Customer success is all about data. Actually, it's really about turning data into information and then turning that information into action. But it starts with data. Lots of data.

For effective customer success management it is vital to have a full 360 degree view of the customer.

In today’s world, businesses generally have a variety of different systems that perform multiple functions (sales, marketing, customer support systems etc). The result is often a magnitude of data stored across different systems that often don’t talk to each other.

Some examples of these systems could include:

  • Email
  • Customer Relationship Management (CRM)
  • Customer Support
  • Marketing Automation
  • Accounting
  • Databases
  • Event Management
  • Social Media and Collaboration
  • eCommerce
  • And more...

To create a unified customer view you need to sync this data into one view that works for you and ultimately for your customer.

 Check out our definitive guide to Customer Success

The magic of Channels in AppsForOps Timeline

 

AppsForOps Timeline gives you the ability to easily add emails, calls, tasks or notes to a contact or company.

 

To truly give you a full 360 degree view of the customer you need the ability to bring together the magnitude of data stored across different systems and to be able to visualise that in context for either the contact or company in a timeline view.

 

Enter Channels in AppsForOps Timeline.

 

Channels allow you to automatically feed data from thousands of third party apps onto the timeline with minimal integration effort or skill required using Microsoft Flow, Zapier or MailChimp.

 

This means that you can view a timeline of all customer activity right in your inbox.

 

Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more.

 

It's never been easier to see everything you may need on a customer to make the right decisions and act on as needed.

Watch DemoInstall AppsForOps Timeline

 

About Microsoft Flow, Zapier and MailChimp

 

What is Microsoft Flow

 

Microsoft Flow is a cloud-based software tool that allows employees to create and automate workflows across multiple applications and services without the need for developer help. Automated workflows are called flows.

 

You can learn more here:

https://flow.microsoft.com

 

What is Zapier

 

Zapier is a tool that allows you to connect apps you use every day to automate tasks and save time. You can connect any of our 1,000+ integrated apps together to make your own automations. What's more it's quick and easy to set up - you don't need to be a developer, anyone can make a Zap!

 

You can learn more here:

https://www.zapier.com

 

What is MailChimp

 

MailChimp is a marketing automation platform that helps you share email and ad campaigns with clients, customers, and other interested parties.

 

You can learn more here:

https://www.mailchimp.com 

 

Watch DemoInstall AppsForOps Timeline

 

About AppsForOps Timeline

 

AppsForOps Timeline is a game changing Customer Success software platform.

 

Customer Success - powered by being in the know.

 

It provides next level visibility on customer activity spanning your organisation's people, processes and systems.

 

It allows you to easily see the whole picture and act on what matters most.

 

View a timeline of all customer activity right in your inbox.

 

Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more.

 

It's never been easier to see everything you may need on a customer to make the right decisions and act on as needed.

Watch DemoInstall AppsForOps Timeline