Callexa Feedback - Blog




Olark Integration


In our today's edition of Callexa Feedback Integration series we want to introduce the service Olark closer.

What is Olark?

Olark is the most beautiful and effective way to talk to your customers for sales and support. And Olark makes it super easy for you! You can solve customers' problems before they have a chance to click away. Give them the answers they need immediately and gain powerful insights about what they want for relationships that last. Olark has powerful features to give you access to visitors and their behaviors. Make your business (and your site) look good and keep customers coming back.

Find out who your visitors are and where they're looking.
Olark reveals who’s on your website and exactly what they are doing. Even see what’s in their shopping cart.

 

Olark

Chat in minutes.Copy. Paste. Chat.
It's quick & easy to install and customize Olark. Then, chat with customers immediately in your browser.

 

 

Brand Olark your way with flexible customization.
With beautiful themes, text and language you choose, and even a powerful API, Olark is entirely in your control.
 

Find out if you're making customers happier.
Get instant feedback from your customers so you know you're making them happier. Discover how to improve your product and experience.

Use Case Example

With Zapier, the integration of Callexa Feedback Customer Satisfaction Analysis into Olark can be done easily. The analysis could for example be initiated once Customer Support has closed the chat request successfully. The data is transfered to the respective campaign in Callexa Feedback and the client receives the survey according to the campaign settings.

What is Zapier?

With Zapier you can create custom integrations, automate tasks between hundreds of web applications and connect apps to safely move data from A to B. Zapier makes software integration easy. For everyone. With Zapier you can connect your application or software with hundreds of different web services in just a few minutes.

With the integration via Zapier it's possible to transfer all your Olark subscribers to Callexa Feedback and survey them automatically. Following the successful survey, customer satisfaction is determined and evaluated with the help of NPS. After the customer has given his feedback you can publish it quickly and easily on your website to convince new customers of your service.

 

 

You are not using Olark yet? Then click on this link to get a special 2 operators account for 4 months free of charge.

You can find the Callexa Feedback NPS App for Zapier / Olark here.


HARVEST Integration


 


In our today's edition of Callexa Feedback Integration series we want to introduce the service Harvest closer.

What is HARVEST?

HARVEST makes time tracking easy. Your team will get up to speed fast and can track their time however they want—on their laptop, iPhone, Android, or even on the Apple Watch. Simple and quick time entry means there’s no excuse not to track, and you’ll have the data you need to bill accurately and budget wisely. HARVEST’s built-in reporting analyzes your data so you don’t have to. Set hourly and fee-based budgets to track your project’s progress. Run reports on billable and nonbillable time for specific staff, tasks, clients, and projects. You’ll have a deep understanding of your current work, and historical records to help make your next project even better.

Fast Expense Logging
Log expenses on the go. Use Harvest’s mobile apps to snap a pic of your receipts and never lose them again. Expenses can be billable or nonbillable, and automatically pulled into invoices.

Professional Invoicing
Pull your tracked time into a customized invoice and save hours of manual entry. Harvest offers flexible billing rates, automated payment reminders, and online payment to help you get paid fast.

Timesheet Approval
View and approve your teams time and expenses. Someone forget to track? Send automated reminders to people who might have let timesheets slip their mind.

 

HARVEST APP

 

Use Case Example

With Zapier, the integration of Callexa Feedback Customer Satisfaction Analysis into HARVEST can be done easily. The analysis could for example be initiated once an invoice is issued with HARVEST or after a HARVEST Project was finalized. The data is transfered to the respective campaign in Callexa Feedback and the client receives the survey according to the campaign settings.


What is Zapier?

With Zapier you can create custom integrations, automate tasks between hundreds of web applications and connect apps to safely move data from A to B. Zapier makes software integration easy. For everyone. With Zapier you can connect your application or software with hundreds of different web services in just a few minutes.

With the integration via Zapier it's possible to transfer all your HARVEST subscribers to Callexa Feedback and survey them automatically. Following the successful survey, customer satisfaction is determined and evaluated with the help of NPS. After the customer has given his feedback you can publish it quickly and easily on your website to convince new customers of your service.

You can find the Callexa Feedback NPS App for Zapier / HARVEST here.

Please note: Closing we are happy to provide you with a coupon code for your convenience. When you  upgrade from a trial account to a paid account, you can use the code ONDEMAND to get 50 percent off the first month.

 


Zendesk Integration


 

In today's article, we would like to introduce our software integration partner Zendesk.

 

 

This Help Desk Software enables customer support agents to receive, process, and respond to service requests. A great help desk is at the heart of great customer support. Zendesk’s help desk software helps streamline customer support with time-saving tools like triggers and automations. And it’s intuitive, built with the experience of customer service and support desk agents in mind. Whatever you call it—help desk, service desk, or support desk software—it’s a means to an end. Because great customer support is not just about the tools you use. it’s about the relationships you have with your customers. And that’s what Zendesk is for—improving the relationships between businesses and their customers.

Get the right information from customers

Dynamic request forms give agents extra context, so they’re prepared to offer personalized customer support before the conversation even begins.

Never miss a deadline

With built-in internal SLAs, agents can set their own SLAs for specific tickets and measure to the minute to keep an eye on status.

Take your help desk on the go

Our native mobile apps enable agents to respond to customer requests—even when they’re away from their desks.


Our Callexa Feedback Plugin for Zendesk

To survey your Zendesk clients, perform the following steps:

- Make sure flag is set to authorize the connection.
- Define the earliest and latest time ( in days ) a survey should take place after a ticket request has been solved.
- Enable automation if desired and save the settings.
- After this, you wil be forwarded to Zendesk and it will be necessary to confirm the integration by loggin in to your account.

 


FreshBooks Integration


In today's article, we would like to introduce our software integration partner Freshbooks.



No matter how you collect payment, FreshBooks makes it easy to stay on top of billing so you can get paid faster. Get your projects moving faster with professional-looking estimates. When you’re ready to bill, go from estimate to invoice in just two clicks. See if your invoice was viewed with a tidy invoice history. Clients slow to pay? Send reminders and add late fees so your cash flow doesn’t suffer. With the FreshBooks companion app for iOS and Android, you can send an invoice straight from your client’s office and get paid by the time you get home.

Fast & Easy Online Invoicing Software

Get organized, look professional, and get paid faster with FreshBooks. It’s easy and secure online invoicing software trusted by millions.


Effortless Expense Capture

FreshBooks makes it easy to organize your expenses securely online. Capture receipts from  anywhere, track your spending, and get reimbursed.


Hassle-Free Time Tracking Software

With FreshBooks, it’s easy to create detailed invoices from your billable hours. Simply review, send, and get paid faster.


Accept Credit Cards and Get Paid Faster

Start collecting money from the moment you sign up with FreshBooks. Clients can pay you directly from your invoice – even from their mobile device.


Our Callexa Feedback Plugin for FreshBooks

To survey your FreshBooks contacts, perform the following steps:

  1.     Use the FreshBooks.com Sub-Domain name you created in your FreshBooks account.
  2.     Make sure flag is set to authorize the connection.
  3.     Define the earliest and latest time ( in days ) a survey should take place after an invoice has been created.
  4.     Enable automation if desired and save the settings.
  5.     After this, you wil be forwarded to FreshBooks and it will be necessary to confirm the integration by loggin in to your account.
     

Callexa Feedback - New features in May



Our developers have implemented another update. With this post we want to introduce some new functions:

 

  1. Start a resurvey manually

    Sometimes customers don't understand the scale of NPS and give you a wrong evaluation. To give your customer the opportunity to correct this we have integrated a function to resurvey the customer.

    resurvey manually

    - Go to "Replies".
    - Search for the answer of the customer and click on it.
    - On the right side you can see the process.
    - Click on "Resurveying" to resurvey this customer.

    Please note: The old value will be overridden with the new survey

     
  2. Add notes

    With this function you're able to add a note

    Callexa Feedback - Add notes

    - Go to "Replies".
    - Search for the answer of the customer and click on it.
    - Click on "Add Note". A textbox will appear where you can type in your notice.
    - Click on "Add" to save your note.

     
  3. Mailchimp

    Now you have the possibility to import complete segments instead of every customer individually. This gives you the advantage to create a list of customers (segments) via Mailchimp and import it into Callexa Feedback. It becomes unnecessary to delete unwanted customers manually after you have imported them into Callexa Feedback.

    Callexa Feedback - Mailchimp

    - Go to „Surveys“.
    - Add a new survey or choose an existing survey over the button „Edit“.
    - Click on "Recipients" within the survey.
    - Choose Mailchimp on the right side and choose the segment you want to import.
    - Click on "Save" to start the import.

     
  4. Graphical presentation of the evaluation history

    We have added a graphical presentation to show the history of evaluation from one customer.

    Graphical presentation of the evaluation history

    - Go to "Replies".
    - Search for the answer of the customer and click on it.
    - On the right side you can see the line chart of the customer's evaluations.