Our client, a leading platform in the sports and entertainment industry, aimed to optimize its sales funnel management and sales support by leveraging automation. The company sought to improve its lead capture, deal creation, and customer engagement through an intelligent chatbot solution. Their goal was to streamline communication, reduce manual data entry, and enhance customer interactions by integrating Zoho SalesIQ with Zoho CRM and Zoho Desk.
The Challenge
Our client faced several challenges in managing its sales funnel and customer interactions:
- Inefficient Lead Capture: Many potential leads interacted with the platform via chat but were not properly recorded in Zoho CRM.
- Lack of Sales Support Automation: Sales representatives had to manually track customer inquiries, slowing response times.
- Duplicate or Unstructured CRM Data: There was no systematic way to determine whether an incoming chat belonged to a new prospect or an existing customer.
- Disorganized Funnel Management: The absence of automated lead qualification led to missed opportunities and inconsistent sales tracking.
What Evoluz Did
Evoluz developed and integrated an AI-driven chatbot solution with Zoho SalesIQ, Zoho Desk, and Zoho CRM to automate customer engagement, lead qualification, and sales funnel tracking.
Chatbot Development and Integration with Zoho SalesIQ : Designed a custom chatbot to handle initial customer inquiries, sales queries, and funnel tracking.
Configured the bot to capture customer emails and match them with existing Zoho CRM records.
Automated Lead Qualification and Deal Creation : If a matching email address was found in Zoho CRM, the chatbot automatically updated the existing record with new interaction details.
If no match was found, the chatbot created a new deal in Zoho CRM with relevant customer details.
Integrated Zoho Desk for support ticketing, ensuring customer issues were logged and managed efficiently.
Enhanced Sales Funnel Tracking and Notifications : Configured Zoho CRM workflows to automatically assign new deals to the appropriate sales representative based on predefined criteria.
Implemented real-time notifications for the sales team whenever a deal was created or updated via the chatbot.
Performance Monitoring and Reporting : Built custom dashboards in Zoho CRM to track chatbot interactions, new deals, and customer engagement metrics.
Enabled real-time reporting to monitor conversion rates and measure chatbot effectiveness in funnel management.
The Results
- Automated Lead Capture and Qualification
- Faster Response Times
- Improved Funnel Management
- Seamless CRM Data Management
- Increased Sales Support Efficiency
Client Benefits
- Operational Efficiency: Reduced manual effort and improved overall workflow efficiency.
- Better Lead Nurturing: The chatbot identified and qualified leads instantly, allowing the sales team to focus on high-potential customers.
- Data Accuracy: Seamless synchronization with Zoho CRM prevented duplicate records and ensured structured sales tracking.
- Scalability for Growth: The chatbot system could handle increased inquiries without requiring additional manpower.
