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Invite your customers from your CRM to your Ambassador Program in Yuccan. It also helps you to submit satisfaction surveys. [ 🟠 This extension is intended to be used by registered professionals having a valid subscription on Yuccan Lead ] What if you wanted to register your customers into your Yuccan's referral program directly from your CRM? ✨ It is now possible thanks to SmartInvite extension. Thanks to our extension for Google Chrome, directly from your CRM, you will be able to: 👉 Check in real time if your customer is registered into your Ambassador Program ; 👉 Directly register your customer into your Ambassador Program ; 👉 Send a satisfaction survey to your customer, directly from your interface. In order to work, the following information need to be gathered inside your customer's CRM card/table: - First name - Last name - Email address (required for registering the customer into your program) - Phone number (required for sending the survey and/or invitation via SMS) 👨💻 Here's the list of supported CRM so far: - Axonaut - Hektor - HubSpot - MyKW - Spider-VO 💭 Your CRM is not supported yet? Contact us (via your Customer Success Manager) in order to request support for your favorite CRM.
Jun 9, 2024
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Case-insensitive substring match in the name.
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