REVE Chat integration with DotNetNuke

• Log into your REVE Chat account.
• Go to Settings> Chat Widget
• Click any of the available chat widget you want to integrate. Go to the code snippet tab and click Copy Code.
• Log in into your DotNetNuke admin account.
• Click on edit icon from Navigation
• Click on add module
• From opened modal click on HTML
• drag “HTML” Module to where you want to display the module
• Look for the new module in your page, roll over the “Manage” icon link and click Edit Content
• Select HTML, then paste the REVE Chat code that you have copied earlier and save it.
• Done. You will now find REVE Chat widget in your website. To chat with your visitors please log into your REVE Chat account and start chatting.

What is Infusionsoft?

Infusionsoft brings three main functional areas – CRM, E-commerce and Marketing in one centralized system. This CRM covers almost every aspect of the business: from targeting and capturing the leads to closing the deals. The biggest advantage is the solution integrates seamlessly with leading third-party software applications. InfusionSoft Live Chat Integration helps you to manage your entire sales cycle process from your CRM account.

Benefits of REVE Chat Integration with Infusionsoft

• Make you more interactive with your customers and helps you to resolve customer queries by providing instant support.
• Effortless and immediate response improve customer loyalty.
• Automatically reduce workforce costs and also cut response time.

To Integrate REVE Chat with Infusionsoft Please Follow the Below Steps

1. Login into REVE chat Dashboard
2. Go to Integrations > Integrations and filter as CRM
3. Find Infusionsoft from available list and click to integrate
4. An input form will be opened to submit your account data: complete subdomain URL and encrypted API Key. To find the url and the encrypted key-
   • Log in to your Infusionsoft account. Infusionsoft address can be found in the URL of the Infusionsoft panel.
   • To get your Encrypted Key, click on the Infusionsoft logo in the upper left corner of the panel and choose Settings under Admin section.
   • Next, choose Application in the menu on the left.
   • Scroll down the page and copy your Encrypted Key from API section.
5. After providing the url and the encrypted key click on Save to finalize

Benefits

• Live chat app integration with Infusionsoft CRM allows live chat agents to transfer customer information from chat window to customer database with a single click.
• While addressing a new chat request, chat agents would be able to access the pending issues raised by the customer. Therefore, your agent will be able to answer the customer before they may even ask.
• Live chat agents will be able to access the customer information such as last chat details, whenever they interact with them again.
• Using the information about customers last purchase and other patterns, live chat agents would be able to provide better offers to your customers and hence more revenue.
• After live chat integration, agents can access customer information from the same dashboard instead of checking in different tabs. This will save a lot of time and effort.

What is Vtiger?

Vtiger is a cloud based sales CRM software that helps grow sales, improve marketing reach, and deliver great customer service. It centralizes a database of customers and all of the information, about them. This means contact information, internal notes and documents, calendar events, deals, phone and email conversations, and more. Customer facing teams can then use Vtiger to learn about each customer, communicate with them, plan and manage their customer-facing work, and even automate repeated tasks.

Benefits of REVE Chat Integration with Vtiger

• Helps you to capture potential customers and makes it easy for you to pass them along into the Vtiger CRM.
• Live chat integration helps you to empower your teams to support your customers and close deals.
• Automatically push complete chat transcripts to Vtiger.

To Integrate REVE Chat with Vtiger Please Follow the Below Steps

1. Login into REVE chat Dashboard
2. Go to Integrations > Integrations and filter as CRM
3. Find Vtiger from available list and click to integrate
4. An input form will be opened to submit your account data: complete subdomain URL, userEmail and REST API Key.
5. Click Save to finish the installation. You will see a successful message if integration is ok.

Benefits

• Integrating Live chat app in Vtiger CRM enables the live chat agents to pass website visitor information in customer database seamlessly.
• A live chat agent will be able to access the location information of the website visitor from REVE Chat dashboard. This information can be used by the agents to provide exclusive deals to customers.
• A live chat agent will be able to access all the customer information in the same window. They will not have to browse through different tabs for this. It reduces their query resolution time and hence boosts customer satisfaction rate.
• Using the information about customers last purchase and other patterns, live chat agents would be able to provide better offers to your customers hence more average deal value.
• While addressing a new chat request, a live chat agent will be able to access any service request raised by the customer. Therefore, an agent will be able to answer the customer before they may even ask.
• People prefer to talk to a person rather than an email. Live chat gives your website a human touch which increases the chances of customer engagement. This also gives you more leads in you Sales funnel.

Agile CRM is an all-in-one complete CRM solution that comes with a package of marketing automation, support and end-to-end sales solution. With Agile CRM Live Chat Integration, users will enhance communication and collaboration, and greatly improve productivity and output both at individual and organizational levels.
With the help of Agile CRM you can manage your customers on the go. It is an affordable, simple-to-use and feature-packed customer relationship management (CRM) product that enables businesses to manage the full sales and marketing mix in one platform. Agile offers robust sales and marketing automation, web engagement, payments and reports, project management, contact management, scheduling, customer service, email tracking etc.

Benefits of REVE Chat Integration with Agile CRM

• Monitor customer behavior and easily convert website visitors directly to leads in the CRM.
• Easily grab targeted lead with the help of customer conversation history and key customer relation data collected through REVE Chat software.
• Store all details of the new contacts through REVE Chat and target them to engage with different campaigns.

To Integrate REVE Chat with Agile CRM Please Follow the Below Steps

1. Login into REVE chat Dashboard
2. Go to Integrations > Integrations and filter as CRM
3. Find AgileCRM from available list and click to integrate
4. An input form will be opened to submit your account data: complete subdomain URL, userEmail and REST API Key.
5. nput your account information and check your ticket settings and then save to complete integration.
6. A successful message will be shown if integration is successful otherwise error message will be shown.

Benefits

• Customer Service Agents will be able to move customer information from chat to CRM database with a single click.
• Agents will be able to browse customer profiles when they chat with them next time.
• Live chat agents can upsell more easily since they would have customer profile with them and would be able to suggest better add-ons.
• Customer service agents do not need to look for customer profile in another window and come back for chat. Everything can be managed from a single dashboard. It’ll save a lot of time and effort.
• Your agent would be able to know if a customer has registered any complaint/ issue in advance. Hence, they would be able to answer your customers even before they ask.
• People prefer to talk to a person rather than an email. Live chat gives your website a human touch which increases the chances of customer engagement. This also gives you more leads in you Sales funnel.

amoCRM is a cloud-based hosted CRM software that helps businesses to manage sales pipeline, lead management, and contact management. Both sales and marketing teams will be able to track a lead from the first contact through to sales completion. amoCRM offers various features like email integration, sales analytics, lead scoring which helps users to keep track of all contacts and leads, ensuring that no sales are lost due to mishandling.

Benefits of REVE Chat Integration with amoCRM

• Allow you to create new leads in your CRM directly from the conversation on chat.
• Easily send your REVE Chat transcript and offline messages.
• Increase the conversion of your website by turning your visitors into paying customers.

To Integrate REVE Chat with amoCRM Please Follow the Below Steps

1. Login into REVE chat Dashboard
2. Go to Integrations>> Integrations
3. Filter as CRM and locate amoCRM from available list.
4. Click Integrate
5. An input form will be opened to submit your account data: complete subdomain URL, username and API Key.
6. Input your account information and check your ticket settings and then save to complete integration.
7. A successful message will be shown if integration is successful otherwise error messages will be shown.
8. Enable two check box to transfer chat transcript and offline messages to the CRM

Benefits

• Live chat integration with amoCRM allows your agents to move customer information from chat to database with a single click.
• Live chat agents will be able to access the customer information such as last chat details, whenever they interact with them again.
• Using the information about customers last purchase and other patterns, your agents would be able to provide better offers to your customers and hence more revenue.
• After live chat integration, your agents can access customer information from the same dashboard instead of checking in different tabs. This will save a lot of time and effort.
• While addressing a new chat request, your agent would be able to access the pending issues raised by the customer. Therefore, your agent will be able to answer the customer before they may even ask.
• People prefer to talk to a person rather than an email. Live chat gives your website a human touch which increases the chances of customer engagement. This also gives you more leads in you Sales funnel.