其他系统
了解与 B2CORE 集成的系统,包括 CRM 平台、客户支持工具和数据分析解决方案,以扩展功能
CRM 与自动化系统
以下 CRM 平台可连接到 B2CORE,以简化销售流程并自动化客户管理工作流:
| 名称 | 描述 |
|---|---|
| Salesforce | 与 B2CORE 集成的 CRM 系统,可自动同步客户数据并集中管理客户信息,帮助简化内部流程,并支持 Salesforce 中的销售和营销工作流。详情请参阅如何集成 Salesforce。 |
| StopChurn | 客户留存与 CRM 平台,从 B2CORE 接收客户数据及注册、KYC 结果和入金等关键客户事件,用于客户分群和留存活动。详情请参阅如何集成 StopChurn。 |
客户支持平台
以下平台与 B2CORE 集成,提供管理客户工单和改善支持互动的解决方案:
| Name | Description |
|---|---|
| SupportPal |
The solution for providing help desk services, allowing you to manage tickets reported by your clients. When using SupportPal, clients can submit and manage their tickets within the B2CORE UI. |
| Zendesk |
The customer support platform offering a ticketing system, live chat support, and AI-powered capabilities for enhanced customer interactions. For submitting and managing tickets, clients are redirected from the B2CORE UI to the Zendesk interface. When transitioning from the use of SupportPal to Zendesk, you must configure the external connection to Zendesk, and then complete the switch to ensure that your clients can submit new tickets only through Zendesk while still being able to view their SupportPal ticket history. |
市场分析与交易信号工具
以下平台与 B2CORE 集成,为客户提供市场分析工具和交易信号:
| Name | Description |
|---|---|
| Acuity Trading |
The provider of market analysis tools and trading signals integrated with B2CORE, giving clients access to research and analytics widgets directly in the B2CORE UI. For details, refer to How to configure a connection to Acuity Trading. |
数据分析工具
以下平台与 B2CORE 集成,用于收集和分析客户在 B2CORE UI 和移动应用中的操作数据,帮助了解用户行为、参与情况和业务成果:
| Name | Description |
|---|---|
| RudderStack |
The platform that enables seamless collection, management, and routing of client action data. This integration collects data on client behavior across the B2CORE UI and mobile apps to support analysis and guide business growth initiatives. The collected data can then be sent to one of the data analysis tools for further analysis. For details, refer to How to configure a connection to RudderStack. |
| Amplitude |
The event-based analytics platform that can be configured to receive data on client activity in the B2CORE UI and mobile apps. It provides insights into user engagement, retention, and financial results, helping you evaluate performance and improve your services. For details, refer to How to integrate Amplitude. |
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