The Business Case for Click to Call and Click to Chat
Brad Stothkamp, financial services analyst at Forrester Research has a new report published today that looks at the business case for using interactive help -- click to call and click to chat -- on financial service websites.
While the report is focused on financial services, it does highlight best practices in the use of these technologies that could be applied across verticals, such as:
- Proactively targeting Web site visitors
- Focusing efforts on “engaged” visitors
- Moving shoppers from the Web to the phone
A summary of the report states, that these technologies have come of age. "That's a good thing, considering tomorrow's financial services shoppers will increasingly be found online. Financial firms contemplating their long-term eBusiness strategy need to consider the role of interactive help. Firms like E*TRADE Mortgage and Dell Financial Services have found such technologies to be an integral part of meeting their Web sales goals."
Marshall Lager of DestinationCRM reports on this report. According to Lager, to achieve best effect from chat and click-to-call, Forrester recommends that financial firms:


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