Intercom

Customer Relationship Guide

Intercom
Customer Relationship Integration

Intercom is a sales, marketing and support solution platform that engages and supports customers through its targeted emails, in-app messages and an integrated help desk.

https://www.intercom.com


Why should I use Intercom for my business?

Intercom auto-assigns leads through round-robin or in a direct manner depending upon the location and owner of the account. The browsing behavior, Clearbit data and referral URLs are continuously tracked by the app. The software also helps in organising multi-channel conversations.

What other features does Intercom provide?

Intercom offers other features that include group conversations, customer context keeping, call-out collaborations, chat volume management, scheduling, CRM integration, routing and qualification. The platform also works as a mobile app, allowing users to respond to leads on-the-go through their iOS or Android compatible devices.

Keeping the CRM application safe and up to date

On a cloud platform, back-ups and software updates become a thing of the past. You’re always logged in to the most up-to-date version of the software, with all the latest functions, tax rates and necessary returns. Also, your work is saved automatically as you go, so you save both time and money on tedious back-up procedures.

Why is it more efficient or sustainable?

With an online CRM system, you can significantly reduce your reliance on paperwork. Invoices can be emailed out and shared through storage platforms directly to clients, removing the costs of printing and postage – and speeding up the payment process. Incoming bills and receipts can be scanned and saved directly onto the storage platform with the associated transactions in your CRM software.

Backup your customer data easily

Because your documents are all digitised and stored in the cloud, there is no need to keep customer data or store the customer related files on your computer. This helps in backing up your data safely, where you will be able to retrieve it from anywhere and at any time.

Is it easy to work as a team with a CRM cloud solution?

Working with colleagues, and sharing data with your advisers, is an extremely straightforward process when you are based in the cloud. Using the old desktop approach, you have limited access to your accounts, which makes collaboration with colleagues and advisers difficult. With a SaaS or online software solution, you, your colleagues, your management team and your advisers can all access the same data instantly, from any geographical location.


Available Intercom Integrations

43 integrations with Intercom
Please note, the platform is still in beta and not all integrations are available. Please contact us to get the current list of supported integrations.
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Application Reference Transfer Updated
Prestashop

Prestashop

New Order
#7546872 Pending 20/01/2022 08:18
11 seconds ago
Prestashop

Prestashop

New Order
#7546871 Successful 20/01/2022 08:16
2 minutes ago
Intercom

Intercom

New Customer
#USR77413 Successful 20/01/2022 08:14
4 minutes ago
Prestashop

Prestashop

New Order
#7546870 Successful 20/01/2022 08:04
14 minutes ago
Intercom

Intercom

Stock Update
#ZBD-30XL Successful 19/01/2022 03:39
1 day ago