Integrate Close.io with UserVoice

About Close.io

Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.

About UserVoice

UserVoice offers product developers a single interface that collects and analyzes customer feedback from a variety of sources. This gives product makers clear, actionable insights into how to improve their offerings. UserVoice eliminates the need to send out surveys, log emails, and search through message boards when trying to understand customer experiences. When a customer reports a complaint or submits an enhancement request through UserVoice, the customer stays in the loop with updates on how their submission is being considered and resolved. This boosts customer engagement and willingness to provide feedback and ideas for product improvement in the future.

Popular Use Cases

Bring all your Close.io data to Amazon Redshift

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ETL all your Close.io data to Snowflake

Move your Close.io data to MySQL

Bring all your UserVoice data to Amazon Redshift

Load your UserVoice data to Google BigQuery

ETL all your UserVoice data to Snowflake

Move your UserVoice data to MySQL

Integrate Close.io With UserVoice Today

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Close.io's End Points

Close.io Contacts

Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.

Close.io Activities

Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.

Close.io Opportunities

Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.

Close.io Organizations

Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.

Close.io Custom Fields

Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.

UserVoice's End Points

UserVoice Turnkey Install-less Feedback

UserVoice includes a custom-brandable, stand-alone web portal, where your customers can go to provide direct feedback. Users can type in their feedback while receiving auto-suggestions to match their feedback with existing user suggestions. This reduces the chance of feedback duplication and facilitates the surfacing of top ideas. If an issue or enhancement suggestion doesn't exist, users can add a new one. Then, other customers can upvote the suggestion to help you understand the requests to address with the highest priority.

UserVoice In-App Feedback Channel Integration

UserVoice offers cut-and-paste Javascript code that you can insert into your applications and webpages. This embeds a 'Give Feedback' button so users can provide immediate suggestions while they're using your product.

UserVoice Contributor Sidebar

The Contributor Sidebar is a UserVoice web browser extension that customer-facing teams can use to relay the feedback they capture while interacting with customers. Instead of needing to send an email or drop a post-it note off on a manager's desk, sales associates and customer-facing reps can submit feedback and ideas about enhancement requests and areas for product improvements into the UserVoice system. The Contributor Sidebar browser extension also allows sales teams to connect the feedback they send to an actual customer, who will receive email updates on the status of his or her enhancement request. The sidebar also keeps customer-facing teams in the loop on new developments and progress so they can communicate news to the customers they interact with.

UserVoice Metrics on Product Improvement Opportunities

UserVoice analyzes and groups incoming feedback into easy-to-understand product improvement suggestions, so development teams can understand the number of customers requesting the same improvements. Through visual metrics, graphs, and charts, UserVoice presents valuable information, such as the revenue represented by the customers making specific enhancement requests and how many users want those improvements. This empowers development teams to prioritize the most valuable improvement opportunities.

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