Selling LIVECHAT project implementations

Sale of LIVECHAT implementation projects

With a LIVECHAT license, we can link our number to an official, verified WABA account. This license allows a multitude of possibilities such as, for example, communication between our salesforce and our customers through a single corporate number, programming of automation based on incoming messages, carrying out collaborative work, preparing advanced reports with usage statistics, integration with CRM/ERP, etc...

All these variables allow for hundreds of license exploitation possibilities. To get the most out of it, it is necessary to conduct a prior study that will lead to a parameter setting project and training in it. 

Following is a list of frequently asked questions.

Who conducts the verification and training of the LiveChat plan? 

The purchase of a LiveChat license involves a setup process (WhatsApp account validation, server registration, and training) which is carried out by Woztell's technical staff. The partner can assist their customer in the process if they see fit, however, it will be Woztell who will ultimately carry out the work.

What does a LiveChat project involve?

On the one hand, we have the license registration process, which we have commented on in the previous paragraph, and on the other, the project execution. As we mentioned at the beginning of this article, there are hundreds of variables that must be taken into account. Below we detail some of them:

  1. How many numbers will we need?
  2. Who can open a Channel with a customer?
  3. When the customer initiates the conversation, who will answer? will everyone see everything? will only the owner of the contact see it?
  4. In the event of a new lead not registered in CRM, who will be responsible for answering and inserting the data in CRM?
  5. Does the company need to automate any processes such as data insertion or automatic responses? 
  6. Does the company need to automate bulk messages based on data from a customized CRM field? For example, in the field "order date", if more then 2 months have passed since the last order,  trigger a message to boost sales.

As you can see there is a lot to analyze in order to exploit the full use of this license, so we recommend that all customers ask for help from a partner specialized in Zoho and Woztell, in order to define how the solution should work. All of this will involve carrying out a Woztell implementation project in Zoho CRM or DESK.

As an example, we quantify a typical LiveChat project in hours:

      Consultation: 
            1- Requirement identification
            2- Drafting of a technical document
            3- Modifications
            
            Total: 15 hours

      Parameter setting:
            
            Total: 25 hours

      Training:
            1- Material preparation
            2- Training session
            
            Total: 10 hours

A typical project could take about 50 hours of work, which will vary depending on the complexity of the customer, number of users, and other variables associated with their business model.