Invite your customers from your CRM to your Ambassador Program in Yuccan. It also helps you to submit satisfaction surveys.
[ 🟠 This extension is intended to be used by registered professionals having a valid subscription on Yuccan Lead ]
What if you wanted to register your customers into your Yuccan's referral program directly from your CRM?
✨ It is now possible thanks to SmartInvite extension.
Thanks to our extension for Google Chrome, directly from your CRM, you will be able to:
👉 Check in real time if your customer is registered into your Ambassador Program ;
👉 Directly register your customer into your Ambassador Program ;
👉 Send a satisfaction survey to your customer, directly from your interface.
In order to work, the following information need to be gathered inside your customer's CRM card/table:
- First name
- Last name
- Email address (required for registering the customer into your program)
- Phone number (required for sending the survey and/or invitation via SMS)
👨💻 Here's the list of supported CRM so far:
- Axonaut
- Hektor
- HubSpot
- MyKW
- Spider-VO
💭 Your CRM is not supported yet? Contact us (via your Customer Success Manager) in order to request support for your favorite CRM.