Best Co-Browsing Software for Salesforce

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

Enhance your customer communication by adding a personal touch, which can significantly improve satisfaction through the use of live chat. Crisp goes beyond mere chat software by streamlining all aspects of your customer interaction into a single platform. Your customers will enjoy a fantastic experience with a collaborative inbox, allowing you to address inquiries from website visitors with ease while simultaneously cutting costs using our live chat application! Research indicates that visitors who engage through chat support are more inclined to complete a purchase. With our complimentary chat solution, you can implement automated messaging that fosters proactive customer service, transforming casual visitors into potential clients. If you believe CRM software is solely about managing contacts, it’s time to shift your perspective. Crisp CRM offers a wealth of features that extend far beyond basic functionality, providing small businesses with tools to automate mundane tasks, enabling them to secure more deals. With Crisp, you can funnel more high-quality leads into your sales pipeline efficiently and effectively. This not only enhances operational efficiency but also ensures your business is well-equipped to thrive in a competitive market.

Comm100 is a global provider of omnichannel communication software for education, government and commercial organizations of all sizes. With Comm100, organizations provide the optimal balance of human-bot engagement through configurable live chat, AI-powered bots and automation, and secure messaging – all from within one integrated platform.

Businesses that excel in providing an omnichannel experience manage to keep 89% of their clientele. Engage in real-time dialogues with customers where they are most comfortable to enhance their journey, ultimately leading to better brand perception and higher retention rates. Remarkably, 99% of consumers tend to stay loyal when their issues are addressed on the first attempt. Equip your representatives with a Unified Agent Workspace along with effective tools to revolutionize the customer experience. Agents can see customers' intentions even while they are still typing, which allows for quicker assistance. A collection of pre-set responses to frequently asked questions significantly reduces the time agents spend on each inquiry. Additionally, agents can add notes during conversations for future reference. Organize discussions with multiple tags for easy retrieval later and wrap up efficiently with quick summary calls. Ensuring that no customer is left waiting is crucial. Continue to generate leads, whether your agents are actively online or not. Enhance conversion rates by making past interaction details visible on a single screen, streamlining the process even further. This comprehensive approach ensures a seamless experience for both your agents and customers.

Instantaneous customer service is essential as client expectations evolve; surpass them by utilizing co-browsing and live chat capabilities. Equip your representatives to tackle intricate customer inquiries promptly. With a single touch, connect in real time to enhance conversion rates, whether on a website or mobile application. Our smart bots are designed to provide immediate responses to frequently asked questions, streamlining the support process. By harnessing the combined strength of co-browse and live chat, you can offer quicker and more tailored assistance. Acquire offers straightforward yet effective tools that promote customer interaction and overall satisfaction, ensuring a positive experience for all. Enhanced customer support ultimately leads to stronger relationships and long-term loyalty.

You can now instantly see what your users see and help them to get onboard. Upscope cobrowsing, the new zero-download interactive screen sharing tool, is designed for easy onboarding and support. 1. You can see what your user sees in one click. 2. Scroll and click with YOUR mouse on THEIR screen. 3. You can do this immediately via live chat or by calling them. Integrates seamlessly with Intercom, Zendesk and Olark as well as your existing phone system.

Cardina serves as a dynamic customer engagement platform aimed at improving both support and sales interactions by providing real-time visual guidance directly on users' screens without the need for downloads or meeting links. Through its innovative co-browsing technology, agents can view, annotate, and even take control of customers' screens, which leads to quicker problem resolution and enhanced customer satisfaction. The platform integrates effortlessly with existing tools, featuring capabilities such as session recording, data masking for enhanced security, and cross-device compatibility across various web technologies. Trusted by prominent customer experience teams, it has proven to cut handle times by as much as 41% and increase first-contact resolutions by 47%. Additionally, Cardina presents a range of flexible pricing options that accommodate businesses of all sizes, from emerging startups to large enterprises. Overall, Cardina is committed to transforming customer interactions into seamless experiences that foster lasting relationships.

Attract more clients and enhance support interactions through live video chat, screen sharing, and user monitoring, all seamlessly incorporated into your website. This tool provides valuable insights into your customers' purchasing journeys. You will receive alerts when customers access pages of significant value, allowing you to engage in live video chats at any moment. Additionally, you can gain an understanding of how users discovered your site, ensuring that their buying experience is personalized right from their initial click. ServiceBell collaborates with Intercom to facilitate engaging interactions via video chat and screen sharing. It also syncs with Calendly, making it simple for your customers to arrange calls with your team. Furthermore, ServiceBell partners with Clearbit Reveal to notify you when high-potential leads visit your site. Don't miss the chance to request a demo today and discover how ServiceBell can empower businesses of all sizes to foster stronger connections with their customers. Notably, ServiceBell is compatible with any website, no matter the framework or programming language used. This versatility ensures that businesses can leverage its capabilities to enhance customer engagement effectively.

Cobrowse.io is an innovative co-browsing solution aimed at improving customer support by enabling agents to engage with clients' web or mobile experiences in real time. This live screen-sharing capability allows agents to navigate customers through intricate tasks, resolve issues, and provide precise answers to inquiries. The platform seamlessly integrates with various customer service tools and prioritizes privacy, incorporating features like automatic redaction to maintain data security. By utilizing Cobrowse.io, businesses can enhance agent productivity, shorten resolution times, and elevate customer satisfaction through more tailored and impactful interactions. Ultimately, this approach fosters a stronger connection between customers and support agents.

Build interactive and fully compliant digital experiences on your platform without altering any code or installing additional software. Surfly empowers countless AXA agents to accelerate their sales by digitally simulating the face-to-face selling process within their platform. Both agents and customers can collaborate from a distance to select policies, electronically sign documents, and initiate their first payment seamlessly. Surfly Co-browsing is not only quicker and more secure but also simpler to navigate compared to traditional screen sharing applications like Zoom, Google Meet, or Microsoft Teams. It facilitates effective, secure, and compliant two-way collaboration that screen sharing cannot match. Instead of juggling various external tools like Zoom and Docusign, you can manage everything in a single Surfly Session. You can upload, review, annotate, and e-sign any document directly from your website or portal without interruption. Furthermore, Surfly’s adaptable solution operates effortlessly without requiring integrations, serving as a virtual layer over your existing platforms, ensuring an enhanced user experience for all parties involved. This comprehensive approach simplifies the sales process and provides a more cohesive interaction for agents and customers alike.

Organizations have made significant investments in digitizing their services to enhance customer access to information, products, and self-service options. This digital engagement is consistently utilized across various devices. However, when customers seek interaction or require assistance, they are often compelled to switch from their digital experience to traditional channels such as phone calls or emails. This shift results in a missed opportunity to assist the customer precisely when they need it, thereby undermining the financial investments made in digital transformation. It is crucial for businesses to seize every opportunity to engage with their digital clientele, regardless of whether their objectives involve online sales, customer support, lead generation, or complex service processes. With Vergic Engage, companies can effectively navigate the digital customer journey. Every organization, irrespective of its industry, can outline a customer journey, and the Vergic Engage Platform is designed to streamline that journey while ensuring the customer remains within a digital framework. By doing so, it not only enhances customer satisfaction but also maximizes the potential for conversion and loyalty.

Imagine the benefits if an agent could engage in a conversation with your customer over the phone while they are navigating your website. This interaction would empower the agent to assist the customer in shopping, troubleshooting issues, completing online forms, or executing various transactions seamlessly. Cobrowsing software is the ideal solution for this requirement. This innovative tool equips your customer service and contact center agents with the ability to deliver the most personalized digital support for online customers. It fosters high-value, collaborative, and real-time assistance. By providing help precisely when it is needed, your business has the opportunity to transform visitors, prospects, and customers into loyal, long-term patrons. It allows both phone and chat agents to enrich the customer experience by engaging in a simultaneous cobrowsing session, making the interaction more dynamic. Furthermore, it enables the agent and the customer to collaboratively fill out forms in real time, with the ability to highlight specific sections of a form or webpage for greater clarity and understanding, thus enhancing the overall customer experience even further.