUARY 21, 2019

By nature, cloud is a business of scale, and the upsell opportunities are far greater as the size of end customer gets larger. Most of the core features are there – video, messaging, mobile apps, CRM integration, and lots of voice features like call recording, VM transcription and 1-800 numbers.

voip 67

voip Marketing Upselling APIs 67

IdeasUnlimited

JULY 28, 2022

To overcome the challenges mentioned above, we need to focus on improving the complete customer journey which ranges from engagement, buying the product or service, using it, after-sales support and then making use of upselling or cross-selling to increase revenue.

Customer Service 59

Customer Service Virtual Agent Call Center Abandon rate 59

JustCall

APRIL 5, 2023

When implemented correctly, CSM can: Preserve and increase a company’s revenue Increase customer advocacy Drive profitability as well as growth More importantly, customer success software can seamlessly integrate with your company’s existing CRM/help desk/social media management software to provide an in-depth view of the customer.

Management 52

Management CRM Customer retention Self service 52

aircall

MAY 28, 2021

Text messaging gives sales and support teams opportunities to upsell, cross-sell, and forward customer responses to other departments for continued follow-up. SMS software programs integrate seamlessly with your CRM and cloud phone system so sales and support teams can access the same data. Choose tools that use an open API technology.

Best practices 62

Best practices Sales Wireless Marketing 62

Enghouse Interactive

JULY 10, 2018

The goal is to not have members repeating themselves every time they interact with your company.Not only does the 360 degree view allow for easier service but it also allows you to anticipate members needs, and then upsell. For Partner Colorado, Enghouse’s use of open APIs allows integration with the in-house CRM.

Self service 40

Self service CRM Contact Center Analytics 40

Babelforce

NOVEMBER 30, 2022

Application Programming Interface (API). An API is an application programming interface. Within an inbound contact center, if your telephony is connected to the CRM, CLI can bring up key information and allow the agent to set a good tone by greeting the caller. Technology. Cloud contact center. Contact center terminology.

Contact Center 52

Contact Center Interactive Voice Response Automatic Callback Call Center 52

JustCall

MARCH 9, 2023

Integration with Backend Systems and CRM Integrating the AI chatbot with your internal systems like knowledge bases and CRM databases can take its utility to the next level. Conversational AI enables the system to perform end-to-end actions through Application Programming Interfaces (API).

Coaching 52

Coaching Sales Chatbots Analytics 52

CustomerSuccessBox

FEBRUARY 28, 2022

Because a net retention rate above 100% means you are excelling in receiving repeat purchases, upsells, cross-sells, and expansions. Meaning they have a good customer retention rate who are paying for subscriptions, have upsells and expansions as well. Which is the key customer retention metrics to track?- The burn rate is less.

SaaS 52

SaaS Best practices Enterprise Customer retention 52

Cincom

FEBRUARY 13, 2025

Faster Time-to-Quote: Replaces manual selection with AI-driven recommendations Improved Margins : Suggests upselling and cross-sell opportunities automatically. 4- Seamless Integration: Breaking Down Sales Silos CPQ isnt a standalone toolits the connective tissue between CRM, ERP, and other business platforms.

CRM 40

CRM Upselling Sales Finance 40

Cincom

MARCH 12, 2025

Some integrate with ERP or CRM systems, while others are standalone or industry-specific solutions. Whether integrated within an ERP or CRM system or functioning as a standalone tool, the right configurator should enhancenot restrictyour sales process. But not all configurators are the same.

Sales 40

Sales Automotive CRM Upselling 40