How to convert and retain customers with PieSync

improve customer retention and conversions

Do you struggle with ideas to convert and keep more customers?

Today, businesses use a host of applications to assist with their day-to-day running, from CRMs to email marketing platforms, customer support software, accounting tools and more.

If your business has an impressive tech stack, you probably know the pain of trying to keep customer data up-to-date and consistent across all of your channels.

However, operating with consistent, up-to-date data is critical for your business to perform at its best and to offer a top-tier customer experience. Efficient, accurate data syncing can help your business convert and retain customers for a number of reasons.

For example, it can help with lead nurturing. A Marketo report found that, on average, 50% of leads that come into any system are not ready to buy, which means that investing in proper lead nurturing is essential.

In addition, syncing your data can also improve the level of customer service you provide, which can help lower your churn rate. In a report by Zendesk and Dimensional Research, 55% of customers switched to a different company after a negative experience.

So how can you make the most of customer data syncing to increase conversions and keep your customers happy and loyal?

How data syncing can increase conversions


Goodbye data silos

It can be rare in marketing today to make a quick buck without having to nurture your leads. When it comes to lead nurturing, the more information you have, the better.

Information such as a lead's placement in your sales funnel or company details can help you close deals. But this information might be stored away in a different application than the one you are using, in which case you wouldn't have immediate access to it when you most need it. You might not even know this data exists. If this happens, you could be leaving money on the table.

It can be even worse if you have already spent time and money qualifying leads, but you are waiting for someone to manually input these details into your apps. Sales reps could then waste more time trying to convert leads that never had the capacity to buy in the first place.

In addition, manually inputting this information can lead to mistakes, which can also cost you sales.

An effective solution to get rid of data silos is to integrate your software stack with a two-way sync solution like PieSync.

This is an effective solution to avoid data silos and unify the databases in all of your business applications.

Hospitality technology company Hotel-Spider uses PieSync to sync contact and lead information between Zoho CRM and Mailchimp, even including language preferences, as well as Aircall and Zoho CRM.

"I tried another one-way tool but that didn’t work. Then I stumbled into PieSync and saw that they covered everything we needed. Now we have Zoho, our core system, connected to all the other data management tools we use. We went from no integration and data silos to having synchronized data across our business."

Elisha Schoppig, Operations Manager at Hotel-Spider


Personalization is key

One of the secrets to effective lead nurturing is personalizing your approach. Whether you are a sales rep on the phone to a customer or creating an email campaign, this normally rings true.

Being able to understand an individual’s pain points and deliver a solution tailored to them, instead of a one-size-fits-all approach, can increase your conversion rate for many reasons:

  • It means you are offering products to people that are more likely to buy.
  • It helps to build trust, which is one of the secret sauces for converting customers online.

At the center of this approach is up-to-date, accurate customer data.

Accountancy firm Heyward CPA uses PieSync to optimize their lead nurturing, syncing Contacts+, Freshsales, Freshdesk, AWeber and Google Contacts.

“80% or more of our leads come in through our website…. Some of these are not our optimal customer, and we create service offerings for different lead levels, so the more information we can gather about their digital footprint, the better.”

James Heyward, Principal Associate at Heyward CPA

Heyward CPA has Freshsales at the core of its process, using Contacts+ to enrich customer information and leave them more informed across their system:

“Not only does PieSync save time spent inputting new client information, but also updates automatically when that information is changed, which means you can be better equipped when trying to close leads and offer a professional level of customer service.”


More time to concentrate on conversion

Inputting data manually is time-consuming. By automating data entry and updating across your business apps, businesses can save hours that would otherwise be spent on contact management, data entry, or even looking up information in several applications - and instead use this time to effectively generate and convert leads.

This time could be spent:

  • Increasing engagement with leads. You don’t necessarily have to spend the time talking to more new leads, but you can concentrate on the ones that you have.
  • Setting up and optimizing email marketing campaigns.
  • Honing your content marketing strategy.

“Quality data and proper data segmentation are two key aspects of this business. If you have those, everything becomes a lot easier. But to do it manually is time-consuming.”

Clive Hornsby, CEO at Conflux

How data syncing can improve customer retention


Exceptional customer service

One of the keys to keeping your churn rate low is offering an exceptional level of customer service.

Poor customer service can quickly put customers off - and since switching companies is easier than ever, one bad customer experience might just be enough to make customers leave you for competitors.

Your customer service can be improved by:

  • Getting personal: Giving a personal service is an epic way to make customers feel special. Having quality information about them in front of you can help to tailor your service to meet their needs.
  • Reducing repetition for the customer: There's nothing more frustrating for a customer than having to repeat themselves many times to different staff members. This, coupled with the fact that a lot of customers are already in a bad mood when they contact customer service, is not a recipe for satisfaction.
  • Enhancing professionalism: Knowing who a customer is and other useful details without having to ask can help your company offer a high-quality service, which can help build trust and loyalty with customers.

customer retention


By keeping customer data in sync across apps, customer service teams can have instant access to information updated in real time, as well as being able to see a customer's entire history with your company in just a few clicks.

They will also have easy access to customer information collected through email marketing apps, lead generation tools, accounting software and other applications that the customer service team would normally not have access to.

Stoneasy uses PieSync to sync HubSpot and Google Contacts so that all staff members have access to accurate client information.

“What we like the most about PieSync is the possibility of picking up the phone and knowing exactly who the client is. It doesn’t matter if the colleague that usually talks to him or her is on a holiday or unavailable. Anyone from the team can have access to their full records and give them personalized service.”

Bram Callewier, Founder & CEO at Stoneasy


More time to focus on customers

Making data management more efficient can help improve customer service and conversion. Not having to manually input data regularly frees up time for you and your staff to do other things that can help to improve customer service, such as:

  • Taking more time with customers. This means you don’t have to rush through issues, and you can go the extra mile to impress them.
  • Undergo extra training to optimize performance.
  • Reduce customer wait time as more staff are available.
  • Give more support during onboarding, which can also improve retention.

Mark Jacobsen at Keller Williams Realty and his team use PieSync to sync data across GSuite, dotloop, Mailchimp and Podio. He loves how it helps him offer exceptional customer service:

“For me, the best thing about PieSync is how much time it saves me. I don’t have to export/import contacts between apps or do dual entry anymore. I have everything working in the background. That gives me more time for my clients and allows me to offer that unreal experience.”

Mark Jacobsen, Real Estate Agent at Keller Williams

Why use PieSync to convert and keep customers


Sync customer data two ways

Your applications are essential to run your company, but when you are collecting customer data from more than one location, things can quickly get complicated.

Bi-directional syncing means that you can automate syncing between your apps two ways, so you will have enriched, up-to-date information about leads and customers across all of your platforms.

This feature is flexible too, so if one-way syncing better fits your workflow you can adjust accordingly.

“I use Freshbooks for invoicing and SharpSpring for marketing. I was looking for a way to get my customer information from Freshbooks and into SharpSpring and PieSync does that perfectly. I also use PieSync to add customer details to my email marketing apps, I even sync customer contacts to my phone via iCloud. It works in all directions, so even if I am out of the office and I meet a new contact, I add them to my phone and PieSync syncs them to my other systems instantly.”

Bob Petersen, Digital Marketing Consultant at WSI Internet Consulting


Tailor the sync to your needs

PieSync's IF/THEN rules allow you to tailor each connection to perfectly fit your business's workflows, as well as allowing you to add high levels of customization to your syncs. With these rules, you can choose which subsets of your contacts will be synced between apps, automatically ensuring that only relevant contacts are included in your sync.

In addition, with field mappings, you can make sure that the right information is automatically synced into the correct fields in all applications. This feature is also customizable to fit your exact needs for each app.


Check the syncing status of your connections

PieSync’s health dashboard gives you an overview of the status of all of your connections, allowing you to see which contacts were synced, if there were any errors in the sync and why. This is where you can see all the actions taken by PieSync in each connection.


Avoid duplicate contacts

PieSync uses email addresses as the basis to match contacts across apps, so instead of creating new entries for the same contacts, PieSync will enrich your existing records across your tech stack. Avoid the creation of duplicate contacts by checking the 'Avoid Duplicates' box when setting up a PieSync connection.

“PieSync is obviously good at syncing those systems and Contacts+ is good at being the hub of that sync. We bring disparate data in, determine and merge duplicates, and we add additional, publicly available information, such as job title, URL and others to help complete the snapshot. PieSync and Contacts+ definitely compliment each other to solve the problem of having disparate data silos.”

Travis Todd, Co-founder of Contacts+

Having accurate, up-to-date customer information in front of you at all times is key to increase your conversion and retention rates and optimize your business processes. Sign up now for a free 14-day trial of PieSync to keep your customer data in sync in real time.

About Nick Stephens

Nick Stephens is a freelance blogger and digital marketer. He writes conversion-focused content and helps businesses to get results online. When he isn’t writing or thinking about marketing, he's probably making music.