How to integrate a chatbot into the overall B2B communication scheme

Businesses are constantly looking for ways to automate, improve and increase the effectiveness of interactions with consumers. How to integrate a chatbot into the overall B2B communication scheme .

At the moment, chatbots have become one of the main tools that allow achieving these goals. All thanks to the fact that they help both quickly night clubs and bars email list solve routine tasks and collect data on potential and current clients, and offer truly individual solutions.

However, in order for the tool to be used truly effectively, it must be properly integrated into the company’s overall communication system.

In this article, Yulia Pyankova, Head of the CRM and Integrations Unit at Completo , examined the key principles of successfully integrating chatbots into the B2B communication scheme and shared examples of how large companies use automation to implement complex interaction scenarios.

A chatbot is more effective when it is part of a system

Unfortunately, many companies still perceive oroetic: the gold buying chatbots as standalone solutions that perform a limited set of functions: answer simple questions, redirect to managers, or help users find the necessary information on the site.

Yes, this approach can be useful for solving basic problems, but it will not allow the technology to reveal its full potential.

As practice shows, the effectiveness of using a chatbot directly depends on how well it fits into the B2B communication system, which, in turn, should spam data  cover the entire customer journey up to after-sales service, as well as the company’s internal processes.

Let’s look at a number of integrations that will help increase the efficiency of implementing chatbots.

CRM Integration: More Data, Better Service

Integrating a chatbot into a CRM system is one of the possible stages of including the tool into the company’s communication scheme.

And one of the most significant, thanks to which the chatbot has access to the client’s full profile.

Imagine how much more relevant a solution a bot could offer if it knew the user’s entire history of interactions with the company.

Let’s say a bot sees that a customer has previously been interested in a certain product and immediately offers related materials, sends useful articles, or notifies about new promotions. This is personalization .

Moreover, when integrating with CRM, the client will not have to re-enter their data: the chatbot will automatically pull up the existing information, which will facilitate interaction with the user and positively affect their customer experience.

Integration with ERP systems: real-time resource management

For B2B companies, not only qualitative but also quantitative data is important: chatbots integrated with ERP systems can instantly provide customers with information about the availability of goods in stock, delivery times and prices, all taking into account individual working conditions.

This opportunity is especially valuable for large clients who value efficiency.

Chatbots can be used to implement:

• informing about the availability of goods . The client will not have to wait for a manager’s response to find out whether the required product is in stock when the bot instantly checks the data in the ERP and reports the balances;
• offer delivery options . If the product is available in several warehouses, the bot can offer convenient delivery options that meet the customer’s requirements.