It’s easy to convert more leads at scale when you have all of the details you need about each lead at your fingertips.  

With Intercom Help Desk, you can manage every interaction with your leads in your team inbox- from when they first chat with you to when they’re a loyal customer.

Here’s your how sales teams will benefit from working together in the Intercom team inbox:

You’ll quickly get all the information you need in the inbox, so you can sell faster. 

Like Drift, our Help Desk provides you with your leads’ qualification details and data.

But with Intercom, you can also quickly view the recent conversations each lead had with your teammates. 

You don’t need to open a new page - the recent conversation pops up in a sidebar next to your existing conversation for quicker access:

This will help you get more context about a lead at a glance, prepare you for your next call and help you ensure the lead isn’t already talking to your teammate.

You can see how well your lead has progressed through your qualification process, and what qualification details you’ve captured so far:

You can also check out your lead’s company details, their Salesforce profile, social media profiles, segments and more. 

It’s easy to automatically route your conversations to the right teams and teammates in Intercom.

You can create an inbox for every team in your company that shares workflows, like your business development, account executive or enterprise sales teams. You can combine your filters and assignment rules to make sure the right team always receives the right message. 

You should create assignment workflows to make sure your leads always speak to the right teammate.

Assignment workflows are similar to ‘routing rules’ in Drift.

For example, if you have a VIP sales team, you can route all leads with a company size of ‘greater than 100’ to their inbox.

Sharing leads evenly is important for any sales team, so each teammate has a fair share of leads. It’s easy to do this with round robin assignment.

First, create an assignment workflow. Then simply select an inbox with round robin enabled to share leads evenly among your team.

It’s easy to stay on top of your sales workflow in the team inbox. If a lead asks you to follow up with them, you can set yourself a reminder to get back to them (which you couldn’t do in Drift). 

Simply snooze the conversation, and set the date and time for when you want to be reminded to chat to them again:

The conversation will reappear in your inbox when the snooze expires - so you can easily remember to follow up with your lead.

If your leads tend to ask the same questions about the same topics, such as pricing, you can create macros to answer them faster.

If you used saved replies in Drift, simply copy and paste these over to Intercom and start improving them. 

If you use our knowledge base product Articles (which is designed to work perfectly alongside our live chat solution), Fin AI Agent can also use these articles to resolve customer queries automatically with AI-generated answers.