Intercom case studies

Last updated on June 13th, 2023

Pardeep Kullar
Pardeep Kullar

Case studies covering how key modules are used for support, marketing and sales, the email campaigns they added, in-app messages, costs and overall flow.

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How does intercom work for a company?

Intercom is like an iceberg and while they market the product as ‘live chat’, it’s the back-end CRM system that does most of the work. This case study goes through how it really feels to use Intercom including all the main modules and how they come together to make it useful.

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How can you use Intercom for email marketing and sales?

If you’ve ever tried to put together a special offer and market that offer then you know what a pain it can be. This shows you how it’s done using Intercom from beginning to end.

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How much does Intercom cost?

Some live chat systems price per seat but intercom charges for modules and the number of users you have. This covers how much it really costs to use Intercom and how you can manage that cost.

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A full set of real Intercom email templates

Intercom sends an automatic sequence of emails to users over time depending on where you want to direct them. You can help them sign up, complete a trial, purchase and then educate them further on how the system works without having to do a single thing after setup. The email templates shown here are the real templates used by Upscope for bringing users on board.

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Before and after Intercom. What’s the difference in our daily work?

You know how you might have a ‘contact us’ button or use Mailchimp or some other service to manage users. This shows you what the before and after changes are and they really do matter so much. It’s not just the tools it replaces but the in-between steps you no longer need to stress about.

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Which CRM to use with Intercom?

Upscope went through months of testing out different tools before a relatively simple solution was discovered. If you’re doing account management and sales then Intercom may appear to be a CRM but it’s built ground up for a different purpose and is adapting but while that’s happening you might need additional tools.

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9 hacks companies are using with Intercom

See some smart ways to make the most of Intercom including increasing engagement, auto-following twitter users, plugging in Typeform, integrating a CRM and more.

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Guest post: How Uplead uses Intercom to increase engagement

Uplead show you their basic set of Intercom engagement messages for new and disengaged users. You'll see both the in-app and email messages used together.

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Pardeep Kullar
Pardeep Kullar

Pardeep overlooks growth at Upscope and loves writing about SaaS companies, customer success and customer experience.