In this article, learn what systems are, how they work, and how to use them to optimize contact management, transactions, and data. Explore practical use cases to enhance your operations.
What are systems?
Systems are the tools you already use in your operations to manage processes and information about your customers. They can include:
- ERPs: Management systems that organize data such as customer records, inventory, and financial control.
- E-commerce platforms: Where you manage online sales, purchase history, and consumer behavior.
- Other internal systems: Solutions developed by your company or specialized tools.
These systems store information that helps you understand how your customers interact with your business, such as what they purchase, how often, and the average purchase value.
Why integrate a system into Zenvia Customer Cloud?
Connecting your systems to Zenvia Customer Cloud centralizes all information in one place, eliminating manual processes and providing strategic benefits for your business. These benefits include:
Data synchronization
Integration ensures that your contact base is automatically synchronized, keeping all information updated in real-time.
Data such as customer records, purchase history, and transactions are imported and updated without manual intervention, simplifying the management and analysis of essential data like average ticket value, purchased products, and purchase frequency.
Transaction and customer behavior analysis
Customer transactions and behaviors can be analyzed directly in the software, enabling more effective actions for attracting, converting, assisting, and nurturing your customer base.
Available Features with System Integration
By connecting your system to Zenvia Customer Cloud, you can:
Automatically synchronize your contact base: Keep information updated between the system and Zenvia Customer Cloud.
Map transactions: Import information about purchases made by your customers, providing deeper insights into their consumption profile.
Connect products: Integrate the product catalog managed in the system to optimize campaigns and sales and support journeys.
Practical Use Cases
Connection with an ERP system focused on sales
Scenario: Your company uses an ERP to manage sales and wants to expand its marketing and customer service strategies.
How it works:
The customer base is synchronized, ensuring that data is always up-to-date.
Transactions recorded in the ERP are automatically sent to Zenvia Customer Cloud, enabling the creation of personalized campaigns based on purchase history.
The company uses Zenvia Customer Cloud insights to reactivate inactive customers or offer personalized promotions.
Expected results:
- Increased sales conversion.
- Better customer segmentation for specific campaigns.
- Reduced response time for customers due to transaction visibility in the contact profile.
Where to Set Up Integrations?
During Onboarding
When signing up for Zenvia Customer Cloud, you can connect your system during the initial setup steps. If the desired system is not available, you can register your interest, contributing to the development of new integrations.
In the Integrations Area
In the Settings > Integrations module, you can find the available apps and follow the step-by-step guide to configure them. Additionally, there is a specific flow to express interest in unsupported connectors.
In the Contact Base
In the Contact Base, it is possible to:
- Initiate the connection with the system.
- Monitor synchronized contacts (total quantity, date, and time of the last import).
- Identify unsynchronized contacts.
On the Contact Profile
When accessing the contact profile in Zenvia Customer Cloud, you can view:
- The latest transactions performed by the customer, imported directly from the system.
- Detailed information about the customer's behavior, optimizing customer service.
Systems Available in Zenvia Customer Cloud
The currently available systems are the following ERPs:
To configure and understand how each works, access the corresponding article.