BSI in your customer process – not as a CX platform whose automations are disconnected from the operational core.
Connecting BSI Customer Suite – Customized and Seamless
The BSI Customer Suite is a Swiss platform for Customer Experience Management – combining CRM, Marketing Automation, Customer Service, and Sales in an integrated suite. Companies leverage BSI to orchestrate customer journeys, automate service processes, and centrally manage customer data. BSI becomes relevant for operationally complex companies when CX data should not remain in a separate platform – but function as an integrated part of a system that seamlessly connects sales, operations, and customer management. We integrate the BSI Customer Suite into customized corporate software. No pre-packaged standard connection, no plug-in with limitations – but a tailored connection that fits precisely to your processes and your system.
What We Connect
| Integration Options | |
|---|---|
| 🔄 | Automatically synchronize customer data, service processes, and interaction history into the central system |
| 📊 | Represent CX KPIs – customer satisfaction, service rates, journey performance – in comprehensive reporting |
| 📄 | Automatically generate service processes or marketing triggers in BSI from operational events |
| ⚡ | Event-driven workflows – e.g., start customer journey on contract changes, notify account manager on escalation |
| 🔗 | Bidirectional data exchange between BSI, ERP, order management, accounting, and other systems |
How Integration Works
We work directly with the BSI REST API and the available webhook mechanisms. The connection is developed as a fixed component of your operating system – no third-party middleware, no workaround. What this concretely means:
| 🏗️ | Customized connection – built for your processes, not for the average |
| 🔄 | Automatic data flow – no manual data transfers between CX and operations |
| 🗄️ | A single data foundation – BSI customer data flows into your central system |
| 🛡️ | Secure and GDPR-compliant – Swiss hosting option, encrypted and documented |
Typical Use Case
A financial service provider with 80 employees orchestrates customer journeys in BSI – onboarding, contract renewal, cross-selling. Marketing automation is running, but the connection to operational business is missing. The marketing engine does not know if a customer currently has an open support ticket. Contract data is manually reconciled between BSI and ERP.
Through integration, operational data flows automatically into BSI – and CX data back into the operating system. Customer journeys consider the current service status. Contract changes update both systems simultaneously. Management sees CX metrics alongside revenue and project progress. Customer Experience transitions from an isolated marketing project to an integrated control variable.
Part of Your Operating System
The BSI Customer Suite is a powerful CX platform with strong Swiss data protection. But when used in isolation, customer journeys remain separated from operational daily activities. Only as part of an integrated system does BSI unlock its full benefits – when CX data inform operational processes and customer management does not happen alongside the business but within it. We develop AI-powered operating systems for operationally complex companies. The BSI Customer Suite integration is one building block of that.