Category: Playbooks

2 Quick Tech Tips to Convert Real Estate Leads

Posted on by suzanneleigh

Real estate is a competitive business and striving for new leads is an ongoing and vital task. Roughly 50% of real estate agents annually spend $5000 or more on marketing efforts – some spending as high as $20,000 – $80,000. The goal is to convert leads, however a great deal of agents miss the initial opportunity to convert from the onset.

Real estate agents are fully aware of the value of referrals. Testimonials are essential to capture trust in the industry; success stories encapsulate the value of their expertise. Some 40% of sellers find agents through referrals directly from satisfied clients. 

Beyond testimonials, keeping satisfied clients relevant after closing may settle to the bottom of a busy agent’s list. This leaves immense potential unused. So what makes taking advantage of client-relationships critical?

30% of home buyers under the age of 29 plan on staying in their new home for less than five years – 60% for less than ten.  

Considering that 90% of buyers and 48% of sellers say they would use their agent again, savvy agents want to confirm that any clients returning to their website aren’t treated like first-time visitors. 

Returning site visitors have a stronger intent that should be catered to. Agents that take advantage of tools designed to leverage this intent reinforce the trust required to convert real estate leads. So how can you convert real estate leads?

 

Welcome returning clients immediately 

Goal:  Turn prior clients into converted leads
How:  Identify and welcome former clients with personalized messaging
Outcome: Increased client loyalty 

 

Let clients know you remember them

  1. Welcome back former clients with your integrated CRM client portal. Identify client information before a conversation ever starts. Clients love it when businesses recognize them as returning customers because it shows them you care about the relationship. The difference between “How can I help you?” and “Welcome back, Sarah!” is massive. It is paramount to address your clients personally. This is especially true for customers who previously made one of the most significant financial decisions of their life with one of your agents. 
  2. Personalize messaging automatically with proactive chat using Javascript variables. You can choose to expose selected variables from your CRM in your code, such as for those who bought a house in the last 90 days. This is the difference between “Welcome back, Sarah!” and a more personalized “Welcome back, Sarah! Congratulations on your new home!”

 

 

Tools for loyalty-building

Enhance your client portal to send personalized messages to clients 
Perform highly contextualized messaging in proactive chat with Javascript variables.

 

Create a custom experience for returning clients

Returning clients often signify more referral opportunities, or interest in additional properties and services. Treat your returning clients well by giving them a custom experience on your site. 

Clients recognized for the investment they’ve made are much more likely to trust you as the best choice for them in the future.

SnapEngage provides highly customizable tools for rolling out the red carpet to your website visitors.

Find out more about how our tools can help you enhance the trust required to convert real estate leads.

Tech tools for loyalty-building

Law Firm Tech Tools to Reach a Broader Legal Audience

Posted on by suzanneleigh

Regions across the US and EU are home to multiple different language speakers. The SnapEngage Berlin office, for example, hosts native Greek, Turkish, Spanish, and French speakers, to name a few. Many law firms are challenged to increase diversity across the board. But even if you don’t yet have multiple in-house language speakers, simple tech tools can help law firms reach a broader legal audience. 

Reach a broader legal audience with more diverse messaging 

Many firms are adopting both in-house and outsourced translators for legal client interpretation services to support a more diverse client base. Human translators are necessary when it comes to the precision of legal language. 

But human translators are expensive and can only be used so far. Not all law firms can support multilingual chat agents for customer service, marketing, and onboarding new clients.

If you want to reach a more diverse audience, you’ll need to support more diverse messaging. 

Law firm tech tools that manage this for you to help you reach more diverse language speakers and increase your client base. 

Depending on your structure, you can either refer potential clients to your Interpretation Services team for onboarding or set up an appointment with translation services and securely accept payment from web site visitors — entirely in their native language.

Measurable Goal:

Increase client base by reaching a broader audience.

How:

Empower chat teams to speak 100+ languages. Upsell translations.

Outcome:

Onboard more clients, increase referrals, and maximize caseloads.

Empower all teams to chat and book appointments in multiple languages 

Easily remove the barriers non-English speaking prospective clients face by encouraging site visitors to use their own language in the chatbox using Auto Translator. If a visitor starts a chat in a different language, SnapEngage will automatically detect it and translate it for the agent. The agent can respond in their native language, and SnapEngage will translate it again for the site visitor into their language. .

Cater to the languages you have internal support for  

If you offer Interpretation Services for specific common languages, you can easily set up Live Chat Shortcuts to inform the visitor of your language services. 

For example,  Shortcuts can let visitors know about your firm’s language options — “I speak English and am using Auto-Translate to chat with you in your language. We have Interpretation Services in Spanish for in-person appointments.  I will help you schedule an appointment with our Spanish-speaking Interpretation team.” 

Sell translation services and securely accept payment via chat 

If you outsource language support, you can create a system to set up appointments for that as well ‘— all in the site visitors’ own language. SnapEngage is easily customizable to your organization’s structure, size, and capabilities.

For example, if you charge for translation services in French and Spanish, you can create different Widgets in Design Studio to separate Spanish speakers and French speakers. 

Agents will receive chats from these widgets, can take payments through Secure Data Transfer, and apply them within your payment system to set up a translation assisted appointment.

Tools to reach a broader legal audience

Speak more languages, book more appointments with Auto-Translate

Cater to specific languages using Widgets and the Design Studio

Gather payment information with Secure Data Transfer

Build rapport through effective communication in all languages

Booking new client meetings is all about building rapport through effective communication.

Meeting clients in the language they understand creates satisfied clients who will market for you within their own communities. 

Diverse clients celebrate businesses that cater to their needs. Let SnapEngage help you reach a more diverse audience with some simple tools. 

Book a Demo to learn more about how Chat Technology can elevate your firm

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CRM Chat Integrations Maximize Legal Lead Capture

Posted on by suzanneleigh

Law firms that adopt technology for client intake and operational efficiencies are pulling ahead of those that don’t. In 2020 alone, law firms using CRM integrations for legal lead capture and client management saw a 26% increase in revenue.  

Technologies that streamline client intake and management help generate new casework and assist in creating trusting relationships with clients by enabling quicker engagement and more efficient routing.

Chat and CRM integration increase legal lead capture 

In competitive markets, law firms need faster engagement with potential clients. Consumers’ expectations have advanced, along with technology. Firms slow to respond to client inquiries in a digital age will struggle to keep up. 

By integrating SnapEngage with your law firm’s CRM, such as Salesforce, Hubspot, or others, you’ll be able to automatically capture lead information, schedule callbacks, and categorize and manage leads by legal department — even after hours or when no agents are available.

 

Measurable goal:
  • Increased legal lead capture
  • Efficient client management
How:
  • Schedule calls with offline forms
  • Categorize, filter, and manage inquiring leads with your CRM
Outcome:
  • Increased caseload = increased revenue 
  • Better client engagement for building trust and rapport

 

Quickstart Legal Lead Capture Toolkit

Customize client intake with Proactive Chat. Chat analytics help you understand which pages on your site perform the best. You can create triggers on your site that fire Proactive Chat messages for visitors. 

Customize your Proactive Chat messages to collect valuable information that is automatically captured by your CRM for future lead nurturing. Test different Proactive Chat messages to discover improvements and enhance visitor engagement. 

Schedule phone appointments after hours by creating offline forms in Design Studio. When clients visit your site after hours, use an offline form created in Design Studio that connects directly with your CRM to schedule a call. 

Once a visitor completes an offline form, a task is automatically created for a team member who can easily see their itinerary as soon as they enter the CRM. 

Offline leads allow clients to book appointments directly into your law firm’s calendar so that agents can find them immediately. 

Categorize leads 24/7 regardless of whether agents are online or not. Easily categorize leads using Labels when team members are online to route visitors to the correct legal department’s available agent. Labels allow you to customize your call routing according to the legal specializations of your firm.

When agents are unavailable, client data is integrated and categorized in your CRM for easy follow-up and lead nurturing later. Even information from dispositioned chats (chats that are ended) can be collected and organized for more efficient client management.   

 

Grow your law firm’s caseload with your legal lead capture toolkit

 

Proactively reach out to site visitors using Proactive Chat
Customize online and offline visitor experiences with Design Studio
Organize online conversations with Labels
Streamline the new client process with a CRM integration 

Convert more legal leads into legal cases

When your firm can manage leads in a systematic and structured way, you’ll be able to convert more of those leads into clients which will increase your firm’s caseload and revenue. 

Lead tracking and management categorizes your leads and makes it simple to prioritize and manage inbound customer communications. Client intake via chat with CRM integration reduces the number of lost client opportunities. It provides you with a clear advantage over firms that take longer to respond to client inquiries.

Get started with legal tech solutions today that can help you create a streamlined system for client communications management that allows your team to focus on client legal issues instead of client management.

Learn more about CRM integrations with a SnapEngage specialist

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Law Firm Tech Tools Increase Client Acquisition

Posted on by suzanneleigh

When people are looking for legal advice, 96% of the time they start online. This is why 70% of law firms land new cases through their website. This data alone should be enough for law firms to look at new ways to engage their web traffic with law firm tech tools that increase their client base. 

In this article, we’ll show you how live chat can help you acquire new clients while decreasing overhead and improving efficiency.

 

The pandemic revealed the need for law firm tech tools

 

Many legal firms struggled during the beginning of the coronavirus pandemic because social distancing restrictions made it difficult to cater to new prospects and manage administrative functions. 

Law firms with traditional physical infrastructures that had not yet adopted tech tools lagged by 40% in revenue compared to their tech-adopting counterparts by August 2020.

 

Law firm tech tools like live chat expand market reach 

 

79% of consumers say they prefer live chat purely because of its immediacy compared to other channels. Legal clients are no different. 

Live chat offers prospects assistance with their legal queries and routes website visitors to the correct legal department — automatically. 

Not only does live chat improve administrative efficiency, but it also presents site visitors with more options and frees up your teams to work on more pressing cases.  

When website visitors are satisfied quickly, it builds trust. People looking to retain counsel for legal services are seeking a firm they can trust.

 

Measurable goal:
  • Improve administrative efficiency
  • Increase client base

How:
  • Set up widgets for separate departments
  • Answer visitors’ queries with a custom bot before routing them

Outcome:
  • Streamlined client routing saves time and overhead 
  • Satisfied visitors are more likely to retain your firm

Quickstart law firm tech toolkit

 

#1 — Chatbot combinations for teams with multiple specialized departments:  

Your team may have multiple departments to cover different legal services such as Business Law, Commercial Real Estate, Litigation, etc. 

You can easily set up widgets for separate departments. Name each widget according to the department, e.g. Business Law. Add the relevant agents in the Business Law department to the widget — press Save — Repeat for each department. 

Guide Bot can route the chat to the appropriate department, and capture visitor information for follow up.

BONUS: You can do this with geolocation for law offices in different locations. Ask us how.

 

#2 – Add a knowledge base that the Answer Bot will search to send answers to prospects:

Answer Bots can supercharge your blog and website. They’re able to integrate in various ways with a variety of knowledge bases — such as Google Programmable Search. 

Google Programmable Search can turn any website and blog into a powerful knowledge base. It performs information lookups and passes that information directly back to the Answer Bot. 

You can also integrate Answer Bot with other knowledge bases like WordPress, Salesforce, Zendesk, etc. 

Bonus: You can use a knowledge base to send information to human agents. Great for onboarding! 

 

Law firm tech tools for success:

 

Correctly segment departments with Widgets

Instantly direct visitors to the correct department with Guide Bot

Provide a consistent client experience across all conversations with Answer Bots

 

Simple law firm tech tools that grow your firm without the overhead

 

Let chatbots direct clients to the correct department instantly— and go one step further to answer their questions in their first conversation. Triage new client requests using levels of chatbots. 

Our platform is highly flexible and customizable. We can work with your team to implement any number and combination of strategies.

Schedule a complimentary strategy session today

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2 Ways Live Chat Increases Patient Loyalty

Posted on by suzanneleigh

Marketing experts agree that it costs much less to retain existing customers than to acquire new ones. Yet many health care organizations struggle with finding cost-effective ways to increase retention rates and patient loyalty. Live chat increases patient loyalty in two effortless ways.

Loyal patients have a higher customer lifetime value than one-time visitors. Patients that trust you are simply more receptive to expanded and adjacent products and services. 

Every touchpoint you have with a patient increases the likelihood that they’ll stay loyal to your practice — and even provide referrals. 

Don’t let returning clients feel as if they are first-time visitors. What are you doing to let your existing patients know that you care about them?

With live chat, you can automatically create a custom experience for returning patients on your site to foster patient loyalty. 

Reward loyal customers

 

Goal:  Increase patient loyalty.
How:  Dynamic engagement through personalized messaging.
Outcome:  Patients feel cared for and are more likely to stay loyal.

 

Show your patients you remember them

 

1)  Show your patients you remember them with Proactive Chat. 

Returning patients are often treated as if they are first-time visitors to your site. 

Imagine the difference your patients feel when they visit your site, and you can instantly show them you remember them by using their first name. 

Depending on where they are on your site, these rules can also be customized to guide them swiftly to a resolution.

If they are on the scheduling page, for example, you can create personalized messages that even note the date of their last appointment. 

This is the difference between a generic greeting and  “Great to see you again, Sarah! Your last appointment was (date). Would you like to schedule an appointment?” 

Let your patients know you care about them

 

2)  Deliver extra value using Javascript variables. 

Simply showing patients that you care goes a long way. Recognize returning customers with something thoughtful — such as wishing them a happy birthday. 

SnapEngage automatically collects data from site visitors you’re chatting with — but sometimes it can be useful to collect additional information depending on your needs. 

Additional information can be collected in the form of Javascript variables — and can be anything you like. You make the rules.

You can choose to automatically insert any variable data from your site or application into your messages —  all while remaining HIPAA compliant.

Tools to increase patient loyalty

 

Enhance your patient portal to send personalized messages to patients 
Include focused messaging contextual to each patient with Proactive Chat
Recognize milestones and celebrate accordingly using Javascript variables 

Don’t miss the opportunity to nurture your existing patient relationships with every interaction. Two simple tools in your tool box can make a big difference in building a solid patient base.

Proactive Chat and Javascript variables allow you the flexibility to create dynamic engagement with your patients and customize messaging according to your needs. 

SnapEngage live chat increases patient loyalty by showing patients that you remember them — and that you care. 

Build a loyal patient base with our set of HIPAA compliant customizable chat tools

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3 Simple Site Tools to Optimize Real Estate Lead Conversions

Posted on by suzanneleigh

Your Site May Be Losing Real Estate Lead Conversions

Many real estate sites try to capture real estate lead data with site-native forms. Offering forms on your site can pull in valuable lead data, but they traditionally have a low conversion rate because most people simply don’t like filling them out. Turning off those visitors with intent can affect your real estate lead conversions. 

When faced with a form, many visitors will bounce. But those visitors that do take the time to fill them out can turn into quality leads. How do you capture real estate lead data and keep the site visitor engaged if they don’t want to fill out the form? 

Give visitors real-time options with some simple tools to get the best of both worlds and cast a wider net. Ask visitors to fill out forms on your site, but give them a way to bypass the form and go directly to an agent with a few simple steps.

Engage with your visitor to guide them where they need to go

The Measurable Goal: Capture high-value data while increasing real estate lead conversions.
The Obstacle: How do you collect valuable data without losing traffic? 
The Solution: Offer the form on your pages but give visitors the ability to opt-out. Then you can use a bot to drive visitors directly where they need to go, such as an agent.

On pages with forms, you have several options to present the opportunity to both collect visitor lead data and engage leads. 

Choose your own adventure 

1. Give visitors the option when they come in with Guide Bot. Include a bot that initiates when the visitor lands on your page. The bot gives them two options:

  1. Fill out the form, or
  2. Skip the form and go to an agent.

2. Show the form first but give them an option later. When a visitor lands on your site, show the form first. If the form is not filled out, or a certain amount of time has passed, you can initiate the bot to give them the option to skip the form and chat directly with an agent.

3. Engage them before they leave your page. Show them the form first, if no action is taken and the visitor is about to leave the page, initiate the bot so they can skip the form with Engagement Saver.  This Proactive Chat rule monitors a visitor’s cursor movement to trigger a Pop-up chat when your user is about to abandon the page. 

Real Estate Lead Conversion Tools for Success Recap:

Automatically nudge visitors who might be at risk of leaving without first engaging with your business with Proactive Chat.
Gently guide visitors to the right place (e.g. an agent, scheduling too, FAQ) with Guide Bot.
Capture traffic before they leave with Engagement Saver.

Competition for real estate leads can be fierce. SnapEngage tools provide you with 24/7 coverage to avoid those opportunities for a lead to lose interest. Automate your personalized  marketing to capture valuable lead data and engage high-intent traffic — and start filling your calendar with showings.

Increase your real estate leads and build your pipeline

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Streamline Real Estate Scheduling From Your Site

Posted on by suzanneleigh

When first-time prospects seeking appointments land on your site, how they’re handled is a message to them about what kind of service they can expect. Real estate clients tend to remain loyal to agents they feel care about them from the onset. When you can streamline real estate scheduling from your site, you get them where they need to go faster.    

According to the National Association of Realtors (NAR), websites are the most popular information sources for 93% of home buyers. SnapEngage live chat allows you to connect with them directly when they land on your site.

39% of home sellers found their agents via referral by satisfied loyal clients. You can lay the groundwork for building loyal relationships with your real estate clients — Guide clients where they need to go the first time and streamline real estate scheduling.

SnapEngage Smart Routing Technology takes the pressure off your agents by more efficiently routing chats for optimum client-centered service that captures leads directly from your site. 

 

Measurable Goal:
  • Faster scheduling and lead capture 
  • Increased agent efficiency with a higher deflection of commonly asked questions

 

How:
  • Give site visitors the opportunity to ask their questions in real-time
  • Answer commonly asked questions from your site
  • Route leads to the right agent or resource for greater client satisfaction
Outcome:
  • Capture more site leads
  • Give site visitors a clear understanding of the new-client intake process
  • Increase agent efficiency and time 

 

Quickstart toolkit

  • Help clients understand their options and guide them to the correct person with Widgets. Enable different Widgets for buyers and sellers, and other functions like open houses. Widgets can also represent different teams or departments, and be easily customized with unique chatbox designs and settings. 

  • Customize the chat experience with Guide Bot. You can accurately route chats based on office location, chat agent skill sets (think home buyer assistance vs home seller assistance), and language. The main goal is to get clients where they need to go faster and streamline real estate scheduling.

  • Troubleshoot issues on the fly and get clients to a native site form for scheduling with Redirect and CoBrowse. Redirect is particularly helpful when a client or lead can’t find a specific page on your site. You can even cobrowse with clients for joint-navigation, allowing the chat agent to push a visitor exactly where they need to go by changing the URL in their browser for them. Create Shortcuts to commonly used web pages for efficiency and ease.

Sample workflow

Tools for success recap:

Understand client concerns immediately with Guide Bot
Support all segments of the practice with multiple Widgets
Troubleshoot issues and help with form fill using Redirect with CoBrowse and Shortcuts.

Create the bridge between lead and loyal client

The loyal client journey starts long before an open house and doesn’t end with closing. Build the type of relationships that give you shining testimonials. SnapEngage live chat gives you the tools you need for the communication reach and response ability to elevate your agency above the competition.  

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Real Estate Client Engagement Tools Extend Your Reach

Posted on by suzanneleigh

Never Miss a Conversation — Measure Real Estate Client Engagement Success

 

It’s no secret that loyal real estate clients love to share the great experience they had with you through word of mouth advertising. When you can be available 24/7, you can do more for your existing client base to increase client loyalty. Real estate client engagement tools help agents provide the most value throughout the conversation — and measure chat results instantly.

A mix of prospects and clients provide a richer community on your site. Clients that receive impeccable service from you — no matter where they are in their journey — are more likely to return to you for their next property — and remain your strongest property advocates for referrals.

Engage with clients more often and measure your success

 

Measurable Goal: Engage with existing clients more often to drive retention and lead referrals
How: Be available to respond to your existing client base every time they visit your site with real estate client engagement tools.
Outcome:  Solidify client loyalty for future property deals and create loyal advocates of your agency.

Quickstarter toolkit

 

Never miss a client inquiry with Guide Bot. Existing clients might not be aware of all that you have to offer. They may also come to your site when agents are unavailable. The Guide Bot supplements the human agent team, working behind the scenes to leave no site visitor left behind. It gathers contact information so your team can follow-up and dig deeper into any questions. 

Ensure clients have questions answered from the correct expert with Chat Transfer command. You can enable agents to transfer chats to any department. Because no chat conversation data is lost upon transfer, the receiving agent can pick up right where the previous agent stopped. 

Stay on top of your game with Post-Chat Surveys. You want to know how you’re doing so that you can improve. Post-chat surveys are a quick way to take the pulse on agent performance. Measure survey scores over time for continuous improvement and growth opportunities.

Sample workflow

 

SnapEngage Live chat

Tools for success recap:

Supplement client support 24/7/365 with Guide Bot. Scale your ability to support traffic, without scaling your support costs.
Take advantage of the hyper-flexible Chat Transfer command so the right team can always have the right conversation.
Gather valuable client information with Post-Chat surveys.

 

Position yourself as a trusted and available real estate resource

 

Clients signing the dotted line is not the end of the relationship. Clients already trust you, so you can take advantage of opportunities to drive home even more value. Position your agency as the accessible resource and expert in your industry. SnapEngage’s real estate client engagement tools allow you to differentiate your real estate business by focusing on exceptional and consistent service at all phases of the real estate client journey. 

Rise above with SnapEngage real estate client engagement tools

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Real Estate Funnels Nurture Site Visitors Based on Need

Posted on by suzanneleigh

Your Real Estate Funnels Should Do The Work For You

Visitors come to your site for different reasons — you don’t want them all to have to jump through the same hoop. If you can understand your visitors and what drives them to make decisions, your real estate funnels will do the work for you and lower staff overhead. 

A client who enters your site on the “Listings” page has a more pressing need than one reading a blog post titled “How to Find the Right Real Estate Agent.” You need to see site visitor actions to present them with messaging that meets them where they’re at. You’ll want to chat with some immediately, but nurture slower funnel leads with existing marketing content. 

SnapEngage tools can unveil visitors’ intentions through their browsing actions for you — so you can present them with messaging that meets their needs. Performance metrics and data analytics make it easy for you to review the effectiveness of your marketing funnels and the efficiency of your staff.  

 

Route visitors to the correct funnel and measure your success rate

Measurable Goal:
  • Successfully segment site visitors based on urgent needs, education, or casual browsing. 
  • Gain insight into visitors’ actions and staff response.
How:
  • Route visitors to the correct funnel based on browsing action. 
  • Measure the success rate of chats so you know what you’re doing right.
Outcome:
  • Nurture slow and fast funnels by providing compelling education to clients looking to learn more. 
  • Lower staff overhead by answering commonly asked questions quickly.

Quickstarter toolkit

 

Identify client and site visitor actions and guide them through the marketing funnel with Guide Bot. There are both “slow” and “fast” marketing funnels that clients can self-identify as. The slow funnel visitor might click to learn about real estate options while the fast funnel visitor clicks to a Listings page. Guide Bot will usher them through the proper funnel by tracking their actions from your Home page —  all with the use of conversational technology. 

Respond to visitors’ needs by giving them options with ProActive Chat. Use an Answer Bot with a proactive chat message to allow people to search for answers before they even speak to your agents. Want to give visitors a chance to fill out a form before chatting with an agent? You can do this with bots!

Understand what you’re doing right with Analytics. You can learn which of your agents is most effective by pulling data and measure the success rate of different real estate funnels. For example, set up a time range to review click percentage for the prior 7 days to determine the success rate of customized chats triggered from different pages. 

 

Sample workflow

 

SnapEngage live chat Real Estate Funnels

Tools for real estate funnels success recap:

Understand visitor intent and guide them through your marketing funnel with Guide Bot
Streamline the client support process with Redirect and targeted Proactive Chat
Manage productivity for valuable insights and chat agent optimization with Performance Metrics and Analytics

 Master real estate funnels that work for you

Effective real estate funnels nurture site visitors based on needs. You’ll have the power and flexibility to understand how and when clients engage with you so that you can answer their questions and lead them through your services quickly and maximize staff utility. Use reporting and analytics tools to understand how and where clients engage with you. Guide visitors through your site from where they enter to turn visitors into leads, leads into prospects, and prospects into clients. 

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Satisfied Real Estate Clients Guide You to Next Steps

Posted on by suzanneleigh

Tech Tools For Satisfied Real Estate Clients and Optimim Growth

 

There are many options when it comes to real estate. Do you know why your satisfied real estate clients choose you? What pages on your site do they respond to? Once you know why clients choose your real estate agency, you can duplicate that model to use with other website visitors to grow your business. 

Conversational technology tools help you differentiate yourself by understanding your clients and getting them where they need to go quickly. Let clients guide the conversation, knowing you have the ability to pair the most helpful chat agent with the perfect client. 

Duplicate successful chat road maps to use with other website visitors. When your agents are organized around client satisfaction, the outcome is innovative and competitive — particularly when backed by records of valuable data that keep returning visitors from getting lost in the funnel. 

 

Understand your clients on a deeper level

 

Measurable goal: Understand the top 10 reasons that clients choose your agency. Capitalize on your strengths for consistent growth.
How: Show clients that you understand their specific needs. Be inquisitive and allow them to guide the conversation so you can pair them with the perfect chat agent with a record of their history.
Outcome: Yield more value from a perpetually satisfied client base — both through their own interactions with you and their testimony of the special attention they receive from your agency.

 

Quickstart toolkit

 

Present clients with helpful suggestions using Guide Bot. You can create simple “if-then” choices to help pilot clients to their desired goal easily — such as Listings, Seller Resources, and Buyer Resources. 

Seamlessly guide clients to the correct agent with the correct Tag. Intelligent Tags assign appropriate bot choices to the correct team to provide smart answers across all conversations.

Enhance your marketing efforts by categorizing chats with Labels. Agents can Label the chat accordingly to keep client information and questions up-to-date for future reporting. Your teams can then organize Labels to ensure no visitor is lost in the funnel. For example:

  • Listings experts might Label chats Residential, Commercial, or Condominium. 
  • Seller Resources experts will have a different set of Labels e.g. Ready to Sell, Financing, Market Research. 
  • Buyer Resources experts will also have their own sets of Labels such as First-time Buyer, Loan Options, Open House. 

Those Labels can then be then mapped onto custom fields on your Salesforce integration. 

Bonus: Have a different CRM? Ask us!

 

Sample workflow

 

live chat for satisfied real estate clients

Tools for satisfied real estate clients recap:

Smart routing based on client actions with Guide Bot
Connect clients to the perfect agent with Routing by Tag
Categorize conversations with Labels

Satisfied real estate clients reveal your wins

What you do right is where your success lies. With the right tech tools, not only are you able to foster client satisfaction, but also map your successful pathways and put them on repeat. Clients feel understood when you can provide smart answers to their inquiries and remember who they are on next visits. Satisfied real estate clients deliver more for your bottom line than a sale — they teach you how to make more of them.

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