Verint CRM Overview & Magento 2 Integration

Verint is a CRM platform developed to simplify, modify, and automate customer engagement for businesses in different industries. With this system, you can dramatically enhance the way you interact with your store visitors. Furthermore, numerous manual daily duties can be replaced with automated processes. Below, we shed light on the key benefits, solutions, and features, offered by the CRM system as well as describe the Magento 2 Verint integration. 

Verint Overview

Let’s take a look at Verint’s core competitive advantages, solutions, and industries.

Competitive Advantages

The Magento 2 Verint integration lets you build a competitive advantage in the sphere of customer relationship providing every part of your business with the ability to focus on achieving the same goal – engaging customers effectively. The platform combines numerous instruments that dramatically enhance the daily duties of your call center, back-office, marketing and IT departments, etc. With Verint, you can elevate the customer experience reducing operating costs. To achieve this goal, the platform lets you apply the following enhancements:

• Simplify customer engagement mechanisms. With the Magento 2 Verint integration, you can leverage open, easy to deploy, and simple to use CRM platform, reducing complexity in your operations for the entire customer experience ecosystem.
• Modernize related processes. With a smooth transition to the cloud, you can modernize your customer engagement routine dramatically. At the same time, the Magento 2 Verint integration lets you streamline the CRM platform using different models: on-premise or hybrid.
• Automate daily duties. The purpose of a reliable CRM system is not only to improve customer engagement but to automate the related processes. With the Magento 2 Verint integration, you get the ability to streamline multiple automation and artificial intelligence capabilities to reduce the cost and errors associated with manual work. Thus, your customer experience becomes personalized and more enjoyable while related management processes – faster.

Solutions

Below, you can find core solutions provided by Verint:

• Workforce Engagement. The Magento 2 Verint integration lets you empower your employees with modern, cloud-based tools to help them deliver exceptional experiences and reduce repetitive tasks. Furthermore, the platform supports mobile devices, so your specialists can work anytime, anywhere. Thus, the advanced use of automation and analytics lets you increase employee productivity and improve operational efficiency.
• Intelligent Self-Service. Another vital aspect of the Magento 2 Verint integration is the ability to leverage artificial intelligence and machine learning to create a better customer experience and automate more interactions. Besides, you can streamline chatbots, conversational systems, community, web self-service, and knowledge base to improve these processes even more. 
• Omnichannel Experience. With Verint, you let your Magento 2 store visitors reach you on any channel. The CRM platform not only automates and simplifies customer experience but provides your clients with all possible communication tools. Thus, everyone can get the desired information in the most friendly way. As a store owner, you get an opportunity to listen, analyze, and act on customer interactions.
• Fraud. Two other instruments that are worth mentioning here are identity authentication and fraud detection. The Magento 2 Verint integration lets you leverage them to modernize your compliance approach and protect your business. It is also possible to manage risks and reduce their impact on your company.
• Compliance Solutions. The Magento 2 Verint integration will help you make your business compliant with internal standards and regulatory requirements, improving your customer engagement strategy. The platform provides the ability to adopt the best possible practices and set up a comprehensive compliance infrastructure.

Industries

Now, let’s see what industry-specific solutions are offered: 

• Financial Services. Verint provides a bunch of tools designed for better customer engagement in the sphere of financial services. If you face consolidation, fierce competition, increasing transaction volumes, and narrower profit margins, the platform lets you leverage a suite of solutions designed to elevate customer engagement to a competitive differentiator. Get the most in-depth insights to reduce costs, increase the quality of service, and make well-informed decisions.
• Healthcare. There is also a dedicated suite of apps for healthcare institutions developed to engage customers, improve service levels, and, of course, reduce costs. Enhance compliance and the security of interactions, providing your clients with the ability to use any communication channel they want.
• Outsourcing. Increase the efficiency of your infrastructure, supporting customer engagement needs. Find new clients and make the existing ones even more loyal. Address complex requirements and use automation and analytics to enhance productivity. The platform also lets you understand trends and deliver not only cost-effective but also modern services.
• Telecommunications. Telecommunication businesses can capture and analyze customer interactions across channels with Verint, developing customer retention, and loyalty strategies.
• Public Sector. Respond to citizen demands more effectively, providing access to self-serve portals. Introducing new digital engagement channels. Improving the existing services and manage the pressures of cost containment with Verint. The platform is designed to help you transform citizen engagement, leveraging the use of new digital, social, and emerging channels.
• Retail. If you use Verint in your retail business, you’ve come to the right place. Below, we shed light on the Magento 2 Verint integration.

Pricing

No pricing details are available. Contact Verint for any information.

Magento 2 Verint Integration

Now, when you know about significant benefits, products, and industries of Verint, we’d like to draw your attention to another important topic – the Magento 2 Verint integration. Unfortunately, you cannot use the default tools to connect your e-commerce store to the CRM platform, but there is a solution that enables seamless integration. Meet the Improved Import & Export Magento 2 extension – a universal tool that allows numerous Magento 2 integrations with external systems and other Magento 2 websites.

The module is designed to help you connect your Magento 2 website to Verint in a matter of minutes. And you can achieve this goal without a single line of code! It is only necessary to install the extension on your e-commerce website and let is automate data transfers between Magento 2 and Verint. Improved Import & Export creates a bridge between the two platforms based on API connections.

Features

The Improved Import & Export extension lets you leverage the following enhancements to run the Magento 2 Verint integration seamlessly:

• Automated CRM data tracking and exchange;
• Synchronization for:
  • Customers;
  • Products;
  • Magento entities (all product types, orders, customers, and invoices);
  • Verint entities;
• Synchronization history;
• Attributes mapping to improve the accuracy of Magento 2 data in Verint;
• Automate data transfers via schedules or triggers.
• Support for multiple stores;
• Support for various currencies.

Let’s explore several use cases to illustrate the functionality of the plugin from the perspective of the Magento 2 Verint integration. Note that if Verint does not support some of the following entities, you can still leverage the described processes for integration with other systems.

Product Data

When you add a new product, update an existing one, or apply changes to the inventory, the Improved Import & Export Magento 2 extension transfers all the corresponding data to Verint updating the CRM platform.

Customer Data

When a new customer registers on your Magento 2 storefront, Improved Import & Export can send the corresponding data to Verint. When a registered customer applies changes to his/her existing account, the module can transfer the data to the CRM platform.

Income Tracking

Income tracking is another opportunity related to Improved Import & Export. Our extension can quickly transfer income data from your e-commerce website to Verint and back if the CRM platform requires it.

Payment Methods Mapping

Another opportunity related to Magento 2 integration with external systems is related to payment methods mapping. To enable free data transfers between the platforms, you can map them within a few clicks. It doesn’t affect the synchronization with Verint; however, you can leverage this feature in other integrations.

Tax Rates Mapping

The same is about tax rates: the Improved Import & Export module provides the ability to map tax rates used in Magento 2 to an external system, ensuring that tax calculations are correct.

Other Use Cases

The Magento 2 Verint integration based on the Improved Import & Export extension provides the ability to:

• choose what entities to move between the platforms: products, orders, customers, invoices, etc;
• use schedules or events to enable automated data transfers;
• synchronize the two systems by mapping Magento 2 attributes to ones used in Verint.

Get Improved Import & Export Magento 2 Extension

Verint API

Verint offers a stable and consistent API exposed as a set of REST web services. Currently, the platform offers hundreds of APIs to deliver the top-notch user experience via integration. As a developer, you can write your own user experience delivered through the REST APIs.

It is also worth mentioning that some APIs require your access role to have specific privileges. Otherwise, you won’t build the connection. And of course, previous API experience is mandatory to connect your e-commerce store to the CRM platform. Luckily, there is a more intuitive and user-friendly solution!

With the Improved Import & Export extension, the Magento 2 Verint integration is seamless, secure, and unlimited! Although the module uses the REST API to connect your e-commerce website to the external system, it can also leverage SOAP and other standards to create any connections. To enable the Magento 2 Verint integration, the plugin generates multiple API bridges, exchanging all entities between the two systems. You only have to install and configure it or ask our team to do that.

Improved Import & Export Magento 2 Extension Features

We’ve already explored the CRM platform as well as some essential nuances of the Magento 2 Verint integration. Therefore, let’s take a look at the Improved Import & Export features that simplify the data synchronization between the two systems. Since our extension completely revamps the default import and export functionality of the platform, you get an absolutely new way of data transfers, which helps you avoid many issues associated with the built-in tools.

The default instruments don’t let you do the following things:

• Establish API connections;
• Automate data transfers;
• Map attributes;
• Leverage import/export of all entities.

As a result, it is necessary to repeat numerous processes every time a data transfer between Magento 2 and Verint is required. Usually, you have to recreate changes applied to your e-commerce store in a CRM system manually. Since the integration requires multiple updates per day, it turns into a complete waste of time. But the problem can be easily solved with the help of a more reliable solution.

The Improved Import & Export extension allows transferring all information from Magento 2 to Verint and back. Note that all processes are automated: relax while the plugin transfers data, matches different external attributes and their values from one system to another, leverages multiple API connections in the integration working with all entities. The Magento 2 Verint integration becomes a breeze with our module.

Automated Import & Export

The Verint Magento 2 integration is a continuous process that requires advanced automation. And Improved Import & Export provides the ability to avoid daily duties related to data transfers via schedules and event-based triggers, which entirely automate them.

Schedules

Schedules represent the most intuitive and straightforward way of automation in different data transfers, including the Magento 2 Verint integration. The flow of information between the two systems is based on cron. You specify a time interval and the extension imports/exports updates according to it letting you create fully independent import and export jobs with several different options:

• custom intervals,
• customizable, predefined update schemes,
• profiles with no schedules (which are suitable for maintaining such tasks as migration to Magento 2),
• and asynchronous data transfers (launch every scheduled profile manually whenever you want).

Events

Event-based triggers are another huge improvement provided by the Improved Import & Export extension. They introduce a more flexible approach to the Magento 2 Verint integration exchanging data in real time. Use the following algorithm to automate data transfers between the two systems:

1. Create a trigger;
2. Connect it to an event;
3. Link an action to a trigger to launch it automatically.

Thus, transferring data to Verint with the help of a trigger dramatically simplifies the integration. When something happens in Magento 2, the plugin transfers the corresponding data to the CRM platform.

For instance, a customer creates an account on your website; the extension rapidly provides the corresponding data to Verint. The Magento 2 Verint Integration Add-On for Improved Import & Export will help you forget about creating similar schemes manually! Follow the link below for more information regarding triggers: How to Run Magento 2 Import or Export After Specific System Event or Process.

Advanced Mapping Features

Map Verint attributes to ones used in Magento 2 and vice versa to enable automated data transfers between the two systems. The Improved Import & Export Magento 2 extension radically simplifies the Verint Magento 2 integration in terms of attributes and their values with the help of the following features:

Mapping Presets

Use our module to solve the problem of different attribute standards without headaches and enable the Magento 2 Verint integration in the most intuitive way with mapping presets – predefined mapping schemes that eliminate manual attributes matching.

You no longer need to look for unsupported attributes and fix them. Our extension performs all the necessary improvements automatically. It analyzes the input data file transferred from Verint, discovers third-party attributes, and matches them to the ones used in Magento. As for export processes, Magento 2 Verint Integration Add-One for Improved Import & Export knows what attributes are required by the CRM system and modifies ones utilized in Magento according to the rules of the external platform. You only need to select a matching scheme suitable for your migration:

Matching Interface

Importing/exporting data between Verint and Magento 2 can also be based on manual attributes mapping right in the Magento admin! The Improved Import & Export module provides a unique matching interface which offers full control over the process: you specify external (internal) attributes and link them to the corresponding internal (external) ones in a particular grid enabling the data transfer. Here is how everything works:

Attribute Values Mapping

The Improved Import & Export Magento 2 extension offers a separate interface for attribute values mapping that provides the ability to simplify the Magento 2 Verint synchronization and automate it entirely. With our plugin, third-party designations will no longer interrupt transfers from Verint to Magento 2 since you can choose an external value and specify its replacement. Repeat the procedure until all third-party designations are mapped to ones utilized in Magento 2. Note that the created schemes are saved and applied for further updates. For more details, read this article: Attribute Values Mapping.

Attribute Values Editing

If attribute values mapping is not enough, you can rely on attribute values editing. Transferring data from Verint or other systems to Magento 2 can be automated with the ability to modify attribute values in bulk. Use the following rules:

• Add a prefix to multiple attribute values;
• Add a suffix to numerous attribute values;
• Split various attribute values;
• Merge many attribute values.

Note that you can combine them and create conditions increasing the efficiency of the applied changes. You can find more information in this article: How to Modify Attribute Values During Import and Export in Magento 2.

Category Mapping

You won’t use category mapping in the Magento 2 Verint integration. However, it dramatically simplifies other connection. You can match external categories to ones used internally, reducing the number of difficulties that usually occur when products are transferred from other platforms to Magento 2. The Improved Import & Export module allows mapping external product categories to ones used in your catalog as follows:

To create new categories right in the import job, choose a parent category, and specify a new one that will be generated automatically. Thus, the extension will link products to it during the import process. If your Magento 2 website doesn’t include a category from an imported file, it’s no longer a problem. You can find more information about this feature here: Category Mapping.

Attributes On The Fly

And if a data file provided from an external system lacks attributes, the Improved Import & Export Magento 2 extension lets you create them on the fly via the following general form:

Attribute|attribute_property_name:attribute_property_value|…

The feature is described here in more detail: Product attributes import.

Extended Connectivity Options

The fundamental aspect of the Improved Import & Export Magento 2 extension that enables the Magento 2 Verint integration, as well as multiple other connections, is support for additional connectivity options. Designed to improve all data transfers and make the seamless Magento 2 Verint integration possible, they include numerous file formats and two alternative ways of transferring data between your e-commerce store and external systems. As for Verint, the REST API standard is utilized as a first way of the integration.

Multiple File Standards

Although the Magento 2 Verint integration cannot be based on data files, you can leverage them in other integrations. The Improved Import & Export extension supports CSV, XML, JSON, ODS, and Excel as well as unpacks file archives automatically while the default tools work with uncompressed CSV files only!

Multiple File Sources

The following file sources can be leveraged to import and export data files between Magento 2 and external systems:

• FTP/SFTP. Transfer data files using a local or remote server.
• Dropbox. Use a Dropbox account to establish a connection between the two systems. Alternatively, you can rely on Box, OneDrive, Google Drive, iCloud, and Amazon Drive.
• URL. A direct URL can be used to import a data file as well.

Alternative Ways of Import & Export

Note that the alternative ways of import and export are not represented in Magento 2 by default. However, direct API connections are the only way to enable the Magento 2 Verint integration.

As we’ve mentioned above, the Improved Import & Export extension provides the ability to leverage REST for the Magento 2 Verint synchronization as well as other APIs if necessary. For instance, our module also works with SOAP (which is deprecated in the case of Verint ) and GraphQL.

Note that all API connections support other extension’s features so that you can leverage mapping, schedules, and attributes on the fly while transferring data from Magento 2 to Verint via REST API.

As for the intermediary services, you can rely on Google Sheets, Office 365 Excel, and Zoho Sheettransferring data to your e-commerce store. Although it is impossible to utilize them for the Magento 2 Verint integration, other connections can be established with the help of various online sheets. The following image shows how to use Google Sheets to move data to Magento 2:

And of course, the Improved Import & Export extension opens completely new possibilities with support for WSDL and WADL.

The video below displays other details of our extension:

Final Words

Verint introduces a revolutionary new approach to customer engagement. The platform enables you to leverage multiple communication channels, automating numerous daily duties. Being a reliable tool for many industries, Verint can also power the customer experience of your e-commerce website. As for the Magento 2 Verint integration, it is based on the Improved Import & Export extension. For further information, follow the link below and contact our support:

Get Improved Import & Export Magento 2 Extension