ClaritySoft has been designed with simplicity in mind. The sales process and everything it includes, from lead management to accounts management, can get quite complicated. ClaritySoft aims to eliminate much of the confusion and instead provide the tools needed to focus on and convert the most promising prospects.
For example, by using ClaritySoft’s account management tools, your team will be able to centralize all the account information in one place, and this will allow sales agents to go into any meeting with all of the knowledge they need to make a good impression and hopefully a sale. Accounts can be imported from Microsoft Excel or Outlook, and when it comes to the data that can be registered, you can use these tools to track all of the activity, contacts, notes, quotations, previous sales, and services that can be offered to an organization in a single intuitive view.
Leads generated by HelpSquad can also be integrated into ClaritySoft’s pipeline management tools, so that whenever a lead is generated through live chat, you already have a predetermined set of best practices that will convert the lead into a customer. This feature will also allow you to track various customers by their interaction through the live chat and perform sales forecasting to identify which leads should be pursued first.
HelpSquad can be very useful in your ClaritySoft email campaigns as well. ClaritySoft makes it easy to contact prospects and leads through emails with tailored offers in order to convert, upsell or cross-sell. By integrating HelpSquad’s managed live chat service into these email marketing campaigns, a prospect can contact a live chat agent and get more information about a specific offer, and this can increase conversion rates. When a sale succeeds because of a live chat interaction, the interaction can be recorded, added to ClaritySoft’s CRM and then studied to better understand what your customers want.