• All Services

    As a HubSpot Partner Agency, Market Veep is committed to helping our clients reach the right people at the right time through a wide range of digital marketing channels.

  • Onboarding

    Get a faster time-to-start with pro onboarding solutions from HubSpot Certified Trainers

  • Integrations

    From Salesforce to Zoho, expertly integrate your sales and marketing systems

  • Migrations

    Move off of Pardot, Pipedrive, and other systems into your shiny new HubSpot portal

  • Blog

    A collection of marketing, sales, and HubSpot knowledge - with a look inside of the culture here at Market Veep.

  • Ebooks

    Regardless of the industry that you’re in, we’ve got an ebook full of fresh and actionable marketing insights to help catapult your brand to continued success.

  • Events

    Join us for our upcoming events and webinars or download recordings of previous events, webinars, podcasts, and more.

  • Case Studies

    Browse our case studies to see the real results we've achieved for real clients, just like you.

  • Tools

3 Ways to Use Live Chat for Sales

Shape
3 Ways to Use Live Chat for Sales When you purchase through links on our site, we may earn an affiliate commission.

When you use live chat for sales, you’ll be providing an additional channel for your sales team to engage with prospective buyers –– especially if you’re using the feature HubSpot Live Chat provides you with.

Modern sales processes revolve around the buyer. That means communicating with them when and how they want to be communicated with. The “when” part has always been tricky to nail down, though. Contact a lead too early, and they’re not ready to buy. Contact them too late, and they’ve already made up their minds.

Live chat allows potential buyers to raise their hand when they have questions, alerting your sales team that the “when” is right now.

As for the “how” part, many consumers are shying away from traditional forms of communication in favor of newer channels like live chat, social media, and text messaging.

While 41.2% of sales reps say that the phone is their most effective sales tool, 59% of consumers would rather go through additional channels than use their voice to communicate. Using live chat for sales can bridge that gap and connect your sales marketing agency team to your potential buyers.

Here are the top three ways to use live chat for sales: 

1) Use HubSpot Live Chat to Book Meetings

While many consumers prefer using live chat over other forms of communication, there is still great value in booking sales calls and meetings. One way to use live chat for sales is to nurture the user toward booking a follow-up conversation.

Did you know that asking ‘How are you?’ increases your likelihood of booking a meeting by 3.4 times?

Live chat allows you to build rapport with your prospects by communicating in a friendly and personalized way. You can even arm your sales team with chat scripts to save time, maintain brand voice and consistency, and still provide an excellent customer experience.

Once you’ve answered their initial questions and established a sense of trust, you can segue the conversation into booking a meeting. Here are some example scripts to help you steer the conversation in that direction:

  • “Thank you for chatting with me today. I’d love to continue our conversation more in-depth to help address your specific needs. When are you free for a 15 minute follow up call?”
  • “I’m glad I could help answer your questions! I’ll give you a quick follow up call in a few days to answer any other questions that come up. What day works best for you?”

However you choose to phrase it, a meeting invitation via live chat should:

  • Flow naturally with the conversation
  • Use an open-ended question
  • Only be offered after their current issue is resolved

In rare cases, the user’s initial inquiry into the live chat may be too complicated to solve, and you’ll want to offer a meeting or call to address it. For the most part, however, your sales team should do their best to resolve the initial question within the chat itself.

Shape
3 Ways to Use Live Chat for Sales Featured Image Bottom Icon
When you purchase through links on our site, we may earn an affiliate commission.

2) Use Live Chat to Target Purchase Intent

50% of consumers say that having a live person answer questions in the middle of a purchasing decision is one of the essential features a brand can offer. When you use live chat, especially HubSpot Live Chat, you can basically be right there in the room with your audience and help them with any questions they encounter as they’re doing their research.

The first step is to identify the critical conversion opportunities on your website, such as:

  • Pricing page
  • FAQs page
  • Customer reviews
  • Case study landing pages

These are pages on your website that will often be browsed by people who are in the middle to end of their decision-making process. They are comparing pricing options, quotes, or could be looking for reviews and feedback on your services. At this point, they’ve already figured out that they need a service like yours, and they’re trying to see if you’re the right choice for them.

You can use live chat for sales conversations on each of your lower funnel pages. Some examples of live chat pop-ups include:

  • “Need help choosing the right package for your needs? I’m here to answer your questions!”
  • “Have questions about our pricing options? I’m here to help.”
  • “Looking for a quote? I’ll help you get started on a customized RFQ.”
  • “We have 500 happy customers and counting! How can I delight you today?”
  • “We love helping our customers meet their goals. How can I help you meet yours?”

3) Use HubSpot Live Chat to Build Lead Profiles

Research shows that there’s a direct connection between the number of questions a sales rep asks during a discovery conversation and their chances of closing the deal. Using HubSpot live chat for sales allows your reps to ask questions and document their answers directly within the user’s CRM profile.

The first questions your reps will ask will be contact information such as the user’s name, email address, and phone number. Then, throughout the conversation, they should sprinkle in other questions that can be used to qualify or later nurture the lead.

Some examples include:

  • Company name
  • Company size
  • Biggest pain points
  • Budget
  • Timeline

Just as with booking a meeting, these questions should come up organically within the conversation. The user should feel like you’re asking the questions to better help them, not for your own sake.

Get Started with Live Chat for Sales

Now that you know some of the live chat best practices, you can share what you’ve learned with your sales team and start growing your leads through this new channel!

Get The Latest From
Market Veep

rapidgrowth

Get Growing! 

Download our eBook and get advice from 8 CEOs of  Inc. 5000 companies in their own words.

team-member

GREAT MARKETING PARTNER

Market Veep is a great firm that handles all of our marketing efforts. This is the second time that I have used the firm. I highly recommend Market Veep!
team-member

Cres F.

team-member

EXCEPTIONAL EXPERIENCE

Market Veep's Onboarding Experts in Inbound Marketing are an absolute game-changer! From the get-go, their approach was top-notch. Market Veep's team has undoubtedly set the bar high for excellence in inbound marketing. Five stars aren't enough to commend their outstanding service!
team-member

Matthew W.

team-member

BEST PARTNER EVER!

As a growing business, setting up our first-ever HubSpot account was a crucial step towards enhancing our marketing and customer management strategies. From the moment we contacted MarketVeep, their team demonstrated professionalism, expertise, and a genuine desire to help us succeed. Overall, our experience with MarketVeep was exceptional, and we couldn't be happier with the results. Thanks to their guidance, we are now utilizing HubSpot to its fullest potential, streamlining our marketing efforts, and nurturing leads more effectively.
team-member

Jean M.

team-member

SET UP FOR SUCCESS!

We had an exceptional experience with Market Veep! Their team is professional, super organized, and friendly, and I truly enjoyed working with them. They executed on time and made the process super easy with their organization and documentation. In addition, they provided additional guidance and answered my many questions as I was new to HubSpot, and provided documentation resources for future use. We're now set up to leverage all that HubSpot marketing has to offer, and we couldn't have done it without Market Veep's expertise.
team-member

Bailey G.

team-member

5 STARS FOR MARKET VEEP!

We had a fantastic experience with Market Veep! Their expert team seamlessly guided us through implementing HubSpot and provided comprehensive training across Sales, Service, and Marketing Hubs. Their knowledge and support significantly enhanced our workflow and overall efficiency. Highly recommend Market Veep for top-notch HubSpot solutions!
team-member

Anneke C.

ARE WE A FIT?