Streamline your data management process with the Olark + RadiusBob 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.

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.