Customer Engagement Platforms: Examples and best features for 2021

Customer engagement platforms are software that help businesses manage complex customer relationships and strengthen customer communications by increasing interactions.

When customers interact with a company, they want fast, personalized service, meaningful marketing, and thoughtful recommendations, and they expect all of these from different channels. Interacting with customers across all of these channels is possible with customer engagement platforms. The channels you can interact with through customer engagement platforms include:

  • Phone and email,
  • Social media platforms,
  • Live chat,
  • SMS and messaging applications.

Customers expect to engage with a brand using the same communication channels they use to connect with friends and family.

One of the most powerful software tools a business can use to manage complex customer relationships is a customer engagement platform.

Read on for actionable insights about the importance of your customer engagement software.

What is a customer engagement platform?

A customer engagement platform is software that helps companies manage, analyze, and optimize the customer journey by automatically sending personalized messages to customers across multiple devices and platforms.

Customer engagement tools can allow a brand to connect all of its customer data in one place and deliver a highly personalized experience for customers. This depends on all sorts of variables, such as:

  • The device they use,
  • Order history,
  • The status of the support request and
  • Their activities on social media.

Examples of customer interactions:

For example, a customer engagement platform enables:

  • Send a customized welcome letter to a customer after they create an account.
  • Send the customer a link to download the app to their mobile device.
  • Send customers push notifications for important events.
  • Send a personalized push notification to customers letting them know that an item they liked on social media is on sale.

Companies can fine-tune it with more complex actions, such as automatically pausing marketing messages for customers with open support tickets.

Companies looking to improve customer relationships can use powerful analytics in engagement software to:

  • Get real-time insights.
  • Monitor click-through rates.

This makes it easier for a business to measure the effectiveness of its customer engagement platform and unlock new areas to improve customer relationships.

Customer engagement software also provides a business with a holistic view of its customers by bringing together data from all the different systems a company uses. This could be social media, sales and marketing automation systems, customer support help desks, or sales databases.

Define customer interaction model:

Once a company has a 360-degree view of its customers, it can define its customer engagement model. A customer engagement model is a way of thinking about all the customer interactions a company has in the customer journey.

Customer engagement models typically take customers through five stages of engagement with a brand:

  • Lack of awareness,
  • Discovery,
  • Thinking,
  • Transform and
  • Growth.

Once a company understands its customer engagement model, it can create a customer engagement strategy that addresses the unique needs of its customers.

Customer engagement management is critical to managing the customer experience in all five of these steps.

Best customer engagement platforms 2021

Companies interested in customer relationship management should evaluate customer loyalty software based on a number of criteria, including ease of installation and use, the ability to connect with other systems a company uses, such as a CRM database, and the amount of customization it allows.

It’s important to choose a solution that’s affordable and can scale as your company grows. For many companies, this means a cloud-based software solution that’s managed offsite, includes robust security protocols, and offers flexible features and pricing options.

Here are the most important features of customer engagement platforms in 2021.

  • Meets customers where they are.

Customers shouldn’t have to be forced to engage with your brand. A great customer engagement platform empowers businesses to meet their customers where they are, like through messaging channels.

  • Provides personalized experiences.

Relationships are crucial to customer loyalty. To deliver personalized experiences, businesses need a customer engagement platform complete with customer context, such as the customer’s support history, account type/segment, and order preferences.

  • Integrates with your existing software.

You want a customer engagement platform that integrates with all the tools and software your teams need, from marketing automation software to social media monitoring tools. When different tools are connected, teams can do more with combined capabilities. For example, integrate customer support software with email marketing tools to send segmented emails based on support history.

  • It is easy to install.

Easy-to-set-up and easy-to-use customer engagement platforms allow you to focus on engaging with customers rather than managing a tool and training teams to use it.

  • Provides a 360° customer view.

With a customer engagement platform that unites all your customer data, no matter where it lives, your teams can anticipate customer needs and deliver a better personalized experience. A 360-degree customer view gives every team, from marketing to customer support, a holistic understanding of your customers.

  • Empower your teams with data.

Learning how to improve requires data. When teams can understand trends in how and where customers are interacting with the business, they can gain insights to improve customer engagement.

  • Easily adjustable.

Businesses today need customer engagement software that allows them to be agile. They need to be able to activate and close channels quickly. With plug-and-play applications, they can consolidate all their customer data without having to wait for IT teams to create custom integrations.

How do customer engagement platforms improve the overall customer experience?

Customer engagement software puts customer experience at the center of the customer journey, which ultimately benefits both customers and companies.

Whether it’s chatting with your customers on Facebook, helping a website visitor who might become a customer, or the next person your sales reps talk to, we’re guessing you’re aiming for higher customer satisfaction with every interaction.

Engagement software makes it seamless for customers to interact with a company. The software creates an almost magical feeling that customers are getting the support and attention they need, without having to ask, with smart, thoughtful suggestions, answers to their most frequently asked questions, and quick, personalized solutions to their problems when they reach out.

Companies that use engagement software gain trust, loyalty, and sales from customers by providing fast, personalized service on the channels customers are most interested in. It allows teams to create unique customer journeys and automate much of the work required to engage with customers.

Not only does this ensure that companies are there to support customers when they need it most, it also frees up teams to focus on supporting customers, delighting them with responsive service, and finding new ways to solve more complex problems.

Why are customer engagement platforms so important?

While it can be challenging for a business to keep up with customer expectations in this fast-moving omnichannel universe, it also gives companies more ways than ever to build customer loyalty and develop long-term relationships with customers.

A brand can create emotional connections with customers on the communication channels that matter most to it. These emotional connections can increase customer satisfaction, sales, and customer retention.

Contact us for detailed information.

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