Make Your Platform An Agile Solution to Streamline Sales And Support Productivity

Live Chat + CRM Integration

TABLE OF CONTENTS

1

2

3

4

5

Gravity of Live Chat Integration

Deeper Insight into Client’s Needs

CRM Integration And Revenue Exceeding

Outcomes of Innovation Diminishing

One-to-Many Service for Technological Synergy

Closing Windup 6

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Chapter One

Gravity of Live Chat Integration

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Gravity of Live Chat Integration

In the digital age, there is a lot more data

about everything and everyone than ever before.

This abundance of information collected by

companies can be effectively used in the

galvanizing the quality of customer service. The

live chat integration with CRM can enhance the

support workflow and address the pull of client’s

needs and expectations.

Due to the technological synergy of live chat app

and CRM solution, you can provide a dynamically

generated ecosystem for managing day-to-day

operation along with the lift of satisfaction rates,

productivity boosting and support cost reducing.

Plus, elimination of switching between apps and

centralized customer database consolidates the

cross-department processes and produces a

refined, real-time, and calculated results.

Business Objectives & Goals Boost Amount And Lead Quality Enlarge the client audiences by offering data incorporation and analysis at low loss risks Competitive Feature Set Supply the dynamic functionality to increase efficiency and maximize productivity of your app Optimize Business Workflow Enhance customer interaction and sharpen real-time revenue, progress, and process analytics Contact with Sales Manager Get in touch with a qualified sales manager to receive all necessary details and business road map.

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Chapter Two

Deeper Insight into Client’s Needs

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Deeper Insight into Client’s Needs

Every vendor gauges the precise metrics that are critical for strategy building and overall

business success. Live chat tools enhance the interaction with customers and come as a

unique breed of communication that solve issues and collect first-hand feedbacks.

By offering the live chat integration, you obtain a competitive advantage that breaks down

the barriers between the apps to maximize the efficiency of customer service and productivity

of business processes: support, sales, and marketing teams. The overall efforts can be

increased by:

enabling the option of direct adding data from live chat and pre/post chat survey

forms to CRM system

customer or account profile updating to boost the quality of marketing and sales

performance

creating tasks or cases and attaching them to specific contacts or accounts right aways

from chats

collecting of chat transcripts to CRM solution to advance the efficiency of lead scoring

and qualification

getting the real-time feedback to analyze the sales progress and coming up with new

marketing tactics

sharpening the rates of KPIs and ROI by using the real-time, relevant data for growing

the revenue

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Chapter Three

CRM Integration and Revenue Exceeding

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CRM Integration & Revenue Exceeding

Businesses that want to succeed in the highly competitive environment need to make sure

that they deliver the feature set and capabilities that match the user’s expectations. In this

line of thought, the opportunity of live chat integration with CRM solutions appears as a

business application scaling up with:

A consolidated data management with a capability of direct record adding and updating,

Obtaining the ability to collect more leads (i.e. name, email, phone number, chat

transcript, etc.)

Adding new cases from the chat transcripts to facilitate and upgrade the quality of

support and service

Advanced the lead scoring and qualification for effective, personalized follow-ups and

marketing campaigns

Maximize the sales and support team productivity by streamlining the workflow and real-

time data updates

Improved organizational collaboration to set data-based goals, track the progress, and

allocate resources

Getting all the data into a single place advances the workflow, estimation and calculation of

ROI, and overall business performance and customer care improvement.

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Chapter Four

Outcomes of Innovation Diminishing

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Outcomes of Innovation Diminishing

Along with the driven ahead market demands, live chat apps are awaited to provide

broader range of commercial opportunities. Companies tend to adopt new tactics to stay

relevant, so if you want to achieve a product-market fit - CRM integration embraces the

critical needs and can lead your business app to quality and income growth.

Think about it: today, when you think of a company, you are really thinking of a product or

service. While your competitors upgrade their feature set gaining more loyal clients and

broadening the targeted audience with live chat integration, you may continue to look

skeptical at this option, but don’t forget to polish your app to a high gloss to ensure that you

will stay at the current level at least.

Due to CRM integration, you will streamline the strategic workflow setting up, provide the

enhanced data management to boost customer interaction along with cross-company

collaboration.

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Chapter Five

One-to-Many Service for Technological Synergy

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One-to-Many Service for Technological Synergy

Data-based strategies and tactics require real-time information collecting from various

sources, as well as its storing and retrieving any time for any reference. Add a competitive

option of CRM integration to your live chat app with Data2CRM.API.

This unified API service comes as a one-to-many solution and enables the live chat

integration with 17 CRMs by a single connection. Data2CRM.API helps to save time, resources

and money on the multiple CRMs integration development processes.

Once you offer your clients integration with CRM for creating a centralized customer

management system, you will also provide:

accurate data entering and updating along with timely information exchange,

improved lead scoring and qualification process due to extra information added in CRM,

advanced productivity cycle as the company departments updated with the new data,

proactive customer support service, efficient sales cycle, and personalized marketing

campaigns,

robust foundation for KPIs and ROI calculation on the relevant data gathered from

multiple sources.

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Explore Data2CRM.API Opportunities

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The unified API service helps you to reinforce your feature set with

following components:

One integration to support your live chat tool interaction with a multiple

CRM platforms

• Robust documentation with code samples for new contexts of API methods

applying

• Customizable filters to facilitate the user’s unique requirements in the data

management

• Technical support from an experienced developer team to encounter and

eliminate issues

• Consistent and scalable integration with market giants: Microsoft Dynamics,

Salesforce, HubSpot, etc

• Flexible plan pricing, where each quote is reviewed separately to assure the

best service quality.

• Save records on your service side, and continue to update of new records

CRM Integration Logic

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Stage 1. Register an account and run the authorization process.

Stage 2. Explore the service documentation to figure out what API abilities you can get.

Stage 3. Download and install Data2CRM.API SDK.

Stage 4. Use a few methods to see how the service works.

Stage 5. Create a form to connect the client’s CRMs.

Stage 6. Add into the system work with leads, contacts,accounts, tasks, cases, notes, etc.

Stage 7. Advance data performance: save records on your live chat service side, and further updates

Drive your live chat integration via Data2CRM.API and create a multi-tenant business

environment for your tool with a number of CRM platforms in the following 7 steps.

Live Chat Integration

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Open up new horizons for your data-led clients with Data2CRM.API.

Chapter Six

Closing Windup

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Go ahead and check out our documentation or talk to a dedicated

account manager. Your time is precious, so don’t wait up and start using

Data2CRM.API today!

The functionality of the business software evolves, the live chat apps aren’t the exception.

The key to getting more loyal customers and increase the revenue rates is breaking down the

software development roadblocks and create more powerful, efficient, and meaningful

service. Meet your client’s expectation and use Data2CRM.API to increase the number of your

satisfied users.

Live chat integration via Data2CRM.API with 17 CRMs enables your clients with:

simultaneous API integration and timely records exchange,

managing and updating of leads, tasks, notes and attachments,

advance the process of lead scoring and qualification process,

the essential data for follow-ups and customer converting campaigns,

sharpen the accuracy of calculation of KPIs and ROI levels.

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TALK TO AN EXPERT

Your time is precious, so don’t wait up and start using

Data2CRM.API today!

Account Manager data2crm.api.crm@magneticone.com Support Department support.api@www.data2crm.com Business and Partnership business@www.data2crm.com

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