USE CASES:

Sales
Customer Service

for Sales

• Co Browsing Use Cases for Sales
  Assisted selling.A prospective customer has questions or concerns about the purchase and a sales agent instantly launches a visual connection so the purchase can be completed with expert guidance, increasing the potential for closing and upselling and decreasing abandonment. Alternately, a customer is presented with the option to co browse via pop-up window to proactively offer to engage in live assistance.
• Engagement-driven demos and pilots. A sales professional gives trial access to a product or service and guides the customer through the demonstration rather than presenting a demonstration, resulting in a highly engaged customer who is truly understanding the product or service.
• Presenter Use Cases for Sales
  Product demonstrations. A salesperson demonstrates to a customer exactly how a product or service works as part of the sales process, allowing for high levels of engagement and opportunity to address questions and concerns in order to quickly reach the purchase stage.
• Supporting materials sharing. A salesperson citing an example of a product benefit or value can instantly show the example to a prospect, when interest and purchase intent is at its highest.