If you’re currently using or thinking of using Netsuite CRM, read on to find out how Zopim integrates with Netsuite to help streamline your sales conversion funnel.

First off, ensure you have set up Netsuite integration in your account management page.

Let’s take an example of a new website visitor, John Doe requesting an on-site demo by a sales agent. When he clicks on the chat bar on your website, he will see a form like this.

Chat Request Form

Once John submits the form, your chat operators can attend to him as per normal. The magic comes after John leaves the site. Your agent will be able to create a Netsuite note for this customer simply by clicking on the link that appears.

Post Chat Link

After clicking on the link, you have the option of editing the data, before a communication is created on Netsuite. Once you’re done editing, click on “Create User Note”.

Create User Note

This immediately creates a user note on Netsuite. All vital information from the chat, including the transcript, country, IP address, etc.. are included within the case description. The sales representative attending to John would have all these information at his fingertips prior to contacting John.

Netsuite User Note

That’s not all! What’s interesting is when John returns to the site at a later time. Let’s say he wants to arrange a phone meeting instead. Instead of having to repeat himself all over again, Zopim looks up Netsuite, and provides John’s Netsuite profile to the chat operators attending to him. This is done by looking up John’s email within Netsuite.

Pre Chat Link

Now go ahead and impress your customers with your amazing customer service, and photographic memory =)

The following two tabs change content below.
Royston Tay

Royston Tay

Chief Executive Dude at Zopim
Royston is CEO and Co-Founder of Zopim. He spends his time envisioning how Zopim can help other businesses by providing simple, yet effective products. When he's free, Royston dreams of being back in Tahoe, tumbling down the double black diamonds with his trusty snowboard.
Royston Tay

Latest posts by Royston Tay (see all)