Abandoned Chat Follow‑Up

🗓️ LEAD TO MEETINGIntermediate

Interacting with prospects via chatbot is a valuable opportunity to connect in real-time, answer questions, and point them in the right direction. However, the buyer has control over these conversations and can end them at any time.

If a prospect abandons a conversation before providing their contact information or filling out a form, use the IP and company data filter in ZoomInfo’s RevOS platform to identify the visitor’s company and enrich that data to identify the company’s likely buying group. Then set up an automated email sequence to the group. By reaching out to other potential decision-makers, you can ensure that this is not a missed opportunity, but rather a starting point to engage with the right people.

Triggers

  • Identify visitors who engage with website chat but do not convert

Actions

  • Source expanded set of contacts which meet your persona definition based on chat interaction

  • Send records to your CRM

  • Assign to Account Owner

  • Enroll in Abandoned Chat Campaign

Subject: [account name] — [your value proposition in a few words] 

Body: Hi [first name]: 

At [your company name], we work with a lot of [size] [industry] organizations like yours who are experiencing needs related to [spiking intent topic issue] and evaluating [spiking intent topic solution]. 

[seniority specific ask]? 

Thanks, 

[sales rep first name]

Tip:

Target Manager+ with high frequency when they reach an 80+ intent signal score to capitalize on spiking intent at the right moment.

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Company:

Persona:

Director of Marketing Management

Subject: Internal email – Marketing intelligence solutions for SaaS customer support

Hi Dawn,

I hope this email finds you well. I noticed that ServiceNow, like many other SaaS customer support companies, has been exploring ways to enhance your marketing intelligence capabilities. At ZoomInfo, we understand the challenges of accurate segmentation and reaching high-intent buyers via digital advertising. Our solutions can help you overcome these challenges and drive more pipeline and revenue.

Have you considered incorporating marketing intelligence solutions into your strategy? I would love to hear your thoughts and learn more about your current challenges.

Best,
Melissa

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