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Tracking, Reporting, and Tools Integration For Enterprise Software & SaaS

You can’t make the right decisions for your business if you don’t have the right data.

One way to collect this data is through product and user reporting. This data on your user’s in-product behavior can lead to to optimized conversion rates, streamlined customer support, and a better product.

Studies show that using conversion rate optimization (CRO) tools can increase conversion rates by up to 223%, while integrating CRM systems can lead to an average sales increases of over 29%, boost sales productivity by 34%, and improve sales forecasting accuracy by 42%.

Our Approach to Tracking, Reporting, and Tools Integration

JHMG’s holistic approach ensures that every aspect of tracking, reporting, and tool integration works harmoniously, driving efficiency and enabling data-driven decision-making.

Our software & SaaS consultants analyze your business to understand your unique challenges and opportunities. We then recommend and implement tailored tools and integrations to streamline your operations and provide deep insights into your users’ behaviors.

We focus wholly on data-driven strategies, thus enabling digital businesses to make informed decisions. From Conversion Rate Optimization (CRO) to your Customer Relationship Management (CRM) tool, we understand how to bring together the right tools into software and SaaS to build your business sustainably. 

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Tracking, Reporting, and Tools Integration
Example Deliverables

Integration of CRM Systems

We facilitate the integration of Customer Relationship Management (CRM) systems to track potential customer interactions—from the initial contact point, survey completion indicating a match with the Ideal Customer Profile (ICP), to the eventual handoff to sales teams for closing deals. This integration enables effective tracking and reporting of customer data to optimize sales processes.

Conversion Rate Optimization (CRO) Tools Implementation

We implement various CRO tools (e.g., Hotjar, True Conversion, Lucky Orange) to analyze user behavior on SaaS platforms. These tools help understand how users interact with the software’s free versions, identify friction points, and enhance user experience to lead them more swiftly to the “aha moment.”

Chatbot and Automated Customer Support Systems

We integrate advanced chatbot tools like Intercom into applications, acting as a direct line for customer support and frequently asked questions. These tools are integrated into the application and CRM or other support tool systems, facilitating seamless customer support and engagement.

Third-party System Integrations for Various Functions

  • Transactional Email Systems: We integrate third-party systems to send transactional emails.
  • Logging and Documentation Systems: We implement third-party logging systems and documentation platforms like Confluence to automate and manage documentation processes efficiently.
  • Capitalization Management and API Development: We utilize tools like Jira for capitalization management and integrate third-party tools for API development.
  • Payment Systems Integration: We ensure seamless payment processes by integrating third-party payment management systems.

Custom Tool Integration According to Business Needs

Recognizing the vast landscape of available tools and the specific needs of each SaaS business, JHMG also offers customized integration services. This involves selecting and integrating the most suitable tools from the thousands available to ensure that the SaaS business’s tracking, reporting, and tool integration are optimized for their unique requirements.

Our services here focus on leveraging technology to track user behavior, optimize conversion rates, enhance customer support, and integrate various third-party systems essential for the efficient operation of B2B SaaS business.

Our Services