ChatBot can take care of routine tasks, sales responses etc. Attending the lead and resolve rudimentary as well as complex queries with prompt response, which inturn helps prospects to get necessary information and further gravitates towards prospects of conversion.
It can be little tedious to manage the data into system using CRM. To log the data into the system, switching multiple tabs / CRM Screens. It takes efforts and time. Also at times it might be complex workflows/process to input and save the data. Chatbot integration feature actually can be pre-programmed to handle information and seamlessly update the same in the CRM.
ChatBot can also integrate with messenger, email, social media, ERP to retrieve data from different sources. The data can be anything like purchase history, transaction history, Product information, User Activities etc.
Once contact is Received, lead is created
Once Bot collect the enough information, a Contact is created
When Bot starts collection the product information, Opportunity and Quotes are created
When customer asks any questions, Bot check the knowledge base and provide appropraite answer
Quotes will be send to customer over an email
Once customer is agreed to quote, Order is created
Once payment details are collected, Invoice is generated
When customer is satisfied with the answer then Survey Entry is created