Don’t waste your reps’ time by forcing them to consider every single visitor on your website. Why not just directly spoon-feed them VIP visitors?
Here’s everything you need to know to set up Slack alerts and a dedicated live feed for ONLY qualified VIP visitors. So your reps can quickly pounce on them — without having to dig through mountains of unqualified tire-kickers. Let’s roll.
1. Create VIP Visitor Segments
Before creating your VIP visitor live feed, you need to create all of the visitor segments that indicate a visitor is “VIP”. Here’s how:
→ For High-Intent Page Visitors
Create a ServiceBell visitor segment for people actively viewing pages like pricing, demo request, contact, etc.
→ For Prospects Viewing Proposals
Create a ServiceBell visitor segment for prospects actively viewing your proposal or quote pages.
→ For Prospects With Open Deals
Create a ServiceBell visitor segment for prospects with active deals viewing your website.
→ For Prospects With “No Decision” Deals
Create a ServiceBell visitor segment for prospects with "no decision" deals actively viewing your website.
→ For Target Account Visitors
Create a ServiceBell visitor segment for target account visitors actively viewing your website.
→ For Visitors From Your Reps’ LinkedIn Profiles
Create a ServiceBell visitor segment for LinkedIn prospects who came through your reps' LinkedIn profile.
→ For Ad Campaign Visitors
Create a ServiceBell visitor segment for people who landed on your site via ad click-throughs.
2. Setup a Dedicated Live Feed for VIP Visitors
Once you have all of your VIP visitor segments created — now it’s time to create a user group for your reps and the dedicated VIP visitor live feed. Here’s how:
Create a User Group for Sales Reps
Create a ServiceBell user group for your sales reps (to use for live feeds and Slack alerts).
Setup VIP Visitor Live Feed for Your Reps
Create a ServiceBell dedicated live feed for VIP visitors.
3. Route VIP Visitors to The Perfect Reps
Why stop with just a live feed? Make your reps’ lives even easier by directly routing VIP visitors to them. Giving them instant Slack alerts they can quickly pounce on. Here’s how:
(Optional) Auto Reveal VIP Visitor Identities
Use ServiceBell to auto reveal the identities (company, account, etc) of specific visitor segments.
Related ServiceBell Plays
- “Video Call & Qualify Prospects Directly Through Your Website (Using ServiceBell)”
(for your reps) - "Turn Cold Email Click-Throughs Into Warm Conversations"
(for your reps)