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With over 79% of businesses stating that offering live chat has had a positive effect on sales, revenue, and customer loyalty, it’s no wonder that many companies are now using live chat on their websites. At W-Systems, we believe that CRM should be the anchor for your organization. We integrated our live chat tool with Sugar in order to take advantage of the relationships built there and the data collected there. Keep reading to learn more.
At W-Systems we use Drift for Live Chat. We love Drift because it allows us to combine the automation of chatbots with the personal touch of chatting directly with our employees. We use chatbots to initiate conversations and get users to the right place, but then follow up with a live chat rep to take care of the website visitor directly.
Implementing a chat tool helped us boost engagement with website visitors. But the visitor interactions weren’t being tracked in Sugar at all as a touchpoint. To get the information to our CRM, we would have to ask employees to manually enter the data. It’s not fun for employees to have to enter the data and it’s not fun for managers to double check it.
We built a custom integration between Drift and Sugar to sync our live chat conversations. The integration between Sugar and Drift that we set up has a few basic features:
Some other examples of ways you could combine the power of Drift and Sugar include: