The Touchstone platform is a powerful set of tools designed for optimising customer journeys and collecting data from prospects and buyers.
Without a well-designed system to gather data and put it to good use, your business will suffer. Good leads, after all, start with solid data. And understanding your customers is the path to maximising Lifetime Value (LTV).
Touchstone’s interface is straightforward and intuitive, so you can build attractive, strategically designed customer journeys in just minutes.
The builder includes:
CSS tools to adapt your forms to your brand and make them fit with the look and feel like your website or app
A framework to plug and play the steps and triggers of your sales process, creating a memorable and effective customer journey
Touchstone gives you the flexibility you need to design any way you want your customers to experience.
Touchstone forms are simple to share and painless for customers to complete.
Sales reps can send any form via text message for touch-less completion. The customer simply taps the link and fills out the form directly from their mobile device.
The platform uses document reader technology known as Optical Character Recognition (OCR), allowing customers to snap a picture of an old bill (or any other paper document) so the system can read the doc and fill in the form automatically.
Touchstone allows for two-phase sales journeys, where the rep (or the system) begins filling out certain fields, and the customer completes the journey from their device.
Touchstone comes with built-in analytics, so you can:
Whether you’re starting with a legacy system or a fully digital one (with API integrations embedded in existing customer journeys), you can customise Touchstone to meet you where you are today—and help you as you scale in the months and years ahead.
All it takes is simple line or two of code, and Touchstone will deliver your data to whatever database, CRM, marketing automation platform, or external system you prefer.