Data Pool Services – Integrations, Triggers, and Actions
Rohit Singh VP of Customer Engagement Schedule Free Consultation
  • Creating any engagement program is a great way to create a community, build brand advocacy, and create long-term loyalty for employees, partners, and customers. Integrating into your current systems makes the process even more comfortable and more readily adopted by users, staff, and management.

    NextBee strives to offer the most flexible and robust engagement platform available. It integrates with every system available and has the best practices to support your business goals.

    We hope to give you the essential information you need to launch your engagement program, but we realize this guide can’t answer everything, so please reach out with any questions. 

    INTEGRATION – COMMON QUESTIONS & CONCERNS 

    As discussed above, when it comes to launching a program, there can be a nearly endless amount of questions. Few queries are more important than others, but it’s not necessary to get everything answered.

    Instead, we have found that some of our most successful programs have been ones we launch in phases. Our team works hand in hand with yours to define features, deliverable items, timelines, and coordinating who owns which part of the process. 

    Developing an engagement program should be an exciting and fun process, not another burden, which is why we use our experience to make the process easy and seamless. We do the “heavy lifting,” meaning that 70-80% of the work is done on our side. 

    Once you come on board with us, we’ll meet with you and take care of everything. If you’re like most companies who find challenges in starting a program, then NextBee is the answer.

    Its automated platform can completely and seamlessly integrate with most CRM Software, POS Software, ESP Software, Financial Software, and many others

    We also work with every client during the setup phase to ensure the integrations are completed or that a solution is developed if integration isn’t directly viable (i.e., the software doesn’t allow for API integration or a data pull is preferred, etc.) 

    One of the crucial parts of developing a program is to consult with your company and jot down the most important goals. Once we know what information is needed, we can quickly start laying out phase one of the program’s structure and integration. 

    Integration comes from a continuous open communication line; we strive to ensure the following agile and responsive implementation process.

    COMMON INTEGRATIONS LISTS 

    Our team of skilled professionals has rich experience integrating various engagement efforts. Whether it is an employee referral program, gamification program, or B2B referral program, etc. into any of the brand’s existing software systems. 

    Here is a partial list of integration options. 

    Common Customer CRM Integrations List 

    HubSpot NetHunt, Salesforce CompanyHub, OnePage Freshsales C2CRM Pipedrive, Nutshell PipelineDeals, Zendesk Sell Copper noCRM.io, Nimble bpm online, Salesflare Membrain Affinity Relationship Intelligence Zoho CRM. 

    Common Employee Software Integrations List 

    Gusto Connecteam Workday Oracle: Peoplesoft Kissflow Bullhorn Litmos 15five Halogen Employee Navigator 

    Common Partner CRM Integrations List

    Allbound PRM Reviews ChannelCandy Impartner PRM channelIT Zift Solutions ChannelKonnect ZINFI ChannelValue Magentrix PRM Convey Portal Salesforce Partner EcoSoft 4.0 

    Relationship Mgmt. LeadMethod PRM Elioplus PRM Channeltivity Gorilla Corporation NetSuite CRM+ Partner IBM Partner PartnerStack LogicBay Relationship Mgmt. Engagement Mgr Mindmatrix Perks WW Enterprise IBM B2B Collaboration Partnerize Partner Engagement Engine.

    Common Customer Financial/Accounting Integrations List

    Stripe PayPal WePay InvoiceSherpa ZenCash QuickBooks BigCommerce WooCommerce 

    Common Email/Text Software Providers Integrations List 

    MailChimp CampaignMonitor WePay Zoho Office Sweet ProtonMail Outlook Gmail Mail.com Twilio SendGrid Plivo RingCentral Vonage Bandwidth.  

    COMMON INTEGRATION TRIGGERS & ACTIONS 

    Integration with CRMs, ESPs, Financial Software, etc., not only simplifies engagement processes but vital for continued success.  

    NextBee’s engagement platform provides organizations with limitless triggers and actions. It allows businesses and the various teams’ or departments to streamline their efforts.  

    With NextBee, the integration process is streamlined and straightforward. We clearly define our goals and maintain a completely open line of communication with our clients. 

    To Sum Up

    We, at Nextbee, work with you to integrate our AI-Powered Community Engagement Platform that helps to run your business industry’s best practices. 

    NextBee’s years of experience helping companies create and integrate full engagement programs. It eventually helps brands to build loyalty, generate referrals, and grow their brand ambassadors. 

     

Align Your Company, Your Teams, And Your Individual Employees To Foster A Company Culture Rooted In Success.


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NextBee Corporation
155 Bovet Rd Suite 700
San Mateo, CA 94402

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1-800-547-1618

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