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Cobrowsing is an innovative technology that allows customer success teams to provide real-time help to customers in the form of live, interactive support. Cobrowsing enables customer success teams to quickly and easily guide customers through any issue, and can be used to help customers understand how to use a product, troubleshoot errors, and more. Cobrowsing can be used to reduce customer effort, improve customer satisfaction, and help customer success teams achieve their goals.

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To get started with cobrowsing for customer success, it’s important to understand the basics. Cobrowsing is a secure, real-time, interactive solution that allows customer success teams to quickly and easily guide customers through any issue. It enables customer success teams to quickly and easily view a customer’s browser and take control to guide them through any issue. This can be done in a few simple steps:

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Step 1: Setting Up Cobrowsing

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The first step is to setup cobrowsing. This can be done by either integrating the cobrowsing platform into the customer success team’s existing software or by adding cobrowsing as a standalone solution. Depending on the customer success team’s needs, they may opt for a different type of cobrowsing solution, such as a cloud-based cobrowsing platform or a browser extension.

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Step 2: Inviting Customers to Cobrowse

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The next step is to invite customers to cobrowse. This can be done via email or by using a cobrowsing link. Once the customer has accepted the invitation, the customer success team can begin the cobrowsing session.

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Step 3: Guiding Customers Through Issues

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The final step is to guide customers through any issues they may be having. With cobrowsing, customer success teams can easily view the customer’s browser and take control to guide them through any issue. This can be done in a few simple steps:

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• Viewing the customer’s browser
 
• Taking control of the customer’s browser
 
• Sharing documents and images
 
• Highlighting important areas on the customer’s screen
 
• Providing detailed instructions and guidance

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By using cobrowsing, customer success teams can quickly and easily guide customers through any issue, reducing customer effort and improving customer satisfaction.

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Conclusion

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Cobrowsing for customer success is an innovative technology that allows customer success teams to provide real-time help to customers in the form of live, interactive support. It enables customer success teams to quickly and easily view a customer’s browser and take control to guide them through any issue.

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If you’re looking to get started with cobrowsing for customer success, HelloMedian is the perfect cobrowsing platform for you. HelloMedian is a secure, real-time, interactive solution that makes it easy to guide customers through any issue. Get started today and see the difference cobrowsing can make for your customer success team!

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