Combine with CRM
Clicktools was the 1st survey/script solution integrated with Salesforce.com, Oracle CRM On Demand and Sugar CRM. Clicktools won Salesforce.com AppExchange “Customer Choice” Awards in 2008 and 2009 and is an Oracle CRM On Demand Inner Circle Partner. Today, many lessons, releases and implementations later, Clicktools functionality is (still) unmatched.
Synchronize to match your CRM
One of the major strengths of cloud CRM is the ability to customize the CRM to match your own business process. Unlike the competition, Clicktools Web2Manything™ approach means that we don’t provide a canned integration but enable you to match the synchronization to your CRM customization. The result is a solution that matches your need, not a supplier’s version of what you need.
Synchronize to match the way you work
Depending on the use, you may want to combine information with your CRM in different ways. For transactional surveys you will want to instantly transfer results back in to CRM. For other uses, such as outbound call scripts you may want to review the success of the campaign and then decide on follow-up campaigns. Clicktools multi-mode synchronization enables you to combine information with CRM at exactly the point in the cycle you need.
Quick and easy deployment
The most common approach to deploying email blasts from CRM is by either a campaign or defining sets of Leads or Contacts. For Salesforce users, Clicktools provides a powerful option that enables you to use any custom report. This means that email addresses in any object can be used to send emails and sending of emails is not limited to marketing users. For Oracle CRM On Demand users, a powerful capability is available to deploy to any lists of individuals associated with any object.
Seamless integration of multi-language surveys
Many organizations work in different languages but maintain a common language CRM. Clicktools enables you to create content in multiple languages but pass the ‘common language’ back in to your CRM, meaning any information captured in any language in a closed question will always go back to you CRM.
Enforce business rules
Understandably, organizations don’t want to give every user Admin access. However, creating actions to react to ‘Unsatisfied’ customers or creating tasks to responds to hot campaign leads requires admin access and support. Clicktools removes this need, enabling users to create powerful business rules, matching workflow and assignment rules, as part of the synchronization.
Full error tracking and recovery
Anyone who tells you that combining information with CRM will work faultlessly every time probably doesn’t do it or hasn’t done it much. The transfer of information will, for various reasons at various times, fail which is why Clicktools provides full reporting, tracking and recovery from failure. In 10,000 survey responses a year, and a failure rate of 0.05% can you afford to lose responses from 50 of your, potentially, most valuable customers?