Streamline your data management process with the LiveAgent + Highrise CRM integration

Live Agent is a robust Helpdesk and live chat software, rated as the best helpdesk platform for Small and medium-sized businesses in 2017. It allows you to manage and track all communications with your customers and leads, including emails, which are automatically converted into tickets for better management, phone calls and video calls. So you can easily receive and send emails (including mass emails) from the same place. The real-time chat widget can be easily configured in order to send automatic custom invitations, based on customers’ behaviors or website url (useful for pricing pages).

All the communications between your staff and customers are recorded as “tickets”. A ticket includes emails, live chats, phone calls and other channel communications, including social media. Live Agent in fact, provides a stunning feature which allows you to help and support your customers across Facebook and Twitter. Furthermore, Facebook private messages and tweets are automatically converted into tickets, so you can easily answer them from LiveAgent and have your fans and followers under control. All your replies will be sent as tweets or private messages.

Tickets are accessible from the “Universal Inbox”, a single place where you can find all the communications. Through the “Automated Tickets Distribution” feature, you make sure that each ticket is assigned to the correct agent or department. Live Agent’s reporting system provides detailed insights and data about your agents/departments performances, rating and analytics. Live Agent integrates with several CRMs, CMS, Email Marketing software and Project Management tools.

Highrise CRM is a simple Customer Relationship Management tool designed to increase your business’ results easier and faster. Highrise CRM allows you to: Acquire more prospective clients You can connect Highrise CRM to any other lead source to increase your leads. By giving them tags and custom fields, you’ll be able to assign those leads to the proper follow up sequences, in order to customize their journey and increase your sales.

Assign tasks to team members Highrise’s easy interface allows you to skyrocket your team members’ productivity, by assigning them tasks and goals with just one click. Assign tasks to team members Skyrocket your team members’ productivity assigning them task and goals with one click. Manage follow-ups. Highrise enables you to follow up your leads and clients with the most relevant message for them. When leads are ready to talk with your sales reps, you can easily assign them to the right people in your team. Track leads’ activities.

With Highrise CRM you get all the data you need about your marketing and sales processes. Such information are crucial for understanding where your productivity lacks and how to improve your results. Get reports on your leads and funnel Reporting tools allow you to get specific information and data you need to know for your business. By doing so, you’ll be able to manage the entire sales funnel, in order to identify which specific actions you can do to increase your customers lifetime value.