No Data Grind: ZapScale’s CS Platform Integrates Apps in Minutes

In the world of SaaS, the quicker you onboard new customers and ensure their success, the faster you see growth and a positive return on investment (ROI). Customer Success Softwares (also known as Customer Success Platforms or CSPs) are game-changers that can help you to centralise customer information and give you complete customer visibility. This translates to a better customer experience and less churn.

However, the integration process for many CSPs can be a frustrating bottleneck. Manual data mapping, unique ID requirements, and the sheer complexity of getting your business applications to talk to each other can feel like wrangling cats. This leads to siloed customer data, hindering your ability to get a 360-degree customer view and serve your customers effectively.

This is where ZapScale comes in with its simple integration process. Read on to know more.

TL;DR

ZapScale’s Customer Success Software now provides simple app integration with no “Unique ID” requirement. It matches data using multiple parameters such as Unique ID, Name, Email, Phone, Mobile, Location, and Domain. So now you don’t have to scramble through data to create unique customer IDs across different applications.

The Problem With Other Customer Success Platforms

Have you ever felt stuck managing multiple business applications that do not talk to each other? CRM, Ticketing, Billing, Product Analytics, Feature Requests….the list goes on. These apps work great on their own but often getting a unified view of your customer data then becomes a nightmare.

Why? Because customer names differ slightly between apps, causing data mismatch and throwing a wrench in the data integration process.

Consider the below example:

Your customer “Google” shows up as "Google LLC” in HubSpot, “Alphabet Inc" in Freshdesk, “Google Inc” in Jira and just plain "Google" in your Stripe account. If the customer name differs in each app, these systems may not recognize that they all refer to the same customer.

But sadly, there is no way to know if they are the same. Typically, most companies suggest implementing a unique Id in each of these tools for customer identification. This allows any software to understand that all these customers refer to the same one.

Now you may have hundreds or thousands of customers in your book of business. Updating thousands of customer IDs across all the apps for integration can be daunting for most businesses and may result in days (even months) of effort in such data alignment. This is one of the reasons for the highly delayed and long integration process for most Customer Success Software.

Consider the below example:

Let’s say you have 1000 customers and use 5 different applications. HubSpot as CRM, Freshdesk for Ticketing, Jira for Feature Request, Stripe for Billing, and Mixpanel for Product Analytics.

In order to combine all this data you will have to do the following steps.

Step 1: Extracting Unique IDs

Take Unique Ids for each customer from your product database or your CRM database. Your team will be able to do this automatically.

Step 2: Manual Matching

You'll need to painstakingly update each app with the corresponding Unique ID, likely encountering mismatched names along the way. This can easily translate to 5,000 data points to review and update manually! ‍

This is not it, the real-world complexities will make it even worse. For example:

1. Brand Name vs. Legal Name can differ between the billing and ticketing apps.
2. Group and parent-company structures where tickets are booked at the group level but product is used at the division level.
3. Duplicate customer entries in the apps
4. and many more…

Solving all the above complexities is a nightmare. This is a massive task and can take a very long time to correct. As a business focused on sustainable and organic growth, such unnecessary complexities can drain your valuable resources and time.

The Solution: ZapScale - The easiest to implement Customer Success Software

As a fast-growing customer success brand, we identified this huge roadblock in the app integration and developed a simple app integration with no “Unique ID” requirement

Our matching parameters include: Unique Id / Name / Email / Phone / Mobile / Location / Domain

With ZapScale, you do not need to have unique ids. If you have any of these 7 values in your app, ZapScale will be able to map and identify them.

Consider the below example:

Let’s say, the customer name in your SaaS app is “Google Inc” and in Freshdesk it's “Alphabet Inc”.

ZapScale has mapped them as the same “Customer” based on “Email ID” and “Domain Name”. It takes minutes for ZapScale to weave its magic and map all data across different apps with your product database.

In this case 886 customers have been mapped and only 8 customers require your help with manual mapping.

Conclusion

As a customer success leader when you’re managing a large customer portfolio, you are already neck-deep in data and customer-related tasks. Wasting time in data drudgery is something you cannot afford. ZapScale's innovative multi-parameter matching eliminates the need for unique IDs and streamlines the integration process. This lets you focus on what matters most – building strong customer relationships and driving business growth. ZapScale is the fastest Customer Success Platform that you can onboard in 1 day! Talk to our experts to know more.