Automation

Automation

Now you can automate your real time sales operations like Monitoring a Sales chat, Route visitors to Sales executives, and also automate the visitor engagement in your SalesIQ.

  • Intelligent Triggers: Set different types of triggers and perform some action when the visitor visits your website and increase the sales and customer service in your website.
  • Visitor Routing: Separate and route the visitors visiting your website to different agents according to the capability and decrease the traffic of the website visitors.
  • Chat Monitor: Now automate the process of monitoring your agents or visitors by specifying in the Chat Monitor tab, and monitor only the chats you would like to oversee.
    • Related Articles

    • Marketing Automation

      Marketing Automation has revolutionized the email marketing with advanced ways of automating tasks based on certain criteria, behavior or special events. Though, it provides different platforms of automation, the most popular way of automation are ...
    • Sales Force Automation

      CRM provides your sales force, executives, and management with sophisticated sales management functions such as: lead generation & qualification, sales pipeline analysis, sales stage & probability analysis,competitor analysis, real-time sales ...
    • Sales Force Automation

      CRM provides your sales force, executives, and management with sophisticated sales management functions such as: lead generation & qualification, sales pipeline analysis, sales stage & probability analysis,competitor analysis, real-time sales ...
    • Automation-Assignment Rules

      In business, there are numerous everyday activities and processes that need to be done and when automated will save time and effort. For example, a sales manager may be required to assign the leads to various sales reps based on certain criteria. ...
    • Automation-Case Escalation Rules

      It may so happen that sometimes, a case is not attended by the person to whom it is assigned. The Case Escalation feature allows you to configure a rule by which the case can be escalated to other members in the operational hierarchy. You can use ...