CRM Chatbots Archives - BotCore Enterprise Chatbot Fri, 15 Mar 2024 10:00:05 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://botcore.ai/wp-content/uploads/2020/02/cropped-favicon-32x32-1-70x70.png CRM Chatbots Archives - BotCore 32 32 Understand The Chatbot Integrations With Different Enterprise Systems https://botcore.ai/blog/chatbot-integrations-with-enterprise-systems/ Fri, 24 May 2019 12:05:00 +0000 https://botcore.ai/?p=5526 Understand The Chatbot Integrations With Different Enterprise Systems Chatbots are seeping into our everyday lives with their seamlessness and convenience. Gartner predicts that 85% of customer interactions will be held without human intervention in 2020. Business leaders recognize the cost benefits of implementing chatbots. IBM suggests that businesses will collectively save $8 Billion by employing […]

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Understand The Chatbot Integrations With Different Enterprise Systems

Chatbots are seeping into our everyday lives with their seamlessness and convenience. Gartner predicts that 85% of customer interactions will be held without human intervention in 2020. Business leaders recognize the cost benefits of implementing chatbots. IBM suggests that businesses will collectively save $8 Billion by employing chat-based automation by 2022.

Many enterprises have implemented chatbots to interact with customers. Today, the use cases of chatbots extend beyond customer service as they are being leveraged in functions like HR, sales, marketing, finance, reporting, etc. The technology, that has already proven to drive customer engagement, is now being integrated into employee-facing applications to facilitate improved decision-making.

In order to deploy an employee-facing chatbot, it must be integrated with the relevant enterprise systems from which it can capture information. In this blog, we will discuss the benefits of integrating with some of the popular enterprise systems.

ERPs

An ERP is the backbone of an enterprise but they can be sometimes hard to navigate despite their immense usability. Chatbots can make everything more accessible and hence, help generate real business outcomes, faster.

Learn More: Every ERP System Needs An AI Chatbot. Here’s Why

HRMS

Chatbots can help strengthen internal communication including the one between HR and employees at your enterprise. Integrating chatbots with HRMS (Workday, ServiceNow, etc.) empowers HR staff to resolve employee queries faster and improve employee engagement. Moreover, this integration streamlines workflows across the entire HR workflow – right from recruitment, onboarding, training, engagement, performance management, to offboarding. Companies are also using HR chatbots to drastically reduce costs (cost-per-ticket, onboarding costs, cost-per-hire etc.), enable self-service, improve employer brand and so much more!

Learn More: How Chatbots Help HR Managers Improve Employee Experience And Reduce Cost Per Contact

Business Intelligence systems

BI projects can help make the organization data-driven but sometimes  the adoption rate is low due to suboptimal user experience. Chatbots can boost BI adoption by providing actionable data, any time, anywhere. By integrating chatbots with BI systems (Power BI, Oracle, SAP, etc.) you can simplify data consumption and interaction. Just ask natural language questions like “what’s my market share for the year 2017?” and the bot will instantly respond with the answer.

Learn More: Why Business Intelligence Needs Chatbots To Boost User Adoption & ROI

ITSM systems

With ITSM systems, organizations can lower operational costs and improve their returns on IT investments. Often, IT service management teams lose time on unproductive tasks including basic query resolution and solving low-value tickets. With chatbots, most of the employee queries are quickly addressed and the teams can spend their time on more productive tasks The integration of chatbots with ITSM systems (ServiceNow, JIRA, BMC, etc.) enables improved incident, outage, and security management and real-time alerts for the issues that require attention.

Learn More: IT helpdesk chatbots

CRMs

CRMs help enhance communication, customer service, and efficiency across the organization.

However,  user experience can lead to poor adoption rates for CRMs despite the promised ROI. Marketing and sales representatives shouldn’t have to lose time on manual tasks. A chatbot can automate tasks like data entry by capturing keynotes from audio calls. Updating customer records will be made simpler with bots as users can chat with the CRM chatbot in natural language and provide voice or text commands. Integration of chatbots with CRMs can further easier access to data and personalized alerts.

Learn More: How Are Chatbots Boosting The CRM Adoption Rates

Integrating chatbots with Intranets

Intranets not only improve internal communication but also help employees find information faster. Why they don’t yield the expected ROI, it’s usually because of inadequate adoption. Integrating chatbots with intranets can improve productivity, keep employees informed, simplify processes, and offer personalized user experience. A chatbot can not only provide actionable information to the employees but also execute activities like leave requests, travel settlement requests, IT requests, etc. This leads to better engagement and collaboration.

Learn More: Chatbot for SharePoint Intranet

The Need for an Aggregator Bot

As enterprises increasingly adopt chatbots for different functions, employees might have to soon interact with multiple chatbots leading to suboptimal user experience. It’s important that organizations unify different bots into a single aggregator bot to provide a consistent employee experience. Such an aggregator bot would be able to handle all kinds of queries based on the employee access/permissions and then pass the query on to a specialized bot for further action. It will act as a single point of contact for employees to execute tasks across different functions.

Moreover, unifying chatbots reduces costs in building, deploying, training and maintaining chatbots. In training the aggregator bot, all linked bots are automatically trained as well. It’s also pretty flexible as you can link or remove different bots based on your requirements.

If you’d like to learn more about this topic, please feel free to get in touch with one of our chatbot consultants for a personalized consultation. You might also be interested in exploring our chatbot builder platform (BotCore) which can be used to build, deploy, and train enterprise chatbots.

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How Are Chatbots Boosting The CRM Adoption Rates https://botcore.ai/blog/how-are-chatbots-boosting-the-crm-adoption-rates/ Fri, 08 Mar 2019 18:36:00 +0000 https://botcore.ai/?p=4736 How Are Chatbots Boosting The CRM Adoption Rates CRMs and the adoption problem Less than 40% of businesses have a CRM adoption rate over 90% – CSO Insights. One of the biggest challenges organizations face with Customer Relationship Management (CRM) platforms is the low usability and adoption rates. In our experience, this is caused primarily […]

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How Are Chatbots Boosting The CRM Adoption Rates

CRMs and the adoption problem

Less than 40% of businesses have a CRM adoption rate over 90%CSO Insights.

One of the biggest challenges organizations face with Customer Relationship Management (CRM) platforms is the low usability and adoption rates. In our experience, this is caused primarily due to two significant reasons:

  • Manual data entry: According to HubSpot, manual data entry is the no. 1 CRM adoption challenge. Sales and customer support representatives are often bogged down by the extensive manual entry of customer data. This not only affects their productivity but also demotivates them to use CRM more often.  

  • Poor UX: CRMs with poorly designed UX also result in decreased user adoption, productivity, and loss of sales opportunities which negatively impacts revenue. 

A sales representative’s time is invaluable to the company and cutting down on the time spent on manual tasks like data entry allows representatives to close more deals and perform better. 

One effective way to tackle these challenges easily is by integrating a chatbot with your CRM system. CRM chatbots can automate and simplify data-entry, provide faster access to data, enhance the user experience, boost adoption and empower sales reps to focus more on selling.

How Chatbots Help Boost CRM Adoption

1. Automate data entry

The CRM bot mines audio calls whenever a sales rep talks with a prospect or account executive speaks with a customer. It captures keynotes, details, insights from the prospect/customer and enters the data automatically into the CRM system, which sales reps have been manually entering. Bots can go to the lengths of logging all the customer information like budget, cost, challenges, and objections about a product while representatives are on a sales call with the customer.

2. Simplify data entry

Updating customer records will be made simpler with bots as sales representatives can achieve this without logging into the CRM system every time an update has to be done.  Users can chat with the CRM chatbot in natural language and provide voice or text commands to update the records with the relevant details. Ex: “Change lifecycle stage of Customer X from lead to opportunity”, “Add customer Y’s phone number – 1234567890”.

3. Access data faster

In addition to simplifying and automating data entry, CRM chatbots also enable users to access customer information via chat. Users can ask natural language questions like “What is the deal size of customer A”, “When is the follow up due for customer B” etc. right within their actively used messaging app. This conversational workflow eliminates the need to continuously navigate through the complex UX of a CRM system for gaining customer/lead insights.

According to the input received, chatbots can send data in simple text or multimedia formats like graphs or pie charts, etc. 

4. Personalized Alerts

Driven by artificial intelligence, CRM bots will be able to send alerts to sales representatives and account executives about pending action items, KPIs and even sales insights that come in handy during interactions with customers.

Integrate Chatbots With Your CRM systems For Better Adoption and productivity

Chatbots solve the two biggest problems that hinder your CRM adoption rate – manual data entry and poorly designed UX. Chatbots act as a single point of contact for your sales reps for data entry and data access. Users no longer have to go through the clunky UX of a CRM every time they need something from the system – a quick chat does it all.  

The simplification and automation of data entry frees up sales reps who will have more time to handle critical and value-adding tasks that greatly improve productivity and revenue.

Acuvate helps organizations build CRM chatbots with our enterprise chatbot builder platform – BotCore. We support integrations for a plethora of CRM systems including Microsoft Dynamics 365, Salesforce, Zendesk, Oracle, etc. If you’d like to learn more about this topic and how our clients are benefitting from CRM bots, please feel free to get in touch with one of our chatbot consultants for a personalized consultation. 

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5 Top Contact Center Automation Trends to Watch For: RPA, Chatbots, and More! https://botcore.ai/blog/5-top-contact-center-automation-trends-to-watch-for-rpa-chatbots-and-more/ Fri, 26 Oct 2018 11:49:00 +0000 https://botcore.ai/?p=106 5 Top Contact Center Automation Trends To Watch For: RPA, Chatbots, And More! the importance of automation in customer contact centers Customer service as an industry has boomed over the past decade and a half and is valued at $350 billion. Knowing the impact of good customer service on the company’s revenue and positioning in the market, […]

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5 Top Contact Center Automation Trends To Watch For: RPA, Chatbots, And More!

the importance of automation in customer contact centers

Customer service as an industry has boomed over the past decade and a half and is valued at $350 billion. Knowing the impact of good customer service on the company’s revenue and positioning in the market, organizations are going to great lengths to establish the most efficient and effective customer contact centers. While traditionally, contact centers were a human-driven function, the advent of automated technology has made them much more adept at ensuring process efficiency and customer satisfaction (CSAT).

the coexistence of human skill and automation

While automation has the ability to make centers function more efficiently and deliver better customer experiences at lower costs, it cannot completely replace the need for the human workforce. While most contact center agents may look at automation as their competition, it is not the case. Organizations must look at harnessing automation technology to eliminate manual and mundane tasks and provide a more efficient and personalized experience to their customers. Essentially, organizations must look at fostering a coexistence model with automation enhancing existing human-driven processes – a blended AI approach.

AI & Automation technologies augment agent capabilities but won’t eliminate the need for 

human agents entirely.

One way contact centers can get started with implementing automation technologies is taking a bite-sized approach. Capture those business processes and workflows which are

  • Right for automation and can be easily automated

  • Most time-consuming for agents

  • Risk-free 

Perhaps an AI chatbot can collect the basic information of customers such as name, ID etc. before transferring the conversation to live agents and enabling them to focus only on solving the actual problem.

understanding customer expectations

While it is quite easy to get swept away with the technology wave, it is important to remember that as far as the customer is concerned, it is the overall experience that counts. From a customer perspective, all that really matters is that their queries and concerns are effectively and quickly addressed, whether by an automated entity or a live agent. 

An effective contact center must be designed with an intelligent blend of humans, technology, and processes and  keeping superior customer experience as the ultimate goal 

In order to meet the growing needs and expectations of customers, a modern contact center must focus on the following key elements

  1. Personalization of customer experience

  2. Quick responses to customer queries

  3. Enhancement of self-service tools to handle complex and more meaningful issues – not just the simple ones

  4. Omnichannel communication: Availability on multiple communication channels like email, voice, text, chat, etc.

  5. Technologically advanced processes and AI-driven workflows

  6. Scalable infrastructure

the five automation trends to watch out for

When it comes to automation technology, ‘ever-evolving’ is probably the best way to describe it. And with regards to contact center automation, the top 5 trends that organizations must look out for, include:

1. Chatbots

According to Gartner, 25 percent of customer service and support operations will integrate bot technology across their engagement channels by 2020 up from less than two percent in 2017. For most companies with a focus on automating a part of their customer service process, it is only natural that chatbots have become a natural addition to their customer contact centers. Chatbots today are enabled by conversational AI, NLP, and machine learning, making them sophisticated enough to understand the ‘intent’ behind user queries and successfully simulate human-like conversation. Chatbots can, therefore, be used to handle simple and to an extent, complex tasks such as providing information, answering FAQ, sending instant acknowledgments, collecting user information, etc.

Chatbots act as the first line of support and provide self-service options to customers. Another benefit of using chatbots is that they can be used to handle customer care 24/7. Unlike humans, time as a parameter is not applicable to chatbots. Whether you have implemented a chatbot for 9 hours in a day or 24, it costs the same. Hence using chatbots to handle after-hour queries, is practical and cost-effective. CNBC has also reported that chatbots are expected to cut down business costs by as much as $8 billion by the year 2022. 

Some key business benefits of deploying chatbots in contact centers include reduced customer service costs, improved CSAT, increased agent productivity, streamlined workflows, a decrease in the number of customer emails and calls, etc.

  • Chatbot Agent Handoff

Although chatbots are great at handling customer interactions by simulating human-like conversations, there may be scenarios where the conversation needs to be handed off to a human agent. The chatbot must be able to identify when it needs to hand off to a human and ensure that the transition is a seamless one for the user. Chatbots can fulfill basic, preliminary tasks such as aggregating user information, and recording customer concerns. Then the chatbot can transfer the conversation to a human agent who will only work on solving the issue based on the information collected by the chatbot.

Another scenario in which handoff becomes imperative is in the case of escalations. The chatbot should effectively inform the user that the interaction is being transferred so as to address their concerns better. It also should always provide users an option to talk to a live agent.

  • CRM Chatbots

Chatbots, when integrated with CRM systems, can also help agents quickly retrieve customer data without the hassle of navigating through windows and dashboards within the CRM system. They can have natural language conversations with the chatbot and get the pin-pointed information about the customer. This enables agents to provide quick responses to customer queries and solve problems swiftly. Chatbots also help drive the adoption of CRM systems.

2. Robotic Process Automation (RPA)

RPA helps deliver superior customer experience while also simplifying workflows handled by the human workforce. With RPA you can:

  1. Reduce manual processes which are error-prone

  2. Automate routine, high-volume and repetitive tasks

Rudimentary contact center tasks such as updating contact information, listening to routine voicemail messages, sending acknowledgment emails, etc. can easily be automated saving human agents a great amount of time. RPA reduces operational costs while upping efficiency and productivity. 

  • RPA Bots

Front-office bots like chatbots can integrate with various enterprise systems like CRM, helpdesk etc. only if a modern API is available. An RPA bot can interface with multiple enterprise systems within the company that may have UIs but not APIs. RPA bots make data across several legacy systems easily accessible for the agents, cutting down on unproductive time and helping contact centers maximize overall productivity and CSAT.

3. Visual IVR

Interactive Voice Control (IVR), a telephonic menu system that helps route customer calls to the appropriate agent, has been around for quite some time. While the traditional methods used relate to speech-recognition or touch-tone technology, the latest upgrade taps into visual menus. In visual IVR, customers can quickly tap through touch-screen menus that will eventually take them to the desired answer or connect them with the right agent. Customers no more have to stay online listening to auto-recorded menu options being played out. Visual IVR saves time while providing customers with an efficient self-service experience.

4. Desktop Automation

Contact center agents tend to be under immense pressure to handle their time more efficiently. Hence, any automation effort that can simplify their daily tasks is welcome. One such automation trend to watch out for is desktop automation. Desktop Automation uses cognitive intelligence to efficiently navigate through the desktop environment. This helps agents cut down on time spent performing repetitive actions such as copy-paste of data and data input. This helps agents quickly respond to customer queries in real-time. Automated desktop processes are triggered by an event, such as a button click, hoover, etc. that is automated to result in corresponding action.

5. Big Data Analytics

Companies today want their customer interactions to be more personalized and astute. One way to achieve this is by getting to know the customer and their requirements well in advance, so as to deliver a personalized experience during each customer interaction. This is where Big Data Analytics has been a boon, helping companies glean insights into customer behavior, their expectations, and preferences. Additionally, predictive analytics help companies analyze market trends and customer psychology, helping them anticipate customer preferences.

So, where is the data for this analysis gained from? Often, company data stores are filled with customer data from multiple channels such as surveys, online forms, email subscriptions etc. In fact, Salesforce predicts that as many as 57 percent of modern-day customers are willing to share their personal data with companies so as to receive personalized offers and discounts. This helps companies populate their databases with humongous amounts of customer data which can be later used for powerful analysis.

If you’re interested in deploying Automation technologies for your contact centers or would like to learn more about this topic, please feel free to schedule a consultation with one of our AI and automation experts.

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