Partner
What is Insightly
Insightly is a customer relationship management (CRM) solution. It’s used for building relationships, storing data, deliver projects and manage sales.
How can you use it?
Customer information, new or updated records and updated fields on records notifications keep you informed. Create, update or find records, manage your customers or start conversations from your LiveAgent dashboard.
Benefits
- CRM capabilities in your dashboard
- Keep track of important updates and news
- Manage records, customers and start conversations without switching apps
Frequently asked questions
What is Insightly?
Insightly is a customer relationship management platform that provides data storage, customer management, and sales management to over 1,5 million users.
How can you utilize Insightly inside LiveAgent?
You can view customer data inside LiveAgent, get efficient workflow and manage customer information from LiveAgent.
Firmao is a CRM platform designed to help small businesses grow by providing multiple functionalities like email, telephony, and more. It is a multipurpose solution that can handle tasks like mailing, calls, invoicing, project management, lead generation, and workflows. Integrate Firmao with LiveAgent via Zapier to manage customer relationships effectively. Firmao users benefit from an all-in-one business solution with flexible and affordable pricing.
How to build a customer engagement strategy
A solid customer engagement strategy is crucial for businesses to establish meaningful relationships with their customers. It involves consistently interacting with customers through various channels to understand their needs and reinforce relationships. Tips for building a successful strategy include defining the voice of your brand, promoting it online, focusing on personalization, creating desired content, and being authentic and genuine. Personalization is a key aspect, allowing companies to tailor experiences for customers and make them feel valued. Businesses can collect customer data to enhance personalization and engagement.
Knowledge base: Getting started templates
Companies are creating knowledge bases to offer customers a self-service option for finding information. Studies show that customers prefer to look for information independently and are more likely to abandon a purchase if they can't find an answer quickly. LiveAgent offers templates for "Getting Started" knowledge base articles. Template 1 welcomes users and provides basic information about the product or service. Template 2 offers a search function and frequently asked questions. Template 3 suggests related articles and offers contact information for customer support. The "Getting Started" article should be concise, use simple language, and include information about the product or service, frequently asked questions, links to resources, and contact information for support.
Customer service management is a system that benefits both the consumer and the company through the use of customer data. Benefits include increased customer satisfaction, productivity, and security. LiveAgent offers automation options and can integrate with the best CRM software. A knowledge base is an online library for answering product/service-related queries, and LiveAgent is the most reviewed and top-rated help desk software for setting up a knowledge base. Organizing a customer database is essential for businesses to better understand their target audience, and LiveAgent offers related resources and tools such as customer service reports and a customer portal.
