0
1.0.0
Australia, Zurich, Yokohama
Standalone Application
CRM Touchpoints provides sales and service teams with a single, consistent system to plan, record, track, and act on customer interactions across the entire customer's association with your business. It helps you to capture activities such as discovery calls, demos, and business reviews across channels, enabling leaders to monitor engagement health and ensure teams are interacting effectively and productively.
- Capture and track customer engagement touchpoints across channels by creating touchpoint records for emails, calls, virtual meetings, in‑person meetings, and social interactions.
- Associate touchpoints with CRM entities such as leads, opportunities, accounts, and contacts to maintain a complete and consistent engagement history.
- Track engagement metrics such as primary communication channel and time spent to provide leadership visibility into activity volume and sales representative engagement.
Initial Release:
- Capture and track engagement activities for prospects and customers across communication channels such as email, phone, virtual meeting, in-person meetings, and social interactions by creating touchpoint records. Associate touchpoints with leads, opportunities, accounts, and contacts to maintain a complete engagement history.
- Define custom touchpoint types in addition to the default types of discovery, demo, and customer business review (CBR) to match your organization's specific engagement processes.
- Capture emails, calls, meetings, and tasks within touchpoints such as discovery, demo, business value assessment, or CBRs in a single system of record. Track metrics such as primary channel and time spent for every interaction, giving leadership visibility into the activity volume per sales representative.
Required plugins and products:
- Customer Service (com.sn_customerservice)
- Touchpoint Meeting (com.sn_meeting_mgmt)