What is a CRM?
CRM software, also known as customer relationship management software, stores important information about customers. It’s primarily used by salespeople, marketers, and support agents to provide better customer support and sales experiences.
What kind of information can you store in customer relationship management software?
CRM software typically stores customer contact information such as email addresses and phone numbers. It also holds information about the customer’s past purchases, purchase values, communications with your company, and other specific details. This information could include data about their satisfaction with your company and their likelihood of promoting or churning away from your business.
Most CRMs integrate with third-party tools and software to reduce data input time and maximize efficiency. For example, LiveAgent’s built-in CRM integrates with platforms like Shopify so customer support agents can see their customers’ orders directly inside LiveAgent without having to log in to Shopify.
What are ticket/customer CRM insights?
Ticket and customer CRM insights are information fields that you can fill in to disclose more information about a particular customer or ticket.
Basic customer/ticket fields include:
- First and last name
- Avatar (photo/profile picture)
- Multiple email address
- Multiple phone numbers
- Company and job position
- IP address
- Browser information (e.g., Google Chrome)
- Contact groups (e.g., VIP customers, Spanish speakers)
- Private notes (internal reminders – don’t call at 11:00 am, etc.)
- The contact’s tickets (all tickets submitted across various channels)
Does LiveAgent’s customer relationship management tool offer custom ticket/contact fields?
LiveAgent users have the option to create unlimited, custom, contact, and ticket fields with different types of formats and validators.
For example, agents can create a custom textbox (text input), list box (drop-down menu with a list of options), checkbox (a small box that needs to be ticked), checkbox group (users can check multiple boxes), and postal address fields.
Moreover, users can select validators to ensure all data entered into the custom ticket fields is correct.
Validator options include:
- No validator
- Custom regular expression (this\s+is\s+text)
- Integer (a whole number that can be positive, negative, or zero)
- Decimal number (a non-integer number such as 2.25 or 1.6)
- Alphanumeric string (letters and numbers)
- Alphanumeric string with spaces
- Web address/URL (https://www.liveagent.com)
- IPv4 or IPv6 (192.0. 2.146 or 2001:0db8:85a3:0000:0000:8a2e:0370:7334)
- Email address (firstname.lastname@example.org)
- Credit card number (1234-4567-7891-2345)
- US phone number (888-257-8754)
- International phone number (+421 2 33 456 826)
- Date formats (YYYY-MM-dd or YYYY/MM/dd or dd-MM-YYYY)
- Time format (HH: MM)
- Social security number (123-45-6789)
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Examples of custom CRM fields
- Order ID
- Credit card number
- Social security number
- Account name
- Hair color
- Shoe size
- Car model
What are the benefits of having a built-in customer relationship management tool?
Having a built-in CRM in your help desk software can be beneficial in more ways than one.
Improved customer satisfaction and retention
By having all vital customer information available in one place, you’ll be able to provide better service experiences that are proactive, quick, knowledgeable, and personalized. Customers crave this type of service, and therefore by delivering it, you’ll be able to improve customer satisfaction and retention with ease.
Identifying best and most profitable clients
A built-in CRM can help you discover which customers have the highest lifetime values. Having this knowledge will enable you to provide them with better and faster service. Knowing that they hold a high purchasing power and can influence others in making future purchases, your priority should be to keep them happy at every touchpoint.
Enhance company marketing and sales practices
Knowing your customers will enable you to provide more personalized marketing and sales messages, increasing your profitability. According to Accenture, 91% of consumers say they are more likely to shop with brands that provide offers and recommendations relevant to them. Moreover, 70% of millennials are frustrated [when companies send them] irrelevant emails.
Increase sales and efficiency
Knowing what your customers like (and what they don’t) can help you increase sales and efficiency. For example, if you note a specific customer’s product preferences in your CRM, you’ll know when to contact them with proactive sales messaging or upselling opportunities.
Customer insights (CRM) use cases
See past communication threads
LiveAgent’s built-in CRM enables you to view your customer’s previous communication with your business. You’ll be able to see all past messages along with details like when they contacted you last, through which channel, as well as the entire context of each interaction.
Custom private notes
Write down custom notes about your customers to ensure you don’t miss a single detail. Being meticulous when it comes to storing customer information is key to providing exceptional service.
View, edit, and store all essential customer data, starting with basic contact information such as their first and last name and email address. Take it a step further by taking note of their operating system, web browser, language, and timezone. Being knowledgeable and considerate of your customer’s location, timezone, and devices can do wonders for their service experience.
What third-party plugins can I connect with LiveAgent help desk software?
LiveAgent help desk software offers over 40 third-party integrations with the most popular tools out there, including Slack, Shopify, Mailchimp, Braintree, and more. Check out the LiveAgent plugins section to learn more about using and integrating each supported plugin with your account.
Knowledge base resources
Want to know more about our built-in CRM as well as our ticket and customer insights? Check out our knowledge base articles, blog posts, academy, glossary, or feature pages.
- Ticket Fields
- Customer Insights [Explained]
- Grow Your Business Using Customer Insights (Guide)
- Ticket Detail [Explained]
- Ticket fields
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