Streamline your data management process with the LiveAgent + PersistIQ 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.

From database management to team reporting, PersistIQ helps sales teams launch customized outbound campaigns with multiple touchpoints. The application provides automation teams with automated tools to reach all potential customers at the right time, with the right message. PersistIQ adapts to sales workflows and integrates with many CRMs, marketing automation systems and Salesforce.

PersistIQ covers the database and lead management. Allows sales teams to import lead lists, create custom database fields, and track any duplicate leads. Also, synchronize email history with existing leads to ensure they are not included in campaigns. PersistIQ improves sales campaigns by setting up follow-up reminders and improving email templates.

To help teams sell smarter and faster, PersistIQ includes team collaboration tools such as sharing databases and templates, as well as team reporting to identify problems. Managers can also create group dashboards, giving each team member a global view of the sales process and pipeline.