Connection between CRM system and online customer service system, crmeb customer service system

These are two independent systems. CRM is mainly for customer management, and online customer service is mainly for customer consultation. They seem unrelated, but both serve customers. What chemical reaction will happen if the two systems are connected?

1. Synchronize customer information and conversation records

The customer communicates with the customer service through the website, public account or other channels. After leaving the basic information, the customer service only needs to fill in the customer information in the dialogue interface to synchronize to the CRM system. At the same time, the dialogue record is also brought in, so that the salesperson can directly view the customer information and dialogue record of a clue, reducing tedious communication and improving work efficiency.

2. Save previous conversations

When a customer visits the customer service system again, as long as it is the same computer, it will automatically recognize that the customer has consulted, and can view the previous chat content, which will be synchronized to CRM, so that the sales can grasp the customer's consultation in real time and better serve the customer.

3. Customer data interworking

Not only the customer service communication content serves the sales, but also the information mastered by the sales can bring convenience to the customer service work. The two realize the effective exchange of information. The key information obtained by the sales in the further communication process enables the customer service to quickly understand customer needs, respond in a timely manner, and improve service quality and work efficiency.