Sales is one of the most critical functions of any business. Therefore, it is very important to manage leads effectively, i.e new potential customers who have expressed interest in any of your offerings. As businesses scale, it becomes difficult to manage leads properly without an appropriate system in place. Even with appropriate ERP systems, leads may fall off the funnel due to the friction of having to go to the systems and following the entire process to create a lead.
This is where Just Analytics’ Sales Bot comes into play. While we have many more capabilities in roadmap for the sales bot, the one we will share here is lead creation through a chatbot using Adaptive Cards. Adaptive Cards are a way to present a self-contained UI to a user within a larger UI such as a chat client.
Functionalities
1. Creation of new customer
2. Selection of customers from existing list
3. Lead creation
4. Task creation and assignment for a lead
5. Follow up reminder creation
Here is a quick demo of this works:
Architecture
Are you looking for a way to digitally transform your lead management? Reach out to us today and we would love to hear from you!
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