Streamline your data management process with the LiveChat Inc + RadiusBob integration

LiveChat Inc. is a live chat and helpdesk software, useful to easily manage communications and interactions with your customers. As the name itself suggests, you can communicate with your customers in real-time, providing a great customer support experience. LiveChat Inc. comes with a lot of advanced features which allow you to track everything, improve the effectiveness of your efforts and monitor all the activities.

Using pre-made answers (also known as “Canned Responses”) you can save a lot of time: if you face similar questions several times, you don’t have to type the answer at any time. Just “save” the reply and recall it with a quick shortcut. You can also easily get a lot of information about your visitors and customers, such as email, location, order IDs, number of visits etc. In order to better organize the entire workflow, you can use “tags” to label similar conversations and the “filtering” options. All the chats are archived, but you will be able to quickly find conversations that include a certain keyword or phrase, also if it was handled by another agent.

The “Ecommerce” suite of tools, make LiveChat Inc. an added value for online retail businesses: you can easily engage your visitors immediately, as soon as they come on your website. In addition, thanks to the “Custom Invitation” feature, you will be able to identify and get in touch with potential buyers who came from a particular marketing campaign. LiveChat Inc. provides native integrations with the most common Ecommerce CMS, such as Magento, BigCommerce Prestashop and Shopify. But LiveChat Inc. also integrates with the most used CRMs, Email Marketing Software and platforms, including HubSpot, MailChimp, Salesforce and Google AdWords.

RadiusBob is a lead management and customer relationship management tool specifically designed for insurance agencies and independent agents who need a navigable software that can increase their productivity and overall efficiency. RadiusBob allows agents to follow leads, track their commissions, establish work flows, and create highly customized marketing campaigns through emails, text messages, and more. RadiusBob also seamlessly integrates with a variety of third-party applications, ensuring you the maximum compatibility with the existing business software that an organization uses on a regular basis.

With RadiusBob you can send auto-responders in order to react as soon as a lead comes in. RadiusBob in fact, can be configured to send out different types of automatic messages, including immediate email responses, triggered email drip campaigns, and text messages. Through the RadiusBob interface, you have the ability to manage all of your clients and potential leads from the same convenient location. RadiusBob provides its users with a variety of tools that can be used to engage with leads and ensure that the sales process is handled smoothly. Users are able to establish work flows for common tasks that need to be accomplished, allowing you to stay focused on manual efforts elsewhere while the software works in the background to accomplish these tasks, requiring minimal oversight.

RadiusBob provides you with the ability to manage the agents that work at your insurance agency. For example, you will have the ability to recruit agents and manage them within the same system. You can store information about each agent just like you would be able to store information about clients and leads. Multi-user plans also allow you to set up automatic lead routing rules, send messages over to other agents, build an agency downline, and accomplish other tasks that are associated with having multiple agents working under your authority. Through these management features, you can automate even more aspects of the day-to-day tasks necessary for running an insurance agency. Moreover, RadiusBob, allows you to leverage marketing automation and reach your audience with the most relevant message for them.