How Manufacturers Grow Revenue with Live Chat

Manufacturing technology

Covid-19 created simultaneous challenges and opportunities for manufacturers. On one hand, the second quarter of 2020 saw an 11.1% drop in global manufacturing outputAt the same time though, demand for online goods increased dramatically, leading some large manufacturers to develop their own direct-to-consumer channels. Appliance manufacturers were already seeing a 10.5% year-over-year increase in online demand between 2014 and 2019, versus 1% growth in retail outlets. It’s become incredibly clear that manufacturers grow revenue with live chat and digital automation solutions. 

Due to Covid-19, 26% of consumers around the world are now more willing to buy appliances online than they were pre-pandemic. Bain Insights predicts that this accelerated the pace of direct-to-consumer online adoption by 4-5 years. 

Large manufacturers maintain thousands of products and manage locations around the world, operating across myriad languages, cultures, and time zones, and have to address a wide variety of customer needs and concerns. The complex and changing nature of global manufacturing doesn’t simply mean that making things is harder than it was in the past. It also makes attracting new customers and delivering great customer experiences much more challenging as well. These changes make it a necessity for manufacturers to grow revenue with live chat. 

 

Manufacturers know a lot about their customers, but most are not using the insights to build online relationships early in the purchasing and onboarding process. 

On the marketing and sales side, many manufacturers fail to engage online consumers before, during, and after a purchase. Manufacturers who build relationships early on in the purchasing process will have a greater chance of up-selling and cross-selling in the future.

On the support side, customer requests, questions, and complaints come from all directions across multiple digital channels such as email, chat, social, and messaging. Simply keeping up with the volume and type of requests can tax support teams beyond their limits. It is even more difficult when facilities, teams, and customers are spread across multiple locations and product portfolios seem miles deep.

The sheer breadth and depth of modern manufacturing operations creates communication gaps that challenge sales and product teams to share pertinent customer information and collaborate on up-sell or cross-sell opportunities, identify customer communication trends, proactively take steps to address them, and even identify new market niches. Inability to use the wealth of information gleaned from customer interactions is akin to leaving money on the table.

That’s where the use of live chat and intelligent automation technologies can make an important difference. Here’s a closer look at the communication challenges that manufacturers face and how integrating the right solution for live chat grows revenue for manufacturers and not only improves the customer experience, but helps grow revenue as well.

Live chat use cases in the industrial sector

  • Customer service 100% 100%
  • Leads and sales 50% 50%
  • Customer experience 45% 45%

 

The ongoing support challenge

One of the main problems that manufacturers face is scale. Many manufacturers still rely on human agents to answer each and every customer request. This less-efficient method of customer service leads to requests getting lost in the shuffle and dismal response times.

At best, customers eventually get the help they need and their frustration is alleviated. At worst, they lose patience and take their business elsewhere.

Manufacturers already intimately understand the connection between service and revenue. In fact, a recent survey revealed that 74% of manufacturing executives think services will be their primary source of profit in the next several years, and 81% of customer service teams say the service they provide has the greatest impact on how their brand is perceived by customers.

To address this important connection, some manufacturers have incorporated live chat into their processes to improve service and support as well as to grow revenue. Of the companies in the industrials sector who do use live chat, 100% use it for customer service, just over 50% use it for leads and sales, and just over 30% use it for the customer experience, according to a recent report.

Top goals for chatbot usage - Industrial sector

However, the same report found that over 45% of companies in the industrials sector still have no plans to use other chat technologies like chatbots and automation, even though today’s smart chatbots can speed up customer response times by up to 80% and save up to 30% in customer service costs.

Manufacturers who experience success with live chat are one step ahead of those not using live chat at all. 

For example, Hunter Engineering implemented live chat to revamp their customer service platform. They adopted the solution primarily to tackle hard questions and provide easy transfers to answer the questions with quick efficiency. The implementation of live chat also created a significantly shorter sales cycle; over 60% of their live chat interactions resulted in sales leads. 

But not every chat solution is the same. Some can create more problems than they solve if they’re not “smart” enough. 

Even with live chat, support teams often remain in reactive mode instead of being able to proactively engage with customers and share useful information with sales and product teams to help create meaningful improvements.

This makes it critical to integrate the right chat solution into your support processes. Here’s what to look for.

Integrating effective live chat into sales & support

Companies with complex products that are in high demand worldwide require a proactive, conversational solution that can break down communication barriers, while also enabling support, sales, and product teams to truly learn and benefit from each customer interaction. 

The goal with live chat should be to remove knowledge silos and communication barriers between internal teams, while providing exceptional experiences to consumers. To scale properly, the ideal chat solution is a hybrid of human and chatbot resources.

Smart, customizable chatbots can triage questions and requests, provide simple answers or instructions to your customers on its own, or send the request to a human agent if it requires a more complex, in-depth, or nuanced response. 

The human touch has its perks. Auto-translate functionality allows chat agents to instantly translate conversations into over 100 languages.

Auto-Translate example

Nothing slips through the cracks, and every customer — regardless of language or location — receives help quickly, consistently, and competently. Integrating smart chatbots with existing live chat solutions creates a seamless, connected experience that drives customer satisfaction, increases net promoter and satisfaction scores, and can help increase revenues by as much as eight percent.

Analytics and smart chatbot technology goes a step further. Your sales team needs to know what customers really think, what their unaddressed pain points are, and if other products might better meet their needs. But it’s often hard to get this information from frontline support, let alone make sense of it.

With smart chatbot technology and dedicated human teams, your sales team can run advanced data analysis and reporting to shine light on existing customer issues and help make product, process, and operational improvements.

Using the data, frontline support can find new ways to streamline customer interactions and fill in support gaps, while sales and product teams can uncover new revenue and innovation opportunities that were previously hidden or not well understood. In this way, service and sales efforts become collaborative and unified, rather than stay siloed and disconnected.

Bringing smart simplicity to manufacturing

Global manufacturing is complex enough without having to rely on traditional — and far less optimal — methods of handling customer service and support. You can create better customer experiences in the short term that translate to sustainable growth with simple-but-smart chatbot technology.

All of your customers, regardless of where they’re located or the products they use, get faster and higher-quality responses to their questions and requests with the right live chat solution. At the same time, insights learned over time from the technology reveal where additional custom chatbots can be utilized to further improve the customer experience. Additionally, sales teams can finally get the critical information they need to ensure customer needs are being met fully and that every new revenue opportunity is explored.

To learn how your enterprise can use live chat to better connect support with sales and grow revenue, download the eBook.

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Law Firm Tech Tools Increase Client Acquisition

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.

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Guide Bot Improvements and Automation Examples to Try in 2021

Guide Bot improvements

Our biggest goal of 2020 was streamlining communication through automation and chatbots. In doing so, we released a completely new suite of chatbots, including Answer Bot for frequently-asked-questions, Guide Bot for routing, and the Chatbot API for custom solutions.

Now, it’s time to make our chatbots even better.

 

Guide Bot improvements are officially here!

Have you noticed that chatbots can appear to have only a few use cases? We have. A chatbot with only one function is hardly worth spending your entire budget on. Chatbots should be customizable enough to fit your organization, not a cookie-cutter copy of everyone else.

For that reason, we’ve adopted a top-level mindset on what chatbots should accomplish to drive revenue, growth, and retention.

  • Reduce time to interaction
  • Reduce time to resolution
  • Reduce time to revenue

Why now?

A good automation experience helps both the visitor and organization. Executing on business goals doesn’t have to be as granular as, “Route more chats to my sales team”. Rather, business goals tend to be more high-level and tied to revenue-generating activities.

As we learned in our 2021 State of Chat Report, the top measure of success across all industries in Customer Satisfaction (CSAT). CSAT is so powerful because it can be measured across multiple channels and is useful for teams of all sizes.

Companies who can reduce their time to first interaction with customers and solve problems quickly will grow their revenue that much faster.

Top measures of success by company size

 

Reduce time to interaction

Prospects and clients today are more informed than ever before. They’ve done their research and may only reach out with a quick question that they can’t self-find an answer to.

Prospects today also have more options than ever. A quick response to a high-intent prospect can be the difference between gaining their business and never getting their contact information.

The quicker you can reach web traffic, the better. Chat continues to have the fastest response times across channels, including stacked against phone and email support.

SnapEngage chatbots have an average response time of 1 second over hundreds and hundreds of conversations. Trigger a chatbot to fire at just the right time for maximum responses from qualified prospects.

“As we developed a virtual platform this year, SnapEngage proved to be a powerful tool and allowed us to answer live chat questions seamlessly for over 15,000 attendees from countries all over the world.”

Jane Jesudoss

Manager of Registration Services, The American Academy of Pediatrics

Reduce time to resolution

Time to resolution is a customer service and success metric used to measure the time between when a customer interaction (or ticket) is created vs. when the interaction is resolved.

Time is perhaps the most valuable currency. You value it, as do your customers. A customer will be more satisfied with an answer to their question today rather than the same answer three days from now.

Responsiveness and effectiveness is directly correlated to improved customer satisfaction and loyalty. A shortened time to resolution can be easily accomplished by deploying task-centric chatbots and automation tools.

Quickly identify the issue and either solve the question during the conversation (either with a chatbot or human), or flow all relevant information into a ticketing system.

New use cases and automation examples to try in 2021

As we’ve mentioned, chatbots are customizable and not exclusive to the list below. However, we highlighted here our newest Guide Bot enhancements to take your automation strategies to the next level.

If you have a specific use case you don’t see or would like to discuss your strategies further, schedule a complimentary chatbot strategy session with us today.

Custom surveys and feedback

Create and execute simple or complex surveys without using human bandwidth. Launch surveys when you want to gather only the information you need. Use survey information to close the feedback loop. Responsiveness to client questions isn’t the only way to drive customer satisfaction.

Survey responses are now more actionable. Reach out to high and low survey responses alike to see a well-rounded look at how your team is performing.

Use case 1: A chat ends with a human (or other bot!) and the visitor is immediately transferred to your very own “Survey Bot”. You choose the questions and length to fit into your CSAT goals.

Use case 2: Create proactive chat rules to fire different surveys for different events, locations, and more.

Use case 3: Start a survey after every purchase. Clients can provide immediate feedback in an interactive way, because no one likes forms.

Custom Survey Bot

Offline answering

A chatbot solely used to capture information is becoming obsolete. It’s become a fancy form-fill, which again, no one likes.

The key to using the new Guide Bot for offline answering is customization and configurability.

Communicate that you are offline and give visitors actionable options. You aren’t gathering an email address to spam them, after all.

Use case 1: Give clients the option to submit a ticket, search for help on their own, or leave a message. Whatever options you choose to display, clients know where they stand and what to expect from you.

Use case 2: Configure the Guide Bot to collect exactly what you need to take the quickest action. For instance, collect name, email, and type of problem. Bonus: gather this information in any language!

Use case 3: You’ve asked the client for information, now what? The Guide Bot can use Labels that are based on the responses to help automate your downstream workflows. Labels are easy to view in analytics so you can track what kinds of messages are left most often.

Labels Report sample

Gather required information

How often do you go into a conversation cold, knowing nothing about the person you’re talking to? It can take awhile to break the ice. Use automation to gather information before a chat even starts.

Sound like a form? It’s much better. While forms are proven to decrease engagement, chatbots can gather information conversationally. Gather name, email, and whatever is important to you before handing the chat over to a live agent.

Today’s smart chatbots can save up to 30% in customer support costs alone. When over 21% of companies plan to use chatbots only to handle off-hours requests, conversational bots are the best way to stand out.

Go further, and gather information specific to your business; for example, product serial number or version history.

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%

customer support savings from smart chatbots

%

companies planning to use chatbots for off-hours requests

%

of clients plan to build custom SnapEngage integrations in 2021

Sales qualification and lead capture

Guide Bot has historically been used to ask questions and route visitors accordingly. We’ve added improvements!

There is a new range of question and answer types that give you even more powerful ways to qualify sales inquiries. Of course you can use multiple-choice questions, but now you can ask visitors to provide free-form answers as well.

Use case 1: Ask for an email address and allow the visitor to type it in.

Use case 2: Ask a client to detail their exact question rather than select from a pre-made list.

Use case 3: Allow prospects to include days and times they are available for a call.

Deliver this information directly to your team to build powerful, automated workflows.

We’re excited about these updates and opportunities it brings to our customer base. Stay tuned for more updates in 2021, we’re only getting started!

 

Product Update: Upcoming change for Operator Variables / Labels wording in Email Integration

Upcoming Wording Change:

After February 1, 2021 the wording of ‘Operator Variables’ will be changed to ‘Labels’ in the Email integration and associated chat transcripts.

If you have any automation or email filters relying on the Operator Variables section of the chat transcript sent to the email address configured in the Integrations tab, please make sure to update this to filter for “Labels” after this date.

Background:

Back in 2018, we introduced the Labels feature to easily categorize and disposition chats in the Hub. This new feature was built on the Operator Variables option which was consecutively phased out. While most of the references to Operator Variables have already been updated to Labels, this change still has to be completed in the email integration.

Quickly Scale Your Global Reach With Live Chat

If your business has an online presence, the entire world is available to you for prospecting. The challenge: how do you reach and respond to international audiences without ballooning your marketing, sales and support costs?

You don’t need a pricey location strategy to reach more prospects and customers. As it turns out, live chat software can provide a quick way to support international channels.

There are right ways and many wrong ways to scale globally. One basic element of culture is language.

If you try to market your product to international B2B or B2C customers without researching, you are asking for trouble. Just ask Electrolux, KFC, Ford, BMW, and Nike. On occasion, even these giant brands have miscalculated cultural aspects when marketing to foreign audiences. They found themselves lost in translation by creating “inappropriate” connotations or even inviting consumers to eat their own fingers!

 

E-commerce and conversational commerce
 

Long gone are the days when global reach was limited to large multinational organizations. Rapid technological advances have changed the way we communicate and consume. These advances, including automation, helped remove geographical and cultural barriers that previously kept brands from broadening their reach.

Today e-commerce pairs well with conversational technology tools such as live chat, allowing smaller businesses to market and sell their products globally.

Conversational commerce in particular is taking e-commerce to the next level. E-commerce is at the forefront of web chat, messaging or other natural language interfaces like speech recognition, chatbots and AI.

Conversational commerce technologies can be used to build reliable platforms for online shopping. If used properly, these platforms can drive exceptional experiences at every stage of the customer journey.

 

Beyond web chat


The widespread use of mobile devices and the increasing popularity of messaging services like Facebook Messenger, is driving the growth of conversational e-commerce. Century long consumer habits are shifting from voice and email to live chat, including those industries with “late adopter” audiences.

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%

of consumers will make a purchase if they can get information in their own language

%

of consumers say that native language information is as important as price

%

of internet users do not natively speak English

As early as 2018 automotive customers in Germany showed that they were more than ready for online sales. 75% of them would book a test drive appointment online and 66% are willing to buy a car online.

Any car dealership in Germany – and everywhere in the world- should be enriching their online customer experience with conversational e-commerce elements like webs chat and chatbots.

 

How language impacts conversational commerce


If I’m selling to you, I speak your language; if I’m buying dann müssen Sie Deutsch sprechen” [then you must speak German] is what Willy Brandt said once. In fewer words; “If I cannot read about it, I will not buy it!!”

Studies indicate that more than 70% of consumers are more likely to buy a product when they get information in their own language. For more than 50% of consumers, information in their native language can be more important than price. Most will never purchase a product in foreign languages.

Sales, client satisfaction, and client retention are all influenced by language, because these roles are relationship and conversation focused. Many businesses in the Software as a Service (SaaS) industry have lost clients due to lack of multilingual support.

With multilingual customer service, you can:

  • Target a much wider market
  • Increase sales and brand loyalty
  • Reduce churn and increase trust

Native English speakers account for approximately 26% of internet users! At the same time, even in the U.S., the percentage of households that speak a language other than English can range from 2.5% to 35% depending on the State you are in.

Translation technology

Staffing a strong, multilingual customer service team is not an easy task and can be very costly. International multilingual contact centers (BPO) can attest to this. Businesses choose to either handle chats and customer requests internally or outsource communications. Both in-house and outsourced chat communication teams should start using translation technologies.

The global translation industry has grown during both the last economic recession and during the Covid-19 pandemic. The machine translation market is projected to grow more than 15% from 2020 to 2026.

Machine translation capabilities are improving day by day, reaching accuracy levels that were unimaginable a few years ago. As an international company, SnapEngage identified the trend and need for a translation tool, leading to the release of the Auto-Translate tool.

 

SnapEngage auto-translate

Machine auto-translation has reached great levels of accuracy, but it is not perfect yet. That is why auto-translation is not always a best option unless human interaction is involved; like in the case of live chat.

The SnapEngage auto-translate tool sets the correct expectations as it makes it clear that there is auto-translation involved. Users on both ends (consumer and live chat agent) can see both the original message (untranslated) and the translated messages, providing a transparent and effortless experience for both parties.

 

 

Language is just the starting point


Doing business across the globe entails more than just language. Economical, environmental, social, political and legal factors come into play. Online data protection and privacy are increasingly recognized. 66% of countries worldwide already have legislation in place regarding e-transaction laws, cybercrime and online consumer protection.

66% of countries worldwide already have legislation in place regarding e-transaction laws, cybercrime and online consumer protection.

If you are doing business online, you can’t afford to ignore data privacy and security. As your live chat and technology partner, SnapEngage offers a long list of security related features that enable you to meet geographical legal requirements.

SnapEngage was the first live chat provider to offer HIPAA compliance. In addition, even before GDPR, SnapEngage aligned with necessary EU-USA security frameworks. SnapEngage has been committed to GDPR compliance since day one, continuously monitoring privacy laws that might affect the global client base.

No matter where you do business, SnapEngage will provide you with the necessary tools.

 

International servers

Another important element in global data privacy regulations is the location of stored data. GDPR, for example, restricts the transfer of data to countries outside the European Economic Area (EEA). The Australian Privacy Principles (APP) might require that Australian businesses disclose what information is being sent outside Australia.

To accommodate for this, SnapEngage has separate server infrastructure both in the USA and the EU. New and existing clients can choose where to house their account (and data); USA or European servers.

 

Private instance

Further, some companies have strict security policies requiring all cloud services to be hosted on private, unshared cloud hosting area. SnapEngage accommodates this request with a Private Instance option. This option enables hosting capabilities in the client’s location of choice.

SnapEngage currently offers private hosting locations in the USA, Canada, the UK, multiple EEA countries like Belgium and multiple Asia Pacific countries like Japan, Hong Kong and Australia.

 

Translation and security go hand-in-hand

The international market is now open to any online business. In order to do global business well, a strong security and translation strategy needs to be in place.

When searching for a conversational technology tool, be sure to ask and understand their policies for operating in different countries and regions. Strong security measures builds trust from a diverse client base and gives you peace of mind as a business owner.

Conversations bring us together. Quality and engaging rapport can be the difference between a satisfied client and a client at risk of churning. Have more connected, meaningful, multilingual conversations with auto-translate. Take the guesswork out of chat and get rid of browser copy and pasting.

These tools will help ensure a successful international launch.

Ready to take your international presence to the next level? Schedule a complimentary one-one strategy session with an expert today.

State of Chat Report 2021

Free Survey Report

This report is the result of the comprehensive State of Chat survey we ran in 2020 to better understand our clients’ strategic needs and expectations for 2021.

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What’s Your Live Chat Strategy for 2021?

In 2020, we ran an extensive survey of our clients to better understand their live chat expectations and strategies for 2021. We’ve anonymized and aggregated the results so that we can share these insights with you. Respondents are from a variety of industries, including the Information Technology sector, Consumer Discretionary sector, Healthcare, Communication Services and Non-profit sectors, the Financial, and Industrials and Materials.

It’s important to note that we have defined “SMB” as organizations with 1-500 employees and “Enterprise” as organizations with 500+ employees.

We have found that this breakdown aligns well with how companies implement chat. Those with over 500 employees tend to have far more complex use cases, while those under 500 typically have more focused implementations.



%

use CSAT to measure chat success

%

use chat to maximize sales conversions

%

measure chat agent performance

%

measure chat success by time to resolution

What Questions Did We Ask?

Top Measures of Success

We asked companies to indicate their top 3 criteria used to evaluate the success of live chat. This allows you to understand the strategic goals for live chat by industry as well as see how you compare to your peers.

Top Goals for Chatbot Usage

We asked clients to rate their top goals using chatbots. Again, we have broken these responses out by sector individually and provided a comparison to the baseline average. This allows you to understand how peers in your industry expect to use chatbots.

v

Live Chat Channels

Next, we asked clients about which digital channels they currently use to communicate with clients, as well as their plans to add new channels in the coming year. As with the previous question, we have broken out results by sector and company size.

Integrations

We asked about integrations with our API, custom integrations as well as customer relationship management systems (CRM), helpdesk (ticketing) systems and team chat communication systems. Finally, we also asked about plans to invest in custom integrations using the SnapEngage APIs.

COVID-19 impact

When segmented by company size vs. sectors, it’s interesting to note that larger companies were more likely to see COVID-19 increasing their use of live chat.

w

Live Chat Use Cases

There are many use cases for live chat, and many SnapEngage clients use chat for multiple purposes. Live chat is incredibly effective throughout the customer journey, we asked companies to indicate the ways in which they had deployed live chat

Live Chat Use Cases

What Industries?

The following industries were involved in the survey:
Communication Services, Consumer Discretionary, Consumer Staples, Energy, Financials, Government, Healthcare, Industrials, Information Technology, Materials, Non-profit and Real Estate.

Download the 62 page 2021 State of Chat report to gain insights into trends in chat from your peers as well as gather ideas for your own chat strategy in 2021.

Expanding Into New Business With Chat

For early-stage SaaS startups, a well-calculated growth strategy is critical. One tried-and-true plan to turn existing customers into larger, more meaningful accounts is “land and expand”. 

The land and expand approach helps break the barriers to entry that prevent small SaaS companies from competing. The success of this magic strategy, however, rests solely on establishing and deepening your relationship with the key accounts. This is where our automated chat application comes into play. 

In this article, we’ll discuss how SnapEngage can help you gain a foothold and expand footprints to additional departments after landing a customer(s) with a small deal. 

But first, let’s define the ‘land and expand’ approach.

What is a land and expand strategy? 


Land and expand business strategy starts when a SaaS vendor lands a small deal within a company. From there, they cultivate a healthy relationship (with the existing account) founded on trust and exemplary services, in order to conquer opportunities within departments. Ultimately, the goal is to earn bigger deals with the company, as a whole.

In a nutshell, to land and expand SaaS you should follow three broad steps:

  1. Land a small deal with a customer in a target organization.
  2. Provide better services to build trust and deepen relationships.
  3. Expand by exploring more business opportunities with the organization.  

Let’s say you own a To-Do list SaaS startup and are looking to make it in this competitive niche. On the first sales attempt, a content manager in a reputable content marketing agency agrees to give the free plan a try. This is an anchor for more business with the agency, and our chat application can help maximize the opportunity. 

Let’s find out how.

How does SnapEngage aid implementation of this strategy? 


Streamline customer services


Now your first key account is under the free plan, which is a great starting point. Next you should endeavor to build trust — an indispensable building block for the success of the strategy. 

Users love software solutions that are easy-to-use yet powerful and reliable. So, when the users first sign up, it’s on you to make their customer journey as smooth and seamless as possible. Using SnapEngage’s Answer Bot you can become a resource to the users.

Answer Bot allows you to respond to all questions related to the installation or usage of your To-Do list software. The chatbot can pull relevant articles from a knowledge base and put them in front of the user or refer them to a human agent if the problem is complex. It holds the user’s hand from sign-up, and through onboarding and usage. 

Delivering exceptional service right off the bat helps build trust. If the first content manager trusts you as a quality SaaS provider, they will feel comfortable referring you to other managers in the agency. With an introduction from the current user, you can begin to make high-level connections to expand the product use within the organization.

 

Gather relevant client data


It’s highly likely that before trying your SaaS product, the manager tried other To-Do list apps. Maybe the other solutions were unreliable, overpriced, or even overkill for their tasks. All the manager is really looking for is a solution that will offer vital features at the right price. 

So, does your product fit the bill? To assist in finding out, SnapEngage enables you to gather vital data to understand the customer better and consequently deliver services that sway them to your side. 

It provides tools to understand the user’s intentions by analyzing their browsing actions. Let’s say, for instance, the content manager is constantly visiting the help page on your website. You can see which features they are frequently seeking help with or which aspect of your solution is troubling them most (based on which articles are frequently opened). 

Using these insights, you can improve your product offering or present content that helps solve their most pressing needs. When you help the first contact with their needs, you’ll also become acquainted with other departments of the Agency. You’ll learn various key things such as other potential users you can target, broader use cases of your SaaS solution, and the business impact of the software in the Agency.

At this point, you can comfortably list all potential buyers within the organization and their areas of interest. From there, put together a visual map outlining all departments you deem as most profitable to pursue.

 

Extend the lifetime of marketing messages


Let’s say you’ve convinced all the managers in the content agency to try your new To-Do list software. Your user base within the agency has grown significantly, but most of them are still on the free plan. Now’s the time to start building your monthly recurring revenue (MRR) and SnapEngage proactive chat can be of great help.

You can configure a proactive chat message to fire when a customer spends more than 15 seconds on the help page. The idea is to offer instant support and also communicate value with a marketing message to offer the benefits of a paid plan.

One of the best features of the proactive chat is that you can configure it to target users who have previously visited the help page. Once the user responds, it’s a good opportunity to engage them and understand the problem they are facing. As part of the solution to the issue, suggest a feature in the premium plan.

For example, if a user has a problem keeping up with recurring deadlines, use this opportunity to suggest Reminders (one of the features in a paid plan) as the solution.

Enhance your business growth strategy with SnapEngage


There’s no doubt that SnapEngage can help streamline your land and expand strategy. Digital conversation tools can help you persistently seek deep connections with the decision-makers in target organizations. SnapEngage helps transform your SaaS solution from a product that a few employees like, to software that the entire organization adores and stands behind. 

Our free trial gives you the opportunity to try the chatbots and other features first hand. Don’t wait any longer. Join other early-stage SaaS businesses that are using our digital conversation technology to grow their companies.

To learn how your enterprise can rethink growth and improve the customer experience, download the eBook.

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How to Plan Digital Transformation for Customer Experience

customer experience professional

Given the rapidly evolving nature of customer demands and expectations, it’s no wonder that the drive to adopt digital solutions is only accelerating, and many enterprises are eager to get in on the action. The race is on to provide the most robust customer experience platform.

Around the globe, enterprises in every industry have seen the proverbial light: digital tools can save costs, increase efficiency, fuel growth, and create a more competitive position. When used to improve the digital customer experience, digital tools can increase customer satisfaction rates by 20-30% and revenue by as much as 50%.

Digital tools can increase customer satisfaction rates by 30%, and revenue by as much as 50%

But there’s a caveat to digital transformation that isn’t always well understood. When enterprises embark on digital initiatives, enthusiasm for the end result can often cloud the reality of the process itself. When an initiative fails to deliver, it’s largely due to poor planning.

So how do you commit to improving the customer experience without crashing and burning along the way? To begin with, start by rethinking how to conduct the initiative. By taking a phased approach, you can make incremental changes that respond to business needs without overwhelming your internal teams or customers.

Read on to learn about the importance of planning for your initiative and some simple steps you can take.

 

customer experience

 

The importance of smart, achievable planning for customer experience


Enterprises are already well-schooled in planning. From setting yearly revenue goals to hiring talent to adjusting for periods of slower growth, you know the value of methodically planning for every need, variable, and contingency.

In theory, digital initiatives shouldn’t be any different. Yet as many as 70% of companies are unable to complete a large-scale digital transformation program, mainly because they bite off more than they can chew — and end up choking.

The assumption is that a full-scale initiative is the only way to achieve expected results. But going from zero to 100 with high-powered tools like artificial intelligence (AI) and machine learning can unduly disrupt everyday processes and overburden internal teams tasked with managing the new tools. Even worse, if there are any deviations, however minor, in customer expectations, it can actually drive customers away and defeat the whole purpose.

There’s a smarter, simpler way to take on an initiative that allows you to improve digital customer experiences and build upon your successes — without hurting your staff or customers in the process. Here’s how you can plan your transformation effectively:

1. Take it one problem at a time

Survey your business to find out what needs to change to improve the customer experience. You can start by asking these types of questions:

  • Is your business performing well enough for customers?
  • Are you able to respond effectively to customer needs?
  • What’s the quality of your customer interactions?
  • Do you have a consistent message you’re delivering to customers?
  • How is your business faring compared to your competitors?

If any of the answers reveal gaps, challenges, or areas where your organization isn’t measuring up, then you know what to solve first and can adopt specific technologies designed to help.

2. Choose technologies that put the customer experience at the center


Based on the answers you gain, implement customer engagement tools that will enhance the customer experience right away, whether it’s speeding up response times, providing higher-quality interactions, or any other goal. 

For example, automated, customizable smart bots that integrate with existing live chat platforms and require little to no special skills to manage can increase the quality and volume of initial customer triage by:

  • Answering common questions or giving simple instructions
  • Helping customers navigate a website
  • Determining if a customer is ready to buy and sending them over to a sales agent
  • Deciphering customer needs before advancing to a human support agent who can provide more in-depth information or help

Whatever your business problem(s), easily configurable chatbot technology can enable a way forward and achieve measurable outcomes, without majorly disrupting your current systems, teams, and processes.

3. Refine your strategy over time


Using the same automation and chat technologies, you can continue to refine your strategy over time. For example, you may want to conduct
advanced data analysis to help you make further process or operational improvements. Your bots can gather data from every customer interaction that can be used to understand use cases, discover unmet customer needs, or reveal opportunities for innovation, to name a few.

Automation and chat technology gives you much-needed insight as you go so that you can respond quickly when necessary or with longer-term goals in mind. With each new insight, you can layer in and customize additional bots or automated workflows as needed.


 

Create greater digital sustainability that improves the customer experience

 

Planning your digital initiative is a smart way to achieve greater digital sustainability. Instead of burning your budget and burning out your team on a large-scale project, your organization can achieve transformation sensibly, in phases, rather than all at once — steadily moving your company closer to full digital transformation over time.

Proper planning allows you to:

  • Start with simple-but-smart, targeted technology to solve a host of problems
  • Avoid lengthy, complicated deployments and the need for advanced technical skills — and the enormous costs that come with these
  • Learn as you go and replicate successes incrementally across business units
  • Stay competitive in an ever-changing world

Instead of worrying about how you’ll roll out AI and other potent technologies across your organization, you can implement customizable, chat and automation solutions to meet immediate customer demands and improve the customer experience one step at a time, setting up your organization for a more realistic — and intelligent — approach to digital transformation.

To learn how your enterprise can rethink digital transformation and improve the customer experience, download the eBook.

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Why AI Isn’t The Only Answer For Customer-Centric Scale

For today’s customer-centric enterprises, delivering an optimal digital customer experience across all platforms and channels is a do-or-die proposition. Today’s consumers are pickier, savvier, and more demanding of the brands they do business with than ever.

But companies that operate in multiple markets or run multiple lines of business will find it even more challenging than their more simply modeled competitors to ensure customers get the level of service and engagement they expect.

Many of them fall into the trap of thinking only artificial intelligence (AI) and machine learning solutions are the answers to meeting their evolving business demands at scale. They’ll allocate precious dollars to these solutions and spend countless hours implementing them, only to be disappointed that the costly platforms are hard to build, harder to maintain, and incredibly difficult to manage amid the tangle of other integrated technologies.

“70% of companies fail at large-scale digital transformation initiatives because they’ve bitten off more than they can chew.” 

Worse, they do all of it with no real return on investment — that is, if they can even complete the process at all. In fact, around 70% of companies fail at large-scale digital transformation initiatives precisely because they’ve bitten off more than they can chew.

What complex enterprises need is the ability to meet customer demands for speed and personalization without having to resort to AI tools first. Here’s a closer look at why going “all in” on AI often fails to deliver, and how a simpler, customizable solution using your existing live chat platform, some smart bots, and custom automation can help your enterprise provide superior, scalable digital experiences.

 

Why AI fails


AI and automated customer service and engagement solutions have revolutionized business in many ways. The tools streamline and improve processes and increase cost-effectiveness over time. And let’s face it: AI is also the direction in which nearly everything in business appears to be headed, and it’s why you may feel compelled to get on board with it right away.

But if you don’t know what you’re getting into, you can leave your organization without the knowledge and resources needed to implement and manage AI solutions successfully—to the extreme detriment of your customers and your bottom line. It’s a bit like jumping into the deep end without first knowing how to swim.

Here’s how AI can set you up to sink:

  • It’s expensive. AI costs an exorbitant sum for a reason: it’s robust technology that requires an enormous amount of computing power, security, infrastructure, and other factors to run. The upfront investment, let alone the cost to manage, simply may not be in the cards for you.
  • It’s unwieldy. Most AI and machine-learning technologies require lengthy deployments and configurations that have to be carefully understood and coordinated. When you throw a multitude of locations, audiences, platforms, and use cases into the mix, a tolerable level of complexity can quickly turn into an intolerable level of chaos.
  • It requires specialized knowledge. AI is only as good as the data fed to it — which means you need an experienced, knowledgeable team of engineers and data scientists on hand who can make the most of the technology. The problem is, qualified engineers and data scientists tend to be in short supply — and only add to your costs if you’re able to recruit them.
  • It’s not human. At the end of the day, AI can imitate a lot of things but it still can’t replace a human, and there are always going to be nuanced or more complex customer interactions that require a human touch. In fact, more than 85% of consumers still prefer connecting with a human than with a bot. Expecting an AI solution to handle those interactions, too, is to disregard and alienate your customers who fall into that category.

AI can seem like the answer to a rapidly evolving world in which customer expectations change by the minute. But AI doesn’t have to be the immediate next step you take. There’s an interim solution that offers your customers better digital experiences without breaking the bank or saddling your organization with complicated technology it may not be ready for yet. Even better, it allows you to keep your existing team of human agents.

Live chat, custom automation, and smart chatbots: a better way forward


Instead of relying on a team of human agents alone, which can hinder scalability and quality of service, a combination of smart chatbots, live chat, and custom automation can help you meet customer demands for faster response times without ignoring their desire for personalized, contextualized interactions.

Your human agents play a necessary role in engaging with customers. But there are specific instances when a smart chatbot can take over to handle the lower-value, more repetitive interactions that bog down human teams. These bots can provide customers with quick answers or instructions and be programmed to automatically transfer customers to the right human agent in a warm handoff when the circumstance calls for it. These bots deliver quick responses to customers but never prevent them from chatting with a human when they need or want to.

These simpler chatbot technologies give you the benefits of conversational bots and robust automation without the expenses and headaches that come with more extensive and resource-intensive AI tools. They’re faster and easier to scale, and they’re easier to deploy and maintain since they can integrate with your existing live chat platforms and don’t require special skills to implement, making them a truly cost-effective alternative to AI. Yet similar to AI, each interaction can be analyzed for patterns and insights that can help you improve your front-line customer communications.

Rather than relying on a hefty AI solution for everything all at once, you can deploy different chatbots for different audiences, brands, or use cases — over time and in phases — to suit business needs as they arise.

By blending the best of both worlds — computer automation with the human touch — your customer service and engagement teams can grow strategically with the needs of the business. And your enterprise can build and maintain a competitive advantage by providing a superior digital customer experience that’s responsive and adaptive to whatever the market demands.

To learn more about how smart chatbots and custom automation can help your business deliver a better digital customer experience, download the eBook.

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Release Notes Dec 18, 2020: New Guide Bot Email, Phone and Free Text Capture Options, Design Studio Logo Link

Hello SnapEngagers,

here are the last release notes of the year! The development team wishes everyone happy holidays and new year.

New Guide Bot Info Capture Options

We have added new data capture capabilities to the Guide Bot.

It now is also able to capture the following formatted and free-form information:

Email address

Using the Email prompt step type will prompt a text field to appear where the visitor can enter an email address. This will attach the email address to the chat or a label.

Phone number

Using the Phone prompt step type will display a text field to the visitor so they can enter a phone number. This is captured and associated with the chat. The number will be validated as long as the visitor enters a number between 4 and 20 integers.

Free-text responses

Using the Free text prompt step type allows website visitors to enter free text. This allows the visitor to respond freely to a prompt from the Guide Bot and supports all kinds of sales and customer service scenarios (such as leaving an offline message, inputting a question, etc).

New Guide Bot Templates

We have also added 2 new templates to help you get started with these new data collection types.

You can find additional information in this help document.

 

Other improvements

* Guide Bot & Answer Bot: Improved the UX for the offline message for the visitor. The input area is now hidden if the selected option is not available, so the visitor will not re-start the chat by mistake.

* Design Studio: It is now possible to add a link to your custom logo image.

This option can be found under Global Box Settings > Footer, and is available on Enterprise plans.

* We have added an agent mapping option to the Bot API. If you are using an integration that supports agent mapping, you can now map bot chats to a specific account in your integration.

* We have added the Analytics Bots and Labels section to the Permissions, so so a sub-admins access can be added or revoked

* Hub: Improved the recovery mechanism if the agent is on a flaky network, to avoid missed messages or chats.

* HIPAA Accounts: We have removed the “JavaScript Variables” section from the emails sent with the email integration for HIPAA clients, to avoid potentially exposing PHI in an unsecure channel. The information will still be available on the case behind the login.

Resolved Issues

* Design Studio: Resolved an issue where the high contrast pallets had some white on white text. Also resolved an issue where the Design Studio failed to save a setting to un-hide the online/offline chat button.

* Resolved an issue where the reactive prompt message was logged in the transcript for proactive chats.

* Resolved an issue where labels could be logged in the wrong widget, if an agent had two chats from two different widgets in their Hub at the same time.