CMIT needed better customer data to drive more effective marketing for their franchisees.
Franchisees needed better functionality to serve their clients.
ZynBit helped them get both.
When CMIT’s Franchise Solutions Manager, Adrianne Marquez, read a comment in the AppExchange about ZynBit’s ability to integrate email with Salesforce Community Cloud, she knew she needed to learn more. If ZynBit could connect Outlook to Community Cloud, it would be a game changer for her organization.
CMIT added ZynBit to each franchisee’s email account on a hosted exchange server. Then ZynBit went to work—automating the transfer of email and calendar data to Salesforce Community Cloud.
CMIT Solutions found that ZynBit also provides many other features that enable their franchisees to make data-driven decisions, save time, and close more deals:
CMIT Solutions began using ZynBit to give their franchisees the ability to automatically sync all of their customer interaction and sales activity data such as meetings, and contact details from their Outlook, Office 365, or Gmail account directly into Salesforce Community Cloud.
“With Salesforce Community Cloud, none of the native Salesforce integrations could connect with our email systems. Only ZynBit worked. It’s easy. And ZynBit has all of the mobile features our franchisees need to collect data—no matter where they are.”
ZynBit also made the process of scheduling meetings with customers automatic, easy, and convenient. With ZynBit, reps can now send their clients a URL link to view a calendar of all of the franchisee’s available times. The client can then select the day, time, and meeting type that works best for them, and book the meeting instantly. There’s no more back-and-forth, which means more meetings get scheduled, and more deals are won.
Franchisees also used ZynBit’s mobile app to integrate directly with Salesforce Community Cloud, allowing them to quickly and easily file emails, log calls, view and create tasks, and manage their pipeline on the go. Franchisee’s use ZynBit’s business card scanning feature to intelligently capture contact details into Community Cloud, again eliminating manual data entry, and saving valuable time.
“One of the big reasons we went with you guys as well is mobile business card scanning. Our franchisees, for whatever reason, they love it! It saves them a ton of time. That was number one on their list for Outlook integration.”
With Zynbit, CMIT was able to dramatically improve data collection without requiring franchisees to change their behavior. CMIT got:
ZynBit helped uncover new insights and data that helped them accurately project revenue, run smarter marketing campaigns, and drive more sales opportunities for their franchisees.
“So, we're trying to capture more information about the types of people that we're dealing with, and what role they're in, so we can do more persona-based marketing.”
CMIT Solutions is committed to providing more value of their franchisees. By providing the functionality to easily capture critical data, using customized simple dropdown fields, CMIT is being able to validate value propositions and improve marketing messages along the entire buyer’s journey.
“We’ve identified 10 main reasons that people contact us. They have a slow computer, slow internet, or they're in need of security services or email services. So, having information on that, we can also do more marketing, drive a better brand nationally, and to personalize it to those buyer journeys.”
The elimination of time-consuming, tedious, manual data entry meant less stress and frustration for franchisees, higher satisfaction, and more time for enjoyable activities that directly contribute to business growth.
"Making it easy for franchisees to maintain clean data, then we're going to be able to better market, therefore create more sales qualified leads for them."
ZynBit powers data-driven sales teams to optimize sales capacity.
ZynBit captures high-value customer interactions enabling your sales, management, and operations to understand pipeline activity, sales performance, and territory management patterns.
It integrates seamlessly with your existing sales workflows across mobile, browser, email and calendar simplifying the day-to-day of customer relationship management. At the same time, it collects meaningful customer data needed to optimize sales operations.
ZynBit makes salespeople more efficient and empowers management with valuable insights needed to run the business, improve customer acquisition and drive retention.