2022年12月27日

Can iParllay integrate with Salesforce or other CRMs?

By iclick | IParllay Marketing Blog, Marketing Automation

Can iParllay integrate with Salesforce or other CRMs?

iclick
2022-12-27

In general, HubSpot integration is one of Parllay-WeChat CRM standard functions and capabilities, so if anyone had the requirements about to integrate the WeChat OA with CRM for unified management of leads/contacts who are generated from WeChat, we normally would suggest to choose the HubSpot CRM. the reasons are:

Easy to get started-no technical work required

Do not need any extra development

HubSpot CRM is generally powerful enough and user-friendly than other CRMs

HubSpot CRM is for free when separately using

You don’t need to extra pay for the HubSpot WeChat integration capability as it is included in Parllay WeChat CRM’s Professional/Enterprise version.

Parllay haven’t made the integration with Salesforce for the time being, but if any enterprise has the expectation and specific requirements to integrate Parllay with other CRMs and with the enough budget, we could achieve as well.

For example, in addition to HubSpot CRM, Parllay did the case by case integration with the Microsoft Dynamic CRM before.

However, in that case we will need to do the on-demand evaluation and development, this will generate development costs other than the software accessing fee on a daily basis, so the total cost will probably be high.

On the other side, a new integration may not be available in a short time, as the evaluation and development may take a while as well.

We also have customers who are using Salesforce at this stage, but they finally choose the Parllay-Enterprise for the HubSpot integration, and to use the HubSpot Salesforce integration application at the same time to solve the issues of data transferred between these three platforms after the evaluation and consideration.

We are looking forward to integrate with other CRMs !

How to categorize followers by marketing automation

By iclick | IParllay Marketing Blog, Marketing Automation

How to categorize followers by marketing automation

iclick
2022-12-27

WeChat Official Account followers category management is the basis for WeChat fine operation and is also one of the core tasks of marketing automation.

We often categorize followers by their tags. But with more and more tags, this single-dimensional category method becomes inefficient. A more reasonable category method is to use more properties in addition to the tag, such as persona, gender, lifecycle stage, etc.

Persona property: According to the business type, potential customers who are interested in different products / services have the same common needs. In Parllay, we can use WeChat tags to identify them and display a completely different WeChat menu.

Basic information property：Geographic location (province and city) and gender (men and women) are the most basic properties and are provided on the WeChat Official Account Platform.

Behavior interest property: What followers did in the official account reflects his/her interest. These behaviors can be recorded by Parllay tags. By viewing these tags in WeChat CRM, you can quickly identify the followers with different interests.

Lifecycle stage property: This property reflects whether the followers have established a formal business relationship with the enterprise, that is, whether they have registered or paid to purchase the enterprise’s services. You can quickly find out which are the paying customers of the enterprise, which are the new followers, and which are the potential customers who have not purchased but have already registered.In Parllay, our marketing automation will realize the automatic category management of followers through workflow. By designing engagement scenes of different followers, once the followers who meet the requirements are selected in a specific scene, they will be immediately marked and categorized. After that, you can view specific follower portraits through different filtering conditions in Parllay WeChat CRM.

Marketing Automation