Lightico

APRIL 17, 2023

Moreover, collections departments in auto finance companies are often bogged down with legal demands and chasing customers. All documents and forms are securely stored in the lender’s CRM, and eSignatures come with a complete audit trail.

Finance 52

Finance Net Promoter Score Legal Compliance 52

Lightico

JANUARY 19, 2022

This saves the agent from having to read these scripts out loud, which is both inefficient and a compliance risk since there’s no written record. And all information gathered from eForms syncs with the utility company’s CRM, ensuring customer records are up-to-date. Changing Address. Payments plans. First payment acceptance.

Legal 52

Legal Compliance NPS Touchpoint 52

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. Zonka Feedback (Support) is the fastest way to collect real-time customer feedback with CSAT, CES and NPS Surveys.

Invoicing 90

Invoicing CRM Sentiment Analysis Omnichannel 90

Intercom, Inc.

MARCH 29, 2022

The rules and the regulations regarding consent of data sharing, regarding the legality of data holding, have torn up so many of the marketing playbooks out there. We also use Salesforce on the sales and marketing side so that we have Intercom integrated really seamlessly into our CRM. Where is it providing the most value?

Start-ups 118

Start-ups Innovation Sales NPS 118

Qualtrics

FEBRUARY 26, 2019

Let’s take an example for our Supply & Compliance line of business, which helps companies understand both supply chain and compliance risk. So people may don’t think about my team working with legal, but we do partner with them on how to improve the contracting experience, which is an important touchpoint to customers.

Non-Profits 37

Non-Profits Customer Experience B2C B2B 37