This is the second part of a three-part blog series. In part one, our Onboarding Specialist Petteri Puumala gives his best tips on using CRM . Part three presents the actual results our client has achieved with this advice.
“Did I remember to send out the feedback survey and ask for a testimonial from Matt after our last project was finished?
Did Mary respond to the email I sent her last week asking for a testimony?
“In which folder are the testimony request forms?”
Many marketing and Customer Success professionals are familiar with these questions. If testimonial requests aren’t automated in the customer journey, home owner database they can be a lot of manual work.
Fortunately, it’s easy to automate testimonial requests with the help of a CRM system.
This blog tells you
How to collect testimonials automatically
How to integrate Trustmary with your CRM system
Benefits of automation
Automatic collection of written and video testimonies
You can “outsource” testimonial collection from your CRM system by creating automations. Trustmary can be integrated into most CRM systems, such as HubSpot , Pipedrive , SalesForce, and Microsoft Dynamics 365. Learn more about integrations here .
Below we discuss what you can do after CRM integration and how to automatically collect written and video testimonials with Trustmary.
Contact lists and triggers
A contact list can include, for example:
After creating contact lists, how i’m analyzing our competition to come up with new product ideas you can target specific surveys to specific lists. You can set different triggers for contact lists. Triggers trigger the sending of surveys at a chosen stage of the customer journey.
A trigger could be:
Add a new client to a contact list
New survey response/score
Recurring event at a precise point
uuden triggerin luominen
Sending survey forms
If you want to send a survey form to a specific customer segment once a quarter, singapore number you How to automate testimonial can set up an automation. You don’t have to worry about whether or not Matt received the testimonial form – he did.
