Integrate Live Chat with Microsoft Dynamics to enable your Customer Service Team to deliver consistent, personalised customer experiences while chatting with customers on-line.
In today’s fast-paced, omnichannel world, customers expect your customer service agents to know their preferences and history as soon as an interaction begins.
They don’t want to wait while you look up their records, and they won’t tolerate having to give the same information more than once.By integrating our Live Chat solution with Microsoft Dynamics CRM you can give your Customer Service team one-click access to a complete profile view of the individual they’re chatting with.
Previous interactions, purchase history, course records, recent updates, location, contact information and preferences can all be available, in real time, while you are providing instant answers to their urgent questions.
Deliver smart, personal engagement with a view of real-time data in Microsoft Dynamics without ever leaving the chat window.
Provide Real-time Customer Support
Provide exceptional customer support directly our web-based chat console.
Deliver smart, personal engagement
Customer Service Agents can view Microsoft Dynamics data without ever leaving the chat window.
Instantly Create New User Records
Create a new contact record in Live Chat which automatically creates one in Microsoft Dynamics ensuring your team constantly has up-to-date contact data.
Add live chat transcript to profile records
Add transcripts and survey results to Microsoft Dynamics records with a single click – minimising burdens on customer service staff, and increasing adoption.