Updated on by Daniel Twigg
To manage and support Cyclr, we use a range of tools for marketing and sales purposes. Rather than build out own tools we’d much rather use some of the “best in breed” solutions available on the market.
We’re very open about what systems we use, so want to show you what and how we use them.
To speak directly to prospects and users via the Cyclr website we use Intercom messenger. This allows us to field questions and provide information that is contextually relevant.
How we use Intercom
Automated messages are implemented to provide help and application tips, but are triggered on user action (page viewed or link clicked) not based on user data.
Users can give us their email address to allow us to respond to their questions directly to their inbox if they are not still on our website.
We use this service only to respond to questions and messages, but never for marketing purposes. Direct marketing communication between users and Cyclr is only possible through direct user signup and consent, being managed in a separate system.
Intercom’s data protection updates are available here.
As CRMs go Pipedrive is a fantastic toolkit for managing sales and is great for CRM integrations. We’re big fans. Lead and user requests are added into our CRM so we can manage them as a team, creating tasks and moving deals through pipelines so no customer is left behind.
How we use Pipedrive
We use Pipedrive to manage our sales process, adding contacts when they have signed up for a trial of Cyclr or requested a demo. Contacts are assigned to companies, in order to keep in contact with leads that include multiple people within the company.
Companies will then have deals attached to them. We then use these to track how they are getting on, moving them through pipelines so we can manage their needs as well as possible.
Sentori is an email marketing platform with some extremely powerful automation functionality and an embedded integration marketplace (powered by Cyclr 😉 ). While regular email newsletters are a relatively new thing for us, we decided to start with a new platform and completely new subscriber list.
How we use Sentori
We use this email marketing platform to create and deliver our monthly newsletter. All signup forms on our website include consent buttons that must be accepted to be added to the list. By consenting, users will only be added to a single newsletter list and won’t be sent any other communications other than that.
All of our email include an unsubscribe link, so users can be removed from our list at any time.
Find out about Sentori’s GDPR compliance measure here.
To allow our website visitors to find out more about the Cyclr platform we offer free demos. In order for visitors to book a slot we use YouCanBookMe.
How we use YouCanBookMe
Once an available slot has been booked we send a calendar invite with a meeting room link (typically using Google Hangouts or Zoom) via email. It is also added to our CRM so we can track leads and manage what users requirements are as a team.
The widest used website analytics platform, Google Analytics allows us to track the performance of our website. The data it provides allows us to make data driven improvements to the experience of our website, as well as indicating what areas of our marketing plans are working.
We don’t attribute any data within Google Analytics, so no personal or user data is ever sent to it. To limit the amount of data help within the platform we use their data retention feature to purge data over 26 months old.
Learn about opting out of Google Analytics here.
Google Tag Manager
Another part of Google’s suite, we use Google Tag Manager (GTM) to set event triggers based on actions taken on the website. We also don’t attribute any user data to these actions, just using the data to make decisions to improve our website’s performance and experience.
Google Tag Manger’s usage policy is available here.
To help make improvements on our website we use HotJar for user action monitoring. This data allows us to make changes to our page content and layout to provide visitors and users with a better experience.
Find out about Hotjar’s updated GDPR compliance here.
You can see our full software stack, including our development tools on our Siftery page.