RT CXM

RT CXM

Your Customer Experience Manager


RT CXM is a seamless integration between your wordpress website and SugarCRM allowing CRM users to leverage valuable visitor profile information to proactively interact with real time traffic on your website from within the Sugar interface. Visit the RT CXM Website for the complete feature list.

Features and Benefits

WEBSITE ACTIVITY TRACKING

Whenever a user visits your WordPress website RT CXM starts tracking the visit information, for example: which pages the customer visited, how much time he spends on a page, how many times he visited the website, etc.

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AUTOMATIC LEAD CREATION & DATA ACQUISITION

As soon as the user submits the ‘Contact Us’ form a new Lead is automatically created in your Sugar with the user’s information including his device and geo-location. Your sales team can now make more informed decisions on how to engage the customer.

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SOCIAL INFORMATION AND INTERESTS

In addition to all the tracking information RT CXM also pulls the lead’s Social information and Interests based on the email address and stores in your Sugar for better customer insight.

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REAL TIME CHATS BETWEEN SUGAR AND WEBSITE USER

With real time chats you can start delivering right when the prospect seems interested in you. Your salesperson can, without a moment’s hesitation, offer the required service and close the deal.

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DETAILS
Version Compatibility

WEBSITE ACTIVITY TRACKING

Whenever a user visits your WordPress website RT CXM starts tracking the visit information, for example: which pages the customer visited, how much time he spends on a page, how many times he visited the website, etc.

AUTOMATIC LEAD CREATION & DATA ACQUISITION

As soon as the user submits the ‘Contact Us’ form a new Lead is automatically created in your Sugar with the user’s information including his device and geo-location. Your sales team can now make more informed decisions on how to engage the customer.

SOCIAL INFORMATION AND INTERESTS

In addition to all the tracking information RT CXM also pulls the lead’s Social information and Interests based on the email address and stores in your Sugar for better customer insight.

REAL TIME CHATS BETWEEN SUGAR AND WEBSITE USER

With real time chats you can start delivering right when the prospect seems interested in you. Your salesperson can, without a moment’s hesitation, offer the required service and close the deal.

SALES INSIGHTS- SUGGESTIONS AND ALERTS ON POTENTIAL SALES

RT CXM presents suggestions and insights to Sugar users if it feels that a user is showing interest for a particular product or service on the website.

CUSTOMER LIFE-TIME TRACKING

If a client is repeatedly visiting your website, you can engage and see whether he needs any service. And of course there is always a possibility of cross selling and up-selling.

Support

Phone Support: +1-310-492-5564
Support Email: support@rolustech.com
Support Knowledge Base: https://www.rolustech.com/rtcxm/

Terms & Conditions

Terms of Service: https://www.rolustech.com/rtcxm/terms-conditions/
Privacy Policy: https://www.rolustech.com/rtcxm/privacy-policy/

CXM TrackFlow Dashlet and Notifications DashletCXM TrackFlow Dashlet and Notifications Dashlet

Resources

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