Do you have CRM? Integrate it with your chat!

Latest collection of data for analysis and insights.
Post Reply
Ehsanuls55
Posts: 873
Joined: Mon Dec 23, 2024 3:33 am

Do you have CRM? Integrate it with your chat!

Post by Ehsanuls55 »

Integrating your online chat platform with your CRM will allow agents to always know who they are talking to: if it is a new customer, how many purchases they have made, how good the lead is, etc. They will be able to make more informed decisions when making recommendations and providing customer support.

Integrating your online chat with your CRM will also make your agents' work more efficient. They will be able to chat with multiple customers at the same time without switching applications.

Assign agents to your online chat
A crucial part of setup is assigning agents to your live chat. Once they are in the system, live chat will automatically assign them to chats with customers.

Once that's done, be sure to explain to your sales team how online chat works.

Plan your conversion funnel
After integrating online chat into your website, determine how the conversion funnel and sales process will work from your agents' perspective.

Depending on the customer's story, you can assign their chat to the agent most qualified to resolve their issue. You can gather this initial information using a chatbot or by relying on your CRM.

Analyze customer experience and locate improvements
A constant flow of feedback will allow you to refine your strategy . Many chats invite the user to vp hr email list fill out a survey after closing the communication.

You can use this tool to ask if they enjoyed the chat and how much it helped them.

Thinking about installing an online chat on your website?
If you want to give your customer relationship a new boost, installing an online chat on your website may be exactly what you are looking for. An online chat can help you improve satisfaction rates, increase the value of your sales and reduce web support costs .

Online chats are growing in popularity, but few companies have one yet. Now is the perfect time to get ahead of the trend and stand out from your competition . Giving users the option to contact you as soon as they land on your website increases the likelihood that they will stick around and remember your brand.

There are a huge variety of online chats on the internet, and making it integrate well with your website design can be a difficult job. At Xplora we can help you find the perfect online chat platform for you and install it on your website. Contact us! We want to know more about your company.
Post Reply