Thanks to advanced AI technologies, companies have the ability to automate many of the processes involved in acquiring and qualifying leads and guiding them through the sales funnel which has increased qualified lead output tremendously.

Learn how to streamline lead management and why you should bet on solutions using conversational AI-Bots.

How do AI Tools support lead management?

Lead Outreach management using AI-Bots consists of several stages, and at each stage, we can use AI to increase the effectiveness of activities:

Acquiring leads – in the first stage, when identifying people who may be potentially interested in a purchase, the challenge is to attract attention in the first place. AI-Bot tools, using data analysis (purchase history, behavior, preferences), suggest better-tailored offers and create customized recommendations. Chatbots and voicebots, for example, also work well at this stage, allowing convenient interaction with users, answering their questions, and prompting them to provide contact information.

Qualification of leads – In the next step, the acquired leads should be carefully examined to determine which leads are most valuable to the company. The challenge at the lead management stage is to define the qualification criteria and properly classify each lead. This can be a very time-consuming and costly task, especially with mass campaigns and those that require ringing up leads. Correctly entering data into the CRM after contacting a potential customer is also a challenge. Unfortunately, overworked salespeople often make mistakes in classifying leads or skip updating data in the CRM altogether. AI-Bot tools help in both areas, for example, voicebots (i.e., virtual voice assistants) can ring the contact database, conduct a qualifying call, and enter the result of the call into the system, so that salespeople are already contacted by pre-classified leads.

Lead nurturing and relationship building – at this stage, in B2B business, you should start building relationships with potential customers. In both B2B and B2C, the challenge is not only to match the communication channels, but also to accurately match the offer to the audience's needs, as well as to maintain ongoing contact. AI tools can help prepare and distribute better-tailored materials (e.g., personalized newsletters or product recommendations), and chatbots and voice bots can answer questions, remind about promotions, and provide special offers (e.g., for birthdays).

Sales – The final stage is to convert potential customers into actual ones. The challenge at this stage is to maintain high-quality customer service, which can be improved, for example, through intelligent contact center automation. AI tools can generate customized offers based on data analysis, and react to customer behavior to facilitate purchases. An example of this is the use of voice bots in e-commerce to recover abandoned shopping carts. When a customer leaves a product in the shopping cart, the voicebot can call and offer an additional benefit: a discount or free delivery, which will motivate to accomplish the transaction.

How to use AI-Bots to qualify leads?

AI-Bot programs use natural language processing technologies (NLP) to understand human speech and provide an appropriate response, providing interaction similar to contact with a live human being.

AI-Bots are widely used in the field of lead management because they perfectly automate the handling of leads, and ensure effective and friendly communication.

Bots provide:

• immediate response to potential customers who leave an inquiry in a form – they reach out within minutes and provide answers, take instructions to change an order, etc.

• automate the qualification of potential customers – they reach out to potential customers and conduct a conversation, asking the same questions a salesperson would ask.

• customizing and personalizing communications with potential customers – they allow you to set up automatic, customized communications based on preferences.

AI-Bots in practice

Our customer examples perfectly demonstrate how bots can streamline the process of lead management and lead qualification without the need for additional employees.

The first is a client company that runs a language platform. Using a voicebot program, the company successfully processed more than 7866 leads acquired through a Facebook campaign. The bot successfully contacted 68% of customers, positively qualifying 64% of them. Reaching out within one minute of filling out the form, it conducted a brief conversation and pre-qualified them for the appropriate group, asking questions about their language proficiency level and preferred dates. Thanks to the automatic qualification of leads, the team saved as much as 291 hours of work and increased sales by 200%.

Another example is an agency client, which wanted to optimize its Ads campaigns. By implementing a voice bot, it was able to automate the pre-qualification of leads. This contributed to a 4-fold increase (to 34,185) in the number of leads processed by Voicebot within a year of implementation and allowed the sales team to contact only pre-qualified leads. Sales increased by over 100%.

Quick and easy implementation

AI-Bots can be configured and implemented quickly based on the customizations required. For more advanced AI-Bots with extensive conversation scenarios, the implementation time is 10 to 14 days. This allows you to quickly benefit from a tool that will increase conversions.

Excellent understanding of natural language

One of the greatest strengths of AI-Bots is its almost flawless ability to understand natural language. Thanks to machine learning, AI-Bots can understand every customer. You can rest assured that your clients will be served professionally and efficiently.

Integrates with any CRM or sales ecosystem

Another advantage is its ability to integrate with any CRM or calendar system.