CX Stories From the Frontlines: Dynamic Routing for Urgent Issues

CX Stories From the Frontlines: Dynamic Routing for Urgent Issues TW

It’s that time again: we’re here with some fresh CX stories from the frontlines. In case you missed them, check out the first and second issues on the blog, recounting real life anecdotes on how businesses have solved their customer service challenges with the help of Kustomer.

In this month’s edition, we discuss how a business was able to easily style their auto response e-mails, how integrating data powers a better agent experience, and the power of intelligent routing to get urgent issues solved more quickly.

Stepping Up Messaging — No Dev Work Needed

A cryptocurrency app, available in over 40 countries, needed to step up their autoresponse game. Plain text e-mails just weren’t cutting it, and they needed to figure out how to include richer formatting to align with their brand. Without endless resources on their side, they worked with Kustomer to implement Markdown: a lightweight language that can be used to add formatting to plain text documents without the overhead of HTML. It’s fast, easy to learn, well supported across platforms, and translates flawlessly to HTML. Through this solution the company was able to transform dull blocks of text into more organized and eye-catching emails and messages for their customers and agents — all without any dev work or a single HTML tag.

Integrating for a Better Agent Experience and Automated Outreach

A small warranty company had to integrate with a few older systems that had very complex data models, in order to have an actionable and complete view of the customer. The typical lifecycle of a customer looks something like this:

  1. A customer purchases an item and registers their warranty.
  2. The warranty system pushes the warranty information to Kustomer.
  3. A Kustomer workflow creates the warranty custom object and maps some crucial customer information to the profile.

Now, let’s say that same customer needs to contact support because their ice maker is leaking water:

  1. The support agent will troubleshoot, and if they determine that this is a warranty claim, they fill out some information in a Kustomer context card.
  2. This opens the claim/dispatch system, with a TON of pre-populated information pulled directly from Kustomer.
  3. The agent fills out the remainder (just a few fields) and that opens the claim.
  4. The claims system then sends information back to Kustomer about the claim. After the initial opening of the claim, this is just basic information like the claim number and date it was opened.
  5. As the customer’s unit is scheduled for service / they are shipped a box for a warranty return, the claim/dispatch system will send updates to Kustomer, and the workflow system will update the claim custom object.

If the customer ever calls in asking about the status of their claim, the agent does not have to go into another system, they can simply pull up the claim in the customer’s timeline.

The warranty company also wanted to send automated status e-mails to the client when that claim status changed: say that the backordered part was now in stock, or their unit had been received and a replacement is on the way. Instead of having an agent send these e-mails manually, a workflow was built to automatically do so.

Additionally, the Kustomer team built a context card that indexes all of the previous status emails, and allows agents to resend any selected e-mail. This will trigger a new copy of the e-mail to be sent, but contain all of the original email’s body and subject lines.

Dynamic Routing to Service Guests Quickly

A short term rental company did a ton of manual routing in their previous system, and wanted a more automated and dynamic option. The business was ingesting reservation information and storing the check-in and check-out dates on the customer’s profile. Kustomer set up queue rules that look at the check-in and check-out dates, to route a conversation to the “In Stay” queue, if a guest is in the middle of their stay, or the “Booked Guest” queue if they already have a booking. The guests in these queues receive faster service related to their booking as a result. If the individual does not yet have a booking, the inbound conversation is routed to the main inquiries team, which accounts for the largest volume of service. These routing rules have vastly helped their team cut down on manual work to get the guest to the right team, and has allowed them to increase their efficiency and satisfaction by routing customers who are in the middle of their stay to teams who are set up to service guests quickly.

We want to hear from you! Let us know if you’re tackling CX problems in an interesting way and we will feature you in the next CX Stories From the Frontlines.

 

Kustomer Launches New App Marketplace, Making It Easy for Businesses to Connect Tools, Processes and Data Into a Unified Customer Experience

Kustomer Launches New App Marketplace TW

Curated Set of Integrated Apps Helps Businesses Streamline CX Operations to Improve Agent Productivity and Customer Satisfaction

 

New York, NY – February 23, 2021Kustomer, a top-rated CRM for modern customer experiences, today launched the Kustomer App Marketplace, a curated set of applications and integrations that can be easily added to the Kustomer platform for a unified, omnichannel customer experience. By integrating communications, ecommerce, social, productivity, advanced analytics, and other best-in-class apps with the Kustomer CRM platform, businesses can activate omnichannel CX operations more quickly and efficiently.

“Businesses are racing to integrate new communications channels, artificial intelligence, chatbots and other innovations to create seamless, bespoke customer experiences at every step in the customer journey. This can be challenging when legacy technologies and complex integrations get in the way,” said Brad Birnbaum, Co-founder and CEO of Kustomer. “With the new App Marketplace, we are making it easy for businesses to extend the value of their Kustomer CRM platform with plug and play apps that modernize and unify omnichannel operations. Businesses can now tame their CX ‘frankenstack,’ creating the seamless, agile operations they need to connect in more ways with more customers.”

App Marketplace Provides Measurable Benefits To Brands and Partners

The Kustomer Marketplace makes it easy for businesses to better inform customer interactions, boost agent productivity, streamline operations, and reduce total cost of ownership with these features:

  • One-Click Install Apps: Businesses are using the App Marketplace to assemble and adapt their CX ecosystem without the need to engage expensive development resources.
  • Full CX Ecosystem Integrations: Businesses can tap into a large and growing list of integrations to unify their customer service systems, connecting every element of an omnichannel customer experience.
  • Seamless CX Operations and Unified Customer Visibility: By linking every element of CX operations and data, CX organizations can put a single view of the customer at agents’ fingertips. Agents can quickly find, share and act on information across the tech stack by creating one central place to stay focused and get work done.
  • Centralized Tools Management: Customer Service Operations can now go to one central marketplace where admins can install, integrate and maintain third-party apps with the Kustomer CRM platform.
  • Fast Track to a Growing Marketplace: Partners can tap into new revenue streams with a comprehensive app development platform and resources to join an established marketplace of qualified buyers.

“Streamlined operations and unified customer experience are imperatives today as businesses scale to deliver more personalized service on tighter budgets,” said Vasili Triant, Chief Operating Officer at UJET. “We are proud to be selected as one of the first apps featured in the Kustomer App Marketplace and believe it will become an essential hub for businesses looking to build the modern CX operations needed to serve today’s increasingly digital and mobile consumers.”

In November 2020, Kustomer signed an agreement to be acquired by Facebook, subject to customary regulatory review. Once the acquisition closes, Kustomer will continue to serve its customers and work with its partners as part of the Facebook family. With complementary capabilities, more people will be able to benefit from customer service that is faster, richer and available whenever and however they need it–via phone, email, text, web chat or messaging. In particular, Kustomer will be able to enhance the messaging experience which is one of the fastest growing ways for people and businesses to engage.

About Kustomer
Kustomer is a top-rated CRM, helping top brands deliver modern customer service that creates customers for life. Through AI-powered automation, Kustomer scales to meet the needs of contact centers and businesses, enabling companies to deliver effortless, consistent and personalized service and support through a single timeline view. Today, Kustomer is the core platform of some of the leading customer service brands like Ring, Glovo, Glossier and Sweetgreen. Headquartered in NYC, Kustomer was founded in 2015 by serial entrepreneurs Brad Birnbaum and Jeremy Suriel, has raised over $174M in venture funding, and is backed by leading VCs including: Coatue, Tiger Global Management, Battery Ventures, Redpoint Ventures, Cisco Investments, Canaan Partners, Boldstart Ventures and Social Leverage.

Media Contact:
Cari Sommer
Raise Communications
cari@raisecg.com

Join us for our webinar on February 25th, 2021: How to Unify a Modern Tech Stack for Seamless Customer Service

Register Now

 

CX Stories From the Frontlines: The Power of a One-Stop Shop

CX Stories From the Frontlines: The Power of a One-Stop Shop TW

We’re back again for our SECOND blog in a series about how CX organizations tackle every day challenges with the help of the Kustomer Platform: CX Stories From the Frontlines. There is rarely a magic bullet to our CX problems, but it’s helpful to understand how other companies are tackling similar issues.

In this month’s edition, we discuss how a business was able to understand BPO performance through Kustomer, how reporting can identify top contact reasons in specific geos, and the power of unifying disparate systems in one go-to platform.

Subscription Service Implements Effective BPO Performance Tracking

A subscription service, delivering science and art kits to kids, has a robust team of agents through a BPO. It is absolutely critical for them to understand agent performance, efficiency and customer satisfaction, as the team is not in-house. Additionally, these metrics inform the BPO’s bonus payouts. Through the Kustomer platform, the subscription service has several tools to ensure goals are being met and quality of service is sustained. They leverage Kustomer’s Queue Report to view overall agent performance at a glance, Team Pulse to supervise agent activity in real time, and a custom report on agent CSAT averages.

CX Stories From the Frontlines: The Power of a One-Stop Shop Inline 1

Beauty Brand Uncovers Top Contact Reasons for International Customers

A cosmetics and personal care company had a key business objective for 2021 to focus on their international customer segment. As part of this focus, the CX team was mandated to breakdown the top contact reasons for their international customers. The company worked with Kustomer to build a basic workflow that copied the “international” attribute from the customer profile and populated it on the customer’s conversation. After backfilling about three months of data through a CSV upload, the beauty brand was able to see historical information and build a custom report that could visualize and export this information for the leadership team. Next up the team will be implementing conditionally required attributes so they can see which products are most associated with refunds and damages.

CX Stories From the Frontlines: The Power of a One-Stop Shop Inline 2

Insurance Company Increases Efficiency By Unifying Disparate Systems

Agents at a home insurance provider used to have part-time jobs as detectives, spending endless amounts of time attempting to find the information they needed across multiple applications. They were aware that, as a business built on data, there was information floating around that was inaccessible to them. To solve this, they brought the data from all of those disparate systems together into one go-to platform. Essentially, Kustomer became their one-stop shop. Now they can view their customer and policy information alongside their Gong recordings and customer interactions. Since launch, they’ve seen various improvements across teams — their sales team has noticed an increase in contacts, likely a result of having new channels for engagement like chat, their support team now has more visibility through the Kustomer + FullStory app, and their management team has more transparency than they’ve ever had before. As new apps continue to be released in the Kustomer platform, this will only continue to make agents more efficient and remove their need to look anywhere else for information.

We want to hear from you! Let us know if you’re tackling CX problems in an interesting way and we will feature you in the next CX Stories From the Frontlines.

 

Kustomer Adds Instagram Messaging Integration to Fuel Social Commerce and Customer Service

Kustomer Adds Instagram Messaging Integration to Fuel Social Commerce and Customer Service TW 3

Brands on Instagram can now engage with followers, leverage influencer connections, and resolve support issues at scale inside the Kustomer omnichannel CRM platform

New York, NY – October 19, 2020 – Kustomer, the modern customer experience CRM, today announces its integration with Instagram Messaging. Brands can now engage with followers, connect influencer-driven conversations to company experts, and resolve issues quickly, allowing businesses to take advantage of rapid growth in social communications and commerce.

Kustomer’s CRM is the first true omnichannel customer service platform, purpose-built for brands that want to deliver hyper-personalized customer experiences at scale. By unifying customer conversations across multiple channels in a single-screen view, agents get unprecedented visibility and insights about their customers, enabling them to deliver the exceptional service experiences that consumers demand.

With the integration, brands can now:

  • Respond to direct messages, @mentions, and Stories from the Kustomer Platform, eliminating the need for toggling between tabs or devices.
  • View messaging on Instagram in a single timeline view, along with other customer interactions and conversations across multiple channels and platforms.
  • Leverage intelligent routing, automation and artificial intelligence (AI) to seamlessly keep up with demand and cost-effectively scale.
  • Track KPIs and manage service level agreements (SLAs) for Instagram conversations.

“With more than a billion active users worldwide, a thriving influencer community, and the ability to instantly engage with consumers, Instagram has become one of the fastest growing channels for social commerce and customer service. In this time of rapid e-commerce acceleration, providing fast, personalized engagements with followers, influencers, and customers has taken on a new urgency. It presents a real opportunity for companies to significantly boost revenue and cement stronger relationships,” said Brad Birnbaum, founder and CEO of Kustomer. “We are honored to be one of the premier CRM partners to deliver seamless messaging integration on Instagram, enabling direct-to-consumer businesses and digital disruptors to connect with buyers, assist customers and deliver an extraordinary customer experience.”

“In the past, our agents had to respond to customer DMs, stories or tags directly within the Instagram app, which wasn’t scalable and didn’t allow us to track KPIs,” said Wellington José of Amaro, a leading Brazilian direct-to-consumer fashion brand. “Now that the Kustomer customer experience CRM platform is integrated with Instagram Messenger, we can efficiently manage that channel in the same seamless way Kustomer allows us to manage our other channels.”

“We are delighted that Kustomer is launching its Kustomer CRM platform on Messenger. Businesses and people are messaging with each other more than ever, and Instagram is an important channel to connect with customers and build relationships,” said Konstantinos Papamiltiadis, VP of Platform Partnerships at Messenger. “Messenger API support for Instagram means businesses and developers can now manage their customer communications on Instagram at scale.”

Contact us to learn more about this integration.


About Kustomer
Kustomer is the world’s top-rated customer experience CRM, helping leading brands create customers for life. With an advanced, AI-powered, omnichannel customer service platform, Kustomer delivers a unified single view of the customer, automates manual tasks, and scales easily to deliver the efficient and effortless experiences businesses, agents and consumers love. Today, Kustomer is the core platform of top customer-centric brands like Ring, Glovo, Glossier, Sweetgreen and hundreds of others. Headquartered in NYC, Kustomer was founded in 2015 by serial entrepreneurs Brad Birnbaum and Jeremy Suriel, has raised over $174M in venture funding, and is backed by leading VCs including: Coatue, Tiger Global Management, Battery Ventures, Redpoint Ventures, Cisco Investments, Canaan Partners, Boldstart Ventures and Social Leverage.

Media Contact:
Cari Sommer
Raise Communications
cari@raisecg.com
 

Kustomer is Proud to Join the Shopify Plus Certified App Program



Here at Kustomer we are constantly looking for new ways to make our customers’ jobs easier, building solutions and partnerships that optimize and personalize the customer experience. That’s why this partnership with Shopify Plus is so exciting for us.

The Shopify Plus Certified App Program supports the largest Shopify merchants by helping them find the apps and solutions they need to build and scale their business. The program is exclusive to Shopify Plus apps that have shown a level of exceptional product quality, performance, privacy, and support, that can be relied upon for the advanced requirements of Shopify Plus Merchants.

Kustomer is excited to announce that we have been selected as the only enterprise customer service CRM platform in the Shopify Plus Certified App Program. Our seamless integration with the Shopify App creates contextualized, actionable customer profiles so that merchants and agents can build and drive more personalized and data-driven customer journeys, while resolving conversations quickly and building long-term customer loyalty.

Scaling With Your Business

The world’s leading brands need a customer service CRM that can scale as they do. By automating 40 percent of customer interactions and optimizing omnichannel experiences for customers and agents alike, Kustomer is able to help e-commerce brands quickly and efficiently resolve conversations across all digital channels in a single platform.

According to Loren Padelford, GM of Shopify Plus, “The Shopify Plus Certified App program is designed to meet the advanced requirements of the world’s fastest growing brands. We’re happy to welcome Kustomer to the program, bringing their insight and experience in Customer Support to the Plus merchant community.”

We are so excited to be recognized as a best-in-class customer service platform by Shopify Plus and join this incredible partnership network to extend our leading customer service and support capabilities to help brands and customer service agents succeed and further fuel business growth.

Integration Benefits

As part of our enhanced integration with Shopify Plus, Shopify Plus merchants will be able to integrate with Kustomer’s best-in-class platform with one click, making Shopify data viewable within the context of their customers’ historical activity, and actionable so that they can process returns and exchanges. Merchants can also instantly navigate to Shopify invoices as needed, or initiate conversations based on that data.

The Kustomer and Shopify integration offers a chronological and detailed timeline that views, tracks and manages past and present interactions and Shopify orders all in one actionable agent workspace. In addition, the integration allows use of Shopify data to identify and segment customers for proactive engagement based on purchase history and lifetime value, which in turn, helps retain more customers and build loyalty. Kustomer’s powerful automation features also help optimize teams and empower agents to use Shopify data to maintain and resolve conversations.

Through this partnership, Shopify merchants and agents will also be able to access a Shopify insights card, a one-stop shop for each customer’s entire Shopify purchase history, available directly in their profile. This dynamic card includes a chronological view of all purchases, with the ability to internally navigate to itemized lists, payment methods, as well as an ability to search the entire card by product item and SKU number, so that every detail around every purchase is discoverable within Kustomer.

What Our Customers Have to Say

Kustomer already serves as the customer service platform of Shopify Plus brands like ThirdLove, Ring and HiSmile. “Using Kustomer allows us to give our customers the freedom and flexibility to reach out anytime, anywhere and via any channel they want,” said Fabio Alferi, Head of Customer Experience at HiSmile. “This extraordinary customer service tool has played a significant role in enabling our team to deliver the type of highly efficient and personalized service that today’s customers expect and demand.”

Want to get started? Learn more about the power of our Shopify integration here.

 

Kustomer Selected as Enterprise Customer Service CRM Available in Shopify Plus Certified App Program

Kustomer Selected as Enterprise Customer Service CRM Available in Shopify Plus Certified App Program PR TW

Kustomer’s integration with Shopify Plus will help brands and customer service agents optimize and personalize customer experiences.

New York, NY – July 8, 2020 – Kustomer, the omnichannel SaaS platform reimagining enterprise customer service to deliver standout experiences, today announced that it has been selected as the only enterprise customer service CRM platform in the Shopify Plus Certified App Program. Kustomer’s seamless integration with the Shopify App creates contextualized, actionable customer profiles so that merchants and agents can build and drive more personalized and data-driven customer journeys, while resolving conversations quickly and building long-term customer loyalty.

By automating 40 percent of customer interactions and optimizing omnichannel experiences for customers and agents alike, Kustomer is able to help e-commerce brands quickly and efficiently resolve conversations across all digital channels in a single platform. As part of its enhanced integration with Shopify Plus, Shopify Plus merchants will be able to integrate with Kustomer’s best-in-class platform with one click, making Shopify data viewable within the context of their customers’ historical activity, and actionable so that they can process returns and exchanges. Merchants can also instantly navigate to Shopify invoices as needed, or initiate conversations based on that data.

“We are excited to be recognized as a best-in-class customer service platform by Shopify Plus and join this incredible partnership network to extend our leading customer service and support capabilities to help brands and customer service agents succeed and further fuel business growth,” said Brad Birnbaum, Co-Founder and CEO of Kustomer. “By seamlessly integrating into the Shopify App, our platform will help Shopify Plus merchants deliver efficient and effective service by automating 40% of interactions via self-service, reducing handle times with intelligent routing, and driving omnichannel experiences between customers and agents.”

Integration Benefits

The Kustomer and Shopify integration offers a chronological and detailed timeline that views, tracks and manages past and present interactions and Shopify orders all in one actionable agent workspace. In addition, the integration allows use of Shopify data to identify and segment customers for proactive engagement based on purchase history and lifetime value, which in turn, helps retain more customers and build loyalty. Kustomer’s powerful automation features also help optimize teams and empower agents to use Shopify data to maintain and resolve conversations.

Through this partnership, Shopify merchants and agents will also be able to access a Shopify insights card, a one-stop shop for each customer’s entire Shopify purchase history, available directly in their profile. This dynamic card includes a chronological view of all purchases, with the ability to internally navigate to itemized lists, payment methods, as well as an ability to search the entire card by product item and SKU number, so that every detail around every purchase is discoverable within Kustomer.

“The Shopify Plus Certified App program is designed to meet the advanced requirements of the world’s fastest growing brands,” said Loren Padelford, GM Shopify Plus. “We’re happy to welcome Kustomer to the program, bringing their insight and experience in Customer Support to the Plus merchant community.”

Kustomer already serves as the customer service platform of several Shopify Plus brands, including HiSmile and ThirdLove. “Using Kustomer allows us to give our customers the freedom and flexibility to reach out anytime, anywhere and via any channel they want,” said Fabio Alferi, Head of Customer Experience at HiSmile. “This extraordinary customer service tool has played a significant role in enabling our team to deliver the type of highly efficient and personalized service that today’s customers expect and demand.”

About Kustomer
Kustomer is the omnichannel SaaS CRM platform reimagining enterprise customer service to deliver standout experiences. Built with intelligent automation, Kustomer scales to meet the needs of any contact center and business by unifying data from multiple sources and enabling companies to deliver effortless, consistent and personalized service and support through a single timeline view. Today, Kustomer is the core platform of some of the leading customer service brands like Ring, Glovo, Glossier and Sweetgreen. Headquartered in NYC, Kustomer was founded in 2015 by serial entrepreneurs Brad Birnbaum and Jeremy Suriel, has raised over $174M in venture funding, and is backed by leading VCs including: Coatue, Tiger Global Management, Battery Ventures, Redpoint Ventures, Cisco Investments, Canaan Partners, Boldstart Ventures and Social Leverage.

Media Contact:
Cari Sommer
Raise Communications
cari@raisecg.com
 

Get the Most Out of Your Kustomer Contact Data with PieSync

Cloud-based technology has revolutionized the way small businesses work. Nowadays, entrepreneurs can access top platforms without spending a fortune or hiring a team of developers. Next to the dozens of benefits cloud applications offer, there comes a challenge: Not all apps “talk” to each other.

Most business tools collect valuable customer and prospect information in different stages of a customer’s journey. But when the apps you use across the sales process are not communicating, you’re left with the inevitable data silos.

To prevent this problem, Kustomer offers several integrations with leading applications, including PieSync (who by the way is connected with 180+ other business tools).

What’s PieSync?

PieSync is a contact synchronization solution for business tools that works 2-way and in real time. Wait… What? Let’s break it down: PieSync consolidates contacts from multiple cloud-based applications in sync. The “2-Way” means that whenever you add or modify a contact in one app, that update is synced back to the other app, and vice versa. The value of bidirectional syncing is that your data will be accurate across all your apps.

Translation: no more out-of-date contact data and no more import/export!

PieSync in Action

With PieSync, you can enrich Kustomer to create a 360º view with data from your CRM, Marketing Automation, Payment processing platform, etc. PieSync allows you to automatically translate all types of data attributes into Kustomer, providing you with the most up-to-date information. This data can be used in different ways to automate, personalize and prioritize your Kustomer conversations and keep your ticket management organized.

By enabling seamless access to rich data, PieSync allows you to exponentially increase your customers and lead engagement rates. Thanks to its Intelligent Rules, you are able to set up more intuitive and complex conditions to automatically create and update your best-of-breed cloud applications. PieSync also supports field mapping to help you associate information fields, including custom fields.

 

Kustomer in Action

Many businesses around the world are working with more than one business application. Wouldn’t it be nice to create your own ecosystem of best-in-class applications?

By leveraging valuable data from many different data sources, you can create a highly personalized experience for your current and new customers. Not only will you be able to create a more dynamic user experience, but you will also be able to define more efficient Business Rules, conditional branching and multi-step workflows that will allow your team to be more productive.

Some examples:

  • Assigning conversations to specific users or teams based on CRM ownership
  • Prioritizing customers accordingly based on billing information
  • Assigning conversations to the right agent based on language
  • Sending automated responses based on the Contact Type of the CRM
  • Updating customer attributes based on conversation attributes and syncing them to your other applications

Top syncs for Kustomer users

Accounting Apps:

  • Kustomer and Quickbooks
  • Kustomer and Xero
  • Kustomer and Chargebee

 

CRMs:

  • Kustomer and Salesforce
  • Kustomer and HubSpot
  • Kustomer and Copper
  • Kustomer and Pipedrive

 

VoIP apps:

  • Kustomer and RingCentral

 

Check all the apps you can sync with!

Configure a connection between Kustomer and another app

 

Need help configuring your sync? Visit PieSync’s Support Center!

About the Author:

Claudia Martinez is a Digital Content Marketer at PieSync. This tech-savvy communicator and marketing expert, creates awesome content and shares on social media what’s going on in PieSync.

Kustomer Adds Native Gmail Integration

Kustomer is the next-generation customer management platform that’s helping people-first companies deliver effortless, consistent, and personalized support through a single customer timeline. By integrating conversations from all communication channels, as well as data from internal and 3rd-party solutions, the timeline presents a complete, fully actionable view of the customer’s experience — not just the issues surrounding their latest ticket.

We’re excited to announce our new native integration with Gmail that makes it easier for companies that have Gmail to manage their email channel on Kustomer. Email was already available for customer communications in the platform, but this new direct integration will help reduce future set up effort, increase administrative control, and ensure compliance with regulatory and certification requirements.

Code free set up

Start sending and receiving emails without developer help. Don’t worry about contacting your Devops team to configure SPF or DKIM records. Rapidly connect and easily authorize Kustomer to access Gmail accounts in two clicks.

Centralize Gmail management

IT administrators control connected Gmail accounts and administrative settings through the GSuite dashboard, ensuring a consistent, enterprise-wide approach to email configuration and support issues, such as bounces and spam filtering.

Maintain Google security and compliance assurances

Our integration with Google ensures that all emails are stored and email traffic stays on Google servers. As a result, Google maintains responsibility for email security, allowing businesses to benefit from their depth of experience and knowledge, industry certifications, and regulatory compliance best practices, such as HIPAA.

Learn more about Kustomer’s native Gmail integration here.

Doug Jarvis is the Director of Product Marketing at Kustomer.

 

Kustomer + Segment: Any Data, Any Time

Kustomer is the next-generation customer management platform that transforms the way companies engage with their customers from “cold and transactional” to “friendship-driven” while also gaining significant agent efficiencies and reduction in operational costs. With Kustomer, accessing, orchestrating, managing and acting on customer interactions and data is made easy. Deliver effortless, consistent and personalized service and support through a single timeline view.

Today, we are excited to announce our integration with Segment, further enabling people-first companies to easily access, retrieve and act on any type of customer data, from any 3rd party source.

What’s the excitement all about?

Through this integration, Segment users can dynamically add tracking events from their Segment platform into Kustomer’s customer Timelines in real-time.

Yes, it’s a big deal! Once you have installed the Segment app in Kustomer, you will be able to (for example):

Data retrieval & presentation on customer Timelines

Record every interaction made on your website such as product views, selections or pages accessed and present it right inside the Kustomer Timeline. Use out-of-the-box objects like ‘customers’ and ‘companies’, and customizable attributes like orders, feedback scores, returns, shipping tracking, web event tracking on your shopping cart, or if a customer is a Gold or Platinum frequent flyer.

Interactions in context

Use the Cards Platform to put customer data collected by Segment into action. Create better content-driven customer experiences, improve interactions between customers and agents and reduce friction between third-party tools. Provide useful context with Cards that display past orders or shipping details. Populate a card with shopping card information or event data from your own application. Take it a step further by adding actions to cards so Agents can issue refunds or print shipping labels.

Be proactive with actionable data

With the Kustomer Platform you can segment your Customers, Conversations, and Custom Objects easily. Take contextual data from a customer and view everyone whose order hasn’t shipped yet. Be proactive and segment customers who have purchased in the last 6 months and send them a personalized email message.

Kustomer + Segment

Segment can perform all data collection tasks for your Kustomer platform. It can capture all the data that Kustomer needs and sends it directly to Kustomer in the right format, all in real-time so you can run automation workflows and business rules on the unique data objects only Kustomer is able to use.

Learn more about how to set up Segment in Kustomer here.

Why Companies Are Switching from Ticketing Systems to Kustomer

Ticketing systems have been around for decades. Ticket numbers, formal emails (“don’t reply below this line”), isolated data (“what is your order number?”), have been a part of our lives as customers and customer support professionals. It’s hard to believe a better world is possible. Kustomer, built by industry veterans, was created with a different vision in mind—a customer-centric platform that ties together all the conversations and business information about a customer into a single timeline, together with powerful workflows that enable customer-first companies to execute their customer experience vision. In the past year, a number of customers have successfully migrated from ticket-based solutions to Kustomer. Here are a few items that CX agents and executives who made the switch have highlighted about making the move:

1) From Isolated Tickets to a Single Timeline View of the Customer

How many platforms does your team use to communicate with customers? Is your team in constant need to merge tickets? Because tickets from different channels are often disconnected, it’s easy to run into a customer who is chatting with another agent while you’re in the middle of replying to their email. Or worse, you might reply without knowing that they’re already being helped.

In Kustomer, you can see all the communications with your customer in one place. That means that real omnichannel communication is possible. You can go from emailing with a customer to chatting with them, to calling them on the phone, and see all those records in one conversation. That’s because the customer is the atomic unit of our platform—everything revolves around them.

2) From Disconnected Solutions to Actionable Integrations

How many tabs does your team need to keep open at the same time? When your customer support platform is disconnected from the rest of your platforms, agents need to keep copying and pasting customers’ email addresses into your admin systems to get even basic information about the history of their interactions with your company—past orders, delivery status, etc. Kustomer pulls data from all your platforms and tools and arranges it in a way that makes sense for your business.

With Kustomer’s single timeline view, the customer is the focal point, not individual conversations. Not only does Kustomer merge every interaction into the same conversation automatically, it also integrates with your other systems—like Shopify or JIRA, just to name a few. That means you can see when orders are dispatched and delivered, or previous items that customers have added to their carts or subscribed to on your site. All of this is displayed in that same timeline, so you have a deeper context whenever they reach out. Everything is completely customizable, so it’s easy to create a view that empowers your team to tackle your specific business challenges.

With this level of integration, tasks like returns or reimbursements can be completely automated (as we’ll discuss in the next section). No matter if your business is pizza, shoes, or software, Kustomer can be customized to show your agents everything they need to know in a single window. Orders, shipping info, product or version number, buyer and seller information, and social interactions can all appear beside each customer in bespoke “K Objects”. This makes it easy for agents to get the whole picture and take the next best action, or communicate with the right parties while staying on one platform.

3) From Repetitive Tasks to Intuitive Automation

Kustomer makes it easy to automate commonly-used workflows so that your agents can focus on connecting with customers rather than rote tasks. Don’t be limited by basic workflow functionality that won’t simplify your agents’ day-to-day work. Now you can define intelligent, branched workflows and reports encompassing all customer-related systems in your business.

Because Kustomer integrates with your other platforms, it’s way more powerful than just showing your customer history—it allows you to act on it. These branched, multi-step workflows make it easy to efficiently scale your team and automate simple tasks. Sending instant follow-up emails or processing a return is now only a click away and no longer has to take your agents’ attention away from the customer.

4) From Reactive Support to a Proactive Experience

Proactive service solves for what your customers need. That means it may be something they haven’t even asked for, like a faster delivery to avoid an incoming storm that might cause delays. It’s one of the best ways to build stronger relationships and deliver meaningful experiences. Ticketing systems are inherently reactive, as agents only respond when customers have a problem or a question. Because Kustomer keeps all of your customer information in one place, you can create granular searches for customers around specific behaviors or qualities, all on the same platform. That means your service isn’t just efficient—it’s smart.

If you want to build customer loyalty, you can search for customers that may have bought a product that could give them an issue, then send them all a message proactively. Let’s say your new mascara is mislabeled as “Vegan”—you can look up all the customers who have preordered it, then send them an email letting them know the mistake and offering a free refund or exchange if they don’t want it—all before their orders have arrived. Or if there’s going to be a storm that affects customers in a certain geographic area, you can notify all the customers with orders going to that region with a list of options before their shipment is delayed. With all your customers’ information in one place, it’s easier to surprise and delight them than ever.

When you combine this robust search capability with automated workflows, intelligent and proactive outreach can become a reality.

By putting all the information about your customers in a single view and making it easier than ever to act on it, Kustomer is winning over companies across industries. To try our powerful platform for yourself, schedule your demo today.

Our New Twitter Integration Makes Social Service Easy

At Kustomer, we want you to be able to communicate with your customers over every channel. Providing an omnichannel experience for both customers and agents is the best way to build a strong relationship and increase your customers’ lifetime value. As part of this vision, we are happy to announce that we have integrated Twitter into our platform! Now, using Kustomer, teams can connect Twitter with all their existing channels to provide omnichannel support.

The Twitter integration will add two dedicated channels: Direct Messages (DMs) and @mentions (including likes). Teams can pick whether DMs, @mentions, or likes are brought into Kustomer for each connected Twitter handle. For example, a service-specific handle would want to receive notifications for likes, @mentions, and DMs, while a brand account might only need to take DMs into account.

From a service perspective, it’s crucial that both public mentions and DMs are part of an omnichannel conversation, with agents able to see the entire context of the conversation. With Kustomer, they can even follow up via email or any other channel, continuing the conversation that began with an inbound tweet.

In Kustomer, all incoming DMs and @mentions are in real-time, with no refresh needed—crucial for a platform where customers expect quick responses. Kustomer also displays the user’s location, handle, avatar, followers, verification status, and more, all in a single context card.

Understanding metrics around Twitter as a support channel is important as well. Team leaders can gain insight into their team’s and individual agents’ performance with Twitter Channel reports, making it easy to find areas that need improvement and informing best practices for other channels.

We gave some customers early access to this new integration, and we’re pleased to report that they’ve seen a lot of success—alongside an improvement in their overall customer experience. “We are enjoying having Twitter DMs in Kustomer,” says Jordan Donati, Glossier’s CX Operations Manager, “It is great to now be able to track what people are writing to us about and help our social team by taking DMs off their hands.

Twitter isn’t optional as a support channel for most businesses anymore: “We didn’t really decide to include Twitter as a support channel so much as our customers decided that it’s a place they want to be able to receive support!” Says Rich Lorenzo, Slice’s Customer Experience Manager, “Before the Kustomer integration I was pretty much single-handedly taking care of the customer issues that came through Twitter, which is obviously not a sustainable arrangement.” With Kustomer, Twitter has become a much more manageable service channel, “Now we can immediately route those support requests directly to the support team, which ensures our customers get the fastest possible response.”

Luckily, investing in social media as a service channel can yield real results for your business. Adding social media customer support for complaints can help increase customer advocacy by as much as 25%. And, Gartner predicts that by 2020, 90% of companies will be using social media for customer service. The sooner you start mastering your approach, the better your experience will be. So what are you waiting for? Start using Twitter with Kustomer, and give your customers the social service they deserve.

For more information, check out our Knowledge Base article.

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