![email marketing high converting emails](//images.ctfassets.net/f2ysq090txql/515UKE0xlxuvgsBi8QkfGi/cef683dd2e110ad6844095108a0d24c9/john-schnobrich-yFbyvpEGHFQ-unsplash.jpg)

Whether you’re a small entrepreneur or work for a large enterprise, email marketing is probably one of the most important communication tools that you’re leveraging at the moment. 

Email marketing involves the [art of relationship building](https://blog.hubspot.com/sales/relationship-building-email-template) and the art of sales. If social media is a valuable vehicle to collect prospects, email communication is the channel that allows you to connect and bond with your prospects, leads and customers. 

Regardless of your business type, your final goal is to improve your sales performance and grow your brand’s reputation at the same time. 

For that reason, you should take a very careful approach in the relationship building process. Take a look at these 9 rules for creating high-converting emails to boost your email marketing game and improve your conversions.

---
## 1. Know your audience

Knowing your audience is the first and foremost step to take when building email lists. If you don’t know who you’re addressing, you’ll end up creating generic and unremarkable emails. Your messages will get lost among the noise, and you will lose a valuable opportunity to talk to your audience directly and grab their attention.

In order to [create more effective emails](https://www.piesync.com/solutions/email-marketing/), thoroughly research your target audience and find out more about their mindset, interests, needs, preferences, problems, perspectives, principles and so on. Think of “what makes a person” and find out as much as you can about your specific future buyers. That way, your messages will be more targeted and personalized to your ideal audience.

---
## 2. Include one clear and concise CTA per email

There’s no point in sending a person in two different directions in the same email, so one of the simplest rules to follow is to stick to one CTA per email. That doesn’t mean just one link – it means only one strong call to action backed by a hyperlink, e.g. “Check it out here…” or “Read it here…” or “Claim discount”.

---
## 3. Segment your list

Segmentation makes room for personalized messages, which in turn involve a higher degree of relevance and value for the end user. So, after building profiles for your target audience, you’ll need to create personalized groups according to what you consider to be relevant categories. You can segment your audience according to age, geographical location, pain points, interests, etc.

---
## 4. Create truly attractive subject lines

Email subject lines act as baits: if the bait is not appealing enough, the fish will never come. Therefore, you should always do your best to create truly attractive email headlines.

Use impactful words, invoke emotions and be clear. Be creative and think outside of the box. Improved opening rates are just one subject line away. 

---
## 5. Offer free value

One of the most effective ways to attract your audience and build relationships is to offer free value via your emails. Free value can be provided in many forms, but it is mostly given through amazing information without asking for something in return. Your emails should provide educational, inspirational, motivational and informative content free of charge. 

---
## 6. Leverage the basics of psychology

Psychology is very important in email marketing, and using some of its tricks in your email marketing can improve your conversion rates, such as:

- Color psychology
- Subconscious understanding
- FOMO (fear of missing out) 
- Pictures and videos that spark intense emotions

---

## 7. Be relevant and concise

Keep it short, and be relevant and concise. Communicating concepts and solutions in a simple, catchy way means that your message will get through to your readers faster and more easily.

---

## 8. Offer exclusive offers and discounts 

Discounts, exclusive offers and exclusive content are great treats to give your customers through email marketing. If your customers already signaled their interest in your company by subscribing to your newsletter, giving them offers and discounts is the next step to further engage them and encourage sales.

---
## 9. Test, optimize and scale

Test, test, test. An email marketing campaign is complex and involves several factors, which means that A/B testing is essential to figure out what works best with your customers and what results in the most conversions. If you notice any blockages in your campaign, testing will help you determine what could be the issue and allow you to fix it. If you notice positive results, focus on scaling the campaign.

Whether you’re a small entrepreneur or part of a large enterprise, email marketing is probably one of the most important communication tools in your arsenal. Take a look at these 9 rules for creating high-converting emails to boost your email marketing game and improve your conversions.

Email Marketing

9 rules for creating high-converting emails

ConvergeHub

![convergehub](//images.ctfassets.net/f2ysq090txql/2o4BEBUP74jZGfEkn7HvAJ/f08d13857c5ca76a900938bf9ab417b8/convergehub.png)

## About ConvergeHub

[ConvergeHub](https://www.convergehub.com) is a CRM for small and medium-sized businesses and startups that help manage your Sales, Marketing, Customer Service and Billing into one simple to use platform.

If you using ConvergeHub next to other business tools, it can be a challenge to keep your customer data in sync....

## That’s where PieSync steps in! 

__PieSync takes integration solutions to the next level with 2-way synchronization.__

A 2-way or bidirectional sync implies that __whenever you add or modify your customers' information in one tool, you’ll have it automatically up-to-date the in the other one, and vice versa.__  

That helps you avoid isolated data and duplicates. Plus, PieSync keeps in mind historical data to make sure you don’t miss a thing.

Here are the business tools you can currently synchronize with ConvergeHub: 

<Widget type="piesync-widget" left="convergehub" size="compact" />

The app you are searching for is not here? Don’t worry! We are launching a new one every Wednesday! [Vote for your favorite cloud-based app!](https://www.piesync.com/connections/)

## Some use cases 

#### Sync your CRM and your phone

With PieSync, you have your phone in sync with your CRM. Any changes you make to your phone’s contact database (Google Contacts, iCloud, Contacts+ and [others are avaible](https://www.piesync.com/connections/phone-email/)) will be reflected in your CRM and vice versa. You’ll have proper caller ID so you can always recognize who is calling you, even if it’s a new lead that just landed on your website.

#### Sync your CRM and your marketing tools

PieSync works like a bridge to have your marketing and sales teams aligned. You can finally merge your Marketing Qualified Leads (MQLs) safely into existing CRM contacts without overwriting data.

[Check out the Marketing tools available!](https://www.piesync.com/connections/marketing-newsletters/)

<Button text="Start your sync!" href="https://www.piesync.com/convergehub/" />

#### Integrate your entire software stack

PieSync’s supported apps include tools for accounting, emailing, billing, ecommerce, VoIP and much more. You can automatically sync the contacts, leads or company data from any of their databases to your CRM and vice versa.

## Top Features 

#### A rule-based sync 

To offer you a more customized experience, you can choose to sync your entire database or just a subset. By using [“if-this-then-that”](https://www.piesync.com/blog/introducing-intelligent-syncing) rules or conditions, you can decide to sync only certain contacts according to groups, lists, tags, labels or any other attribute.

![google contacts convergehub](//images.ctfassets.net/f2ysq090txql/3loyl7CAyBEZ02aEAmdsBh/6345e2fd1ba566e1479cbdc59cf1f813/google_contacts_convergehub.png)

#### Default mapping + Custom mapping 

PieSync will automatically map most of your contacts’ information fields: name, email, address, phone number, etc. If you’ve created custom fields, you can also manually map as many fields as you wish:

![convergehub integration](//images.ctfassets.net/f2ysq090txql/1froYMjTIWYeSHA6x7VBUl/04a25d120c292652313d447da4d7db6c/convergehub_integration.png)

![sync google convergehub](//images.ctfassets.net/f2ysq090txql/1MBAixRe78eTYvvYL8dNWs/299e3d40698c440478cc3592b27082be/sync_google_convergehub.png)

__Need help to configure your connection? You can always visit our [Support Center](https://help.piesync.com/connector-apps/convergehub) to get extra information.__ 

So what are you waiting for? 

<Button text="Start your sync!" href="https://www.piesync.com/convergehub/" />

Have in sync the customer data your store in ConvergeHub and the rest of your business tools! Create a 2-way sync between ConvergeHub and 206 other apps in a few minutes. Discover how easy it is!

Sync the customer data ConvergeHub Apps with 206 other tools! 

A simple way to have all your business tools in sync with ConvergeHub!

HubSpot

ActiveCampaign

![customer data analysis](//images.ctfassets.net/f2ysq090txql/6IifT5LMn8dkrq500LTEqd/df88009f649ce231112cce0b7a6cf81e/adeolu-eletu-unRkg2jH1j0-unsplash.jpg)

It's easy to let data take a back seat in your business. Your to-do list keeps piling up, customers need to be replied to and it's a struggle to keep up with the _actual work_.

But no matter how much you've got going on, data collection deserves to be a top goal for your business. With insightful analytics, your business is in the best position to see where you're thriving and identify roadblocks to success.

One area you should monitor closely is your **customer support data**. The way you solve your customers' problems shapes the overall impression your customers have of your company – and dictates whether they stick around and tell their friends, or whether they leave with a scathing review. Without good data, you can't be entirely sure how you're doing.

But what customer support data should you be collecting? And how can you put this data to good use? 

Let's dive into the customer data best practices worth following.

* [Collect the right customer support data](#right-data)
* [Help desk data](#help-desk)
* [CRM data](#crm)
* [Customer satisfaction metrics](#satisfaction)
* [What to do with your customer support data](#what-to-do)
* [Create automation workflows](#workflows)
* [Show your customer support data on reporting dashboards](#reporting)
* [Sync your customer support data with your other tools](#sync)

## Collect the right customer support data{#right-data}

### 1. Help desk data{#help-desk}

Choosing a good help desk tool is essential if you want to stay on top of customer interactions across all channels, including email, phone, live chat and social.

No matter the help desk tool you choose, you should be paying attention to certain customer data in the analytics dashboard:

* Number of tickets
* Ticket resolution time
* Ticket resolution per support agent
* Open tickets per agent
* Tickets backlog

With this data, you can understand how effectively your customer support agents are managing tickets.

**Trends to look for in your help desk data:**

* An uneven distribution in the number of tickets assigned or resolved per agent
* Agents who take less or more time to resolve tickets than average
* Agents with more or less open tickets than average
* A ticket backlog across the team or for specific agents
* Issues with tickets, such as slow resolution time, from certain channels

<RelatedPost slug="zendesk-vs-freshdesk-which-is-the-best-customer-support-software" />

----

### 2. CRM data{#crm}

Your customer relationship management tool (CRM) also provides key data into how your customer support team is performing and how happy your customers are.

Remember to look at your customer support data in the wider context of your company reporting – this includes metrics like churn (leaving customers) and customer value. After all, your customers are the reason your business exists and makes money, so it's paramount that they are happy!

**Pay attention to this data in your CRM:**

* Date that the customer was last contacted
* Number of interactions per customer
* Time in pipeline stages (from onboarding to live), if applicable
* Lifetime customer value
* Customer retention rate
* Churn rate
* Upgrade rate


**Trends to look for in your CRM data:**

* How long customers spend in each stage of your onboarding pipeline
* How frequently your customers interact with account managers
* If customers are upgrading or churning and how these rates change over time
* How your average lifetime customer value changes over time

----

### 3. Customer satisfaction metrics{#satisfaction}

It's also valuable to measure at least one of the following customer satisfaction metrics using a tool like [Wootric](https://wootric.com): NPS, CSAT and CES. Here's what they measure and how:

* **NPS**, or Net Promoter Score, measures overall customer happiness by asking: “On a scale of 0 to 10, how likely are you to recommend us to a friend or colleague?”

* **CSAT**, or Customer Satisfaction Score, measures how satisfied your customers are with specific interactions, like a phone call or live chat conversation, on a rating scale.

* **CES**, or Customer Effort Score, is also about specific interactions. A CES survey asks the customer: “How much effort did you have to expend to handle your request?” and is scored on a numeric scale.

Many businesses get best results from sending NPS surveys to all customers and either CSAT or CES to those who reach out to support.

You can use automation to instantly ask for NPS at set intervals in your customer's journey, such as 10 days after purchase and every six months after that.

For CSAT and CES, it's super effective to trigger one or the other surveys after a customer interacts with your customer support.

Make sure to keep an eye on rising and falling NPS, CSAT and CES data trends – they provide a clear indication of how your customer support is performing.

----

## What to do with your customer support data{#what-to-do}

### Create automation workflows{#workflows}

Once you're collecting valuable customer support data, one of the most powerful ways to put it to use is with **automation**.

With CRMs like [HubSpot](https://www.hubspot.com/products/marketing/marketing-automation) and automation software like [ActiveCampaign](https://www.activecampaign.com/), it's easy to create action-based automation workflows. These could trigger actions such as:

* New tasks for team members
* Internal notifications
* Emails to customers

When you notice negative trends in your customer support data – such as if your churn rate has increased, or satisfaction among one agent's customers has dropped – you can **use automation to trigger notifications to the relevant people**. This could be the support agent, customer team lead or management.

Of course, the reverse also applies – if positive data is rising, use automation to make sure you notice it and celebrate it.

<RelatedPost slug="12-ways-to-improve-customer-experience-with-automation" />

----

### Visualize your support data on reporting dashboards{#reporting}

Collecting customer support data doesn't mean much if you don't have a way to visualize it. Most help desk tools and CRMs allow you to create dashboards that show the data that matters in a meaningful way, so make sure you're using them.

Check that your full team has access to your dashboards – especially your customer agents – so everyone knows how your business is performing. This also helps your team to be accountable and understand how their role contributes.

----

### Sync your customer support data with other tools{#sync}

One of the most common problems with customer support data is that it becomes **siloed**. Data silos happen when one team's data becomes isolated from other departments in an organization. For instance, your marketing team might be unsure if they're attracting the right leads, as they don't have easy access to customer insights.

[Two-way data syncing](https://piesync.com) between all of your apps resolves data silos by creating a 360° view of your customers. It's easier than you might think to set it up, too.

Here are five ideas for customer data syncs:

* Update the contact record in your CRM when a ticket is created in your help desk
* Enrich your customer support software with data insights from your CRM
* Update customer contact details such as phone number or email when they change in one app
* Change account manager in one tool based on actions in another tool
* Pass customer data to a specific tool or mailing list if they meet certain criteria, like NPS score or location

By using PieSync, your data is instantly synced across your business tools in the right way for you. Everyone in your organization can then see the latest customer information, no matter what tool they're looking at. Your reports instantly become more accurate, too.

To connect your customer data between your apps, [try PieSync for free](https://app.piesync.com/signup/).

Not sure where to start with collecting and monitoring customer support data? Relax. Here are the best practices to get your team ahead.

A guide to making the most of your customer support data

Business Process Automation

Customer Care

![Unito](//images.ctfassets.net/f2ysq090txql/7xq8DkDW08crmISNDcFNQQ/df36388ca94ee5977a2c93d8494c3e4e/Unito.gif)

__Marc Boscher is the founder and CEO of Unito, a middleware letting everyone collaborate from the tool of their choice. Prior to Unito, Marc built three businesses in the medical and digital signage spaces, leading product and technology. Marc’s startup adventures started 20 years ago, and there’s no end in sight.__

Unito connects collaboration tools such as Trello, Asana, Github, Wrike, among others. Just like PieSync, it works two-way, and thanks to its filtering engine, you can build custom multi-tool workflows between apps. 

We asked Marc about the main challenges small and medium-sized businesses (SMBs) face when it comes to implementing and integrating different cloud-based tools.

He shared with us his expertise in data synchronization and a leadership lesson for other companies building SaaS or iPaaS software. 


### - When it comes to synchronization, what would you say are the biggest challenges SMBs and/or your customers have to face, and what are the best resources available to face them?
 
Imagine you’re a customer and you’re seeking out a workflow solution. You go to Trustpilot, G2Crowd, or some other site and start combing through reviews only to realize that there are over a dozen work management tools, and a handful of integration solutions. Most don’t seem to fit your needs perfectly. What are you going to do? Try them all?
 
We need to address this challenge by helping our customers and their colleagues realize that they need synchronization in the first place, and that it exists as a solution. They’ll often test one or two integrations that don’t meet their needs for cross-team collaboration, and then give up the search. We need to seek them out and expose them to the benefits of two-way sync — that’s our challenge, not theirs. Blogs like the [PieSync blog](https://www.piesync.com/blog/) and the [Unito blog](https://unito.io/blog/) work hard to explain two-way sync, and other resources (eBooks, webinars, demos) can also be used for this type of education. 
 
Customers also face the challenge of trying to understand the language of two (or more) tools. Most customers are at home in one application but never master the second one. Just understanding the terminology of the other tool is a big ask, and yet often necessary to set up the integrations correctly. That’s why we built this [work management tool lexicon](https://unito.io/blog/work-management-tool-lexicon-terminology/), to show what key terms are called across applications. 
 
If understanding the terms used in another tool is a struggle, imagine trying to understand another team’s workflow. Nevertheless, integrating multiple teams that want to collaborate is where you find the gold, the biggest ROI.

Traditionally, processes that span more than one team (and hence tool) are super clunky and manual, in good part because you can’t change it easily (need to discuss and train, or it impacts too many people). And yet this is a healthy conversation that is essential to making the most of tool synchronization. For resources, people can again find a number of eBooks, webinars and blog posts that are specific to the industries and specialties of the teams they’re trying to collaborate with, rather than their own.  
 
With all that taken care of, you’d hope tool adoption would be the easy part. Unfortunately integration has typically been the realm of IT or dedicated integration teams (system ops, sales ops, etc). Many customers either don’t have those teams, or the teams are already backlogged for months. 

> Fortunately, more recent specialized integration solutions like PieSync and Unito make it easy for business users to setup integrations.

And for that, nothing beats a good old-fashioned human. Demos and training sessions are the way to go for setting up and rolling out your syncs.
 
### - With such a broad landscape of cloud-based business applications, which ones are the “must-have” features your customers should be searching for when adopting a new software?
 
Let’s start with an obvious one: when picking a business application, try (as in, really test) their mobile version. 

> Applications today need to meet users where they are, instead of forcing the user to come to you.

Having a mobile version of the app that’s accessible and genuinely useful is a must, and has been for a while. 
 
Just like having a mobile version of an app went from a nice-to-have to a must-have some years ago, vendors are catching up that integration is now a must-have.
 
**Vendors who think they don't need to integrate, who don't see the cloudscape as an ecosystem, will be left in the dirt.** Nobody can be the *one* tool for everyone. Providing opportunities for integration doesn’t shift focus away from your application; it actually makes it easier for people to continue using it, because it plays nice with every other piece of software they need.
 
Integration is also related to another key feature users should be looking for when shopping for software: scalability. If you choose a tool that is built very specifically for one size of company or project, you’ll be forced to find, learn and onboard a new tool as you grow. Look for software that scales with you. This of course means having different plans for small businesses versus enterprise, for example. But it also means finding a tool that makes it easy to switch between plans, add or remove seats and features, and has a library of integrations you can tap into as your needs shift.
 
One final must-have: a modern API. This is the first step to allowing integration, either through an off-the-shelf integration solution, or through internal development. Customers don't want their data locked in, and an API is the de-facto way to give customers access to their data.
 
### - Due to the nature of IPaaS, tools like PieSync and Unito need to create alliances and partnerships with other business applications. How is Unito nurturing the relationship with its partners and how does it share the value of its solution for them?
 
A strong relationship with our partners is essential to building a seamless customer experience. We don't want the user to have to mediate between different vendors — they want solutions, not individual tools. So we work hard to build relationships with partners at every level and team, so when a customer interacts with us or the partner, we sound like a unified solution. 
 
> I think the key to nurturing our relationships with other business applications is to putting the customer front and center. 

We need to show our partners how we address user needs that help them retain customers. We act as a neutral intermediary between tools that are often competitors, building links that might not otherwise exist. In doing so, we provide flexibility and functionality to users, helping our partners reduce churn and close deals where the customer requires integration. 
 
In the spirit of putting customers first, we constantly share user testimonials and feedback about how they’re making use of our tool in combination with our partners’ tools. We create in-depth content that promotes partner tools, while also explaining how Unito adds additional benefits. We run training sessions for partner sales teams and provide them with collateral so they understand Unito, and how it can help them close deals or retain existing customers. If there are opportunities to do so, we’ll create co-marketing content for their own channels, and curate their content on our own. And we’ve recently started creating partner newsletters, to keep them informed of every new feature, piece of content or customer story that proves once again what value we provide. 
 
On the flip side, we also strive to be receptive partners. When partners feed us leads, we prioritize them. When they come to us with questions or particular needs, we put in extra effort to address them quickly and efficiently. Anything we can do to provide additional value in the partnership, we will do.
 
> Part of being a receptive partner means opening communication channels with multiple teams: product/platform, marketing, sales, customer success/support. 

It’s not just about business dev people talking to each other, it’s about working closely at every level. We actually have Slack channels with many of our partners, talking with them at least weekly.
 
### - As experts in cloud-based integration solutions, how do you manage customer data internally?
 
I'd say there are 2 big categories of customer data: 

1. The work data in the tools we integrate, which typically belongs to the organization;
2. The personal/personally identifiable information (PII) data that typically belongs to the individual (e.g. as per GDPR).
 
At Unito we take the approach of NOT storing data we integrate, or as little as possible while remaining easy-to-use. We strive to be only a conduit, replicating changes to data across systems. To be clear, we don't replicate the customer's data in our own database at all. So if you remove the integration, the integrated tools continue working normally, albeit on their separate, disconnected ways.
 
As for PII, we keep it to a minimum, which is a user ID and email, since we need to recognize who is who in different tools to replicate their changes.
 
### - Nowadays, there are many one-way integrations available for most cloud-based applications. However, Unito offers a two-way solution. What’s the added value of this type of sync for business managers?
 
One-way integrations are great for automating simple tasks. They help you avoid copy-paste, send notifications and generally spend less time jumping between tools. But two-way sync isn’t about simple tasks — it’s about your entire workflow. Rather than automating a few actions, you’re building a bridge between tools that will allow information to flow freely (or based on the restrictions you set).

> One-way automation is like sending smoke signals, while two-way sync is like being in the room, having a conversation. There’s no delay and no barriers.
 
From changing due dates, to content review, to checking in on project developments, if you need to collaborate back and forth (i.e. make edits from both tools), you need two-way sync.
 
 
### - The SaaS and iPaaS market is expected to grow exponentially over the next few years. Can you share a leadership lesson with other companies in the sector?

Just like it's really hard (read: impossible) to build work software that does everything well for everyone, it's really hard to build an integration solution that solves every integration need for everyone.

Focus on solving concrete business problems and make it really easy to do so without technical skills. Modern integration solutions are specializing. Pick your niche!

We asked Marc about the main challenges small and medium-sized businesses (SMBs) face when it comes to implementing and integrating different cloud-based tools.

Contact Management

Marc Boscher shared with PieSync his unique insight on synchronisation solutions 

Between iPaaS: A chat with Marc Boscher, CEO of Unito 

![how automation benefits customers and lowers churn](//images.ctfassets.net/f2ysq090txql/6UIDUTWMgql53rvWGQrMzg/c55e6d26c651df4d0f0b8873f57cbe23/tyler-franta-iusJ25iYu1c-unsplash.jpg)

When you think of the benefits of automation, you might think of saved time, streamlined processes and fewer admin tasks to deal with.

But the perks of automation go much further. When done well, **automation benefits your customers** as well as your business's bottom line. It offers a way to deliver more value, resolve problems, reduce churn and boost customer satisfaction.

Ultimately, automation can be your secret weapon to improve customer retention, which is no small thing: a 5% increase in customer retention can [increase a company’s profitability by 75%](http://www2.bain.com/Images/Value_online_customer_loyalty_you_capture.pdf).

We've compiled 8 ways that automation can improve customer satisfaction and retention – and tips for how you can reap the benefits of each one.

## Benefits of automation for your customers

### More regular face-time

What makes for bad customer experience? Unhelpful responses are right up there, but slow or non-existent communication can be even worse. 86% of buyers even say they will [pay more for a better customer experience](https://www.walkerinfo.com/knowledge-center/featured-research-reports/Customers-2020-A-Progress-Report-OLD).

To ensure timely interactions, many CRMs let you track when you last reached out to a customer, how often you _should_ reach out, and alert you when a check-in is due. You can also automate personalized emails with a link to book a time in your calendar.

**Automation tip**: Check if your CRM includes a "last contacted" property that can alert you when a customer is due a call or meeting, or automate a message to your customer.

----

### Personalized messaging

No one likes generic messages – especially not paying customers who understandably want to be treated like a real person. If you send automated emails, make sure you're using personalization tokens to make each message as tailored as possible. 

Your recipients shouldn't be able to tell that it's an automated message, **especially** if it's sent from their account manager or another individual on your team.

**Automation tip**: Send automated emails with clever personalization to make sure they're well-received instead of marked as spam.

----

### High-def view of a customer's time with you

[81% of consumers](https://www.accenture.com/us-en/insight-customer-loyalty-gcpr) want brands to get to know them and understand when to approach them – and when to leave them alone.

[With a CRM in place](https://www.piesync.com/blog/the-best-marketing-automation-tools-for-small-businesses-and-how-to/), you can compile useful data such as a customer's business requirements, communication preferences, and support tickets to build a high-definition view of your customers over time.

For the best results, collect data that helps you serve your customers in the most personalized way possible. Also, make sure to sync your tools to keep all customer data centralized and accessible across your key apps.

**Automation tip**: [Create a two-way sync](https://piesync.com) between your apps so all teams are looking at the same information.

----

### Resolve problems with bots

[48% of consumers](https://opusresearch.net/wordpress/2018/12/03/data-shows-how-chatbots-help-businesses-perform-better-and-improve-customer-experience/) don’t care whether a chatbot or a real human helps them. One thing's for sure: the future of automation is going to see a lot more bots in our businesses. 

Bots can act as full-time agents – resolving problems, providing support, and helping customers to get the most value from your business – without anyone in your team needing to lift a finger beyond set-up and maintenance.

**Automation tip**: For your first bot, keep things simple. Tools like [Drift](http://drift.com) and [Intercom](http://intercom.com) make it easy to set up live chat on your website or app, so you can incorporate straightforward but powerful bots. With your bot, you can achieve goals like lead generation, meeting scheduling or answering FAQs.

<RelatedPost slug="12-ways-to-improve-customer-experience-with-automation" />

----

### Streamlined handovers between departments

When a contact's lifecycle stage changes – such as from sales opportunity to customer – you can automatically pass a bundle of data to the relevant department. This means the right person instantly has the information they need at their fingertips – and it eliminates the potential for forgotten or shoddy handovers.

A streamlined handover benefits your customers, too. It removes the headache of dealing with yet another representative, as onboarding and account managers will know their background and they won't have to answer the same questions again.

**Automation tip**: Automate customer data handover when a customer is assigned to a new owner. You can also pin this data on their contact record for easy-access.

----

### Quantify customer happiness – and act on it

Mention.com is just one company that has [successfully used Net Promoter Score (NPS) automation](https://www.slideshare.net/mentionapp/mention-nps-process-reduce-churn-increase-customer-hapiness) and personalization to learn more about its customers’ happiness.

After collecting NPS scores, the social media tool segmented customers based on their scores and put some in touch with sales, some with support and others with helpful content. As a result, [churn decreased by 50%](https://www.slideshare.net/mentionapp/mention-nps-process-reduce-churn-increase-customer-hapiness).

**Automation tip**: Set up automated NPS feedback using a tool like [Wootric](https://wootric.com) and integrate it with your CRM. To act on this data, use automation to trigger actions and messages based on specific responses.

----

### Anticipate their needs

**“Customer experience beats price and product every time**”, shared Tiffani Bova, Salesforce Customer Growth Evangelist, [in 2017](https://www.crn.com/slide-shows/applications-os/300092936/salesforces-tiffani-bova-customer-experience-beats-price-product-every-time.htm).

As you gather more data and notice trends in your customers' behavior, you can use automation to provide the content, answers and support a customer needs before they even ask you, or notify your team to reach out personally. This can provide a valuable customer experience boost.

**Automation tip**: Collect more customer insights based on behavior and data from tools like [Clearbit](https://clearbit.com/), integrate the data with your CRM, and create workflows that trigger actions and messages based on certain criteria.

----

### More time for your team to focus on your customers

When you reduce the admin and data entry that consume your service reps' time, you give them freedom to offer more one-to-one support and guidance to your customers.

**Automation tip:** Check where your service team is wasting the most time on manual work. What business processes can you automate with the tools you already have? And which apps could you [add to your tech stack](https://www.piesync.com/blog/10-of-the-best-sales-and-marketing-tech-stacks/) for more automated customer service processes?

----

You don't have to choose between profitability, productivity and happy customers. With an effective automation strategy, you can tick all three boxes. It's never been easier to use automation to improve customer retention, customer experience, and your service team's performance.

**To benefit your customers with automation, make sure to:**

* [Start with simple uses of automation](https://www.piesync.com/blog/9-ways-to-automate-your-business-processes-in-an-hour/) that maximize the SaaS tools you're already paying for.
* Continually gather customer data that allows you to automate personalized experiences using workflows and bots.
* [Sync your customer data across tools](https://piesync.com) so every team member is looking at the latest information and can offer the best service.

Looking for a new way to boost your customer happiness? There’s one tactic you might not have thought of: automation. Here are the benefits.

How automation benefits your customers – and how to ensure it

BT Cloud Phone

RingCentral

![BT Cloud Phone](//images.ctfassets.net/f2ysq090txql/6NvUs3TDqpobcJcRnLo0Wq/e30bb4bc12b6e9cd6eff7c38d13d1e62/BT-Cloud-Phone_Launch.png)

## Sync your BT Cloud Phone Contacts' Data with 206 other apps

[BT Cloud Phone](https://support.btcloudphone.bt.com/SupportPortalHome?pageid=home) is a plug’n’play phone system designed for the small business that wants all the features of a system without the fuss of running one.

This easy-to-use phone system [built by RingCentral](https://www.ringcentral.com/apps/?compatibility=btcloudphone) already offered integrations with Outlook, MS Dynamics and Office 365. But from now on, BT Cloud Phone can be fully in sync with 206 business applications!

PieSync offers a two-way data sync that works in real time connecting best-of-breed business application. That means that if there's new or updated information in one app (either BT Cloud Phone or the other app), you'll have that change available in the other app automatically. 

__In case you are wondering... Yes! This the end of out-of-date contact data or the unfortunate CSVs import/export__ 

These are the applications available for a two-way sync with BT Cloud Phone: 

<Widget type="piesync-widget" left="btcloudphone" size="compact" />

__Need another app in sync? Every Wednesday, PieSync releases a new application.__ If the business tool you are using is not available yet, go to the pipeline and [vote for the app you need.](https://www.piesync.com/connections/) 

## Setting up your 2-way sync

__When you configure a sync, PieSync will start by checking your existing data and it will help you detect and manage duplicates (in case there's more than one contact with the same email address).__ Both applications will be enriched with new information, empowering your entire software stack inmediatly.

You can use PieSync top features to customize the workflow of data between BT Cloud Phone and your connected app. Here are some interesting options for you: 

#### Rule-Based Sync

When you are working with big databases, it can happen that you don't need all the data from all your apps in sync. Thanks to PieSync's ["if-this-then-that" rules or conditions](https://www.piesync.com/blog/introducing-intelligent-syncing/) you can choose which contacts to sync and how; according to attributes, tags, labels, lists, etc. 

![integration bt cloud phone](//images.ctfassets.net/f2ysq090txql/1EeFbB7fE2hZbPsoAvvL5E/2d6719d6a56498eb3c9813f73f0cfc7a/integration_bt_cloud_phone.png)

#### Custom Mapping

PieSync will automatically map most of your contacts' information fields: name, email, address, phone number, etc. If you've created custom fields, you can also manually map as many fields as you wish:

![Screenshot 2019-11-27 at 16.06.09](//images.ctfassets.net/f2ysq090txql/3GPDDVv3ZxBsqTEU6BiY5a/d777c5c3c1a84136f3e5687e3738ce98/Screenshot_2019-11-27_at_16.06.09.png)

![sync bt cloud phone google contacts](//images.ctfassets.net/f2ysq090txql/2yy4r8Jv0tDbeernV8FFfl/77955f007423696352729ddf444a7bea/sync_bt_cloud_phone_google_contacts.png)

<Button href="https://www.piesync.com/btcloudphone/" text="Try it now!" />

## Top Syncs 

Some popular syncs for phone systems are: 

#### Phone System + CRM 

- [BT Cloud Phone and HubSpot](https://www.piesync.com/btcloudphone/hubspot/)
- [BT Cloud Phone and Copper](https://www.piesync.com/btcloudphone/copper/)
- [BT Cloud Phone and Podio](https://www.piesync.com/btcloudphone/podio/)
- [BT Cloud Phone and Follow Up Boss](https://www.piesync.com/btcloudphone/followupboss/)

#### Phone System + Customer Support tool such as...  
- [BT Cloud Phone and Front](https://www.piesync.com/btcloudphone/front/)
- [BT Cloud Phone and Help Scout](https://www.piesync.com/btcloudphone/helpscout/)
- [BT Cloud Phone and Intercom](https://www.piesync.com/btcloudphone/intercom/)

#### Phone System + Accounting/ Invoicing app such as... 
- [BT Cloud Phone and Quickbooks](https://www.piesync.com/btcloudphone/quickbooks/)
- [BT Cloud Phone and Xero](https://www.piesync.com/btcloudphone/xero/)
- [BT Cloud Phone and Stripe](https://www.piesync.com/btcloudphone/stripe/) 

#### Phone System + Contact Repository such as... 
- [BT Cloud Phone and Google Contacts](https://www.piesync.com/btcloudphone/google-contacts/)
- [BT Cloud Phone and iCloud](https://www.piesync.com/btcloudphone/icloud/)
- [BT Cloud Phone and Contacts+](https://www.piesync.com/btcloudphone/fullcontact/)

But the combinations and workflows you can create are limitless! Keep your software stack in sync, your way!

__Need help to configure your connection? You can always visit our [Support Center](https://help.piesync.com/connector-apps/bt-cloud-phone) to get extra information about this connection.__

<Button href="https://www.piesync.com/btcloudphone/" text="Try it now!" />

A sync solution is now available for BT Cloud Phone users. From now on, you can sync your favorite phone system with 206 apps 2-way and in real time. Make sure your customers' data is always available and up-to-date across your entire software stack.

The PieSync Blog

9 rules for creating high-converting emails

A simple way to have all your business tools in sync with ConvergeHub!

A guide to making the most of your customer support data

Between iPaaS: A chat with Marc Boscher, CEO of Unito

How automation benefits your customers – and how to ensure it

Now your can keep your BT Cloud Phone data in sync with 206 apps