Pro Active Engagement

Conversational marketing is a strategy that uses chatbots and messaging platforms to engage customers in real-time, personalized conversations. Pro-active engagement refers to the proactive initiation of these conversations by the chatbot, rather than waiting for the customer to initiate the interaction. The aim is to provide an efficient and convenient customer experience, build brand awareness and encourage customer loyalty.

Channels:

In the context of Qualifico, sales people can initiate live conversations with online prospects without waiting for the prospect to ask for a chat. In order to prioritize online prospects and effectively engage, Qualifico provides the Live Channels dashboard which filters online prospects based on their properties and their visit context:

The channels are customizable and can be configured based on any identifiable property of the visitor or the page context, such as: page url, utm params, location properties or CRM attributes associated with the visitor:

Examples for channels that could be used to segment visitors are:

• Visitors that have open opportunities records associated with their CRM record
• Visitors that are currently on the "Pricing Page", or any other specific page
• Visitors that opened the chat bot
• Visitor that are browsing from specific region
• Visitors that their CRM record is in specific status

and many other scenarios...

Engage

Once the sales person decides to engage with the online prospect, they simply need to drill down to the visitor record and start to chat:

When the sales rep starts to engage with the visitor, the messages sent to the online visitor's browser are visible when they are browsing the pages and will pop up with a sound in order to attract attention. 

The visitor page will include a full view of the current visitor, including all the relevant CRM properties, visit timeline, location information and the chat history. 

Identifiable pieces of information provided by the visitor can be saved in order to enrich the CRM record.

At the end of the conversation, the entire chat transcript is automatically saved into the CRM.