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1 Level
1345 Review
55 Karma

Review on Track and Trace Customer Journey by Michael Schafer

Revainrating 5 out of 5

Track & Trace Customer Journey - great tool if implemented properly

The best part of this program is that it has an option for integration with other applications or platforms like Sage 100, Salesforce etc. This makes tracking much easier than using spreadsheets (as we were doing before). I can also see where my leads are coming from. It’s not very user friendly though, so you need to be tech savvy in order to use it effectively. If you have a good team who knows how to use software then they should be able to help you out here. We used to track our client's journey manually which was very time consuming and cumbersome. So now with track and trace customer journeys we easily identify what stage each lead/contact is at. Also helps us understand how many times each contact reached within a certain period of time.

img 1 attached to Track and Trace Customer Journey review by Michael Schafer



Pros
  • Tracking customers' path through different stages
  • Integrates well into SFDC CRM
  • Lead Management
  • Data exports available as CSV files.
  • Analytics provided about visitors & conversions by country.
  • Abilityto create custom report templatesand save themfor reuse anytime needed
  • Integration via API allows data retrieval directly without having any UI interface
Cons
  • Some difficulties