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Trigger scenario map for SaaS
About
Dashly is a conversational marketing platform that leverages automation to help businesses increase lead generation and customer retention without the need to scale their teams. It is tailored for small to medium-sized enterprises (SMEs), particularly within the SaaS and e-learning sectors. The platform offers specialized tools and features that cater to marketing and support teams looking to improve their conversion rates and elevate the quality of customer service.
For marketing and sales teams
Dashly provides several key functionalities:
Lead capture 24/7: Dashly's chatbots and pop-ups are designed to engage and capture leads day and night. By targeting specific audience segments, Dashly ensures that businesses are always in a position to connect with potential customers, no matter the time or place.
Segmentation is possible thanks to the user behavior tracking tool. This tracking capability automatically records and stores key user actions, such as which articles they read on your blog, what features they interact with, and which pricing plans they view. For SaaS companies, this information is crucial for effective audience segmentation.
You can categorize users who have watched tutorial videos separately from those who have downloaded whitepapers or explored your trial software. This segmentation allows for highly tailored chatbot and other triggered messages interactions that resonate with each user's specific interests and stage in the customer journey. By personalizing conversations based on actions like trial usage or feature exploration, you provide value that can directly influence decision-making. Clients using this data-driven approach with their chatbots have seen an impressive boost in sales, increasing by as much as 31%.
Lead nurturing: After obtaining contact information, Dashly helps businesses nurture leads towards desired outcomes. Through its multi-step campaigns utilizing on-site messages, emails, push notifications, and messenger texts, Dashly assists in guiding prospects towards meetings, signups, and purchases.
For a more targeted and effective approach, Dashly serves as a data-driven assistant, offering the tools to segment audiences and personalize communication based on user behavior insights. Marketers can utilize this data to create more effective nurturing sequences that resonate with prospects. Characteristics such as page views and previous interactions with your company can tailor the nurturing path for each lead.
Additionally, Dashly allows to build different communication flows triggered by user reactions or inactions within the sequence. This capability allows marketers to construct a responsive nurturing strategy, adapting to the needs and responses of the leads to guide them toward scheduling meetings, signing up for a service, or making a purchase.
By leveraging Dashly's analytics, businesses can continually refine their approach. Marketers have the power to assess the performance of each touchpoint, analyze the success of various messaging tactics, and employ A/B testing to further optimize the sequence, driving conversions and advancing leads effectively through the sales funnel.
Lead reactivation: Dashly can pinpoint inactive leads within a database, thanks to its comprehensive data collection and storage capabilities. This enables the creation of targeted reactivation sequences communicated through various channels to re-engage with dormant leads.
Dashly clients manage to reactivate 2-3% of the user base monthly with reactivation emails.
AI sales assistant: By deploying an AI assistant, Dashly can pre-qualify leads, identify marketing-qualified leads (MQLs) and collect essential contact information for follow-up. If a lead is an MQL, Dashly’s AI bot collects their information for further contact. If the lead doesn’t qualify as an MQL, Dashly’s bot can lead them down the self-serve funnel. This way, your managers don’t need to waste their time on leads who aren’t gonna convert. AI bot is available across website interaction, email, and messengers, ensuring timely engagement with high-potential leads.
Lead capture 24/7: Dashly's chatbots and pop-ups are designed to engage and capture leads day and night. By targeting specific audience segments, Dashly ensures that businesses are always in a position to connect with potential customers, no matter the time or place.
Segmentation is possible thanks to the user behavior tracking tool. This tracking capability automatically records and stores key user actions, such as which articles they read on your blog, what features they interact with, and which pricing plans they view. For SaaS companies, this information is crucial for effective audience segmentation.
You can categorize users who have watched tutorial videos separately from those who have downloaded whitepapers or explored your trial software. This segmentation allows for highly tailored chatbot and other triggered messages interactions that resonate with each user's specific interests and stage in the customer journey. By personalizing conversations based on actions like trial usage or feature exploration, you provide value that can directly influence decision-making. Clients using this data-driven approach with their chatbots have seen an impressive boost in sales, increasing by as much as 31%.
Lead nurturing: After obtaining contact information, Dashly helps businesses nurture leads towards desired outcomes. Through its multi-step campaigns utilizing on-site messages, emails, push notifications, and messenger texts, Dashly assists in guiding prospects towards meetings, signups, and purchases.
For a more targeted and effective approach, Dashly serves as a data-driven assistant, offering the tools to segment audiences and personalize communication based on user behavior insights. Marketers can utilize this data to create more effective nurturing sequences that resonate with prospects. Characteristics such as page views and previous interactions with your company can tailor the nurturing path for each lead.
Additionally, Dashly allows to build different communication flows triggered by user reactions or inactions within the sequence. This capability allows marketers to construct a responsive nurturing strategy, adapting to the needs and responses of the leads to guide them toward scheduling meetings, signing up for a service, or making a purchase.
By leveraging Dashly's analytics, businesses can continually refine their approach. Marketers have the power to assess the performance of each touchpoint, analyze the success of various messaging tactics, and employ A/B testing to further optimize the sequence, driving conversions and advancing leads effectively through the sales funnel.
Lead reactivation: Dashly can pinpoint inactive leads within a database, thanks to its comprehensive data collection and storage capabilities. This enables the creation of targeted reactivation sequences communicated through various channels to re-engage with dormant leads.
Dashly clients manage to reactivate 2-3% of the user base monthly with reactivation emails.
AI sales assistant: By deploying an AI assistant, Dashly can pre-qualify leads, identify marketing-qualified leads (MQLs) and collect essential contact information for follow-up. If a lead is an MQL, Dashly’s AI bot collects their information for further contact. If the lead doesn’t qualify as an MQL, Dashly’s bot can lead them down the self-serve funnel. This way, your managers don’t need to waste their time on leads who aren’t gonna convert. AI bot is available across website interaction, email, and messengers, ensuring timely engagement with high-potential leads.
For support teams
Dashly enhances customer service by offering:
Omnichannel communication: Dashly’s shared inbox allows support staff to manage user queries from different channels such as website chat, email, messengers, and social media platforms in one place. This unified approach helps decrease response times and maintain the conversation context for better customer service.
Dashly records the full history of every customer interaction across these channels, enabling support agents to access previous conversations and continue them without losing context. This continuity is essential in providing a seamless customer service experience, where every message is informed by the customer's history and preferences.
Dashly's omnichannel capability also simplifies the assignment and management of user queries, ensuring messages from users are directed to the right team members based on expertise or current workload. This results in more efficient handling of support queries and leverages team strengths.
Additionally, having all communication channels in one place allows for a more cohesive analysis of customer interactions and feedback. Support managers can use Dashly’s analytics to monitor customer service performance across all channels, set benchmarks for response times, and identify opportunities for improvement.
By installing live chat, Dashly clients manage to achieve a 50% decrease in calls and emails, which results in more effective and quick communication.
Improved agent workspace: Dashly's support tools, including saved replies, note-taking features, chat routing, and performance analytics, streamline the workload of support agents, enabling them to provide faster and more efficient help to customers.
Self-service support: With Dashly, businesses can offer self-service options by creating a knowledge base that users can access to find information and resolve issues on their own. Additionally, an AI support bot is available to handle up to 40% of user queries, further reducing the burden on support agents and allowing them to concentrate on more complex cases.
Overall, Dashly is suited for clients who need a robust conversational marketing and support solution. By automating routine tasks and streamlining customer interactions, Dashly empowers businesses to focus on growth while maintaining high standards of customer engagement and satisfaction.
Omnichannel communication: Dashly’s shared inbox allows support staff to manage user queries from different channels such as website chat, email, messengers, and social media platforms in one place. This unified approach helps decrease response times and maintain the conversation context for better customer service.
Dashly records the full history of every customer interaction across these channels, enabling support agents to access previous conversations and continue them without losing context. This continuity is essential in providing a seamless customer service experience, where every message is informed by the customer's history and preferences.
Dashly's omnichannel capability also simplifies the assignment and management of user queries, ensuring messages from users are directed to the right team members based on expertise or current workload. This results in more efficient handling of support queries and leverages team strengths.
Additionally, having all communication channels in one place allows for a more cohesive analysis of customer interactions and feedback. Support managers can use Dashly’s analytics to monitor customer service performance across all channels, set benchmarks for response times, and identify opportunities for improvement.
By installing live chat, Dashly clients manage to achieve a 50% decrease in calls and emails, which results in more effective and quick communication.
Improved agent workspace: Dashly's support tools, including saved replies, note-taking features, chat routing, and performance analytics, streamline the workload of support agents, enabling them to provide faster and more efficient help to customers.
Self-service support: With Dashly, businesses can offer self-service options by creating a knowledge base that users can access to find information and resolve issues on their own. Additionally, an AI support bot is available to handle up to 40% of user queries, further reducing the burden on support agents and allowing them to concentrate on more complex cases.
Overall, Dashly is suited for clients who need a robust conversational marketing and support solution. By automating routine tasks and streamlining customer interactions, Dashly empowers businesses to focus on growth while maintaining high standards of customer engagement and satisfaction.