Thalia Hernandez
May 14, 2024

Intercom: A customized CRM for your business

Automation
Design
CRM
Software Development
Marketing
Sales
RevOps
Illustration representing Intercom
Thalia Hernandez
May 14, 2024

Intercom: A customized CRM for your business

Automation
Design
CRM
Software Development
Marketing
Sales
RevOps

Intercom, customize your business.

Imagine you’re on a road trip. You have a destination in mind, but you’re not sure what the best route to get there is. You need a GPS, a tool that not only shows you the way, but also adapts to your specific needs.
In the business world, that GPS is a CRM, and today we’re going to talk about one in particular: Intercom.
Let's get started!
CasandraSoft Tech Solutions

Intercom, customize your business.

Imagine you’re on a road trip. You have a destination in mind, but you’re not sure what the best route to get there is. You need a GPS, a tool that not only shows you the way, but also adapts to your specific needs.
In the business world, that GPS is a CRM, and today we’re going to talk about one in particular: Intercom.
Let's get started!

Welcome to the first article in a series where we’ll show you how to know when to choose the best CRM solution, taking into account the characteristics that make your company unique. In this article, we invite you to explore Intercom.

How do you know when to choose Intercom?

Choosing a CRM is like choosing a car. Not all cars are suitable for all drivers. Similarly, not all CRMs are suitable for all businesses. So, how do you know when to choose Intercom?

If your company values real-time communication with customers, Intercom could be the perfect choice. Intercom excels in real-time messaging, allowing businesses to interact with their customers instantly and efficiently.

How Intercom makes a difference in the CRM market.

Intercom is a customer service platform powered by artificial intelligence (AI). This means that the entire Intercom platform is powered by AI, allowing customers to get instant support with an AI agent.

  • AI Agent

The AI Agent provides instant and accurate responses for customers 24/7. This means that your customers can get the support they need at any time of the day, no matter where they are.

  • AI Copilot

The AI Copilot provides instant and always-on assistance for support agents. This means that your support agents can get the answers they need to solve customer problems more efficiently.

  • AI Analyst

The AI Analyst (which will be launched in 2024) will provide holistic AI insights and recommendations for support leaders. This means you can get valuable insights on how to improve your customer service. In addition, Intercom offers a number of other features, such as the ability to send proactive messages to anticipate problems and reduce incoming volume, and the ability to build powerful automations with its no-code visual builder.

What makes Intercom unique?

Intercom is the only complete customer service platform powered by AI. This means that Intercom can provide a level of customer support that other platforms simply cannot match. In addition, Intercom is able to interconnect every team and function, allowing them to deliver new and powerful customer experiences that can help grow your business.

Why choose Intercom as your CRM solution?

Intercom goes beyond being a simple CRM. It offers a series of features that make it stand out in the market. One of these features is user segmentation. With Intercom, you can divide your customer base into groups based on specific behaviors, which allows you to send more personalized and relevant messages. In addition, Intercom allows for the customization of the sales funnel. You can adapt the sales process to fit the specific needs of your business, which can result in an increase in conversions.

At CasandraSoft we are partners of Intercom and we have an expert team in its implementation committed to your success.

Discover how Intercom can transform your customer service.

How did we help Deep Blue with Intercom?

Success Case: How did we help Deep Blue with Intercom?

A few months ago, at CasandraSoft, we embarked on an exciting project with a new client. Our mission was to implement an Onboarding service of Intercom, a CRM platform that has become a great ally for companies where online customer service is critical to the success of the business.

An Exciting Challenge

What made this project particularly interesting was that it was an industry in which we had no previous experience: Online Casinos. This challenge allowed us to expand our horizons and apply our skills and knowledge in a completely new context.

Customer Focused

Throughout the project, we were impressed by our client’s dedication to providing an excellent customer experience. We implemented several practices in Intercom to help them achieve this goal:

  • 24h Assistance: We implemented three work shifts to ensure that customers could always get the help they needed.
  • VIP Attention: We created a dedicated team to attend to VIP customers, ensuring they received the level of service they deserve.
  • Automatic and Balanced Assignment: Each agent can attend up to three chats at a time, allowing for efficient and effective service.
  • Phone Attention: Customers can switch from chat to phone and vice versa, offering flexibility and convenience.
  • AI Chatbot: We implemented Fin, an AI chatbot, to resolve incidents and lighten the load of the agents.
  • Resolution Bot: This bot resolves frequently asked questions and problems, improving the efficiency of customer service.
  • Help Center: We created a knowledge base and a ticket system for both the customer and the internal team tickets.
  • Proactive Support: We implemented product tours, checklists, and outbound actions to achieve exceptional onboarding and customer experience.

Implementation and Training

To ensure a successful implementation, we created an onboarding and training plan tailored to the client’s needs. This plan included:

  • Guided Activation: We conducted a total of seven guided activations, explaining to the client’s team how to implement each of the acquired modules.
  • Training: We trained the person in charge of in turn training a team of more than 15 support agents.
  • Office Hours: We offered a weekly Office Hours to clarify doubts, assist with implementation, review workflows, or whatever the implementation team or support agents may need from us.

Conclusion

Intercom has become a great ally for Deep Blue. This project has been a testament to how a customer-centric approach can transform the way a company operates and serves its customers.

In summary, if you’re looking for a CRM that adapts to your needs and helps you maintain a close relationship and offer the best experience to your customers, Intercom could be the perfect choice for you.

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