Better conversations with customers will always lead to more revenue. When customer service is able to pinpoint sales opportunities or identify existing opportunities in a sales pipeline, each individual agent becomes be more empowered to drive additional revenue for the company's bottom line. Instead of just answering customer questions and seeing customer service as a cost center, integrations like Pipedrive allow your customer service team to become a revenue center.
Our integration with Pipedrive allows you to see Pipedrive customer data directly within a Re:amaze conversation. This customer data includes:
- Name
- Company
- Existing and prospective deals
- The value of the deal
- The status of the deal
- Expected close date of the deal
- Upcoming activities
- The subject of the activity
- Notes
Connecting Pipedrive
For New Re:amaze Users:
- Install the Re:amaze app through Pipedrive Marketplace.
- You'll be taken to a new account form to fill in your company information.
- Click "Create Account" to complete setup.
For Existing Re:amaze Users:
- Install the Re:amaze app through the Pipedrive Marketplace.
- Choose to connect your existing account.
- Enter your account details to link your existing account to Pipedrive. You can also initiate the install process from within your existing Re:amaze account under Settings > Apps > Pipedrive.