PortalCX mirrors your internal process to a customer-friendly app—keeping your customers up-to-date on project progress—while automatically prompting customer reviews and referrals.
Through PortalCX, customers can track progress, get status updates, and learn about promotions. Companies can communicate and promote to their customers within Portal to reduce cancelations, support costs, and drive retention and referrals.
What does this integration do?
- The Integration between SalesRabbit and PortalCX allows quick visibility into a customer's project pipeline.
- This integration works very well for any organization that needs to see where their customers are in their project pipeline. It allows for an excellent experience with the ability to tailor this integration to your org structure. If you want your sales reps to see their list of clients, or a single customer, or If you need multiple templates, no problem with this integration.
- The PortalCX platform has the capability to communicate directly with the customer via SMS or Email options. We streamline the process to you aren't gathering the same information multiple times.
What data is transferred into PortalCX?
Contact Details:- First Name
- Last Name
- Business Name
- Primary Phone Number
- Street Address
- Apt/Suite
- City
- State
- Postal Code
- Template ID
- SMS notification Preference
- Email notification Preference