Chasing leads without any responses is the least that any sales rep would want to face. Sadly, that’s the reality now. Even if sales reps leave everything and become fully involved in engaging with and following up on leads, it’s still such a tiresome process.
This is where you need lead generation chatbots. Understand that your company's sales representatives and agents have lots of other work that can boost the productivity of your business. Therefore, if they manually engage in lead generation, it negatively affects your business. However, with lead generation chatbots, you have a digital sidekick that chats with your leads, asks them the right questions, qualifies them in real-time and pushes them to your sales funnel.
In this blog, we will guide you through creating a lead generation chatbot using Copilot.live. We will also talk about some lead generation chatbot use cases and what to avoid. So, let’s dig in.
Why use a chatbot for lead generation?
Honestly, none of your prospects or leads feel excited to fill out a boring form. So, even if a lead is interested in your product, they may bounce back solely because of the elaborate forms. This is where lead generation chatbots come in. They are smart assistants that allow people to open up and talk in a most engaging way.
While chatbots initiate conversations with your prospects, you can collect high-quality leads without being overly salesy. Let’s take a look at why these lead generation chatbots are succeeding.
- Capture leads instantly: Lead generation chatbots don't wait for your users to initiate communication first. Instead, they understand the right moment and pop up instantly. Once they begin the chat, they push the lead to a moment where they create a scope to drive the lead into the pipeline. Although this sounds robotic, chatbots conduct the sheer act of marketing in less time.
- Works 24/7: While your human sales representatives need coffee breaks, lead generation chatbots don’t. Even on Sundays or public holidays, these lead generation chatbots are available 24/7 to greet visitors, answer their queries, and gather leads.
- Engage more: Instead of typing and submitting static forms, people prefer talking one-on-one. When you install a lead generation chatbot with the right prompts, you get quick and effective replies. Besides, your leads and prospects feel heard and valued. This leads to more clicks, more data gathering, and more conversions.
- Enrich data for sales: It’s good to send cold emails and cold messages. But lead generation chatbots help you identify the budget and pain points of the user through natural conversations. For this, chatbots ask layered questions, leading to working with smarter lead profiles.
- Replace tedious forms: Here’s a twist. When you implement a lead generation chatbot in your CRM, it gathers the same information that a traditional form would. But your customers or leads prefer the former because it’s all wrapped in the form of an engaging conversation.
Step-by-step guide to creating a lead generation chatbot with Copilot.live
Often, building a lead generation chatbot appears like it’s the sole job of a techie. But not anymore, primarily when you work with efficient platforms like Copilot.live. Copilot.live is a renowned lead generation chatbot building platform that offers multi-channel integration. It means you can communicate with your leads from any place without losing context. Additionally, building a lead-generation chatbot here is extremely easy. Let’s explore the steps you need to take to create a lead generation chatbot using Copilot.live.
Step 1: Define your goals
Before creating a chatbot, you must know what you expect from it. Be honest with your goals and ask if you want a chatbot that does everything in the entire lead generation process. Begin with one or two goals and start building the chatbot around them.
Step 2: Sign in
Now that you’re clear with your goals, it’s time to hit the sign-up option in Copilot.live. It’s a simple two-step process - simply enter the details and proceed to the dashboard.
Step 3: Map the conversation flow
This is where the customization of the chatbot happens. Here, you have to feed the chatbot with entire conversations that occur when you reach out to a lead. You can start with a warm welcome message. Then, consider some possible questions that the lead can ask to learn more about your business or brand. Based on possible replies, ask the chatbot to add some emojis to keep the conversation lighthearted.
Step 4: Add lead qualification logic
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Understand that your lead generation chatbot is not here to communicate with leads. Instead, their primary purpose is to qualify them. So, the lead generation chatbot should ask thoughtful questions related to getting them onboard. The chatbot should ask questions related to budget, escalation and more. Additionally, Copilot.live utilises conditional logic and sentiment analysis to deliver the most relevant message to each prospect.
Step 5: Integrate with CRM and tools
Now that you have leads, you need to figure out where they are going. With Copilot.live, you can plug the chatbot into emails, WhatsApp, voice calling, Slack and a website. Everything is entirely devoid of any technical coding.
Step 6: Testing and training the bot
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You certainly don’t want to launch the chatbot and regret it later. For this, check the messages and the reply buttons. None of them should lead your customers to a dead end. Complicated queries should have a human escalation or fallback.
Step 7: Performance tracking and optimizing
Now, your chatbot is perfectly ready. However, your work doesn’t end here. From here, your goal should be to improve the chatbot. Track the metrics to find out if the chatbots are leading the customers to take action.
Real-life examples of lead-generation chatbots
So, the lead generation chatbots are no longer a trend. They are needed now. Whether you're a startup or a D2C business, lead generation chatbots have something for businesses at all stages. Here are some of the best real-life examples of lead-gen chatbots that are doing the best:
1. Copilot.live
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Among all the lead generation chatbots, Copilot.live stands out as one of the best, capturing leads across various channels, including websites, WhatsApp, Slack, voice calls, and emails. Here, the chatbot knows when to pop up, what to say, and how to guide a conversation while leading a prospect through the sales pipeline. It’s super fast, speaks multiple languages and understands conditional logic like a pro. Whether you’re in SaaS, ecommerce, or the fashion industry, Copilot.live adapts to all spheres.
2. Tars
If you’ve given up on boring forms, Tars is perfect for your business. If you want to transform clunky lead generation into a smooth process, Tars will not disappoint you. With the help of simplicity and speed, Tars brings endless possibilities to the forefront. As a no-code chatbot platform builder, Tars offers a conversational interface for creating user-driven workflows. The data extraction feature of Tars fills your sales pipeline with customer data.
3. Drift
Drift is not just any other lead generation chatbot platform. It’s something that sales teams generally love as it knows who to talk to, when to talk, what to say and how to book a call. Drift tracks the user behavior and uses real-time scoring to qualify leads. Drift helps you to engage with prospects that matter the most. The chatbot platform ensures that only the best matches are selected and politely nudges the remaining ones.
Lead generation chatbot use cases
Lead generation chatbots are no less than undercover agents, doing a lot more than just sending common messages like ‘Hi, can I help you?’ Here are some of the potential use cases of lead generation chatbots:
- Qualify leads: Not every visitor is likely to head to the payment option. Here, the function of a lead generation chatbot is to act as a gatekeeper, ask intelligent questions, and guide the visitor toward becoming a serious buyer.
- Score leads: Leads can be categorised as either hot or warm. To help you keep track of the kind of leads, chatbots score them according to their behavior and performance. This scoring happens even when they are chatting with the chatbot.
- Segment leads: With a lead generation chatbot, you can segregate and nurture leads according to their preference. You can direct the leads into the funnel by tagging people in the chats based on their answers.
- Collect contact information: Unlike forms, chatbots are less intimidating. They politely ask for contact details, such as email addresses, company names, and phone numbers. Interestingly, the chatbots gather all of these while chatting.
- Distribute lead magnets: If you’ve got something valuable to offer your leads, chatbots will do it for you via email.
Common mistakes to avoid while creating
Now, you're all set to create a lead generation chatbot. Great. But hold on. Often, people make inevitable mistakes while creating a lead generation chatbot. Naturally, this affects their entire lead generation process. Here are some of the common mistakes you should avoid while building a lead generation chatbot:
- Gone are the days when generic templates like ‘Hi. How can I help you?’ would work. Now, leads feel trapped by receiving such messages. Now, you need to create a lead generation chatbot that understands the audience's pain points and customises everything accordingly.
- If your lead asks you questions during the sign-up process, and the chatbot responds with how great it feels to have the lead in your business space, be prepared to lose opportunities. To address this, utilise NLP to comprehend what users genuinely desire. Set up fallback responses and keywords to help the chatbot understand clearly.
- It’s reassuring to know that your chatbot is collecting leads. What next? They sit back in a sheet to collect dust. Here, connect your chatbot to the existing CRM to let the leads flow effortlessly.
Conclusion
Now that you’ve come so far, it’s time to create a customised lead generation chatbot. You know how these chatbots bring both hot and warm leads to your pipeline. You also know what to avoid to deliver the best chatbot experience.
Lead generation is no longer limited to collecting emails alone. Now, your leads want more real-time conversations to happen before trusting you with their money. These lead-gen chatbots can make it happen with ease, requiring minimal human intervention. So, let the chatbot do your work while you sleep.
