A Live chat on a website is a subtle yet effective way to collect lead information. By displaying a Live chat that is always visible, even as visitors scroll down the page, businesses can encourage website visitors to provide their contact information.
Capturing data through a website is important for businesses because it provides valuable information about their target audience and helps them personalise their marketing and sales efforts.
A live chat feature on a website can help collect leads by allowing businesses to engage in real-time communication with website visitors and respond to their questions or concerns.
Connecting the live chat to you CRM can help businesses efficiently manage and track these leads and their interactions, allowing them to nurture and convert them into customers.
Choose the most reliable and high-quality live chat solution for your DealerSocket CRM.
Why Serviceform Live chat is the best for DealerSocket CRM
- Provide fast and efficient customer service through real-time live chat.
- Support multiple teams and structure of agents, and manage all chats from different websites with a single parent account.
- Track team performance with important metrics like total chats, missed chats, average wait time, and average reviews.
- Monitor your customer journey on your website and assign conversations to individual agents or teams using filter tags.
- Allow customers to easily upload files during live chat conversations.
- Integrate live chat with your shopping cart for seamless customer support during the checkout process.
- Get inspired with a library of over 500+ tested and proven templates, available for you to use for free.
Step 1. Create your Serviceform account
Start by creating your free Serviceform account. After that, you can generate your Serviceform pixel in the box below. To start, type your website URL and select "START NOW".
Step 2. Install the free Live chat on your website
If you're a tech-savvy person or have a developer in your team, it's easy to add a Serviceform Live chat to your website using HTML.
To start, click on the website you’ve set up on your Serviceform account and select settings.
Then, copy the pixel code and paste it on the header tag section of your website.
Voila! Your website just got a lot cooler with Serviceform’s Live chat.
Using Google Tag Manager
No worries if HTML isn't your thing. Installing the Serviceform pixel into your website using Google Tag Manager is easy.
Simply choose the option to install via Google Tag Manager in your Serviceform account, then copy your unique pixel code.
Next, head over to your Google Tag Manager account and create a new tag. Then name your tag.
Once you've named your tag, head to the tag configuration and choose custom HTML from the drop-down menu. Then, simply paste the Serviceform pixel code you copied earlier into the code area.
Then click on ‘triggering’ and select ‘all pages.’ Then save your work and press submit. In the submission configuration screen, type ‘Adding Serviceform pixel’ into the ‘Version name’ area, and you’re all set.
Step 3. Test if your Serviceform pixel is live
You can check if your pixel is active by looking at the top right corner of your dashboard.
If you see a green circle, that means it's active and ready to go. But if you see a red circle, it means it's not active yet. No worries, just give it a quick check and get it up and running in no time.
Step 4. Connect your Live chat with DealerSocket
Your part is done now. Leave the rest in the hands of our extremely talented developers. They will connect your Live chat with DealerSocket so all the leads and communications will be seamlessly sent into your DealerSocket CRM.
One of our biggest strengths is our ability to customise. Book a meeting with our support and explain more about your integration needs, and we will get back to you!