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Home / Chatbots / Chatbot use cases – Lead generation chatbot

Chatbot use cases – Lead generation chatbot

By Snigdha Patel on May 15, 2021

A well designed chatbot can really help businesses to grow. You can deploy a lead generation  chatbot to deliver instant answers to sales-related queries and pre-qualify leads with the help of preset questionnaires when your sales team is busy or not available. With sales bots, companies can acquire more qualified leads compared to a simple lead generation form. 

Bots enable your business to reach out to a bigger audience without impacting the productivity of your team.  You can qualify your website visitors into customers by asking them pre-set questionnaires prepared by your sales experts. Once the lead is qualified, you can direct them to the sales team or schedule an appointment.

Prior to designing a lead generation chatbot, you need to plan your chatbot strategy.

1. Understand your target audience 

It is vital to understand your target audience better, know their interests and needs. Bots help you identify the interests, likes, dislikes and create more engagement, resulting in more leads. Chatbots can be used to run surveys to engage customers by asking questions to get a better view of the best and least performing products.

2. Segment your customers

Customer segmentation is compiling all customer data to create meaningful audience segments. It is based on factors like demographics, interests, age, gender, etc. The main objective of segmenting customers is to deliver marketing messages that are relevant to the users.

How to create a lead generation chatbot?

For creating a lead generation chatbot, you have to follow the below steps.

1. Under the REVE Chat dashboard you need to create a bot and customize it.

Lead generation bot

 

You can enhance your bot personality and set the functions as per your business objectives.g 

  • Give a bot name so that your sales team can easily identify it. For e.g. lead generation bot or sales bot.
  • You can give a display name that is visible to your visitors and gives an idea that they are interacting with the human agent. like Iza or Eva.
  • The avatar of the bot can also be changed to the one that matches your brand.
  • You can enable either Facebook or Website channels or both of them for qualifying leads and interact with them 24×7.
  • By setting the priority of the bot and the human agents will help customers to connect with the agent easily. 
  • Also, you can set triggers for the bot under different scenarios and conditions.

Lead generation bot settings

2. Then you move to the bot builder part which very important. Here you design the bot flow according to your business use case. Here we will discuss the lead generation chatbots can for different purposes.

For qualifying leads

A well-designed lead generation chatbot helps businesses to prequalify website visitors into leads when their sales agents are busy or not available. Bots enable your business to reach out to a bigger audience without impacting the productivity of your team. You can prepare industry-specific questions and bots can qualify sales prospects with the help of the questionnaire, then direct them immediately to the sales team or schedule an appointment.

Lead generation bot builder

The flow can be built with the help of nodes and actions. REVE Chat offers different actions like Text, Questions, Quick reply, Chat transfer, Video that helps to qualify leads 

For supporting the customer journey

A lead generation chatbot not only takes care of your bottom of the funnel but can support your entire conversion journey. It can help to create awareness, educate your website visitors, and support their decision-making process.

 

Replace traditional forms 

Chatbots are the best way to combat the traditional form filling options that are even time-consuming for the customers. Besides being a tedious task, it is neither exciting nor engaging. By leveraging lead generation chatbots, you can bring your business a good number of leads. 

Chatbots also reduce friction & streamline the data collection process thus effortlessly boost lead generation strategy.  

Schedule appointments 24×7 

An appointment booking is a basic requirement for B2B businesses, hospitals, and healthcare who have a lot of meeting-related requests. Businesses can deploy the best lead generation chatbots to schedule appointments when your team is not available, automatically capture leads 24×7 by filling up forms. The bot also sends an email notification whenever an appointment is done along with customer contact details. Also, engage your customers offline over a call and confirm the same.

Educate your audience 

Educating audiences about your core products & services helps them to make informed decisions. Bots can send promotional and educational messages like upcoming webinars, offers, discounts, or send books to educate about your business. Integrating your bots with CRM can help you amalgamate the data of every subscriber, thus making your lead management system more free-flowing. 

Live chat handover for complex sales conversations

Businesses can balance their services by using both technologies to generate more leads and enhance their customer experience. You can deliver hybrid support by giving the best experience of both worlds. 

 

 

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