Ever wondered how to get your website activity data into your pipedrive CRM. Or how to detect, store and interpret the feature usage of your Users on your platform and share it within your organization and all of your desired applications? To break up data Silos and detect actionable insights to ensure your business growth?
2. Our Test User was submitted
and added to our Pipedrive
Environment
Let’s have a look on his
activities, his health stage, his
User Flow and how this is
synced between the Systems
3. His Health Stage is in Normal.
No User activities are
detected so far.
The Lifecycle Stage is set to
Web (New). This indicates
that he is a new User
4. His Health Stage is in Normal.
No User activities are
detected so far.
The Lifecycle Stage is set to
Web (New). This indicates
that he is a new User
5. While logging in we need to
choose an Account Mick will
be attached to.
In this case he belongs to The
Rolling Stones
6. After the login we can see
that the User Login was
detected and saved in
journy.io
7. Let’s test some Features.
Clicking on the Button
Feature 1 will trigger an Event,
that will be detected by
journy.io
8. Let’s test some more
Features.
The Segment changed to
Feature1. And his Stage too.
The User Flow is detected
immediately.
9. Button clicks, sub page visits
or behavior based actions
will be tracked.
Create actions based on the
User interactions.
10. All events can be sent to your
desired applications. CRM,
Ticketing Software, CSM
Software
11. Predefined Rules can be set
and will change also the
Health Score during the
Customer Journey. As
interactions with different
Touchpoints will have varying
weighting.
12. In journy.io you can see the:
- 360 Customer Profile.
- Activity Feed
- User Flow
- Stage
- Health
- Where the Data was sent to
- To what Accounts the User
is tied
13. Full Video & More Helpful Insights on: journy.io on Youtube
