Integrations Training

Meeting purpose

Provide comprehensive training on integrations, their importance in Referrizer’s offering, and how to effectively communicate their value to potential clients during sales calls.

Key Takeaways

• Integrations are a core feature of Referrizer, connecting the platform with clients’ existing systems (e.g., MindBody, Acuity) to enable automated data sync and marketing actions
• When direct integration isn’t possible, alternatives include QR codes for on-site check-ins or Zapier connections to bridge gaps between systems
• Sales approach should focus on being natural and conversational, emphasizing benefits rather than technical details of integrations
• Agents need to be prepared for various client scenarios, including those who may have had negative experiences with mentioned software partners

Topics

Understanding Integrations

• Integrations connect two different systems, similar to connecting a phone to speakers
• Referrizer integrates with clients’ existing software (e.g., scheduling systems) to automate data flow and trigger marketing actions
• Key integration partners include MindBody, Collabority, GlowFox, and Acuity Scheduling
• Benefits of integrations:
  • Significant time-saving for clients
  • Automation of processes like appointment scheduling and follow-up marketing actions
  • Real-time data sync between systems
  • Enhanced ability to track and engage with customers throughout their lifecycle

Handling Non-integrated Systems

• QR code solution:
  • Clients scan when visiting the business
  • Triggers actions in Referrizer (e.g., check-ins, promotions)
  • Useful for businesses without digital systems or compatible software
• Zapier integration:
  • Acts as a middleman to connect systems without native integration
  • Can create custom “zaps” or triggers between different software
  • Example: When a new entry is made in Google Sheets, send an email or SMS
  • Flexible solution that can work with a wide range of software
• Manual data import:
  • Possible but less desirable due to time investment
  • May lead to lower client retention due to increased workload

Sales Approach for Integrations

• Avoid using lengthy, scripted pitches; they often lead to hang-ups
• Focus on being natural and conversational in calls
• Emphasize benefits like time-saving and automated marketing actions
• Tailor the pitch based on the client’s current software:
  • For MindBody users: Highlight Referrizer as the #1 app in their marketplace
  • For scheduling-only software: Emphasize Referrizer’s marketing capabilities
• Be prepared for clients who may have had negative experiences with mentioned software:
  • Listen to their concerns
  • Highlight how Referrizer can address pain points or enhance their current setup
• Use phrases like “we integrate with” rather than “we partner with” to avoid confusion

Integration Partners and Scripts

• Key partners to be familiar with: MindBody, Collabority, GlowFox, Acuity Scheduling
• When mentioning integrations, verify if the client is still using the software (e.g., “Are you still using MindBody?”)

Handling Special Cases

• For businesses without digital systems:
  • Emphasize the importance of digitization in the current market
  • Highlight how Referrizer can help them transition and grow
• For businesses using unfamiliar software:
  • Focus on Referrizer’s general benefits
  • Mention Zapier as a potential connection solution