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  • Platform
    • Overview
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    • Clicktools for Salesforce
  • Roles
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Clicktools for CRM Admins

Affecting customer experience along the entire journey.

As a CRM Admin, you face one of the most complex jobs in the organization and one of the most critical in affecting customer experience. It’s up to you to make sure that processes are optimized to best serve customers — not internal structure or politics. Whether you’re devising a broad technical project to maximize company-wide use of the system or managing a departmental endeavor for marketing, sales, or customer support, everything you do directly affects how customers perceive you and as such, the success of the business.

Clicktools is a CRM admin’s best friend. Anywhere you need to capture data into CRM, whether that is customer feedback, complex business forms or call scripts, Clicktools simplifies your work. Ease of use and the most comprehensive CRM integration available enable you to deliver quality solutions more quickly. And most importantly, you’ll do your part to keep customers happy along their entire journey.

Use Clicktools to:

  • Improve customer experience all along the journey.
  • Eliminate inefficient manual processes.
  • Optimize CRM processes to better serve customers.
  • Enhance your 360-degree view of the customer.
  • Improve the quality and reduce the time to deliver essential projects.

 

Common uses of Clicktools for CRM Admins:

  • Surveys: Create online surveys that integrate to any CRM field(s) or record(s), so that responses can be seen and managed in CRM.
  • Web Forms: Build any kind of web form to allow customers or staff to easily submit information directly from your website. A quick data mapping ensures that all responses integrate directly with CRM records.
  • Call Scripts: Design dynamic call scripts that guide your representatives through strategic conversation flows, whether in sales, marketing, support or other customer-facing team.

Roles

  • Customer Success / Experience
  • Customer Service / Support
  • Human Resources
  • Marketing
  • Sales
  • Training
  • CRM Admin
  • Contact Center

Schedule your custom demo with a customer experience management expert now.

Get Your Demo Today >
 
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