👱
Customers
Customer-centric from day 1
As explained in Cycle docs, when you extract an insight from a feedback, the customer will automatically be inherited. Cycle automatically keeps track of all the insights provided by a customer.
But there's a lot happening behind the scene to keep everything running smoothly. Let's look into how to manage Cycle customers.
To access "Customers", go to
workspace settings > CustomersCustomers in Cycle can be created manually or imported from source integrations.
Cycle automatically merges duplicates and syncs contacts across the integrations to give you an accurate representation of who you're interacting with.
When a customer is synced across multiple integrations, we'll display these on their profile.
One customer, multiple sources, all synced
Cycle automatically fetches the customer you're getting feedback from so you don't lose track of it. For this to work, the customer should already exist in your Cycle workspace.
You can always edit the customer manually afterwards.
Cycle automatically fetches the customer from an integration when they exists in your workspace
We will also give the feedback a title by default: "Feedback from {customer name} in {integration} - {date}" to make it easy to browse through feedback later on.
You can easily browse all the feedback and insights tied to a particular customer. No matter if it came by email, an Intercom ticket or Slack message, it will all be here. It's like a CRM for product teams.
When you extracted insights from feedback, you linked these insights to 🌱 Feature, remember? Since insights inherited the customer from the original feedback, you know which customer provided an insight for a particular Feature.
To make it easy keep customers updated on the status of their requests, Cycle displays the Features, insights and feedback of a customer in the HubSpot & Intercom integrations. Regardless of where the original feedback came from.
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See the status of customer's feedback, insights and Features straight from the intregrations
Need to find all the feedback from a specific customer or company?
Hit ⌘+k to open to command panel and search for a customer or company's name.
A CRM for product teams
Last modified 2mo ago