內容簡介
這是一個可在WordPress平台上快速安裝的擷取潛在客戶資料的外掛，且支援全面設定。您可以透過此外掛即時查找業務代表以立即聯繫這位潛在客戶，或讓他們預約會議，或者是告訴他們「我們會儘快回覆您」。透過Zapier合作或直接連結Salesforce，您可以輕鬆將這些資訊匯入您的CRM (客戶關係管理系統)。此外掛屬於CrankWheel系列的產品，您可以透過此系列輕鬆地與從此外掛入口中進來的潛在客戶進行畫面分享。
CrankWheel提供了專門為內部銷售團隊量身訂做的畫面分享工具，作為電話和電子郵件等通訊工具的第三徵招，配合整合的擷取潛在客戶資料、擴充潛在客戶資訊和代理商配置等功能，協助有興趣的潛在客戶在公司網站中尋找並順利聯繫到您的銷售人員。
如何使用？
透過WordPress外掛，您可以變更網頁上的任何按鈕，以便轉換為「即時示範」或「立即聯繫我」的呼籲按鈕，讓訪客可以申請電話聯繫，並選擇是否進行畫面分享，您及公司中的其他業務代表均會即時收到通知。
透過畫面分享，您可以演示您的程式、瀏覽器分頁，甚至是複製整個畫面，讓觀眾可以看到您所看到的內容。
不要再像其他人一樣安排會議或延遲客戶購買您的產品，透過這個插件可以在一分鐘內協助客戶達成交易，讓您的銷售成功率提高21倍！
使用案例
擷取潛在客戶資料
您的網頁上可透過「即時示範」按鈕開啟彈出表單，擷取請求人的電話和電子郵件資訊。當使用者提交資料時，您和公司中的其他業務代表均會立即收到通知。這是當您聯繫客戶、畫面分享甚至在其手機上播放畫面的最佳時機。
線上銷售結案
某些購買行為必須透過簽名方式，在現場完成。現在，您可以與客戶分享畫面，線上顯示文件並使用電子簽名服務，以完成更多的銷售。您可以想像透過此方式節省多少時間。
客戶成功管理
在訪客的網站旅程中加入「請求示範」按鈕，可以建立信心，讓訪客不管何時都可以請求即時高品質的協助。但在WordPress上，尚未開發這樣的內容顯示方式。
外掛標籤
開發者團隊
原文外掛簡介
Plug and play lead capture form for WordPress. Fully configurable. Allows you to find an agent to call the prospect right away, or have them schedule a meeting, or tell them “we’ll get back to you”. Leads can flow to your CRM via Zapier or directly to Salesforce. Part of CrankWheel, which you can use to seamlessly screen share with prospects coming in through this channel.
CrankWheel provides specialized screen sharing for inside sales teams, a 3rd tool that complements telephone and email. With integrated lead capture, lead enrichment and agent allocation, CrankWheel ushers interested prospects from a company’s website to a phone call and screen share with one of its salespeople.
How it works?
The WordPress plugin lets you change any button on your website into an Instant Demo or Call me Now call-to-action button. It allows visitors to request a phone call and optionally a screen sharing session and will notify you and any other agents at your company about it in real time.
Presentations and broadcasting are done through Screen Sharing. CrankWheel can display the content of your programs, browser tabs and even clone the entire screen, enabling others to see what you see.
Stop doing what everybody else is failing at – scheduling meetings and delaying the customer from purchasing your products. By helping out in under a minute you’re 21 times more likely to sell your product!
Use Cases
Lead Capture
Instant Demo buttons on your website open up popup forms that capture telephone and e-mail information from requesters. You receive a notification immediately after a user submits that data. That’s the moment when you can call your customer, start screen sharing and even broadcast your screen on their mobile device.
Closing Sales Online
Some purchases can only be completed through signatures – in person. Instead of having a website that just points people to your physical location, you can now share your screen with customers, show the documents online and use an e-signature service to close more sales. Imagine how much time can be saved thanks to this!
Customer Success Management
Embedding request a demo buttons throughout the website visitor’s journey builds their confidence that at any point they can request high-touch help from a real person. The ability to request that you show your customer exactly what they need to see in order to succeed has never yet been available on WordPress!
