Zendesk

FEBRUARY 27, 2021

Mapsly (Sell) plots your CRM records on the map based on their locations, which can be an address or GPS coordinates. 3CX (Support) provides integration with Zendesk via the 3CX API for CRM. Stripe by Zenplates (Support) allows your agents to view and manage customers, subscriptions, payments and invoices from within Zendesk Support.

Invoicing 90

Invoicing CRM Sentiment Analysis Omnichannel 90

Customer Experience Matrix

JUNE 17, 2016

In fact, the execution is fully automated: users define rules, called “recipes”, that listen for triggers such as support issues, new contracts, or late invoices and specify the action to take when the trigger occurs. Actions can include emails, surveys, and updating customer data or assigning a task in an external systems.

Invoicing 59

Invoicing Predictive Analytics Machine Learning Engineering 59

Experience Investigators

SEPTEMBER 19, 2023

Commonly neglected micromoments include the whatever welcome, the punitive invoice or payment, or the drifting customer triggers. If you’re interested in learning more, check out this article where I dig into each of those CX micromoments and explain how to align them with your larger customer experience goals.

CX 90

CX Net Promoter Score Artificial Intelligence Invoicing 90

SugarCRM

OCTOBER 24, 2023

In today’s business landscape, it’s hard to find an organization that operates without CRM tools, even in its primitive forms. However, with recent technological advancements, Artificial Intelligence (AI) and Machine Learning (ML) capabilities have become infused in all sorts of tools, and CRMs are no exception.

CRM 26

CRM AI Invoicing Predictive Analytics 26

Zendesk

MAY 3, 2021

All inbound and outbound call activities are tracked directly in the CRM application. Stripe by Zenplates for Sell (Sell) allows you to view and manage customers, subscriptions, payments and invoices from within the lead, contact or deal cards in Zendesk Sell. Log all call notes directly into Zendesk.

E-commerce 52

E-commerce Invoicing AI Engineering 52

SugarCRM

OCTOBER 12, 2021

By combining techniques from data mining, statistics and machine learning, marketing automation platforms—such as our very own Sugar Market—allow organizations to parse and find meaning in large amounts of customer data. There are literally thousands of buying signals outside of what you’d normally track in a typical CRM.

Predictive Analytics 47

Predictive Analytics Data Mining Invoicing CRM 47

Gainsight

MAY 18, 2023

According to the company, “Alteryx delivers easy end-to-end automation of data engineering, analytics, reporting, machine learning, and data science processes, enabling enterprises everywhere to democratize data analytics across their organizations for a broad range of use cases.” We think that’s pretty mind-blowing. to over 4.5

Invoicing 52

Invoicing Scorecard Innovation Machine Learning 52