How our sales team uses Chatbot to convert more customers
By using the Chatbot feature in their own LeadBooster add-on, the Pipedrive sales team sees more engaged, qualified leads starting a trial and more trialists converting to customers.
- Industry: SaaS/Sales
- Location: Lisbon/Tallinn
- Key feature: Chatbot
1000
New leads added to the Leads Inbox
30%
Of trialists converted to new customers
2
Team members benefitting from Chatbot
The challenge
As Chatbot is one of Pipedrive’s products, it syncs up perfectly with your deal pipeline. The tool the team was using before Chatbot wasn’t as well integrated.
The team was also missing opportunities and wasting time on irrelevant support requests that they would then have to forward to the right team.
Fabiana BarbosaAccount Execute
Fabiana BarbosaAccount Execute
The solution
The questions and answers in Chatbot are fully customizable, enabling it to qualify leads and even schedule meetings with reps without the rep needing to be online. This meant that Patricia and Fabiana aren’t missing opportunities anymore and know how to get in touch with leads, as the Chatbot is asking for each lead’s details.
Chatbot instantly adds a lead’s details into Pipedrive’s Leads Inbox, so that the team doesn’t have to do it manually, and prevents people from using the tool for Support queries, as it can direct them to the right place, meaning they get an answer quicker and the sales team don’t get bogged down.
The results
If you’re new to Chatbot, here is how our sales team is using the tool, with tips on how you can too:
- Use Chatbot to direct customers to the right teams by using qualifying questions
- Link Chatbot up with Leads Inbox so that all your leads go into one place, where you can view the information and manage engagement
- Set up Scheduler in your Chatbot flow, so more attractive leads can find a time in one of your sales rep’s calendars for a call
The sales team has already benefited hugely from using Chatbot. They have got over 1,000 qualified leads in their Leads Inbox and 30% of the ones Patricia and Fabiana engage with are converting to customers following the trial.
Fabiana BarbosaAccount Execute