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Invite your customers from your CRM to your Ambassador Program in Yuccan. It also helps you to submit satisfaction surveys. [ ๐ 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? โจ It is now possible thanks to SmartInvite extension. Thanks to our extension for Google Chrome, directly from your CRM, you will be able to: ๐ Check in real time if your customer is registered into your Ambassador Program ; ๐ Directly register your customer into your Ambassador Program ; ๐ 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) ๐จโ๐ป Here's the list of supported CRM so far: - Axonaut - Hektor - HubSpot - MyKW - Spider-VO ๐ญ 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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