Sales and Marketing Chatbot: Unleash the Automated SDR Streamlining Lead Pre-Qualification
In a survey conducted by Facebook, 53% of respondents indicated a preference for sending a message rather than making a phone call to customer service. Additionally, when asked about their purchasing preferences, 56% expressed a preference for buying from companies that allow messaging.
Furthermore, it was recorded that 2 billion messages are exchanged monthly between companies and users .
Well, just with these few numbers it can be said that the use of chatbots for sales and marketing is essential for your business strategy and results .
With this in mind, we have prepared a comprehensive article for you to gain a deeper understanding of Sales and Marketing Chatbot, its significance, identifying the best ones in the market, and learning how to install it on your website, among other valuable insights.
Follow along the text to get all this!
What is a Sales and Marketing Chatbot?
Contrary to common belief, the sales chatbot is not merely a programmed robot providing standardized and generic responses. In fact, this tool operates in the opposite direction.
The chatbot can be regarded as a marketing strategy that offers automated and instant interactions to the consumer. This implies that you can now rely on immediate responses 24 hours a day, 7 days a week.
However, this tool goes beyond instant responses. It provides greater engagement with the visitor, sending personalized messages for each situation, qualifying leads, and also promoting the products or services offered.
Advantages of Using a Sales and Marketing Chatbot
Just by defining the chatbot, we can already enumerate its numerous benefits, but the advantages and use cases don’t stop there..
Therefore, here we have compiled 11 advantages of using a chatbot. Let’s dive in!
Engage, Generate and Qualify your Leads
Capture your leads’ attention through chatbots by crafting a greeting, welcome message, or product-related phrase to pique their curiosity.
Upon initiating the first contact, leverage the lead’s attention to gather their contact information and specific details. This allows you to qualify them based on the provided characteristics.
Remember to incorporate a compelling call-to-action (CTA), guiding them to a newsletter, webinar, product pages, catalog, or pricing page, for example..
Send Qualified Leads directly to Sales
Based on the information provided by the lead, during the first contact with the chatbot, you will be able to classify it between those most likely to purchase and others who needed to go through a longer journey.
This way, with leads already qualified and with a high purchase intention, you will be able to forward them directly to the sales team, in order to begin the more direct approach and end with the long-awaited deal closure.
Remembering that this referral can also be segmented and even more characterized for each salesperson in your company. In this way, the distribution of leads is also carried out in a personalized way according to the specificity and sub-area of each employee on the sales team.
Nurture and Promote Your Clients’ Plan
For those who haven’t closed sales yet, you can use chatbots to offer some type of help or free evaluation. As for current customers, always try to improve their plan, inform them about new products, features and tools .
Prospect New Customers
The work of contacting new potential customers for the first time can also be the responsibility of the chatbot.
You can segment visitors to your social media profile, for example, so that your chatbot contacts those who are most interested in the brand .
Bring your Customers closer to the Brand
We’ve mentioned before that the chatbot enhances engagement with the lead or customer. Moreover, the relationship it fosters can be likened to that of a colleague.
This is due to the personalized messages tailored to the user’s experience, needs, and interests.
Execute After-Sales and Loyalty Actions
The service for product evaluation, usage, and satisfaction monitoring can also be automated with the marketing and sales chatbot.
This not only provides support to the customer but also enhances their loyalty to the company.
Increase Campaign Conversion Rate
The increase in the conversion rate of your marketing campaigns is a direct result of the chatbot and all the aforementioned advantages.
Ultimately, this tool will identify the channels with the best conversion rates, enabling the company to concentrate its investments on the strategies that are proving most effective.
Reduce Customer Acquisition Costs
The lower the Customer Acquisition Cost (CAC), the better your company’s results will be , as this metric directly impacts indicators such as Return on Investment (ROI).
Stay Online Longer
As we said at the beginning of the text, the chatbot will be available to your customer 24 hours a day, regardless of the date or time .
Therefore, your visitor will always have an instant response and automatic follow-up.
Segment Traffic Better
By qualifying leads, the chatbot can direct each one in the necessary direction , making the work of the marketing and sales team easier, as you will know the exact moment your potential customer is in and what type of interest they have.
Schedule Meetings
Imagine automating the scheduling of meetings so that there are no conflicting times and allowing the client himself to choose the best time for the conversation.
With the chatbot you can do this in the easiest way, as you will be able to:
- Save time by searching everyone’s schedules automatically;
- Get meeting agendas instantly; It is
- Allow participants to select the best time for a meeting.
Run A/B tests
A/B testing is a testing strategy that uses variants of the same element in a product or communication to discover which one performs better .
In other words, when we talk about A/B testing and chatbot , this means that you can test which approach message brings the most results for your business, and even which one is causing some type of “problem” in your flow.
Analyze metrics and trace the origins of leads
Like other tools, the marketing chatbot also brings you analysis of sales and marketing KPIs that are important for understanding your strategy . Typically, this analysis is on a performance dashboard .
With this functionality, in addition to tracing the origins of the lead – essential data for personalizing communication, through the dashboard you can also:
- Monitor indicators in real time;
- Centralize data;
- Support decision making;
- Make it easier to visualize results.
Discover the location of leads
Knowing where your lead is can be the key to new strategies for your business.
Discovering the region, state and even city of your potential client is essential for specific campaigns for each location and even analyzing the places that give the most results or not .
By locating leads you can:
- Distributes leads between regional teams;
- Personalize your sales approach message;
- Send complete data to WhatsApp;
- Create segmented email actions;
- Get new product insights.
Ps.: Just so you know, Leadster is the only chatbot for marketing and sales that offers this for you! Pretty cool, huh? 🙃
Examples of Using a Sales and Marketing Chatbot
There are already several chatbot tools for marketing being used on the market.
Here we can mention Isaac , a financial services platform made for schools, which uses chatbots to answer its users’ questions , capture and qualify their leads .
Empiricus , a company specialized in publishing financial content, uses the chatbot on all pages of its website, including the blog , this way lead qualification is carried out at all times, optimizing the work of the marketing and sales team.
Finally, we can talk about Bip Carros , a company that uses technology and marketing to help car sellers . In its configuration, upon opening the chatbot, we are directed to two situations: seeing a demonstration of the product or asking questions.
In other words, this just shows how much we can customize chatbots for any situation , regardless of the sector or service offered.
When is the Right Time to Implement a Chatbot?
To know when to implement a chatbot for marketing, you need to think about the company’s needs , that is, are demands such as answering questions, presence in the customer journey and contact management growing and your team is not keeping up?
So, this is the time to think about implementing the tool.
The customer’s initial contact can be through the chatbot, handling common and frequent questions. This ensures that your lead is much more prepared when directed to the sales team.
How to Use a Sales and Marketing Chatbot in Different Market Segments?
We already mentioned above that the chatbot for marketing and sales personalizes all contact with the user, so it is important to know what specifications are used in each market segment.
Chatbots in the B2B sector
For B2B companies , chatbots can do the job of qualifying your leads by asking the number of employees present in the company , what the business is , how many customers they serve , among others.
Furthermore, the tool even offers autonomy when making a purchase , a factor that stands out in a crowded market such as B2B.
This way, your company will be able to progressively segment the leads and determine which ones best fit the ideal profile.
Chatbots in the Education sector
Imagine signing up for a selection process or enrolling without having to go to the educational institution or make a phone call .
The chatbot offers this type of experience, all you need to do is answer a few questions and you will already be registered or enrolled.
Chatbot in the Real Estate sector
Through chatbots, your customer will get all the information about the desired property , whether for sale or rent.
Furthermore, it will be possible to schedule a visit in person or online just through a few clicks and exchange of information .
Chatbot in the Financial Sector
Imagine answering your questions about finances and types of investments in an instant and personalized way.
The chatbot will make all of this possible. In addition to simplifying the process of presenting your product and requesting quotes, the tool will also determine the optimal time to pass your lead on to the sales department.
Chatbot for Software
The software segment, being one of the industries that frequently encounters inquiries regarding its product or service offerings, places a premium on the use of chatbots.
Effectively addressing customer doubts and objections through this tool is paramount in the journey to successfully close deals.
Chatbot for Selling Products and Services
Does the user understand about your company? What about your product or service offered?
Imagine having a catalog ready for the chatbot to deliver to your lead at the most opportune moment.
With just this interaction, the customer can easily grasp the services or products offered.
And if that’s not enough, no worries—the tool will direct the most qualified leads to your team for further inquiries.
9 Sales and Marketing Chatbot Tips for Your Business
Now that we know the advantages of chatbots for sales and marketing, let’s look at tips to boost your business even further!
Identify Common Cases
In the course of your business, common and recurring questions will arise among users , so it is necessary to identify these questions.
To do this, simply consult your service and sales team, who deal directly with the customer, to stay up to date with the main questions and thus personalize the answers in the chatbots .
Create a Conversation Flow
Create a flowchart for your chatbot , this way it will work better when interacting with the user, in addition to programming responses according to the visitor’s situation and needs.
Also remember to define a personality for your chatbot , for example: will it be more formal or informal?
Customize
One of the highlights of using a chatbot is the personalization offered, so don’t skimp on qualifications, use as much information as you can to specify each conversation .
In addition to providing a great customer experience, the tool will even be able to anticipate some situations.
Track Performance
Is your chatbot generating good results or are some changes necessary?
To answer this question, your company needs to monitor this tool, always comparing it with some indicators such as conversion rate and links clicked.
Test your Chatbots
Before launching it to the public, test your chatbot and see how it works .
Even ask coworkers and friends to interact with the tool to see it in practice.
Make Your Chatbot Stand Out
Make your marketing chatbot known, regardless of your industry .
Show the benefits it brings and how satisfied your customers are with the tool.
Ask Permission to Share News
See if the user allows your company to continue contact , sending messages about promotions or news, for example.
Otherwise, the person may become upset with your company and not continue with the business.
Ask for Data
Regardless of the information requested – name, email, telephone – the user’s full consent is required .
Even though the data is essential to segment the business, you need to ask the user and make them aware of how that information will be used.
Promote your Chatbot
Make your chatbot a reference in the market , show people that it exists and all the advantages of getting in touch through this tool.
Best Practices for a Chatbot Experience
If you want to provide the best user experience when using your chatbot for marketing, check out the best practices below.
- Don’t pretend that the chatbot is a human – even though chatbots offer a completely personalized and interactive conversation, don’t deceive customers by claiming that they are humans providing the service , as they will be disappointed.
- Activate the chatbot at the right time – remember that the tool serves as an aid to the user, so if it ends up appearing at all times , or even before the visitor takes a look at the page, an inconvenience could be caused . Focus on conversion pages .
- Don’t use it as the only tool – even though chatbots bring great results, don’t forget to also invest in other strategies such as SEO and email marketing.
- Don’t abandon it – always improve and reconfigure your chatbot , after all, the user experience may change and changes will be necessary.
- Don’t abuse it – don’t bombard your customer with dozens of messages , do it according to the customer’s needs.
What is the Best Sales and Marketing Chatbot on the Market?
Chatbots are segmented by market, however, here we list the 3 best for the sales area.
Let’s go to them:
Leadster
Leadster’s marketing and sales chatbot increases lead generation and the conversion rate of websites and landing pages, in addition to qualifying and distributing leads to the sales team .
Its difference lies in conversational marketing , whose objective is to talk in a personalized way with visitors to your website, aiming to help them in their purchasing decision process.
However, its features are not just limited to increasing the lead generation and conversion rate, with Leadster you have at your disposal:
- Smart calls;
- Qualification of leads with lead scoring;
- Sending lead information to WhatsApp;
- Distribution of leads among sellers;
- Creation of personalized approaches by page, device and source channel;
- A/B testing;
- Performance dashboard;
- Website speed analysis;
- Integration with Facebook Ads and Google Ads;
- Native integrations with the main CRMs and other tools;
- Scheduling meetings.
And the best thing is that you can test all of this for 14 days free !
Find out more: Find Out How Leadster Works
Octadesk
The Octadesk tool provides assistance in sales, marketing and customer support and can be used on both websites and social networks.
Drift
Drift offers a chatbot focused on conversion and applicability for websites , in addition to enabling integration with platforms such as Salesforce, Slack, Zendesk, HubSpot, Google Analytics, Zapier, Zoom, Tray, etc.
How to Create a Free Chatbot with Leadster?
Did you know that with Leadster you have complete autonomy to create a chatbot for your company?
And this is just one of the advantages offered!
Now let’s go step by step on how to create a free chatbot for your business.
Step 1
Visit the Leadster website and click on “SIGN UP FREE” .
You will then be directed to registration , which will only ask for some information.
Step 2
The time has come to set up your account, in this step you will need:
- Define your objective;
- Inform your market segment;
- Choose the characteristics of your virtual attendant; It is
- Create a custom conversion call.
Ready, now you can view your assistant demo on your website .
Step 3
Now you will need to create your first flow, that is, you will:
- Define which website pages the chatbot will be displayed on;
- Build your question flow;
- Define your qualification criteria;
- Direct leads to appropriate channels; It is
- Integrate with your marketing platforms.
Don’t worry, as the Leadster platform itself will explain you step by step and answer your questions.
Step 4
Finally, you just need to activate Leadster on your website!
This action can be done either by a plugin (for WordPress sites) or by HTML code.
All ready!
From now on, you can let Leadster do the work and increase your lead capture by up to 3x .
For 14 days you will use the chatbot for free and, if more than 30 leads are registered, after this period, it may be time to opt for one of our paid plans.
Frequently Asked Questions about Sales and Marketing Chatbot
To completely conclude our article on sales chatbots, let’s explore some of the frequently asked questions that the public has on this topic.
What is a chatbot and what is it for?
Come on, the chatbot can be defined as an automated conversational robot , which aims to offer instant service to website users, helping with the conversion rate, generation and qualification of leads, through personalized messages.
What is chatbot marketing?
Chatbot marketing is a strategy that uses the automation of conversations with visitors, leads and customers to improve the company’s results .
The tool offers:
- Real-time response and reactions;
- Personalization of the customer experience;
- Interactive engagement; It is
- Instant data collection.
What types of chatbots are there?
Chatbots can be divided into two groups:
- Chatbots with conversation flows – results are based on the user’s speech and choices; It is
- Chatbots with AI – in this case, AI can understand some terms, combining them with answers already saved in a database.
So, have you learned everything about the chatbot for sales and marketing?
With this content, you are more than prepared to integrate this tool into your business. Seize the opportunity now with Leadster!
