Streamline your data management process with the Olark + Pipeliner CRM integration

Olark is an easy-to-use live chat software, very helpful to engage and support your customers and website visitors. It is one of the most common platforms for real-time chats, adopted by several businesses that want to increase sales, provide a better support experience and manage long-term relationships with their customers. Its intuitive and fresh design, together with a quite easy setup process, make Olark a platform suitable for small businesses too.

Olark allows you to easily connect with your customers, also getting useful information such as location, device used, number of visited pages on your website, most recently visited pages and so on. In this way, you can better identify your customers, provide them the best answers to their questions and turn leads/opportunities into deals.

Olark’s main goal is helping you to close more deals and improve your sales. For this purpose, Olark also provides a complete reporting system, that comes with a lot of analytics and insights, useful to monitor all the activities and optimize performances. The real-time monitoring system, allows you to your agent’s ratings, so you can better plan staffing decisions. One of the Olark’s mainstays is its integration list, which includes a lot of CRMs, Email Marketing software and Ecommerce platforms, such as HubSpot, Salesforce, Mailchimp, Shopify and BigCommerce.

Pipeliner CRM is an intuitive software for managing customer relationships, strongly focused on sales activities. It prioritizes the engagement between salespeople and leads/opportunities, including visual sales reports/insights accessible in real time and collaboration tools. In this way, sales team leaders can easily monitor all the team activities and the entire sales process.

Pipeliner CRM separates the contacts management in sections, splitting up the entire contacts database based on the deal stage. You’ll have several sections: account, contacts (useful for B2B businesses), leads and opportunities. Another section has been designed for the activities management, in order to organize all the steps that should be taken to turn leads in opportunities. For all of these sections, Pipeliner CRM provides automation features available for nurturing purposes, tasks and activities, as well as for move the contacts from stage to stage in an automatic way.

The Sales Pipeline includes the whole sales cycle, starting from lead generation and lead management up to closed deals and further. It offers detailed visual insights that also concern sales velocity, health of the pipeline(s) and performances against the goals.