Live chat and chatbot strategies you can steal right now

The Open Opportunity Fast Lane

Recognize immediately when a company visits your website that has an open opportunity in Salesforce. Greet them by name and fast track them to the sales rep who's working the deal.

The ABM Red Carpet

When a visitor lands on your site, we'll identify their company immediately and match that against your list of target accounts in Salesforce. We'll alert the account team for immediate action.

The Existing Customer Upsell

Automatically identify existing customers when they arrive, and connect them to your team to sell additional products and expand your footprint in the account.

The Hot Prospect

Leverage data in your Salesforce and Pardot systems like Score and Grade to automatically qualify an inbound visitor and connect them to your sales team.

The Ideal Inbound Customer

Leverage chatbots to recognize the qualities of your ideal inbound customer (company size, geo, industry, you name it) and then effortlessly book meetings and notify your team.

The Outbound Email

Your outbound team is sending email sequences in Outreach or SalesLoft. When prospects engage, connect them to your reps to continue the conversation.

The Pricing Page Expert

Visitors on a pricing page are typically further down the sales funnel, have your pricing experts or SDRs on standby ready to answer questions or proactively start a conversation.

The Form Converter

Get more leads from your website by giving people an alternative to filling out a form. Have a bot collect an email, enrich the profile, and talk to the ones that meet your qualification criteria.

The Post-Form Converter

Some visitors will elect to fill out key forms on your site, but don't let the best ones leave! Cherry pick the high quality form completes and have a rep proactively engage in a conversation.

The Paid Traffic Converter

You're advertising to your target customer on platforms like Google Adwords and LinkedIn. When someone engages with an ad campaign, fast track them to sales.

The Competitive Advantage

Buyers will find you from google & other product comparison sites. When they arrive and ask you why you're different, have your reps and bots be ready with the best talking points.

The Product Specialist

Let's face it, buyers will have product questions. When they're on your site trying to understand the features and functions, give the qualified buyers an open door to your team.

The Meeting Booker

Give your target buyers the ability to easily book a meeting with a member of the team, right from a chatbot experience. The result? More sales meetings and more closed deals.

The Target Industry

Qualified will immediately tell you the industry of the company that has just arrived on your site. Use this insight to focus on your ideal customer and deliver a unique experience.

The Homepage Tour Guide

Provide new, unknown visitors with this experience to guide them in the right direction, learn more about them, and maximize your chances of conversion.

The Conversation Starter

You can't have a conversation if you can't get a visitor to engage. Start with a probing question that hints at the pain your buyer has (and that you uniquely solve).

The Smart Button

Buttons shouldn't just lead to static forms. Give qualified website visitors the option to click on a button and join a live sales conversation or engage with a bot.

The Content Lead Magnet

Use your best content piece, like a blog post or guide, to engage unknown website visitors. Quickly grab the email address, helping you capture more leads.

The Event Concierge

Planning an event and driving registration is hard. Leverage live chat with visitors to your event pages to answer key questions and remove barriers to registration and attendance.

The Grow Your Subscriber List

Every blog and email newsletter is designed to maximize reach. Offer your blog subscribers the ability to sign up for "more great content like this" and grow your subscriber base.