ChatBots In Dynamics CRM

NSquare introduces the integration of ChatBot into the MS Dynamics CRM (Dynamics 365).

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A domain agnostic solution

Improved conversion rates:

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.

Smart CRM:

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.

Customer intelligence:

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.

Sales and Opportunity Management process

Step 1

Once contact is Received, lead is created
 

Step 2

Once Bot collect the enough information, a Contact is created

Step 3

When Bot starts collection the product information, Opportunity and Quotes are created

Step 4

When customer asks any questions, Bot check the knowledge base and provide appropraite answer

Step 5

Quotes will be send to customer over an email
 

Step 6

Once customer is agreed to quote, Order is created
 

Step 7

Once payment details are collected, Invoice is generated

Step 8

When customer is satisfied with the answer then Survey Entry is created