Thankster can be used effectively with CRM software in a number of ways. We integrate with some directly, like Infusionsoft, and with thousands of others indirectly via our Zapier, Make, and Integrately integrations.
And while Thankster is known for automating the mailing of personalized thank you cards, it can also be utilized effectively for lead generation.
With Thankster integrated into a CRM system, businesses can automatically trigger the sending of personalized thank you cards based on specific events or actions recorded in the CRM. For example, when a customer makes a purchase or reaches a milestone, the CRM can automatically send the necessary information to Thankster, which then generates and mails a handwritten thank you card to the customer.
Thankster can utilize the customer data stored in a CRM to personalize the content of the thank you cards. By leveraging CRM information such as customer names, purchase history, or preferences, Thankster can generate handwritten cards that include specific details relevant to each recipient, creating a more meaningful and personalized experience.
Thankster can be integrated into existing CRM workflows, allowing businesses to seamlessly incorporate the sending of thank you cards into their customer engagement processes. For instance, after a customer completes a support ticket, the CRM can automatically trigger a workflow that includes sending a thank you card to express appreciation for their patience and cooperation.
When Thankster is integrated with a CRM, businesses can track and analyze the impact of their thank you card campaigns. The CRM can capture data on customer responses, interactions, and subsequent behavior to measure the effectiveness of sending personalized thank you cards. This data can then be used to refine strategies and improve customer retention efforts.
Here are some triggers that can be used in the Salesforce integration, via Zapier:
New Outbound Message
New Record
Updated Field on Record
Updated Record
Some of the CRMs on Zapier, Make, and Integrately that we can connect with are Salesforce, Pipedrive, Wix Automations, Zoho CRM, Dubsado, Follow Up Boss, Close, kvCORE, Keap, Circle, NetHuntCRM, HoneyBook, Streak, Bark, Copper, Clio, Chime, Microsoft Dynamics 365 CRM, Zendesk Sell, Insightly, 17hats, Kommo
Thank You Cards for Completed Surveys or Feedback: If a lead completes a survey or provides feedback on the business’s website or platform, Thankster can be used to send a personalized thank you card expressing appreciation for their input. The card can include a discount code, an invitation to a demo, or an offer to join a loyalty program, enticing the lead to explore the business’s offerings further.
Personalized Outreach to Qualified Leads: Thankster can integrate with lead scoring or CRM systems (see above) to identify highly qualified leads based on predefined criteria. Once a lead meets the qualification threshold, Thankster can automatically generate and send a personalized thank you card to initiate a one-on-one conversation or offer a customized solution. This personalized approach helps establish a connection and increases the chances of converting the lead into a customer.
Partner or Influencer Thank You Cards: Thankster can be used to send personalized thank you cards to partners or influencers who have supported the business or collaborated on a project. These cards can express gratitude for their contribution and can include a call-to-action for further collaboration or joint marketing efforts. This fosters goodwill and can lead to increased lead generation through partner referrals or influencer endorsements.
Sending cards to keep leads updated on your work: Send leads regular updates about your business, such as new products or services, upcoming events, or blog posts. This will help them to stay informed about your business and feel like they’re part of the community.
Some examples:
If you use one of the lead gen apps on Zapier, Make, or Integrately, you can automate with Thankster in almost limitless ways (including with tools such as Facebook Lead Ads). Plus we have our own built in automation tools.
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