CRM Integration with LivePerson

Blend the functionality of your CRM tool with LivePerson’s award-winning live chat solution

• Access to live chat and CRM records from one interface
• Submit new leads, cases and tasks directly from live chat sessions
• Access, review and update records while chatting
• Attach chat transcripts to customer records

Integrates with any Web-based CRM Tool

You can integrate LivePerson’s live chat solution with any Web-based CRM tool, letting you provide online personalized assistance to your valued customers while they’re on your site.

Submit new leads, cases and tasks directly from live chat sessions

Eliminate redundant data entry. With seamless access to your CRM system from LivePerson’s Operator Console, chat operators can use live chat session data to submit new leads, cases and tasks.

Access, review and update records while chatting

Stop time-consuming toggling between tools. Thanks to the integration, the full functionality of your CRM system is at your chat operator’s fingertips. Operators can access, review and update records while chatting, providing a higher level of support to visitors and increasing first contact resolution.

Attach chat transcripts to a customer record

Chats transcripts are important documents – they contain insight into your customer’s unique needs, questions, and reactions to your product line. Using LivePerson’s XML chat export feature, you can attach transcripts to your customers’ CRM records.

Implementation

To learn how to integrate LivePerson with your CRM tool, please contact your LivePerson Success Manager.