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Close.io CEO Steli Efti on the rights and wrongs of lead qualification

Intercom, Inc.

Steli is the CEO of Close.io , an inside sales CRM that helps startups and SMBs generate high-quality leads and close more deals. blog , books on everything from product demos to outbound sales, and the Startup Chat podcast that he co-hosts with Hiten Shah. Missing a tool is never the reason why something isn’t working.

Sales 223
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Why customer service matters for fintech startups

Zendesk

With a customer service tool like Zendesk, your team can access important customer context (transaction history, account type, pending payments, etc.) SMBs saw a 55% increase in WhatsApp messages in 2020. Read the blog. in real-time. In all likelihood, your customers will probably have ongoing questions about their accounts.

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Your Live Chat Should Create Customer Convenience Not Dissatisfaction

Customer Bliss

The report pulled in data from 21,000 companies, nearly 334 million chats and 17 million inquiry tickets. Unless stated upfront, they’re not expecting another step that leads them to set up an inquiry ticket for someone to get back to them. It’s certainly becoming a more popular method of communication for consumers.