Capturing leads on Salesforce streamlines the method of gathering and managing potential buyer info.
Automated lead seize options for Salesforce empower anybody to transform extra prospects into clients, enhance communication, and finally drive development. This integration not solely boosts productiveness throughout gross sales groups but additionally fosters stronger buyer relationships.
Extra advantages:
- Automate Lead Assortment: Seize leads from an AI chatbot with out handbook entry.
- Enhance Lead High quality: Collect important info upfront, permitting your gross sales crew to prioritize and have interaction with high-quality leads.
- Improve Observe-Up Effectivity: Robotically assign results in the best gross sales reps primarily based on predefined standards, making certain well timed follow-up.
Through the use of an AI chatbot for lead seize, you possibly can present a dynamic and interactive expertise for potential clients. The Kore.ai XO platform permits for straightforward integration with any system—together with Salesforce.
Under is a information on how you can get began.
Join a Kore.ai account
Step one is to join an account on the Kore.ai XO Platform.
As soon as signed in, choose ‘New App’ to begin your AI Chatbot construct
Start your new app challenge by choosing Automation AI. When you’ve chosen, choose ‘Customized Setup’ and observe the prompts to construct your AI chatbot.
Navigate to {the marketplace} and add the Salesforce CRM integration
Below ‘By integration,’ search and choose Salesforce for the appropriate template. From there, you possibly can configure Salesforce, together with directions and authorization.
Authenticate and set up
After you add the Salesforce CRM integration, observe the step-by-step directions and proceed to ‘Authenticate and Set up.’ Below Customized Authorization, choose ‘Create New’ from the dropdown menu.
You’ll be instructed to pick a New Authorization Mechanism. You need to use the ‘oauth V2’ authorization sort for this integration.
Enter the Identification Supplier Title (Salesforce), Consumer ID, Secret Key, Authorization URL, Token Request URL, Scope, and Refresh Token URL.
Save your authorization with the blue button on the backside of your display screen.
Authorize your Salesforce integration
Observe the set up template
Progress via the guided steps to finalize your template integration.
Take a look at your new AI chatbot integration
After the template set up, you’ll be dropped at the Dialog web page. Click on ‘Take a look at’ within the higher right-hand nook of your show. You’ll be given the choice to pick a Voice or Chat Dialog to check the flows.
For this instance, we’ll concentrate on Chat Dialog. As soon as chosen and your AI chatbot pops up, you possibly can ask it something about lead seize. You possibly can even merely sort, ‘Can I join with somebody from gross sales?’
The AI chatbot will acquire lead seize info from the client conversationally.
Verify your integration is working
Whereas logged into Salesforce, you possibly can view the lead seize occasions created by Kore.ai. Be at liberty to run duties like qualify leads, nurture contacts, and monitor interactions, simply and effectively from a unified platform.