The Socious customer portal platform's integration with marketing and sales software, HubSpot, gives you deeper insight into your customers' challenges, priorities, and mindset by combining traditional CRM and marketing information with behavioral data from your customer portal.
See how you can systematically identify and reach out to customers who are ready to buy additional products and services, as well as those people that are disengaged and might leave you.
Segment activity data from your customer portal along with traditional marketing information to get the right message in front of the right person at the right time.
Set up email or sms text alerts to notify sales or account management when a customer may be sales-ready.
Pinpoint at-risk customers who express frustration in your customer portal discussion forums, blog comments, or product pages.
Identify the source of the problem and set up email notification for support or account managers when a customer may be struggling.
Identify customers who are actively engaging with your company through your customer portal and traditional marketing channels.
Set up workflows and email campaigns to nurture loyal customers into brand champions.
See customers' portal activity in your HubSpot contact timeline.
Easily leverage deeper insight into customers' priorities and problems to nurture customers with email campaigns and personalize their online experience with smart calls-to-action and smart content.
Trigger outboarding sequences and other engagement-oriented email campaigns automatically based on activity data and workflows in HubSpot.
Create personalized communication for customer portal users based on their engagement habits.
Combine customer data from HubSpot, your customer portal platform, and CRM systems for a comprehensive look at the customer journey.
Customize relationship-building communication and nurturing campaigns to provide ongoing value based on customer interests and intent.
Set up a single sign-on to all your systems so that customers only need one login to easily access the information they need about your organization, products, services, and support.
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