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Accelerate lead qualification with Sales Chatbot (8.2)

Updated on May 3, 2021

Are your sales reps really making the most of their time? With dozens of digital channels and billions of interactions occurring 24/7, your reps and agents need an intelligent lead qualification system that can sift through your incoming prospect data – all day, every day. In the new 8.2 release, Sales Chatbot provides accelerated lead qualification and appointment scheduling capabilities that help your sales team instantaneously identify, qualify, and route the right prospects for your business.

Sales Chatbot, prebuilt directly into Pega Sales Automation™, simplifies your team’s workflow and enhances overall customer experience with capabilities, including:

  • Conversational marketing experiences that replace lengthy online registration forms.
  • Intelligent routing of prospects that directly flow into your Sales Automation instance.
  • Automatic scheduling of appointments for your reps and agents.

Pega Sales Chatbot

Goodbye to online forms

By removing the hassle of completing lengthy online registration forms, Sales Chatbot uses conversational marketing to seamlessly guide prospects through a product selection process. With a user-friendly chat interface, Sales Chatbot asks a few qualifying questions that capture important customer preferences. These questions are fine-tuned for your team’s specific use cases. So, whether your customer is seeking more information on an insurance policy or is interested in opening a bank account, Sales Chatbot has you covered, 24/7.

And, rather than spending time focusing on users who may not be the right fit for your business, Sales Chatbot filters prospects and qualifies your leads in real-time, directly routing them into Sales Automation.

Intelligent routing

Once prospects are qualified, it can be an arduous process to assign leads to specific reps. Sales Chatbot accelerates this activity by instantaneously routing leads to the correct reps for follow-up. By leveraging existing APIs and lead routing rules that are embedded within Sales Automation, Sales Chatbot increases sales velocity through intelligently connecting the right prospects, to the right sales reps.

Automatic appointment scheduling

Booking meetings with full calendars can be a balancing act. Sales Chatbot makes this task easier with automatic appointment scheduling. With intelligent AI-powered technology, Sales Chatbot knows each of your sales rep’s individual calendars and presents prospects with available time slots. Prospects then simply select and confirm the time that works best for them and their sales rep’s calendar is automatically updated in Sales Automation.

Sales Chatbot takes the frustration out of scheduling and arms your reps with the key information they need to deliver great customer value.

To learn more about how to use Sales Chatbot as a sample application or use it as a template to build out your own lead-generating conversation experiences, see Configuring Sales Chatbot.

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