Published: Sun Oct 06 2024

Integrations

Integrations are probably the most important aspect of this whole solution - you’ve collected all this great insightful data about your lead or prospect, but that data is only valuable if you’re able to use it to create a sale or conversion, or at least to move the lead closer to that point by moving them further down the funnel.

We achieve these things with integration.

At the end of the assessment, if you followed the best practices, you will have information about the lead’s pains, goals, and obstacles. An effective integration will leverage this information to improve conversions.

Typically, we see 3 forms of integration:

Integration with an email marketing platform.
Integration with a CRM platform.
Integration with a database system.

Email Marketing

The trouble with a general newsletter subscriber is that they are probably going to receive a lot of irrelevant content from you. Maybe they only have interest in a few of the topics you cover, but you don’t know which these are, and so you end up sending them lots of irrelevant emails that don’t get opened, and the consequence of this is that now you become just another spammy email marketer - after a few missed emails, the lead goes into auto pilot and decides to never open your emails, because they just expect more irrelevant stuff… you’ve lost their interest because there’s too much fluff.

Every email they choose not to read will lower the odds that your next email is opened, which lowers the odds of a conversion.

Now imagine if you could send people emails that you KNOW they care about, do you think they would be opened more? Of course.

The good news is that it is possible to achieve exactly this. Most email marketing platforms support tags or segments. These are simply labels on your contacts that allow you to place them into marketing categories. To use these to their full potential, we can generate summarization tags from the quiz pro answers of each lead when they submit.

An example of this might be a personality type assessment, where a lead can discover what their personality style is out of 5 potential options. When the lead submits their assessment, QuizPro creates a contact in your marketing platform via API integration, and the relevant tags are added.

What was a generic email sequence for five personalities, with the lead finding only 1 out of 5 emails from you relevant, has become five niched down email marketing campaigns - where the lead is only added to the marketing campaign that’s relevant to them.

The result? Relevant email marketing, less fluff emails, higher open rates, a stronger brand that positions you as an subject matter expert, and ultimately higher conversions rates and sales.

Currently Supported Platforms

QuizPro current supports integrations with 5 platforms: ActiveCampaign, Aweber, Klaviyo, GoHighLevel, Zapier

The list is constantly expanding to support the needs of our clients, if you’re using a different platform, an integration can be added for you very quickly. Reach out to understand how a QuizPro solution can integrate with your existing suite of softwares and tools.

CRM Integrations

What if you don’t do email marketing? Perhaps you prefer to run consultation calls instead. That’s where CRM integrations come in.

Just like email marketing can be spammy and irrelevant, so can a sales conversation. The sales process acts to understand the obstacles of the lead, their challenges and pains, all with the goal of presenting an effective solution. Many times a sales conversation can be tough because these things are unknown - and it can often take time to gather this information.

Now consider the ideal sales conversation or consultation call you may have with a prospect. Imagine knowing everything they’re struggling with BEFORE you ask. Imagine having a solution to everything they’re facing. If you had this information, you wouldn’t waste time or the attention of the lead by touching on irrelevant solutions or questions - instead, you’d stay concise and you’d laser focus on the points that matter. Much like with email marketing, you’d want to keep your recommendations and questions as relevant as possible - we achieve this, too, with tags.

When a prospect is tagged effectively in your CRM, it becomes an invaluable cheat sheet on what questions to ask, what their challenges are, and what solutions and implementations you’re able to offer to solve these. Ultimately this will lead to more effective sales consultations everytime.

Analytics and Databases

Finally, you may wish to run your own analytics, or view the raw submission data of each lead. All submissions are securely stored in a QuizPro cloud database, and can be egressed to your systems if desired for your project.

Integration best practices

Capture enough information to create effective tags on the lead. Ask questions that agitate the lead’s pain, whilst also understanding their goals and challenges. Position opt ins before your lead magnet Positioning the opt in just before your free, high-value lead magnet means you’ll have leads who are qualified - you’ve asked them the screening questions you need to understand how you can help them. Committed - they’ve invested time and effort into answering your questions. Interested and piqued - Their pain has been agitated and highlighted to them.