The CrossLoop Marketplace - Referring a Customer to Another Helper

It is very exciting to receive a customer through CrossLoop. However, what if your skill set does not match his/her requirement? It may be tempting to “try your luck” solving the problem but it definitely hurts in the long run. At that point, your best bet is to refer that customer to another Expert and satisfy the customer. This page will provide information on referring customers:

Why do I want to refer a customer to another Expert?
How do I pass on a Customer to another Expert
What if I cannot find a qualified Expert?

Why do I want to refer a customer to another helper

One of the best ways to improve sales and get return business is to make sure that all your customers have their issues resolved. Especially, if you also take the time to ensure their issues are resolved when you do not have the specialty, time, or tools to resolve it. Not to mention that other Experts will be more likely to return the favor by referring their customers. It's a symbiotic relationship; one Expert scratching another Expert’s back!

How do I pass on a Customer to another Expert?

CrossLoop has made referring a customer to another Expert very easy. All you have to do to transfer the customer chatting with you is

To contact the other Expert and see if he/she will be interested in helping the customer.
Once the other Expert okays, Click on the Tools tab in the chat window.
Enter the screen name of the new Expert and click Submit.
The customer is transferred to the other Expert.

What if you cannot find a qualified Helper?

In this case, please pass them along to CrossLoop directly by emailing refer@crossloop.com. We need to do everything to improve the customer's experience and this method will help to provide a positive association with CrossLoop and encourage return visits. CrossLoop will respond to your message and contact the customer.
Finally, remember that passing on customers, for issues you cannot resolve, helps build your network of Experts which can help further build your business. Good luck and happy networking!