Tuesday 27 November 2018

Purchasing Live Support Software is “Too Easy” But Cheaper isn’t Always Better


When Purchasing Software is “Too Easy”

With the holidays approaching, consumers often are looking for the best deal.
In this shopping season, over 2000 consumers told PwC they will spend an average of $1,250 each this holiday on gifts, travel, and entertainment, an increase of 5% over last year.
For many retailers, that is good news. Plenty of annual strategic planning will be realized as manufacturers tweak product, price and psychology to make this their best shopping performance yet.
A favorite read for any software sales rep is SoftWAR, by Matthew Symonds. In it, Matthew details the inner strategies and discussions around how Larry Ellison positioned Oracle to become one of the greatest software success stories of all times. “There is no better software than software people actually use” rang true then, as it does today. But often the best deal for the consumer is not a fair deal for the vendor. When asked, “how much is this going to cost me?” often Larry’s response is “you’re asking the wrong question – the question you should be asking is how much are you going to make?”
Let’s run through a few pricing pitfalls software consumers find frustrating or even fatal.
1.       Software should be strategic
2.       Make software a relationship
3.       Free Trials
4.       Caution against “too easy”
5.       Training

It is important to make the Live Support Software project manager a part of your team to assure alignment – this approach provides optimal Return on Investment (ROI) and acclimation to your working environment.

Further and lastly, supply chain engagements are often overlooked and often sloppy when collecting necessary information to take action. JOLEADO Supply Chat generates a one-on-one engagement between the supplier and his/her sales rep. Sales reps are more productive, less disorganized as JOLEADO automates much of the mundane work that often risks losing a sale or disrupting a customer.

Monday 19 November 2018

Big Idea: What if your Live Chat System was a window into your CRM?


If you are in the market for a Live Chat system, you will want to check-out this 5 minute video.  What if you could tie your Customer Relationship Management software to the live chat experience without ever leaving live chat?

For pre-sales live chat, the reason this is so important, and so easy in JOLEADO is so many live chats fail to close, get lost in the course of poor management systems, or worse – fail to deliver meaningful next steps new customers require to make their buying decision.


For post sales and support, even more important to have an effective tie between your front-end live chat system and back office operations to assure customer satisfaction is targeted and meaningful to the customer.

The big idea around JOLEADO is the JOLEADO CRM powers the live chat engine.  But, it is important to note, using JOLEADO’s powerful integration engine, you do not need to use JOLEADO CRM to take advantage of powering live chat like you’ve never been able to do before. As a customer, we open the live chat experience.  Then the Rep will accept the chat by clicking on Accept from the back office JOLEADO.

Now in this video, we are going to show both the rep experience on the left AND the customer experience on the right.

The Customer experience will share a discussion with the rep, when the rep desires to add a NOTE or an internal purpose that shakes from live chat. We call this “twitter” CRM!  That is targeting the contact record (CRM) with Next Step, Call, Connect, and Follow-up tasks without ever leaving the live chat experience!
Next step is a brief note that defines the purpose of the incoming visitor.

Read More here: https://www.joleadosystem.com/twitter-crm/

JOLEADO recommends that when you schedule a follow-up date, you also enter a new next step, so on this date, which could be days or weeks later, you know exactly what is needed to action.
Now we review the notes, and notice all of the correspondence we just showed is detailed and gives a full history of the correspondence with the customer – without ever having to click into the contact record – all of this can be done from Live Chat.

You can Add a Traditional lengthy note if necessary, but that is so not-twitter CRM.  And while we are here, in notes, Active