Sage CRM is a leading software programme used for customer management and sales development.
Like this one, chatbots are increasingly being used to improve the customer experience. The complementary nature of these two software programmes optimises the management of marketing and sales campaigns.
To achieve your goals, you must successfully connect Sage CRM with the chatbot that meets your needs. There are various connection techniques available. Discover the importance of connecting a chatbot with Sage CRM software.
Sage CRM: what is it?
Sage CRM is a customer relationship management tool. It enables sales and marketing teams to improve their online sales processes and community management. Like all CRM software, Sage CRM helps boost sales and makes customer management more flexible.
The features offered by CRM software eliminate the need to repeat certain actions manually. What’s more, with the data collected in Sage CRM, it is easy to identify each customer’s needs and offer a tailored service.
In addition, this CRM software features a fluid design that is easy to understand and customise. Its various tables allow you to structure data and perform in-depth analyses. You will be able to offer personalised service to each customer, as you have a complete overview of the contacts in your database.
Management is done in real time, as customer information is stored in the cloud. Given this parameter, the various affiliated teams (marketing and sales) can therefore collaborate effectively. The entire management of your business will be improved and the return on investment (ROI) will be optimal.
What is a chatbot?
A chatbot is a conversational robot or automatic messaging system. When a customer sends a message to the bot, it automatically analyses the request and provides an appropriate response. The latest generation of artificial intelligence-based software, such as Botnation, uses very natural language in conversations.
The chatbot will therefore be able to provide information and respond to customer requests. It is therefore one of the essential tools for any product sales company that wants to perform well in the digital age.
Why connect Sage CRM to a chatbot?
Through chatbots, artificial intelligence is being used to enhance digital marketing and sales. They help improve communication between businesses and customers. Like Sage CRM software, chatbots generate data, and linking them to a CRM system improves customer management.
For example, when a customer needs information such as the price or availability of a product, they send a message. The bot refers to the data stored in Sage CRM and provides the appropriate response.
Manual tasks and responses are eliminated at this level, reducing the workload for customer service. They only intervene in complex issues related to the company’s services or products.
This saves time for both the company and the customer. The customer receives personalised, automated messages throughout the entire process, 24 hours a day, 7 days a week.
This is therefore a major advantage in terms of customer loyalty and optimising after-sales service. What’s more, you have an overview of satisfaction indicators and can improve the services you offer. However, the productivity associated with Sage CRM software depends on the choice of bot. In reality, the chatbot must meet the needs of the business.
What is special about Botnation?
Botnation is a tool that allows you to design a bot without coding. This platform helps set up a conversational agent on the company’s website, on Facebook, and on other customer relationship management tools. It has proven its effectiveness for voice-based telephone chatbots. Moreover, they are available in English and several other languages.
For customer information, Botnation chatbots do not only take keywords into account. An in-depth analysis of the context and information provided by the user is carried out.
Furthermore, chatbots are easy to customise. As a result, even someone with no programming knowledge can design their own bot quite easily. If you encounter any difficulties, you can even ask for help to find a solution.
This platform offers, among other things: form chatbots, answering chatbots, lead collection chatbots, satisfaction and opinion survey chatbots, and finally, assistance bots for online purchases.
How to configure Sage CRM with a Botnation chatbot?
The connection between the conversational robot and CRM software is made using various tools. The connection between the chatbot and Sage CRM can be made using Zapier software or the Integromat connector. These two tools facilitate the transfer of information between Sage CRM and the Botnation chatbot.
To do this, remember to install and activate the Zapier plugin on your tool’s dashboard. You can then select the variables to export, create the zap, and finish the configuration in Zapier. As for Integromat, it can be linked to a wide variety of applications. All you have to do is create the CRM integrations.
Apart from these two tools, you can connect CRM and bot by activating the Webhook function.
All these connectors facilitate data exports and imports between the CRM and the chatbot. You will be able to better analyse the data you receive: emails, phone messages, etc. The Botnation team is also very open to helping you with any issues you may encounter, thanks to their virtual assistants.
All in all, Sage CRM software is a tool that can improve performance with a good chatbot. With this software, it is easy to save time and improve customer service. Choose one of the connectors mentioned above and configure it. This will enable you to improve customer management and, in turn, your services.
