Customize What Data You Track for a Personalized Touch
Know the whole story with context from every interaction
Whether it's emails, calls, or online chats—every interaction carries information that is essential for the next conversation. All the data necessary to make your sale is stored under each contact's record, letting you pick up the conversation where you left off, no matter how long it's been. You can also use Advanced Filters to pick out contacts using your conversations, such as contacts who have recently emailed you, or chats that you missed.
Example for a retail company you may want to track:
Clothing sizes
Style preferences
Email interactions with each consumer
Social Media likes from a particular consumer
Follows
Social Media comments
Lack of interaction
Holidays, anniversaries and birthdays
Text messages
Support calls and problems
Purchases