Integrations with CRM, ERP and Call Centers

 

The knowledge about your clients and their needs comes mainly from tracking their behaviour during their visits to your website. However, it is not the only available source as apart from those which use online identification, we can extract and supply client information directly from and to CRM, ERP and Call Center systems. SALESmanago, thanks to its unique functionalities, allows us to automate your marketing and sales operations and target them at prospects whose data and transactions are stored in other systems.

Available functionalities

Auto-segmentation of contacts using data obtained from  CRM, ERP and loyalty systems:

  • the value of purchases made
  • types of products and services purchased
  • date of last purchase, frequency and periodicity of purchases

Examples of use

With this information you will be able to run a wide range of automated actions, including:

  • WIN-BACK – actions specifically aimed at bringing back clients
  • CROSS-SELLING – offers of complementary or supplementary products addressed to your client
  • PUNCH CARD – loyalty programs with awards for series of purchases
  • EDUCATION – automated educational programs after the client has purchased a particular product
  • CALL CENTER – automated notifications requesting contact, access to the client’s profile and recommended topic of the talk.

Marketing automation can be executed at the level of e-mail and text message marketing campaigns or automated personalization of content on your web page for particular contacts from specific segments.

How does it work?

Every contact stored in the ERP/CRM system may be automatically transferred to SALESmanago via  API SALESmanago. Alongside the contact, SALESmanago is capable of communicating in real time with the ERP system and downloading transactional data related to a particular person. This data will be later used for automated segmentation and automation of your marketing operations.

Available integration

e-Commerce:

  • Magento
  • PrestaShop
  • IAI-Shop
  • Shoper
  • Atomstore
  • 2ClickShop

CRM i ERP:

  • Salesforce
  • SAP Business One
  • Update CRM
  • LiveSpace CRM
  • Microsoft Dynamics
  • SugarCRM
  • RedmineCRM
  • Berberis

Social Media:

  • Facebook
  • Facebook Custom Audiences

Supporting tools:

  • Zapier.com
  • Landingi.pl
  • Quartic
  • Ankietka.pl
  • Mysurveylab.com
  • Survicate
  • Livechat1.pl
  • Yieldr.com

Communication:

  • Smsapi.pl
  • SerwerSMS.pl
  • Materna Communications
  • Tide software
  • Sit mobile
  • ViaNett
  • Mailchimp

Customer Reference

„Thanks to specialized tools, we are creating e-mails perfectly tailored to our customers’ needs. With SALESmanago, we can craft offers delivered to specific people via e-mail.”
Agnieszka Dąbrowska , Customer Advisor – Noble Health

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