Introduction to LeadBot

LeadBot is a chat bot that will automatically ask your anonymous website visitors a series of qualification questions in an effort to determine if they match your criteria for a qualified lead. The goal is to maximize the number of website visitors that want to talk to your sales team, and surface those that meet your qualification rules (marketing qualified leads aka MQLs) to your reps in real-time, while deflecting all of the traffic that doesn't meet your qualification rules (unqualified leads)

When LeadBot Displays

In some cases, an anonymous website visitor can deemed "qualified" if they match any of your qualification rules. For example, your marketing team might "automatically" qualify inbound leads if they were driven to your website from a specific campaign (learn more about qualification by campaign) or if they are browsing specific pages on your site (learn more about qualification by web page). But in many cases we need to collect just a bit more information about the lead to determine if they are really qualified. Enter LeadBot. LeadBot will display on your website for anyone who is unqualified and ask them your series of qualification questions in real-time. It will appear as an offer to connect with your sales team.

LeadBot displays on your website for new, yet-to-be qualified leads, and attempts to qualify them in real-time
LeadBot displays on your website for new, yet-to-be qualified leads.

How LeadBot Works

LeadBot works to accomplish 5 simple objectives as we will outline in this guide

  1. LeadBot presents an offer to talk to your sales team
  2. LeadBot deflects unwanted tech support questions
  3. LeadBet asks your series of qualification questions
  4. LeadBot immediately connects qualified leads to sales

1) Presenting an Offer to Talk to Sales

LeadBot initially presents the inbound lead with an offer. The look and feel, colors, and message is completely customizable by your company. The most common offer is to connect with your sales team, but other offers might include "chat with sales," "talk to sales," "request pricing information," or "request a product demo." The offer displays in the bottom right hand corner of your site, or another position that you specify.

LeadBot presents an offer to connect with your sales team
LeadBot presents an offer to connect with your sales team

2) Deflecting Unwanted Support Questions

Unfortunately, many existing customers try to use contact sales forms to get connected to tech support, but as every great inbound sales rep knows, if you want to make your number, the last thing you want to do is field tech support questions. LeadBot allows you to ask a support deflection question before you jump into your lead qualification questions.

LeadBot deflects unwanted support questions
LeadBot deflects unwanted support questions

3) Asking Your Qualification Questions

After you've confirmed that the lead is indeed looking to connect with your sales team, now's the time when LeadBot will ask your series of qualification questions. These are likely to be similar questions to the ones that you have on your existing lead forms. It's pretty standard for most companies to collect a name, email address, company name, and one or two additional questions, which can be easily configured. In this example, we'll have LeadBot ask for the size of the company and use that as a determining factor for lead qualification.

LeadBot asks your series of qualification questions
LeadBot asks your series of qualification questions

4) Immediately Connect Qualified Leads to Sales

With LeadBot, your qualification rules are evaluated in real-time, so anytime a lead submits information that marks them as qualified, your sales team is alerted and has the opportunity to engage the qualified lead in real-time.  In the example below, we're qualifying the lead based on company size, so when Samantha Spender clicks on the selection for 1000+ Employees, a rep is notified and enters the conversation with a friendly greeting. From here both the lead and the sales rep have the ability to chat, voice call, and take the meeting exactly where it needs to go. Of course everything is saved into Salesforce just like your normal lead forms, but your reps can engage qualified leads before they leave you site. Instant response time results in maximum conversion.

LeadBot checks your qualification rules in real-time and alerts sales reps to engage
LeadBot checks your qualification rules in real-time and alerts sales reps to engage

LeadBot vs Lead Forms

You might be asking yourself, so what's the difference between a LeadBot and my traditional lead forms? They ask the same questions don't they? Yes they do, or they are probably downright similar. The benefit is twofold, you'll be capturing more leads because there are people who want to engage in real-time but would never fill out a lead form, and those leads that are qualified get an immediate connection to your sales team. We recommend using LeadBot in conjunction with smart forms so that your traditional lead forms can also alert sales to qualified leads and connect them in real-time for maximum selling productivity.

Summary

LeadBot is a chat bot that will automatically ask your anonymous website visitors a series of qualification questions in an effort to determine if they match your criteria for a qualified lead. The goal is to maximize the number of website visitors that want to talk to your sales team, and surface those that meet your qualification rules (marketing qualified leads aka MQLs) to your reps in real-time, while deflecting all of the traffic that doesn't meet your qualification rules (unqualified leads).

Next Steps

As a next step in your education, you might find the following guides useful

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