Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
AskNicely is a survey tool that allows users to collect and act on real-time customer feedback using the net promoter score (NPS) framework. This helps them accurately understand their performance and increase their customer retention, reviews, and referrals.
Popular Use Cases
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Bring all your AskNicely data to Amazon Redshift
Load your AskNicely data to Google BigQuery
ETL all your AskNicely data to Snowflake
Move your AskNicely data to MySQL
Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
AskNicely's End Points
Use simple one-touch surveys to generate valuable customer feedback. Then, use this information to create and track your Net Promoter Score (NPS) based on product, channel, rep, etc. This can help provide customer analytics both within AskNicely and in other data sources.
Utilize the survey information both to better interact with your customers and to empower your team. With the survey results, your whole company can gain an accurate understanding of customer experience and your team can take immediate action to drive retention, upgrades, reviews and referrals.
Use your NPS to track your performance over time and see the impact that your marketing and sales campaigns are actually having on customer intent.
Increase the number of customer responses with AskNicely’s automations and optimizations. Then, integrate this customer feedback with other relevant data sources to get a comprehensive overview of your customers and improve your long-term business strategies.
View important metrics for your account like your NPS and the percentage of your respondents that had positive or negative survey responses. This provides a broader view of your survey performance that can help you determine your overall business performance.