CRM Integration

Enterprise-Level, Real-Time Online Engagement Integration with CRMs.
Make your agents more efficient and your customers more satisfied. 

Integrating TouchCommerce’s suite of online engagement tools with CRMs blends the functionality of your favorite CRM tool with real-time online engagement technology, creating a seamless online customer acquisition, retention and customer support solution. Your enterprise customer engagement representatives now have the ability to simultaneously chat and create new leads directly from online chat, click-to-talk and automated interactions. 

This custom integration allows businesses to easily access and review customer information as well as export chat transcripts into their preferred CRM solution. Enjoy higher conversion rates, increased customer satisfaction and improved agent productivity with TouchCommerce for CRM.

Some Key CRM Integration Benefits:
  • Eliminates redundant data entry and time-consuming switching between the screens.
  • Automatically submit new leads into the CRM solution directly from multiple TouchCommerce engagement channels.
  • Maintains continuity of visitor engagement history by saving chat transcripts associated with the visitor.
Improve the online engagement experience by passing data into the CRM from any channel and subsequently using that data within the context of any TouchCommerce engagement:
    • For return visitors - search CRM databases 
    • and load existing CRM records into the Agent Interface 
    • For new visitors – create new CRM records 
    • that are persistent for future use
  • Maintain the history of visitor’s activity and chat content by appending a full transcript to the identified CRM records at the end of the chat session with the identified visitor.