Your SlideShare is downloading. ×
0
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Take a tour of sales portal
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Take a tour of sales portal

1,219

Published on

Super intuitive sales

Super intuitive sales

Published in: Technology, Design
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
1,219
On Slideshare
0
From Embeds
0
Number of Embeds
4
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Chat up your visitors
  • 2. Portal.vhelp.meVisitor pane Interaction pane Resources pane 1 2 3
  • 3. 1 Visitor pane Normal visitor appear without any additions Visitor coming from ad campaigns get tagged with the campaign descriptions. 1a On clicking the visitor name the details of them become visible in interaction pane and resource pane.
  • 4. 2 Interaction pane Visitor coming from ad Clicking the cross mark campaigns get tagged with the closes the interaction campaign descriptions. pane On clicking the visitor name the details of them become visible in interaction pane and resource pane. You can chat upto 5 Visitor then can get acquired tocustomers in one go. All Clicking the bulb allowshelp, with override the autothe visitors appear as you tohuman help. add repeatingtabs and interaction with questions to be addedthem follow in those tabs to Answerbay
  • 5. 2 Interaction pane - control panel 2c 2b On click, it allows to With redirect you can release the visitor from cobrowse with the the pane. customer. 2a 2dOn click you can Tag lead allows you to post theacquire the customers visitor info to the lead table,you want to interact which can be pushed to CRM
  • 6. 2a,b Acquire and release 2a On click you can acquire the customers you want to interact 2b Release tab allows you to release visitor from chat
  • 7. 2c RedirectPaste the URL whereyou want to route yourvisitor to..Paste the message for yourvisitors like"I am taking youto the payment page"
  • 8. 3 Resource pane Logout of the session. Previous 3b Change the chat name interaction for the sales agent. history of visitor 3a Create quick short cuts Click on search to quickly search through to power your the knowledge base interactions. 3c Click on edit option to modify lead information of the visitor
  • 9. 3a Semantic search Click on search to quickly search through the knowledge base. You can search an entire question to get the answer.
  • 10. 3c Create quick short cuts You can create shortcuts for common phrases or greeting through short cut tab. You can access it by typing "/shortcut" I response
  • 11. Roll out the red carpet for your visitors

×