Map Pack Rankings Feature
The VA Pull feature is a significant enhancement offered by GetDandy to streamline the review management process for businesses. This feature automates the task of requesting reviews from customers by integrating directly with a client's Customer Relationship Management (CRM) system. The primary goal of VA Pull is to efficiently gather customer data and utilize it to send out review requests via text or email, thereby boosting a business's online reputation and visibility.
How VA Pull Works
- Integration and Data Export:
- The VA Pull team accesses the client's CRM to export essential customer details such as names, emails, and phone numbers.
- Review Requests:
- Once customer data is extracted and formatted, GetDandy sends out automated review requests to customers. This process helps businesses enhance their volume of positive reviews without needing to manually manage each request.
- Regular Updates:
- Clients can opt for regular data pulls from their CRM, such as bi-weekly or monthly, ensuring that all recent customers receive review requests.
Security and Privacy
GetDandy places utmost importance on the privacy and security of customer data. All operations involving customer data are conducted under strict confidentiality agreements, and businesses are required to sign a disclosure form confirming the details of the data handling process.
Setting Up VA Pull
- Onboarding:
- During the initial setup, the VA Pull team explains the process in detail and confirms the integration specifics, such as the type of CRM used and the frequency of data extraction, it’s important for the CRM to be cloud based.
- Hybrid Capabilities:
- If the CRM is not cloud based, clients can export or automate weekly export data and have it sent to the VA Pull teams email, our team will help in setting this up
- Data Formatting and Validation:
- Proper formatting is crucial for the success of the VA Pull feature. The team ensures that data is correctly formatted and duplicates or errors are addressed before upload.
Benefits of VA Pull
- Efficiency: Automates the process of sending review requests, saving time and resources.
- Consistency: Ensures a steady flow of review requests, which is vital for maintaining and improving online reputation.
- Scalability: Easily scales with the business as it grows, handling increased volumes of review requests effortlessly.
FAQs
- What CRMs are compatible with VA Pull?
VA Pull is designed to be compatible with major CRM systems like HubSpot. Custom solutions can be developed for other CRMs as needed.
- How secure is the data export process?
Data security is paramount. All data transfers are encrypted, and GetDandy adheres to industry-best practices to protect client information.
- Can I customize the frequency of review requests?
Yes, businesses can customize how frequently they want to pull data from their CRM and send out review requests.
- What happens if the data is not in the correct format?
The VA Pull team will assist in formatting the data correctly and may develop custom scripts to automate the correction process for recurring data formatting issues.
- How do I start using VA Pull?
Interested clients should contact their account manager at GetDandy to discuss the setup process and sign the necessary disclosure forms.
VA Pull by GetDandy represents a pivotal advancement for businesses aiming to enhance their digital presence through proactive review management. By automating and simplifying the review request process, VA Pull not only improves efficiency but also helps businesses maintain a robust online reputation.