Updated on by Daniel Twigg
To manage and support Cyclr, we use a range of tools for marketing stack and sales purposes. Rather than build out our 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.
Wonderchat
Enabling website users to ask an AI chatbot questions about Cyclr, while also enabling us to speak directly to prospects and users, we use Wonderchat. This allows us to field questions and provide information that is contextually relevant.
How we use Wonderchat
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 addresses to allow us to respond to their questions directly in their inboxes 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.
Wonderchat’s security centre, with their policies, is available here.
Hubspot
As CRMs go Hubspot is a fantastic toolkit for managing sales and is great for CRM integrations. We’re big fans. Lead and user requests are added to 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 Hubspot
We use and integrate Hubspot 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.
We also use Hubspot to create and send our our various newsletters and track marketing performance with dashboards and goals.
You can find out about Hubspot’s privacy policy here.
YouCanBookMe
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.
Youcanbookme’s privacy policy is available here.
Calendly
The Cyclr team use Calendly to manage their individual calendars.
How we use Calendly
Our team use Calendly to ease the pain of finding mutually suitable times to speak with customers, partners and stakeholders. Calendars are updated for relevant parties once a booking is made.
Calendly’s privacy policy is available here.
Apollo
Apollo is a sales tool to help sales teams manage their prospecting and conversations with relevant parties.
How we use Apollo
Our sales team perform outbound messaging to individuals who may benefit from our integration solution using Apollo.
Apollo’s privacy policy is available here.
Non-Attributing Tools
Google Analytics
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 indicate 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 held 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 Manager’s usage policy is available here.
Simple Analytics
To help make improvements on our website we use Simple Analytics for anonymised GDPR compliant session data monitoring. This data allows us to make changes to our page content and layout to provide visitors and users with a better experience.
