Other systems

Explore B2CORE-integrated systems for enhanced functionality, including CRM platforms, customer support tools, and data analytics solutions

CRM & automation systems

The following CRM platforms can be connected to B2CORE to streamline sales processes and automate client management workflows:

Name
Description

The CRM system integrated with B2CORE to automatically sync client data and centralize client information, helping streamline internal processes and support sales and marketing workflows within Salesforce. For details, refer to How to integrate Salesforce.

Customer support platforms

The following are platforms integrated with B2CORE, offering solutions for managing client tickets and enhancing support interactions:

Name
Description

The solution for providing help desk services, allowing you to manage tickets reported by your clients.

When using SupportPal, clients can submit and manage their tickets within the B2CORE UI.

The customer support platform offering a ticketing system, live chat support, and AI-powered capabilities for enhanced customer interactions.

For submitting and managing tickets, clients are redirected from the B2CORE UI to the Zendesk interface.

When transitioning from the use of SupportPal to Zendesk, you must configure the external connection to Zendesk, and then complete the switch to ensure that your clients can submit new tickets only through Zendesk while still being able to view their SupportPal ticket history.

Data analytics tools

The following are platforms integrated with B2CORE for collecting and analyzing client action data in the B2CORE UI and mobile apps, providing insights into user behavior, engagement, and business results:

Name
Description

The platform that enables seamless collection, management, and routing of client action data. This integration collects data on client behavior across the B2CORE UI and mobile apps to support analysis and guide business growth initiatives. The collected data can then be sent to one of the data analysis toolsarrow-up-right for further analysis. For details, refer to How to configure a connection to RudderStack.

The event-based analytics platform that can be configured to receive data on client activity in the B2CORE UI and mobile apps. It provides insights into user engagement, retention, and financial results, helping you evaluate performance and improve your services. For details, refer to How to integrate Amplitude.

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