Does LiveChat Inc integrate with UGRU Financial CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting LiveChat Inc and UGRU Financial CRM
What is LiveChat Inc
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.
Benefits of using LiveChat Inc
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.
Why should I use LiveChat Inc
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.
What is UGRU Financial CRM
UGRU Financial CRM is a financial CRM that offers the best financial planning software for advisors. UGRU Financial CRM includes features like sales force automation for contact and account management, marketing automation, accounting, and operations.
Benefits of using UGRU Financial CRM
The marketing automation function helps you build solid customer relationships and keep in touch with them automatically without manual effort. The accounting and operations functionality eliminates the double or quadruple voice with a central database. Thanks to this, it simplifies the billing, the follow-up and the evaluation of the health of your company. Sales automation for contact and account management helps manage individual customers and large accounts.
Why should I use UGRU Financial CRM
Finally, the sales automation function offers components such as contact management, forecasts, and sales pipelines. The contact management function acquires and organizes all the detailed information for each potential customer, supplier, and collaborator.
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R&R Sales needed to develop a clear strategy to collect high quality In–Market leads, tanks to LeadsBridge and Facebook Lead Ads R&R was able to improve the number of new leads per month up to +60