1. Ensure that your live help link or image is always at the top of the page or in a prominent position so that the customer can clearly view it when landing on the page.

2. Only put live help on your most important pages. Getting a pop-up on every page a customer visits will drive them away.

3. Set up your automatic push settings immediately after installation. Have a clear understanding of your pages content and the time it takes to read so that your automatic pop-up triggers at the most appropriate time.

4. Make sure that operators are well trained and versed with the products benefits and features. Nothing worse than a customer service representative that doesn’t know their stuff and keeps you waiting while locating specific information.

5. If the customer does not want to purchase at that time, ask for permission to send follow up information or if they would prefer to organize a phone call to further evaluate the products and services.

6. Always send follow up information directly after talking with the customer. Fast service is always rewarded and makes the customer feel that your company is on the ball and attentive to his business needs.

7. Use the software to evaluate where customers are being referred from to further improve sales and marketing budget performance.

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