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Bring an in-store caliber of service to online customers with co-browsing

Bring an in-store caliber of service to online customers with co-browsing
Elisabeth De Longeaux
Elisabeth De Longeaux Product Marketing Manager at Odigo

Co-browsing (or collaborative browsing, sometimes referred to as an online personal shopping assistant) is changing the way customers interact with brands online. With personalized service via co-browsing, contact center agents can help customers have a rewarding and memorable online retail experience. For customers who enjoy the personalized touch of in-store shopping, banking, and the like, co-browsing has the power to change customer service permanently.

November 2, 2021 3 min of reading
modified on April 6, 2023

Imagine a retail store with no sales assistants: that’s the experience customers face online. In a brick-and-mortar shop, sales representatives engage with customers who want assistance and guide them through the aisles, enriching their shopping experience and generating increased sales. Today, agents can provide online shoppers with the same human touch. Co-browsing presents agents with the same view that their customers are seeing, lets them understand their issues clearly, and guide them interactively to provide exemplary customer service. Agents can help new customers engage with websites, overcome trouble points, and provide customers with a much smoother customer experience.

The Baynard Institute calculates that nearly 70% of online shopping carts are abandoned. Something is happening while customers are shopping online which interferes with the seamless customer experience that brands aim for. In fact, it’s likely many things, starting from the moment a customer first engages with your website. Where user interfaces and verbal communication fall short in delivering satisfactory customer service, co-browsing can help. According to research by Forrester, “[c]ompanies increasingly leverage visual engagement — video, co-browsing, screen sharing, and annotations – to cut through the customer conversation clutter, to be better understood, and to connect emotionally.” Let’s see how co-browsing could help reduce friction at each stage of the customer journey.

Start your customers’ journeys with co-browsing

It’s common knowledge in the IT world that about 80% of customers use only about 20% of available features – whether that’s a word-processing program, a CCaaS solution, or a website. Imagine the different experience that banking customers might have if they were offered to start their customer journey with a 5-minute co-browsing session and see the breadth of a website’s features. 

It can be enjoyable to talk with a knowledgeable person about their purchasing goals. In-person customer service is one of the main reasons why people continue to shop in physical stores, and co-browsing brings that same familiar experience to online customers from the moment they log on.

Co-browsing for navigating difficulties 

There’s essentially no limit to how many ways customers can become confused by websites. And losing a few customers here and there adds up to a significant percentage who don’t make it to the end. Consider some of the questions a customer might reasonably have with something as simple as filling out a form:

  • Does address mean current, or permanent? 
  • How do I write my unconventional address?
  • If I put my billing address here, will I have a chance to add a different shipping address later? 

Rather than waiting for customers’ frustration to build up, agents that preemptively suggest a co-browsing session move their customers straight through forms and on to the purchasing stage, demonstrating a higher level of care in the process.

Lead customers to sales with co-browsing

Physical retailers know the impact that a salesperson can have on generating sales. For big-ticket items such as cars or security systems, customers nearly always rely on help from an employee. Co-browsing gives companies a way to assist customers personally.

Agents can also nudge customers towards other small choices that benefit both sides like signing up for membership rather than using a one-time login, saving a credit card for simpler payments in the future, or signing up for a newsletter. The right human touch drives sales and engagement and adds to the customer experience.

Which website will customers choose?

Susan is sitting on her porch one day, casually scrolling through dresses on a couple of different online storefronts, hopping back and forth between them. She selects a few items on one site, then leaves them in the shopping cart while she checks another. That’s when she notices a feature she’s never seen before: an online personal shopping assistant, powered by co-browsing. She decides to try it out, and loves the experience. Her purchase on the other site is never completed. The retailer with the engaging, personal touch won her over.

Not to mention that agents in your contact center thrive on the human interaction that the job requires. Co-browsing enables the genuine interpersonal engagement that can help build your brand, improve your center’s customer service metrics and help retain agents in the long run.

Co-browsing is a tool with the potential to fundamentally change the way customers interact with websites. If you’re considering adding co-browsing capabilities to your toolset, consider Odigo, recently named a global Leader in the ISG Provider Lens™ Contact Center as a Service 2021 report.

Product Marketing Manager at Odigo

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