Qualify Potential Leads Automatically with SalesIQ Chatbots

Qualify Potential Leads Automatically with SalesIQ Chatbots

Your website may have a lot of visitors every day, but are you struggling to identify your potential leads?

You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests, and requirements. With countless visitors landing on your website, engaging with each person to understand their needs and determine if they are a potential lead seems a little tedious. 

So, how can we do this easily without wasting valuable time?

With SalesIQ, you can offer a live chat option on your site for visitors to connect with you directly for help from the website. However, as your visitor numbers grow, or you're short on time, manually handling every conversation can quickly become overwhelming. That's where automation comes into play, replacing the manual work with the help of the chatbot.

Automation is Key: Chatbots for Lead Generation

Chatbot can get the necessary information about the visitor's needs. Based on their answers, it can automatically identify potential leads. Even better, if you’re using a CRM to manage customer data, the chatbot can automatically transfer lead details to your system, streamlining your lead management process, all without any coding. Here’s a quick video and instructions to get started:


  1. Set Up the Bot: From your SalesIQ Dashboard, go to Settings > Bots > Zobot and select “Add.”
  2. Configure the Bot Profile: Customize the bot’s profile and settings according to your requirements, then click Create. This will take you to the codeless bot builder.
  3. Gather Visitor Preferences: Use Input cards to capture visitor preferences and specific needs. 
  4. Collect Contact Details: Add Visitor info cards to gather key details, such as name and email.
  5. Push Lead to CRM: Use the Add Lead card to send qualified lead information directly to your CRM system.
Idea

Pro Tip: Bots are not limited to a website. You can build one bot and deploy them across various IM channels like WhatsApp, Facebook, Instagram, Telegram, and LINE, allowing you to qualify leads from multiple platforms seamlessly. 

Best regards, 
Sasidar | Zoho SalesIQ



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