Customer Connect Mobile App

The Customer Connect app is a lead-nurturing tool that allows you to import contact information from your phone into the app. Customer Connect will help you organize contacts and connect with them via a plan designed to introduce, pique interest, and ultimately convert them as USANA customers.

Features:

Reminders

  • Customer Connect lets you schedule reminders for your meetings and tasks. You can then receive pop-ups or push notifications to your phone, based on your settings.

History

  • You can use the app to keep track of your customer history. You’ll always know how long it’s been between orders or what was discussed in your last conversation. Keep track of every interaction you have with your customers. You will never again have to wonder if you’ve introduced them to a new product or hunt for order information. The customer history lists the complete product order history of each customer, and the dates, so you know if they’ve tried a specific product or if they may be close to running out of a trusted favorite.

Retail Receipts

  • You can create a receipt for each transaction you have a record of, including retail sales and giveaways. This feature also helps you document you have met your monthly retail sales requirements.

Presentations

  • Share presentations and videos with your customers inside the app. Use it to keep a record to know they have already seen part one of your favorite presentation and it’s time to show them part two. You can even view and share YouTube videos.

Demographics

  • Answering some demographic questions about each contact will help you get to know your customers better. Customer Connect will also have this data to make smarter suggestions.

Share Products

  • Send out links to products you recommend. When your customers click on this link, they will be routed to a shopping cart full of these recommendations. It’s a great way to introduce your favorite USANA products.

Send Enrollment Link

  • You can simplify the enrollment process by sending a link to the enrollment form that already includes some info. When your new team members click on it, they will be taken to a personal enrollment form with some fields already completed, such as sponsor ID and placement. The app will soon be updated so you can select exact placement and embed this info into the link.

Feedback Button

  • Reporting issues and requesting help is easy. Simply click the feedback button and send us a message to allow us to address your concerns as quickly as possible.

You can download the Customer Connect app through the Apple App Store or Google Play.

Last modified: May 18, 2021

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